šŸ¤– From Words to Worlds?

PLUS: Anthropic’s on Track To Outpace OpenAI by 2028

Welcome back AI enthusiasts!

In today’s Daily Report:

  • šŸŒFrom Words to Worlds?

  • šŸ’ØAnthropic’s on Track To Outpace OpenAI by 2028

  • šŸ› Trending Tools

  • 🄪Brief Bites

  • šŸ’°Funding Frontlines

  • šŸ’¼Who’s Hiring?

Read Time: 3 minutes

šŸ—žRECENT NEWS

DR. FEI-FEI LI

šŸŒFrom Words to Worlds?

Image Source: Wikimedia Commons!/ā€œFile:HAI Roundtable on AI and the Economy.jpgā€/User:Steve Jurvetson/CC BY SA 2.0

Dr. Fei-Fei Li, the ā€œGodmother of AI,ā€ recently detailed why Spatial Intelligence is AI’s next frontier.

Key Details:
  • Today’s LLMs are designed to predict the probability of a sequence of words. For example, when given: ā€œThe dog fetched the {BLANK}!ā€ LLMs ask themselves: given the words so far, what’s the most likely next word?

  • In this case, it might predict: ā€œ{TENNIS BALL}!ā€ LLMs are great at understanding and generating words. They can tell you what happens, but not why or how it happens.

  • If we toss a tennis ball into the air, we know gravity will pull it back down. This kind of physical intuition is something we develop by observing how gravity, friction, and collision influence the physical objects around us.

Why It’s Important:
  • We rely on this physical intuition every day to predict how the world might react to our movements. For example, knowing how much force to use when opening a door. It’s not some magical ability; it’s our brain constantly building an internal model of how the world works based on our experiences.

  • So, what if LLMs could also autonomously experience the forces and flows of the universe? Spatial Intelligence aims to help AI perceive, comprehend, and interact with the physical world just as humans do.

THE AI RACE

šŸ’ØAnthropic’s on Track To Outpace OpenAI by 2028

Image Source: Reve’s AI Image Generator/@The AI Pulse 🩺

According to The Information, Anthropic appears poised to turn a profit much faster than OpenAI.

Key Details:
  • Anthropic expects to earn $70 billion per year by 2028, with $17 billion in Free Cash Flow (FCF): the money left over after covering all operational expenses like salaries and supplies.

  • OpenAI expects to earn as much as $100 billion per year by 2027, but anticipates burning through hundreds of billions of dollars over the next five years and won’t achieve any FCF until 2030.

  • Anthropic estimates spending $27 billion on computing power in 2028, compared to OpenAI’s projected $111 billion. This gap largely stems from Anthropic’s diversified approach of efficiently leveraging three specialized computer chips: Google Cloud’s TPUs, AWS’s Trainium, and NVIDIA’s GPUs.

Why It’s Important:
  • The world’s two most valuable AI startups are taking vastly different approaches to growing their businesses. Anthropic’s focused on steady, sustainable growth with early profitability. OpenAI’s focused on fast, aggressive growth with delayed profitability.

  • Anthropic concentrates on enterprises, serving over 300,000 business customers, with those paying $100,000 annually growing nearly sevenfold this past year. OpenAI targets consumers, with ChatGPT surpassing 800 million weekly active users.

THE STOCK MARKET

šŸ“AI Tier Tracker

TIER 0: ENERGY

NuScale Power Corp.

$SMR ( ā–¼ 5.94% )

TIER 1: SILICON

Lam Research Corp.

$LRCX ( ā–¼ 4.32% )

TIER 2: DATA CENTERS

Cisco Systems, Inc.

$CSCO ( ā–¼ 0.53% )

TIER 3: AI MODELS

Tesla, Inc.

$TSLA ( ā–¼ 1.26% )

TIER 4: SOFTWARE STACK

Appian Corp.

$APPN ( ā–² 4.51% )

TIER 5: AI AGENTS

GitLab Inc.

$GTLB ( ā–² 0.74% )

šŸ””CLOSING BELL: As of 11/11/2025 market close.

šŸ’”STOCK SPOTLIGHT: Each tier showcases a new stock every day.

šŸ› TRENDING TOOLS

šŸ“øLaike.AI edits, refines, or restyles your photos.

šŸ‘»UndetectedGPT makes AI content undetectable.

šŸŽ§MOODPlaylist generates playlists for every mood.

šŸ“ŗYT Chats turns YouTube videos into searchable notes.

šŸŽ‡Lexica AI creates stunning AI-generated images for free.

🧰 Browse our Always Up-To-Date AI Toolkit.

šŸ”©BOLT BOOST: 3 new AI tools are added to the AI toolkit every day.

🄪BRIEF BITES

Google introduced ā€œPrivate AI Compute,ā€ a secure, fortified cloud computing environment for processing your sensitive information.

ElevenLabs released ā€œScribe v2 Realtime,ā€ the most accurate real-time transcriber built to seamlessly translate live speech across 90 languages.

TIME Magazine unveiled ā€œTIME AI Agent,ā€ which introduces a fundamentally new way to navigate the magazine’s 102-year-old archive of cultural milestones.

ElevenLabs rolled out ā€œLicense Legendary Voices,ā€ a marketplace for connecting creators with rights holders to use AI-replicated voices of famous celebrities.

šŸ’°FUNDING FRONTLINES

  • Uare.ai raised a $10.3M Seed Round to preserve your memory.

  • Gamma closed a $68M Series B for AI-generated presentations.

  • Wonderful landed a $100M Series A to handle customer complaints.

šŸ’¼WHO’S HIRING?

  • Mistral AI (Paris, FR): Corporate Finance Intern, Spring 2026

  • NVIDIA (Santa Clara, CA): CPU Design Engineer, Entry-Level

  • Hippocratic AI (Palo Alto, CA): Agentic AI Architect, Mid-Level

  • Anthropic (San Francisco, CA): Enterprise Web Designer, Senior-Level

šŸ“’FINAL NOTE

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