The Wave Theory

1/ Hi, I'm Vasco 👋 I'm NOT an AI expert. I'm just someone curious about AI who decided to learn in public. Here's what The Wave Theory is really about 👇

12/ Today's pattern: more capital, more models, faster timelines. The gap between US and China is tightening, researchers are harder to attract, and enterprise AI is rewriting job descriptions. Follow for daily AI signal.

11/ A Nature study found human scientists still outperform the best AI agents on complex research tasks. The finding matters as labs increasingly position agentic AI as a tool for scientific discovery.

1/ Last 24 hours in AI. A thread.

9/ Nvidia's market share in China dropped below 60%, down from a claimed 95% before export restrictions. Chinese firms now hold 41% of the domestic AI GPU market.

8/ Global venture funding hit $300B in Q1 2026, a record. OpenAI raised $122B. Anthropic closed $30B. xAI was acquired by SpaceX for $250B. AI mega-rounds now dominate startup investment globally.

1/ Last 24 hours in AI. A thread.