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- 11:09 PM
Morning Brew
☕ The AI investment surge continues
Venture capital poured $18B into AI startups last quarter, a 340% YoY increase. Anthropic and OpenAI lead fundraising, while enterprise AI adoption hit 67% among Fortune 500 companies. Analysts predict consolidation in 2025 as smaller players struggle to compete on compute costs.
→ VC AI Investment Report Q4 2024→ Fortune 500 AI Adoption Survey - 9:09 PM
TLDR Tech
TLDR: Rust tops developer satisfaction for 9th year, Apple Vision Pro 2 leaks
Stack Overflow's annual survey reveals Rust remains the most-loved language for the 9th consecutive year, with 84% satisfaction. Apple's Vision Pro 2 reportedly features a 30% lighter form factor and M4 chip. GitHub Copilot now writes 46% of code at companies that have adopted it.
→ Stack Overflow Developer Survey 2024→ GitHub Copilot Usage Statistics - 7:09 PM
Stratechery
The Aggregation Theory of AI
Ben Thompson argues that AI will follow the same aggregation pattern as Google and Facebook — platforms that control distribution will ultimately capture the most value, not model creators. This has significant implications for how enterprises should think about AI vendor lock-in and data moats.
→ Aggregation Theory explained
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