The venture firm Andreessen Horowitz says large language model apps are showing retention patterns rarely seen in consumer technology, with usage deepening rather than fading over time. In a new analysis, a16z highlighted what it calls unusually strong cohort behavior across major AI apps, particularly ChatGPT and Gemini. Starting with ChatGPT, a16z says the trend is highly atypical. “Retention curves do not usually look like this: ChatGPT’s average retention rates keep getting better from week 2 onwards, and even more impressively, inflect upwards at week 23.” Meanwhile, a16z says Gemini is flashing what is known as a “smiling” retention curve.…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
Elon Musk says xAI’s Grok model will overtake Anthropic’s Claude within months as the company brings new computing capacity online. In a post on X, Musk lays out a timeline tied to the launch of Colossus 2, xAI’s massive, gigawatt-scale AI supercomputer being built in Memphis. “June… We understand what needs to be done and will get pretty close by April and roughly similar by May, so probably better by June when Colossus 2 is fully operational.” But by June, Musk says that the top AI models designed for coding will be almost perfect, making coding a “generic product” this…
Michael Burry is escalating his critique of the AI boom, questioning how long Big Tech can sustain its data center spending spree without distorting earnings. In a new post on X, the Big Short investor reiterates his view that mega-cap tech firms are resorting to financial engineering and leverage to sustain their AI ambitions. “A question I have for ORCL, GOOG, META, MSFT, AMZN, NVDA, CAT, and all the rest, ‘When does the spending for AI data center buildout actually end?’ It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently…
Gavin Baker’s tech-focused hedge fund has sold off its holdings in Meta (META) and AMD (AMD) while rotating aggressively into a mega-cap tech firm. The firm’s latest 13F filing shows that Atreides Management exited Meta in Q4 2025, dumping 66,093 META shares previously valued at $48.537 million. Atreides also unloaded all of its AMD holdings in the same quarter, selling 339,358 AMD shares previously valued at $54.904 million. Other notable Atreides sell-side activities in Q4 include Intel (INTC) as the hedge fund unloaded 2,127,107 INTC shares to trim its exposure to 483,930 shares worth $17.857 million. The hedge fund also…
Rebecca Patterson says capital is continuing to move out of the United States, and that shift could keep pressure on the dollar this year. In a Bloomberg interview, the former Bridgewater chief investment strategist says she expects the US dollar to weaken again, pointing to cross-border capital flows as a key driver behind the trend. “I think we’re going to have a weaker dollar again this year, maybe not to the same degree as last year. But what’s interesting to me about what’s pulling the dollar a little bit is the flow. We are seeing more money leaving the United…
A Goldman Sachs sector specialist believes one sector is offering a golden opportunity for investors after the recent sell-off reset valuations. In a new episode of the bank’s This Is the Markets podcast, Peter Callahan, Goldman’s US technology, media and telecommunications sector specialist, says he’s now bullish on tech after the sector’s sluggish start this year. “I think the Nasdaq’s lagged the Russell by almost eight or nine points to start the year. It is the slowest start on a relative basis we’ve seen in the last 15 years, matching 2021. And so put me on the side of the…
Artificial intelligence systems can now remain autonomously focused on complex software tasks for nearly 15 hours at a time, according to new measurements from METR. The research group estimates that Claude Opus 4.6 has a 50% time-horizon of about 14.5 hours on software tasks, meaning the model can complete half of the tasks that would take a skilled human that long without losing effectiveness. Back in December, METR said Claude Opus 4.5 had a 50% time horizon of approximately 4 hours and 49 minutes on complex tasks. The model evaluation group says the new figure is the highest point estimate…
Claude creator Anthropic says nearly half of all AI agent activity today is concentrated in one field, while deployment in other domains lags far behind. In a new report titled Measuring AI agent autonomy in practice, Anthropic says software engineering accounts for almost 50% of tool calls on its public API, underscoring how early the broader rollout of autonomous systems still is. Anthropic defines an agent as “an AI system equipped with tools that allow it to take actions, like running code, calling external APIs, and sending messages to other agents.” Rather than attempting to map full architectures across customers,…
The head of the International Monetary Fund (IMF) says AI is already reshaping labor markets on a scale that rivals a natural disaster. In an interview with NDTV, IMF managing director Kristalina Georgieva says the technology’s impact is sweeping and unavoidable. She says IMF research estimates that a large share of the global workforce will be affected in some way. “The studies we carry out, including studies of what is actually happening already in the labor market, confirm that AI is like a tsunami hitting the labor market. The size of the impact we estimate to be 40% of the…
Sam Altman says companies that treat artificial intelligence like a slow-moving IT upgrade risk falling dangerously behind. In an interview with The Indian Express, the OpenAI chief recalls a recent meeting with a large corporation planning a multi-year AI rollout. He says such timelines may work for traditional software transitions, but not for rapidly advancing AI systems. “I was in a meeting yesterday with a big company who was planning to spend 2026 strategizing, 2027 getting the company ready, and 2028 deploying. And that may work for other kinds of technology. Apparently, if you do like a giant ERP (enterprise…