Interesting Observations During GTC

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Over the past two weeks, I've met with many companies and friends in the Bay Area. I'd like to first write about AI Hyperscaler, how hot Manus is, how big Coding Agents could become, the latest advances in recommendation algorithms, mobile Agents, Glean, and Office Copilot.

Later, I'll write a more detailed piece on large language models and technological changes.

Let's start with the hottest topic: Coreweave's IPO and the AI Hyperscalers.

Negative Sentiment in AI Hyperscalers

Coreweave is set to go public on Friday, but the IPO pricing has been challenging, with a last-minute 25% reduction dropping the valuation from a planned $35B to $23B.