Date: {{current_date_full_with_day}}

Hey {{first_name | AI enthusiast}},

In this edition, we analyze financial news as the NVIDIA juggernaut rolls on with stellar results. Model makers Anthropic and Open AI have hit $105 BN in revenue run-rate. Still think that AI investments will not yield returns?

Plus there are a couple of tools that marketers will find useful. We round it off with advice from the OG of branding, Seth Godin, that will resonate with marketers, in this age of AI.

Best regards,

— Renjit Philip

PS: If you want to unleash the power of Personal AI agents to grow your business, setup time speak to me, here»

Nvidia's latest quarterly results put fresh numbers on the scale of AI infrastructure spending. The company reported $96.2 billion in revenue for its second fiscal quarter, up 106% from a year earlier.

These figures help explain why Nvidia's results are being watched across the technology market. The money flowing into chips, data centres, and AI services remains enormous.

So what? Nvidia's figures show that demand for AI computing capacity remains exceptionally strong.Skeptics still ask- when will the bubble burst. My take is that NVIDIA will still rule the inference market after the training market slows down. Too early to say it is curtains for NVIDIA.

Epoch AI has updated its look at the revenue growth of OpenAI and Anthropic. Its main point is that both companies are growing at a rate rarely seen for businesses already making billions of dollars.

The numbers show how quickly paid use of frontier AI models has grown. The next chapter is whether that pace continues as the market gets larger.

So what? Frontier AI has become a major commercial market in a remarkably short time. Will it be a market that will have only a couple of SOTA Al model companies and a few paid specialized models? I don’t think so, if the proliferation of open models is anything to go by.

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Maxfusion is pitching itself as a single place for competitor research and AI-made image and video ads. Its latest push is an MCP connection that brings the product into tools such as ChatGPT, Claude, and Cursor.

So what? The quality and number of Ad creatives is a key differentiator for successful ad campaigns and this tool enables your brand to do just that. Give it a spin.

Making an AI video is getting closer to editing a real one. Google AI Studio says Gemini Omni 1.1 Flash can extend scenes, set the first and last frames, use video references, create a 360p draft, and upscale a final version to 4K.

So what? AI video is moving beyond one-shot clips and toward a more directed editing process.

Google Flights is testing an AI feature called Flight Deals. Instead of picking a destination and dates first, people can describe the kind of trip they want, such as a beach escape or a visit to Japan during cherry blossom season.

So what? Google is using AI to make travel search feel more like a conversation. Travel is one of the most lucrative search markets for Google and this is the company’s way to grab affiliate income on top of advertising (from the 300+ partners).

In this video, marketing legend Seth Godin dismantles the outdated 'hustle' culture of advertising, offering a roadmap for building brands that genuinely matter in the age of AI.

Core Pillars for Modern Entrepreneurs:

Consistency > Authenticity: Godin challenges the obsession with 'authenticity,' calling it a potential trap. Instead, he argues that professionalism is defined by consistency. Customers don't need you to be 'authentic' in your moods; they need to trust that you will consistently keep your promises.

The Power of Remarkability: To escape the 'average' trap, you must be a 'Purple Cow.' Success isn't about appealing to everyone; it's about creating an experience so distinct that your customers feel compelled to share it because it raises their own status or helps them solve a real problem.

AI as a Skilled Apprentice, Not a Replacement: Avoid using AI strictly to cut costs. Instead, use it as a 'squadron of eager interns' to upskill your workflow. By delegating organizational and data-heavy tasks, you reclaim the time needed to focus on high-level art, beauty, and deep human connection.

Redefining Success: Move beyond short-term metrics like clicks or follower counts. Focus on the 'Song of Significance'; solving meaningful problems so well that you would be genuinely missed if your business ceased to exist.

The Bottom Line: Your brand is not your logo; it is the reputation you earn by delivering on your promises every single time.

Usage-based and hybrid pricing models are reshaping B2B revenue and creating real complexity for finance teams. Tabs and PwC break down what it means for rev rec, forecasting, and ops. Watch the on-demand recording for practical frameworks you can actually use.

Watch the recording