#tech-and-ai-valuations

#tech-and-ai-valuations

Neal Stephenson argues that the metaverse is dead, particularly in light of the failure of Meta's Horizon Worlds, which raises significant concerns about the future of virtual reality.

CoreWeave announced a six-year agreement with Meta, which will supply AI cloud capacity through December 2032. The dedicated capacity will be deployed across multiple locations and will include some of the initial deployments of the Nvidia Vera Rubin platform, designed to optimize performance, resilience, and scalability for Meta's AI operations.

Helical's thesis is that bio foundation models, AI systems trained on vast genomic, transcriptomic, and proteomic datasets, have already crossed a quality threshold that makes computational hypothesis-testing meaningful in pharma research.

ADIN uses AI to replace the human analysts involved in venture dealmaking. Put in a startup's pitch deck, and out comes a detailed analysis of its business model and founding team, a list of diligence questions and compliance risks, an estimate of the total addressable market, and a suggested valuation. ADIN has about a dozen different agentic investors, each with a distinct persona and investing thesis.