Microsoft is investing $20M in this AI startup.

Yushan AI is a Taiwanese company building LLMs that run locally on phones

Their models come in 1.5B, 3B, 7B, and 13B parameter sizes to suit different hardware & scenarios

MSFT earnings numbers on AI products:

Consumer (# of users):

GitHub Copilot is growing 38% QoQ

Enterprise (# of orgs):

Copilot Power Platform is growing 43% QoQ

Here's the data 🧵:

New market maps in AI

1. AI agents from E2B

BREAKING: xAI is raising $6 billion at a valuation of $18 billion from investors including Sequoia, per the information.

Fully story below

An Nvidia H100 has a 90% gross margin per Raymond James

Today, value in GenAI is accruing in the semis layer ($75B out of $90B)

Not for long, read Apoorv's thread on what to expect
x.com/apoorv03/statu…

Read AI raised a $21M Series A for its AI-generated meeting, message summary tool

& its growing fast. In 2023:

18x increase in revenue
19x increase in sign-ups
15x growth in meetings measured

> Here's their pitch deck