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Happy New Years! Welcome to today's AI Business Weekly. You're part of a community that values clarity over hype and business impact over benchmark theater. Let's get to it.
DeepSeek's mHC Training Method Delivers 10-Point Benchmark Gains While Adding Just 6.7% Overhead
Chinese AI lab achieves "striking breakthrough" with Manifold-Constrained Hyper-Connections architecture that signals shift from brute-force compute to engineering excellence—tested across 3B, 9B, and 27B parameter models as China bypasses US chip restrictions through innovation. Read more
AI Faces "Show Me the Money" Reckoning in 2026 as 600 Billion Dollar ROI Gap Threatens Industry Credibility
Venture capitalist warns boards will stop counting tokens and start counting dollars—Big Tech projected to spend over 500 billion dollars on AI infrastructure while enterprises demand proof AI delivers bottom-line results beyond productivity theater. Read more
Nvidia Completes 67 AI Venture Deals in 2025 as 4.6 Trillion Dollar Chipmaker Expands Beyond Hardware
NVentures surges from 1 deal in 2022 to 30 deals in 2025 with major investments in OpenAI, Anthropic, and Cursor creating circular economics as portfolio companies commit billions to Nvidia chips—international expansion includes Mistral and Sakana. Read more
The Lonely Agent Problem: Companies Deploy AI That Cannot Access Systems Where Work Happens
Slack CMO predicts 2026 as year of idle agents sitting disconnected from enterprise software—Anthropic's Model Context Protocol emerges as "USB-C for AI" with adoption by ChatGPT, Copilot, Gemini, and 10,000 published MCP servers. Read more
Chief Analytics Officer demonstrates pitch deck creation in 30 seconds while banking giant pursues vision of AI assistant for every employee and AI-powered processes—operations staff down 10 percent over 5 years as 18 billion dollar technology budget funds workforce transformation. Read more
Chip Stocks Rally to Start 2026 After Third Consecutive Winning Year as AI Infrastructure Buildout Continues
Micron and ASML jump 10 percent and 9 percent respectively while Bank of America forecasts semiconductor sales surge 30 percent to surpass 1 trillion dollar milestone—analyst warns sustained gains depend on scaling production to meet overwhelming demand. Read more
AI Insiders Predict OpenAI Will Hit 30 Billion Dollar Revenue in 2026 but Favor Anthropic for Investment
Cerebral Valley conference survey of 300 founders, investors, and engineers shows Anthropic tops investment preferences ahead of OpenAI—industry shifts from AGI hype to profitable business models while Perplexity leads list of startups insiders would short. Read more
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📢 The Signal Behind the Noise
The AI industry has entered its accountability era. Engineering innovation now matters more than compute budgets. DeepSeek proves efficiency beats brute force. Investors demand ROI proof as the 600 billion dollar gap between spending and revenue widens. Insiders favor Anthropic's business model over OpenAI's market share. The technology works—the question is who builds profitable businesses before capital patience runs out.
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