Model Capabilities & Enterprise Adoption - GPT-5 represents a significant advancement in coding, writing, and healthcare, unlocking enterprise opportunities due to its improved reliability in tool calling, structured thinking, reasoning, and problem-solving [1][2] - Enterprises can adopt these models for an increasing number of use cases, with coding being a significant area of demand [2] - 92% of Fortune 500 companies were actively using chatbots shortly after the launch of ChatGPT, indicating organic adoption in the enterprise [4] Market Share & Competition - While some analyses suggest a decrease in OpenAI's enterprise market share from 50% to 25%, the company focuses on delivering the best models and products for customers [6][7] Developer Ecosystem & Enterprise Growth - OpenAI's API is actively used by over 4 million developers daily to build new products [8] - Enterprise seats grew from 3 million to 5 million in two months, showing accelerating growth and significant potential impact for both developers and enterprises [9] Infrastructure & Investment - Project Stargate is a $500 billion investment in the United States to build infrastructure for OpenAI and the country, addressing the increasing demand for AI [11] - The company is continuously investing aggressively to meet the growing demand for AI, aiming to make it more cost-approachable for enterprises and consumers [12][13] Microsoft Partnership - OpenAI values its positive relationship with Microsoft, which has been a significant infrastructure partner through Azure since before ChatGPT [17] - The company anticipates Microsoft's continued significant involvement and is actively working on defining the future of their collaboration [17][18] Talent & Mission - OpenAI attracts talent due to its mission-driven approach to building general intelligence beneficial for all of humanity [21][22]

AI Infrastructure & Investment - Hyperscalers are focusing on building comprehensive infrastructure including land and power, not just data [1] - Meta is projected to have $100 billion in CapEx for 2026, indicating significant investment in infrastructure [2] - Partnerships are becoming crucial for hyperscalers to manage financing, land acquisition, and power requirements, as their core competency lies in application development and algorithms [2][3] AI Compute & Usage - Google's token processing for generative AI has increased 100x over the past year, reaching 1 quadrillion (1,000 trillion) tokens per month [6] - Generative AI is rapidly growing, with monthly active users approaching 1 billion [6] - The surge in AI capabilities is leading to increased "vibe coding" [5] - Compute infrastructure demand is driven by the need for GPUs (e.g., Nvidia) and specialized AI accelerators (e.g., Google's Zella, Meta's AI LAN) [7] AI Development & Efficiency - AI is saving developers significant time in coding, as demonstrated by Jeopardy Five [9] - The scale of compute is magnifying, with some usage potentially being wasteful if not contributing to productive or enterprise use cases [8]

With stocks mostly rangebound and heading into a challenging seasonal stretch, what is the best strategy right now for investors. Sarah Malik is head of New Equities and Fixed Income, CIO and chair of New's investment committee joins us now. It's nice to see you. >> Good to see you, Scott.>> So, we have an undeniable pause. Is it just that. Do we need to reverse ourselves lower or where do we go from here and why.Well, Scott, we are leading to low liquidity in late August and as you mentioned, September is ...

camp network evolved beyond ip farming. 6 top protocols integrated pre-mainnet. infrastructure play ...

Crypto Payments & Infrastructure - Crypto payments are evolving from speculative risk assets to essential infrastructure [1] - Coinspaid's CryptoProcessing has processed over €23 billion in transactions [1] - CryptoProcessing assists over 800 enterprises [1] - Enterprises can potentially cut costs by up to 75% using CryptoProcessing [1]

Market Perception - The market increasingly recognizes protocols as fundamental infrastructure [1] - Aave is evolving beyond lending to become a foundational layer for complex product development, exemplified by Pendle [1] - The base layer thesis is gaining traction [1]

BlackRock's Global Infrastructure Partners is setting up a team to finance infrastructure projects in Southeast Asia that usually struggle to secure investment https://t.co/EFivtsg5Bm ...

Build on infra that won’t bottleneck youBuild on Solana: https://t.co/sIRt06RXWz ...

Brookfield is launching a dedicated strategy focused on developing infrastructure for AI as it looks to capitalize on a boom in data centers https://t.co/DjUIcB7PxK ...

everyone: "base needs perfect infrastructure before real adoption"meanwhile base:• $4.1b tvl• $2.75b weekly dex vol• stripe + jp morgan building• 700k+ waitlistmarket keeps thinking infrastructure comes before adoption. reality shows otherwise ...