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From: hello@startupintros.com / Mon, Apr 14

The Weekly DownloadNo. 046

OpenAI & Anthropic are at War Again. Elon fires everyone at Xai.

01 - OpenAI's $852B Identity Crisis

A leaked CRO memo reveals a new "Spud" model, accuses Anthropic of inflating revenue by $8B, and outlines a full enterprise pivot. Three more senior leaders departed. Shareholders are floating Bret Taylor as Altman's successor. ChatGPT ad rates dropped 58%. 14 min read.

02 - The Numbers

Biggest raise: Recursive Superintelligence, $500M+ (four months old). Biggest valuation: Cursor, $50B+. Biggest fund: Sequoia, $7B. Biggest IPO: Cerebras, targeting $35B+ on $510M revenue.

03 - The AI Coding Gold Rush

Cursor is raising $2B at $50B+. xAI is lending it tens of thousands of GPUs. Factory raised $150M at $1.5B. App Store releases jumped 60% YoY. Software engineering roles grew 67,000 in Q1 while 80,000 other white-collar jobs were cut. India's 1.5M CS graduates face a dissolving moat.

04 - The Global Memory Crisis

DRAM supply will meet only 60% of demand through 2027. Mac wait times hit 12 weeks. Meta raised Quest 3 by $100. Global smartphone shipments fell 4.1% in Q1. TSMC net income up 58%. ASML raised its forecast. The AI boom is starving everything else of memory.

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