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The AI market is changing so fast! A year ago, people were still praising GitHub's Copilot and Cursor. Now, Claude Code and Codex have devoured their market share. A few months ago, OpenAI was unstoppable, but now institutions are lining up to sell their existing shares, and it's difficult to get them. Now, people are fomocratizing Athropic. I remember subscribing to a series of domestic AI projects like Flowith last year; I uninstalled them in less than a year, and now they're practically invisible.

Ark Invest Tracker
@ArkkDaily
04-01
OPENAI'S CFO SAYS: NO COMPUTE. NO REVENUE. - OpenAI is turning down business in 2026 because they don't have enough compute - Codex went from 100K to 2M developers in 3 months. - "If you do not have compute, you do not have revenue. That is one thing I know for sure."
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