ArticleInsights6 min
The Credibility Premium: When a Resume Is Worth $50 Billion
Mira Murati's Thinking Machines Lab approaching $50-60B valuation from stealth with no public product, demos, or papers
AI Valuations
Asif Waliuddin is the Founder and CEO of NXTG.AI, where he leads strategic initiatives in enterprise AI transformation.
Articles by Asif Waliuddin
ArticleInsights6 min
The AI Funding Bubble Is Not a Prediction. It Is a Present-Tense Observation.
Aggregate AI valuation data from one week: xAI $230B, Thinking Machines $50-60B stealth, Skild 3x to $14B, Cerebras $8.1B, Deepgram $1.3B
AI Valuations
ArticleInsights2 min
One Week of AI Funding Tells You Everything About This Market
Aggregate AI valuation data from one week: xAI $230B, Thinking Machines $50-60B stealth, Skild 3x to $14B, Cerebras $8.1B, Deepgram $1.3B
AI Valuations
ArticleInsights6 min
The $690B Question Nobody Is Asking
Hyperscalers spending $660-690B on AI infrastructure in 2026 while AI-driven cloud growth decelerates and investors punish capex announcements — the spend and the skepticism are simultaneous
AI InfrastructureCloud Computing
ArticleInsights2 min
AI Is Being Democratized at the Surface and Concentrated at the Foundation
Microsoft's free Office agents + Meta's trillion-dollar DC + TSMC 37% capex increase = simultaneous democratization and concentration at different stack layers
AI InfrastructureMicrosoftMeta+2
ArticleInsights5 min
The Megawatt Moat: Why AI Was Never Getting Democratized
Infrastructure capital aggregation across OpenAI, Meta, TSMC, and Altman's $1.4T target
AI InfrastructureOpenAIMeta+1