AI is hitting an inflection point, says Jensen

Welcome back, Superhuman. Nvidia just bought Hugging Face for $13B, but the real winner was [checks notes]…Kevin Durant? Speaking of Nvidia, the chipmaker just became the first $5 trillion company to report 100% revenue growth — yet another sign we’re witnessing a once-in-a-lifetime revolution.

Today: Claude Cowork gets a browser, how to build an AI GTM Team with Grok Bot, and get the latest prompts and trending social posts.

1. Nvidia reports 106% YoY revenue growth as it rakes in over $1B per day: During its quarterly earnings report, CEO Jensen Huang announced the AI industry has reached an inflection point — multiple labs are scaling, demand is accelerating, and AI is doing truly useful work. The chipmaker is still riding the boom: its quarterly revenue hit $96.2B, up 106% year-over-year, and the news sent AI-related stocks surging.

2. Anthropic’s agentic assistant gets its own built-in browser: If your task involves searching the web, Claude Cowork can now open its own web browser as a side panel directly in your chat to get the information it needs. Claude will navigate the website searching for the relevant information, while you monitor what it’s doing. It’s rolling out to paid plans in the desktop app over the next week. See how it works.

3. Salesforce debuts Claudeforce amid a record quarter: The software giant reported $11.3B in revenue, up 11% year-over-year, driven by strong demand for its Agentforce AI platform. Salesforce’s stock rose 20% on the report, bringing related stocks up with it and easing investor fears that AI will replace software. The company also announced Claudeforce, an integration that brings Salesforce into Claude chats, along with 37 pre-built skills.

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The world keeps waiting for signs that AI is slowing down, but so far few have emerged. Nvidia just posted the “most impressive” earnings report in history, per The Kobeissi Letter. Not its most impressive. The most impressive. That statement is a barometer for the entire industry: revenue and usage are soaring across the board. There’s one major downside, though.

AI is still driving up electronics prices. Apple debuted a stronger Mac mini this week. The good news: it runs AI workflows on-device. The bad news: it’s more expensive. Nvidia announced plans to raise prices starting in 2027, so expect price tags to keep inching upward on anything that requires a chip (aka everything).

📝 Digital Renaissance: If you want to succeed in the AI era, become a polymath. That’s the argument behind viral author Dan Koe’s latest essay, where he describes the mindset it’ll take to thrive during the digital renaissance.

🧠 Meme-ception: This video cleverly strings together the world’s most famous memes in real time as you follow someone strolling down the street. It’s gone mega-viral with over 17M views and 47K bookmarks. Watch it here.

📈 Beating Nvidia: Nvidia’s been on fire, but its stock is getting outperformed by 100% when compared to a restaurant group with a cult following. The ticker is $CAKE. Can you guess which stock?

👀 Looking Inside: Here’s an industry secret — researchers aren’t entirely sure how LLMs generate specific answers or why they act a certain way. One lab just rolled out a new tool to fix this issue, letting researchers look inside AI’s “black box.”

🏅 Top 100: Time’s list of the most influential AI voices has sparked controversy for including Bernie Sanders and Paris Hilton, but missing one name that could arguably be ranked first. View the full list here.

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Until next time — Zain, Theodore, & the Superhuman AI team.