Welcome to Thursday’s Newsletter

In today’s scoop 🍨 

• Nvidia's Earnings: Boom or Bust?

• Alexa, Are You Smarter Now?

• Meet Inception

• 3 Trending AI Tools

🔎 Nvidia's Earnings: Boom or Bust?

Nvidia just dropped its latest earnings report, and spoiler alert: the AI chip giant is still making ridiculous amounts of money. But Wall Street, being the drama queen it is, had mixed feelings. Let’s break it down.

📈 The Numbers (a.k.a. Why Jensen Huang is Smiling)

• Revenue: $39.3 billion—up 78% from last year.

• Data center sales: $35.6 billion—up 93%.

• Projected next-quarter revenue: A cool $43 billion.

• Stock performance: Still licking its wounds after January’s DeepSeek panic.

🤔 Wait… Didn’t Nvidia Just Tank?

Yes, but context matters. Last month, Chinese AI lab DeepSeek freaked out investors by showing it could train models with fewer and less advanced Nvidia chips. The market overreacted, wiping $600 billion off Nvidia’s market cap in a single day. Ouch.

🚀 Huang’s Response? Classic Jensen.

Nvidia’s CEO shrugged it off, calling DeepSeek’s R1 an “excellent innovation” that actually increases demand for Nvidia’s hardware. His argument? Reasoning AI models need 100x more compute. Translation: If AI keeps evolving, Nvidia wins.

⏭️ What’s Next?

• Nvidia’s new Blackwell chip is flying off the shelves, raking in $11 billion already.

• Big Tech (Meta, Google, Amazon) is still throwing hundreds of billions into AI infrastructure.

• Tariff risks and supply chain issues could be a headache, but for now, AI demand remains unstoppable.

🎉 Bottom Line

Nvidia isn’t just surviving—it’s thriving. AI spending is still full speed ahead, and unless someone completely rewrites the rules of AI computing, Nvidia’s dominance is safe. For now.

What do you think? Is Nvidia untouchable, or is a shake-up coming? Hit reply and let’s discuss!

🗣️ Alexa, Are You Smarter Now?

Amazon just gave Alexa a brain boost, and it’s looking less like a robotic assistant and more like a chatty, AI-powered roommate. With its latest upgrade, Alexa is now running on a more advanced large language model (LLM), making it faster, smarter, and way less likely to misunderstand your requests for “chill dinner music” as “play Nickelback on repeat.”

🔥 What’s New?

Amazon’s revamp aims to make Alexa more conversational and intuitive. Here’s what’s in store:

• 🤖 More Human-Like Chat – Alexa can now handle back-and-forth convos without losing track, meaning fewer awkward resets when you ask follow-up questions.

• ⚡ Faster & Smarter – Thanks to a beefed-up AI model, responses should be quicker and more natural, with better contextual understanding.

• 🎭 More Personality – Alexa now sprinkles in humor and emotion, so it won’t just tell you the weather—it might roast you for not bringing an umbrella.

• 💡 Smarter Smart Home Control – It can anticipate your needs better, so instead of manually adjusting your lights every night, Alexa might just do it before you ask.

🤔 The Big Question

Amazon is positioning this as Alexa’s “ChatGPT moment,” but can it compete with AI assistants from OpenAI and Google? While the upgrade is promising, the real test will be whether users actually find it useful—or if it still struggles with basic tasks like understanding your Wi-Fi name.

Either way, Alexa just got a serious glow-up. Now, if only it could remember where you left your keys. 🔑

🚀 Meet Inception

Inception, a Palo Alto-based startup, has just stepped out of the shadows with a game-changing approach to AI models. Instead of playing by the usual large language model (LLM) rules, Inception is rolling out diffusion-based language models (DLMs), a concept that could turbocharge AI generation speeds and cut costs dramatically.

🔎 Why It Matters

Traditional LLMs—like ChatGPT or Claude—generate text one word at a time, which is... slow. Inception’s DLMs, led by Stanford professor Stefano Ermon, flip the script by generating entire blocks of text simultaneously. Think of it like an image coming into focus all at once instead of loading pixel by pixel.

🔋 Key Stats & Features:

• 10x faster text generation than standard LLMs.

• 90% lower computational costs, making AI cheaper to run at scale.

• Real-time reasoning, unlocking new potential for AI-driven decision-making.

• Already secured Fortune 100 customers.

📈 Meet the Founders

Ermon isn’t new to the AI game—his research laid the foundation for Midjourney and OpenAI’s Sora. He co-founded Inception with former students Aditya Grover (UCLA) and Volodymyr Kuleshov (Cornell). Together, they’re aiming to shake up the LLM landscape.

🛠️ What’s Next?

Inception is offering an API, on-premises deployments, and a suite of ready-to-go DLMs. It’s already outperforming OpenAI’s GPT-4o mini, and if its claims hold up, this could be the biggest AI leap since transformers took over the world.

🔑 Takeaway

If Inception delivers on its promises, AI chatbots, coding tools, and digital assistants could get way faster and cheaper. The question is—can they dethrone the current AI giants? Stay tuned.

🔧3 Trending AI Tools

• 🎭 OpenArt Consistent Characters - Create and reuse consistent characters from a single image or description, posing and placing them in any scene for limitless storytelling.

• 🪨 Basalt - Build and integrate AI features effortlessly with tools for prompt crafting, LLM testing, seamless deployment, and real-time performance monitoring—all in a collaborative workflow.

• 🌍 Pinch - Virtual conferencing platform with real-time voice translation, letting you sound like a native speaker in over 30 languages for seamless cross-lingual communication.

📩 Before you go…

We’re always on the hunt for the best AI tools out there. Can you challenge us? If you’ve come across a tool that blew your mind, hit reply and send it our way—we’ll put it to the test and feature the best ones! 🚀

And if you know someone who’s just as AI-obsessed as you, pass this along and help grow the community!

Until tomorrow—stay curious! 👋