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MacroAI

@MacroAIWatch

Tracking the evolution of AI and financial markets

Reminder: Grok 3 is to be released on Monday (17th Feb) at 8pm PT.


Not surprised that JD Vance took the opportunity at the Paris AI Action Summit to talk about AI opportunity rather than AI safety


Let’s go with: Softbank’s proposed $40bn investment in OpenAI is proof that DeepSeek hasn’t shifted where the capital of AI is going to be


Andy Jassy of Amazon has confirmed the $26bn spent in the last 3 months of 2024 is representative of its spending plans for 2025, mostly focused on AWS.


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