Nathaniel Whittemore

Here's something I haven't had to do often.

Turns out that we actually got more on Spud almost immediately after I finished recording.

Dan Shipper just tweeted, the Axios story floating around about OpenAI limiting the release of their newest model Spud isn't true.

Just spoke to OpenAI and it appears the story conflated two things.

They do have a cyber product they are testing with a trusted tester group, but this is not the same thing as Spud.

The Axios story has now been updated.

My friends, we are playing with live ammunition here, but since I caught this in time to update, I wanted to make sure we did.

Let's move on to our next story about Perplexity Computer.

In our show about how every AI product is turning into every other AI product, we covered Perplexity's computer and the general open qualification of the AI world.

Based on Perplexity's financial results, it seems to be working.

Between the combination of shifting to usage-based pricing and the launch in February of computer, the company's revenue effectively doubled in a single quarter.

The Financial Times reported that the company has 100 million monthly active users, tens of thousands of enterprise clients, and 450 million in ARR.

Chris Brown from Inspired Capital writes, Perplexity back in the race with a single product launch is like a baseball team batting around the order twice and putting up 10 runs in the sixth inning.

Interestingly, one of the sub-themes that you can see a lot on Twitter slash X is that the finance space in particular seems to be really into Perplexity Computer.

Geiger Capital writes, Perplexity launched their AI agent computer a month ago and their revenue has immediately gone parabolic.

AI demand is still accelerating.

Nobody is ready for the compute we need.

Still others remain skeptical.

Kyle Russell writes, In more evidence of just how much these types of use cases are growing, GitHub appears to be straining under the pressure of the agentic coding wave.

Now, as capabilities have increased, it has led to an explosion in the amount of code being written, and it appears that that is nowhere more obvious than in GitHub's metrics.