newsroom
$BLACK-FOREST-LABS · Black Forest Labs raises significant capital, hits 100 employees building multimodal world models for robotics
now playing · $BLACK-FOREST-LABS
$CBRS···bullish· high· posandrew feldman
Cerebras sees $25B backlog as AI data center buildout exceeds 50 years of global power growth
Demand for inference compute is insatiable with booked orders from OpenAI, Anthropic, Google, Microsoft, AWS; Cerebras' wafer-scale architecture delivers 15x faster inference for…
$BLACK-FOREST-LABSbullish· medium· posrobin rombach
Black Forest Labs raises significant capital, hits 100 employees building multimodal world models for robotics
The company behind Flux and latent diffusion is converging image, video, audio, and action prediction into unified multimodal models that can serve as 'brains' for robots, with ea…
$OPENAIbullish· highandrew feldman
OpenAI's reasoning models (o1, o3) validate inference compute scaling thesis
OpenAI's release of reasoning models that 'think' for extended periods confirms the shift to inference-time compute scaling; these models consume massive internal tokens making ul…
$NVDA···neutral· mediumandrew feldman
Hyperscalers building custom silicon to reduce Nvidia dependency, not to compete on performance
Major cloud providers (Amazon, Google, Microsoft) are developing proprietary chips primarily to control their supply chain destiny and avoid single-vendor dependency learned from…
$DIS···neutral· mediumrobin rombach
IP holders like Disney should train proprietary models on open-source foundations to control IP and enable fan creativity
Major IP owners can license open-source base models (like Flux) and fine-tune on their proprietary libraries to maintain control while enabling new revenue streams from fan-genera…