Group 1: Bending Spoons Acquisitions - Bending Spoons (BS) acquired Brightcove for $233 million in cash and subsequently privatized it [1] - BS has now acquired Vimeo for $1.38 billion in cash, indicating a shift towards acquiring larger, previously high-valued public companies [2][3] - The CEO of BS, Luca Ferrari, stated their intention to indefinitely own and operate acquired companies, with plans for significant investments in key markets and product areas post-acquisition [3] Group 2: Mercor's Growth in AI Recruitment - Mercor, an AI recruitment platform, achieved a valuation of $2 billion after a $100 million Series B funding round and has reached an annualized revenue of $450 million, reflecting a 4.5x growth in just six months [5] - Major clients of Mercor include Google, Amazon, Meta, Microsoft, OpenAI, and NVIDIA, positioning it as a strong competitor to Scale AI and Surge [5] - Mercor's CEO clarified that their annual recurring revenue (ARR) exceeds $450 million, although this figure is akin to gross merchandise volume (GMV) and does not account for downstream fees [6] Group 3: AI Industry Trends - The AI industry is experiencing explosive growth, as evidenced by the rapid revenue increases of companies like Mercor and others in the AI coding sector [7] - There is ongoing debate within the industry regarding revenue calculation methods, particularly concerning the costs associated with large models [7] - Another AI infrastructure product has seen a 40-fold increase in monthly revenue, indicating a strong demand for AI applications and services [8]