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Chamath is drawing the line every AI holder should be checking: record model usage means little without owning the stack from silicon to apps, and ZAI trading at half its peak is the live example.

👀 I don’t know ZAI’s P&L so won’t comment on it but will state the obvious: Unless you vertically integrate and show a credible path to owning models, app, tokens, cloud, data centers and silicon the risk of being a hi volume, low profit company is abnormally high in this https://t.co/jJRkLW2uy2 [Quoted @__tinygrad__]: Despite record usage of the models, ZAI stock is down over 2x from its peak. The Chinese markets have a real understanding of the economic impact of AI, the US ones do not. It's very important that the US government doesn't bail any of this out. https://t.co/m5zEzxzmLr
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The AI Agent Wars Just Got Personal: Google’s CC vs. Meta’s Muse

Alphabet (NASDAQ:GOOG | GOOG Price Prediction) and Meta Platforms (NASDAQ:META) just unleashed rival consumer AI agents (Google’s family-focused CC, a shared agent supporting up to six family members, and Meta’s single-user Muse, aiming for higher autonomy across a user’s digita…

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