Open AI and Anthropic, the two biggest AI companies in the entire world.

They both signed a multi-billion dollar private equity deals, and they did it on the exact same day.

The structure of how those deals happened is different, though.

So I think that's going to be really interesting when it comes to what's going on with AI and enterprise.

Also, Greg Brockman says that AI went from writing 20% to 80% of all OpenAI's code in one month.

Saudi Arabia's Humane just launched on AWS, and it is calling it the first enterprise-grade agentic AI operating system.

And Morgan Stanley just bumped the 26 hyperscaler forecast to $805 billion.

The first thing I want to break down, though, is Greg Brockman's.

He went on a podcast recently and he had all these wild quotes, including talking about AI.

He said, quote, even over the course of December, we went from these agentic coding tools, writing 20% of your code to writing 80% of your code.

This is a 4x jump in one single month.

And he also said that OpenAI is 70 to 80% of the way to AGI.

He also agrees with Sam and Demise over at Google DeepMind and says that we're maybe two

breakthroughs away.

Now, of course, this wasn't everybody that agreed with him over on ex-Yan Lekun,

predictably has been dunking on the AGI claim.

He's been basically doing this all week.

You also have Andre Carpathie, who was a lot more, I guess you could say like measured,

but basically the thing that I've heard him talk a lot about is he says

that I'm sure some of these coding writing percentages are like huge, right, going from 20 to 80

percent. But what he said is if you measure tokens emitted versus what is so, and that's kind of

where you're getting this 20 to 80 percent jump, but he says the difference is and a harder question is what fraction of all of these tokens, all of this and that's kind of where you're getting this 20 to 80% jump but he says the difference is

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