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Egan-Jones analyzes AI's impact on economics, predicts different distribution of gains. AI surpasses human performance.

An analysis by Egan-Jones in New York delves into the potential contrasting impacts of artificial intelligence from conventional beliefs. Despite the common narrative of AI leading to job elimination and overall prosperity, Egan-Jones provides an alternative perspective on the probable distribution of benefits from AI integration. The commentary highlights that AI advancements are commonly suggested to outperform humans in various realms, including legal assessments and medical diagnostics.

Unusual Whales·
US
AI
+4.87%
Unusual Whales·
US
AI
+4.87%

Futurum CEO Daniel Newman believes AI market is in a 'supercycle,' not a bubble. Core companies like Nvidia, Google, and Microsoft are driving real revenues.

Daniel Newman, CEO of Futurum, argues that the AI market is in a 'supercycle' rather than a bubble, driven by real revenues from companies like Nvidia, Google, and Microsoft. He distinguishes between AI hype and genuine revenue drivers, noting that some companies may inflate valuations by overusing 'AI' in earnings calls. However, key infrastructure firms are generating substantial revenues, indicating a long-term technological growth cycle.

Unusual Whales·
US
NVDA
+3.93%
US
MSFT
+0.40%
US
GOOG
+1.60%
Unusual Whales·
US
NVDA
+3.93%
US
MSFT
+0.40%
US
GOOG
+1.60%

Futurum CEO Daniel Newman Calls Current AI Market Multi-Decade 'Supercycle,' Not A Bubble— But Sudden Glut 'Could Become A Risk'

Daniel Newman, CEO of Futurum, argues that the current AI market is not a bubble but a multi-decade 'supercycle.' He acknowledges risks like overvaluation and overspending but emphasizes that core infrastructure companies like Nvidia, Google, and Microsoft are generating real revenues. Newman predicts 2026 as a pivotal year for AI revenue proof and warns of potential risks if demand decreases. His views contribute to the ongoing debate about the AI market's stability.

benzinga_article·
US
GOOG
+1.60%
US
GOOGL
+1.55%
US
MSFT
+0.40%
benzinga_article·
US
GOOG
+1.60%
US
GOOGL
+1.55%
US
MSFT
+0.40%

Milvus hits 40,000 GitHub stars, with 10,000+ productions, strengthening its position as a leader in vector databases. Gartner predicts 30% enterprise usage by 2026.

According to a recent prediction by Gartner, vector databases are anticipated to be incorporated into about 30% of enterprise applications by the year 2026. Concurrently, Milvus, an open-source vector database developed by Zilliz, has achieved a significant milestone by surpassing 10,000 production deployments. This update was unveiled in Redwood City, California on December 18, 2025.

Unusual Whales·
Unusual Whales·

AI’s Relentless Pace: Democratization, Orchestration, and the Compute Arms Race

The AI landscape is rapidly evolving with breakthroughs in model efficiency and geopolitical competition for computational supremacy. Google, NVIDIA, OpenAI, Zoom, and Meta are making significant strides in democratizing AI, enhancing accessibility, and optimizing performance. Political tensions arise over AI infrastructure demands, with calls for balanced policy. Major investments in compute resources underscore the competitive race for AI dominance. The strategic orchestration of AI capabilities is proving crucial, with companies leveraging diverse models for optimal performance.

StartupHub·
NA
OpenAI
0.00%
US
GOOGL
+1.55%
US
GOOG
+1.60%
StartupHub·
NA
OpenAI
0.00%
US
GOOGL
+1.55%
US
GOOG
+1.60%
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