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Claude Opus 5 is “really close to Fable’s performance at a fraction of the cost”.

Head of AI at Clay, @jeffbarg goes on to say ChatGPT 5.6 is “even cheaper than both of them”.

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Leading OpenAI’s core product strategy is Thibault Sottiaux—and on September 23, he’s taking our stage at AI Agenda Live.

Rather than high-level speculation, we will ask Thibault to share how OpenAI is building and scaling the next generation of AI agents that perform real work across consumer and enterprise workflows.

🚨 Early Access pricing for our AI Agenda Live event ends tomorrow, July 31st. Secure your seat today before prices increase for our September 23 summit in San Francisco: https://t.co/wWZdw1F4eQ

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Ken Griffin has long labored to assemble a globe-spanning empire reaching anyone involved in the world’s capital markets.

The latest phase faces some challenges.

Read our profile: https://t.co/YvK0yrrxy3

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Enterprise AI agents are facing a runaway cost problem.

Former HashiCorp CEO and Dome Systems Co-Founder @davidmcj explains why platform engineering controls are needed:

"You need sort of a platform engineering team inside these companies..."

"... to be able to determine what those services are that they're going to provide to allow people to deploy applications in this agentic manner in the same way that they did in the cloud manner.”

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How is Microsoft managing the risk of overbuilding AI data centers?

“In a situation where Microsoft somehow over builds capacity is they have the ability to dial that back, what they're doing with their third parties and bringing that in-house, they have talked publicly.”

“Their goal is to bring all the third party capacity back in house.” — @rbccm Managing Director Rishi Jaluria

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China’s open-source AI models are gaining ground on U.S. rivals, but Moonshot, Alibaba and DeepSeek still rely on Nvidia chips to train them.

Read more: https://t.co/ZgON1lBSrJ

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Will Meta burn cash until 2028?

@Citi Managing Director Ron Josey:

"In our model, we think they'll burn cash actually, this year. next year and into 2028."

“Their balance sheet is incredibly healthy. They've got the cash... But we really need to start seeing the results here…”

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Electric flying taxi startups are increasingly pitching military aircraft as civilian demand remains uncertain.

Read more: https://t.co/l7tQEFsCuW

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Exclusive: OpenAI is closing in on 1 billion weekly ChatGPT users less than four years after launch.

The milestone arrives later than planned as Google and Anthropic intensify competition.

Full story: https://t.co/e5G8N7x6qt

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Companies are testing Codex and open-source models to cut their AI coding bills, yet many are still sticking with Claude Code. Engineer preference and Anthropic’s technical edge are proving difficult for rivals to dislodge.

Full story: https://t.co/s4AQPhyynQ

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As ByteDance and others have eliminated AI companions, their passionate enthusiasts have been considering how to pressure the companies into restoring them.

Full story: https://t.co/SwlYe2KBBk

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Xsight has raised $300 million as investors bet that AI data center networking revenue could grow tenfold to $150 billion by 2028.

Read more in our AI Agenda newsletter: https://t.co/72CoTcxZhH

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Today on TITV:

-Meta’s AI investments weigh on Q2 profits | Ron Josey, Managing Director, Senior Internet Analyst at @Citi

-Microsoft revenue grows 18% year-over-year | Rishi Jaluria, Managing Director, Software Equity Research at @rbccm

-Former HashiCorp CEO launches Dome Systems | @davidmcj, CEO and Co-Founder of Dome Systems

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https://t.co/h5ShKqegLa

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https://t.co/h5ShKqegLa

[The Information @theinformation]

Today on TITV:

-Meta’s AI investments weigh on Q2 profits | Ron Josey, Managing Director, Senior Internet Analyst at @Citi

-Microsoft revenue grows 18% year-over-year | Rishi Jaluria, Managing Director, Software Equity Research at @rbccm

-Former HashiCorp CEO launches Dome Systems | @davidmcj, CEO and Co-Founder of Dome Systems

📺 Tune in at 10 am PT / 1 pm ET on https://t.co/Jze1jkrYRl

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What are the pros and cons of banning Chinese open source AI models in the US?

@Cisco President @jpatel41 points to one potential downside:

“If you banned Chinese open source in the US, then what happens? Well now the cost of tokens and the cost of going out and performing intelligent tasks in the US goes up compared to the rest of the world.”

“Then over the long period of time might actually put us at a disadvantage.”

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Microsoft is showing Meta that aggressive AI investment does not have to come at the expense of operating discipline.

Read more from @mvpeers 👇
https://t.co/UOo940H6Nf

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China has begun mass-producing homegrown immersion DUV lithography machines, a key step toward reducing its reliance on ASML. The state-backed manufacturer plans to make about five systems this year and roughly 20 in 2027.

Read more details: https://t.co/4lOJbo6kIb

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Exclusive: OpenAI’s chatbot is on the precipice of having 1 billion weekly active users, a milestone the company was hoping to hit by the end of last year.

More details, and what it means for the company's trajectory: https://t.co/lwyzGnQ1PL

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TSMC’s packaging constraints are limiting customers’ AI chip growth, creating a rare opportunity for Intel to rebuild its manufacturing business.

Full story: https://t.co/dyf6bjoMqF

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Jump Capital is hunting for AI startups that can transform legacy industries, armed with a new $350 million fund.

Read more: https://t.co/DAAPzvdjuq