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[@bearlyai](/creator/twitter/bearlyai)
"New Google Veo XXX video editing tool can add/remove props instantly while taking care of physics and shadowing with simple text prompt. Wild"  
[X Link](https://x.com/bearlyai/status/1980381461359521999) [@bearlyai](/creator/x/bearlyai) 2025-10-20T21:11Z 13.6K followers, 13.1K engagements


"leaked list of OpenAIs top XX customers (that have used at least X trillion tokens)"  
[X Link](https://x.com/bearlyai/status/1976621393665028239) [@bearlyai](/creator/x/bearlyai) 2025-10-10T12:10Z 13.6K followers, 57K engagements


"Broadcom up X% and added $100B+ to market cap after announcing it will build data center chips for OpenAI (10GW compute)"  
[X Link](https://x.com/bearlyai/status/1977762122848501770) [@bearlyai](/creator/x/bearlyai) 2025-10-13T15:43Z 13.6K followers, 78.5K engagements


"Stock pumps after an OpenAI announcement are getting out of control: Oracle gets $300B data centre commitment from OpenAI (ORCL gains +36% on news) Shopify and Etsy added to ChatGPT checkout feature (SHOP +6% ETSY +16%) Nvidia intends to invest $100B into OpenAI (NVDA +5%) SK Hynix and Samsung agree to partnership with OpenAI for advanced memory chips (SK Hynix +10% Samsung +4%) AMD to sell OpenAI 6GW worth of chips for AI data centers and also give the startup warrants worth XX% of AMD (AMD +23%) Broadcom announces partnership to build a custom chip for OpenAI (AVGO +10%) Walmart items can"  
[X Link](https://x.com/bearlyai/status/1978168271699628303) [@bearlyai](/creator/x/bearlyai) 2025-10-14T18:37Z 13.6K followers, 53.5K engagements


"AMD is up +27% to $340B on news that OpenAI plans to use AMD chips to consume up to 6GW of AI data centre power (OpenAI will also get warrants buy XX% of AMD)"  
[X Link](https://x.com/bearlyai/status/1975207827217248703) [@bearlyai](/creator/x/bearlyai) 2025-10-06T14:33Z 13.6K followers, 840.1K engagements


"xAI is building world models which are large-scale simulations. To do so it hired Nvidia researchers that worked on the Omniverse platform. Gaming is top current use case and its a $200B a year industry. Google and Meta are also investing heavily in world models which require massive compute for interactive 3D world (Jensen believes the potential market for world models is as large as current global GDP)"  
[X Link](https://x.com/bearlyai/status/1977397791128445362) [@bearlyai](/creator/x/bearlyai) 2025-10-12T15:35Z 13.6K followers, 47K engagements


"SCOOP: OpenAI announces a partnership with Sydney Sweeney. Global GDP projected to increase by 250%"  
[X Link](https://x.com/bearlyai/status/1978621315319029971) [@bearlyai](/creator/x/bearlyai) 2025-10-16T00:37Z 13.6K followers, 43.6K engagements


"another reason to not drink Cola-Cola"  
[X Link](https://x.com/bearlyai/status/1979271719664914524) [@bearlyai](/creator/x/bearlyai) 2025-10-17T19:42Z 13.6K followers, 21.7K engagements


"Jeff Bezos believes that AI is an industrial bubble which means every type of company or experiment good idea or bad idea will get funded. Even if investors dont make money AI is very real and will change every industry. He cites biotech bubble in 1990s: investors as whole lost money but society gained a number of life-saving drugs (similarly the telecom bubble resulted in a massive cable buildout we still use)"  
[X Link](https://x.com/bearlyai/status/1974225795997397227) [@bearlyai](/creator/x/bearlyai) 2025-10-03T21:31Z 13.6K followers, 657.1K engagements


"if you were waiting for someone on Sora to create a video of Jesus winning an Olympic Gold in swimming by walking on water then youre in luck"  
[X Link](https://x.com/bearlyai/status/1977024019980599678) [@bearlyai](/creator/x/bearlyai) 2025-10-11T14:50Z 13.6K followers, 82.1K engagements


"Financial Times projected OpenAIs cap table following its for-profit transition: Microsoft (30%) OpenAI Employees (30%) OpenAI Non-Profit (20%) Softbank (10%) That leaves XX% for existing investors (Thrive Khosla MGX etc). Moving forward Nvidias $100B investment will dilute existing investors and then there is also consideration for Sam Altmans potential equity stake"  
[X Link](https://x.com/bearlyai/status/1978123292038062227) [@bearlyai](/creator/x/bearlyai) 2025-10-14T15:38Z 13.6K followers, 214.3K engagements


"Will Smith eating spaghetti in 2023 vs. Will Smith eating spaghetti in 2025 (Veo 3.1)"  
[X Link](https://x.com/bearlyai/status/1978846205909061728) [@bearlyai](/creator/x/bearlyai) 2025-10-16T15:31Z 13.6K followers, 78.8K engagements


"Not surprising that Mckinsey has used XXX billion OpenAI tokens. The consultancy built an internal AI chatbot (Lilli) trained on XXX years of the consultancys work and 100000 documents and interviews. It claims XX% of firms 45000 employees regularly use the tool"  
[X Link](https://x.com/bearlyai/status/1979324737370362315) [@bearlyai](/creator/x/bearlyai) 2025-10-17T23:12Z 13.6K followers, 187.7K engagements


"Uber will give its drivers in the US an option to make money by doing digital tasks. These short minute-long tasks can be done anytime including while idling for passengers: data-labelling (for AI training) uploading restaurant menus recording audio samples of themselves narrating scenarios in different languages The opportunity is quite larges based on fact that two AI data-labelling startups (Scale AI Surge AI) each reached $30B valuations. Earlier in October Uber which has 1m+ drivers in the US had acquried Belgian data-labelling startup Segments AI for an undisclosed amount"  
[X Link](https://x.com/bearlyai/status/1979600383908761888) [@bearlyai](/creator/x/bearlyai) 2025-10-18T17:28Z 13.6K followers, 5.5M engagements


"Instagram co-founder and Anthropic Head of Product Mike Krieger on whether AI video tools (Sora Veo) can turn into a social network. Says two main challenges: 1) these feeds need variety (novelty wears off quickly if only AI-generated videos); and 2) can you build a community"  
[X Link](https://x.com/bearlyai/status/1980081566320902628) [@bearlyai](/creator/x/bearlyai) 2025-10-20T01:20Z 13.6K followers, 53.4K engagements


"vibe coding giveth vibe coding taketh"  
[X Link](https://x.com/bearlyai/status/1980444297850941589) [@bearlyai](/creator/x/bearlyai) 2025-10-21T01:21Z 13.6K followers, 29.8K engagements


"OpenAi has hired 100+ former bankers from JPMorgan Goldman Sachs Brookfield Evercore as well as Harvard MBAs to train a financial-modelling tool: $XXX an hour to build models for IPOs restructuring etc. Three step process: 1) 20-minute interview with AI chatbot; 2) test to show financial statement knowledge; 3) building a model Pace of X model per week (participants receive feedback and make changes) Strong emphasis on industry norm formatting (margin size italization) Almost no humans from OpenAI side is involved"  
[X Link](https://x.com/bearlyai/status/1980653357065761028) [@bearlyai](/creator/x/bearlyai) 2025-10-21T15:12Z 13.6K followers, 261K engagements