Morning Byte

Feb 28, 2025

Good Morning byter,

  1. Ex-OpenAI Chief launched $9B startup

  2. Snowflake stock jumped after earnings beat expectations

đź§  Ex-OpenAI Chief launches $9B startup.
Former OpenAI CTO Mira Murati headed up Thinking Machines Lab—raising $1B at a $9B valuation with a team of 20 researchers. Although the startup’s open-source approach to personalized AI systems is unconventional, it joins four other AI ventures now valued over $5B. Consider exploring investments in open-source AI infrastructure. Crunchbase News

📊 Snowflake stock jumps after earnings beat expectations.
Snowflake’s shares surged 13% in premarket trading after posting earnings of $0.30 (against a $0.18 forecast) and revenue of $986.8 million—a 27% year-over-year increase. Although the stock is still 30% below last year’s price, new AI product launches planned for H2 2024 could drive future gains. Morning Byte News

  1. Salesforce AI agents hit the market

  2. Meta launched new smart glasses

  3. GPT-4.5 supercharged business AI

🤖 Salesforce AI agents hit the market. 
Salesforce unveiled Agentforce, an AI solution already embraced by 3,000 paying customers. Although the tool boosted service operations in customer care and insurance and helped push sales to $9.99 billion, the stock dipped by 5% after the launch. This development encourages a close look at AI-human collaboration tools for competitive edges. MarketWatch

đź‘“ Meta launches new smart glasses. 
Meta rolled out its Aria Gen 2 smart glasses, packing over 10 sensors—including heart rate monitoring—and on-device AI that handles complex tasks without a cloud connection. Although designed to aid vision-impaired navigation through collaboration with accessibility firms, these glasses also pave the way for investment in specialized wearable AI startups. Meta.com

⚡ New GPT-4.5 supercharges business AI.
OpenAI’s rollout of GPT-4.5 brought dual capabilities to the table: it cracked 33% of Math Olympiad problems and improved emotional intelligence for more intuitive interactions. But with token costs soaring to 30 times those of GPT-4, now is the time to upgrade your business tools before competitors catch on. SiliconANGLE

  1. Instagram glitch revealed obscene gore

⚠️ Instagram glitch reveals obscene gore. 
A glitch in Meta’s AI safety system mistakenly displayed graphic content to millions, an error that slipped past 15,000 human reviewers amid hiring cuts. Although algorithm changes were meant to prioritize growth, the incident underscores the urgent need to revisit content moderation policies. SiliconANGLE

  1. Happiness chase drained mental energy

đź’ˇ Happiness chase drains mental energy. 
New research revealed that actively chasing happiness can sap your willpower, much like a muscle that tires with overuse. Although studies involving hundreds of participants confirmed diminishing self-control with constant happiness-seeking, the key takeaway is to automate minor decisions so you can conserve energy for what truly matters. University of Toronto Scarborough

Leverage AI tools for customer service automation while maintaining personalization. Track ROI on technology investments with concrete metrics. For example, implement a CRM system like Salesforce's Agentforce to reduce response time by 40% while collecting valuable customer data that drives sales strategies.

Focus on sustainable growth over vanity metrics when raising capital. Use data-driven decision frameworks to validate product-market fit early. For example, run A/B tests with minimal viable products to confirm customer interest before scaling, as demonstrated by Mira Murati's focused approach with Thinking Machines Lab.

Implement "deep work" sessions by blocking 90-minute distraction-free periods. Utilize AI-powered tools to handle routine tasks. For example, schedule your most challenging work during your peak cognitive hours and use GPT-based assistants to draft emails and summarize research, potentially saving 5-7 hours weekly.

Diversify across AI infrastructure, consumer tech, and data management companies. Watch quarterly earnings for AI implementation costs versus revenue gains. For example, analyze Snowflake's 27% YoY revenue growth alongside their planned AI product launches to identify similar opportunities in data infrastructure companies.

Top Five Stocks Mentioned

  1. ❄️ Snowflake / $SNOW

  2. đź§  OpenAI (Private)

  3. đź’» Salesforce / $CRM

  4. đź‘“ Meta / $META

  5. 🤖 Thinking Machines Lab (Private)

Top Five Industry Words To Know

AI Agent

Autonomous software that can perform tasks with minimal human intervention. For example, Salesforce's Agentforce handling customer service inquiries independently.

Token Costs

The pricing structure for AI language model usage based on processing units of text. For example, GPT-4.5's token costs being 30 times higher than GPT-4.

YoY (Year-over-Year)

Financial comparison between one time period and the same period the previous year. For example, Snowflake's 27% YoY revenue increase shows strong consistent growth.

On-Device AI

Artificial intelligence processing that happens locally on hardware without cloud connectivity. For example, Meta's Aria Gen 2 glasses performing complex tasks without internet connection.

Valuation

The estimated worth of a company determined by investors and market conditions. For example, Thinking Machines Lab's $9B valuation despite being a startup with only 20 researchers.

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