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Editorial
TheMarketAI.com's articles analyzing AI trends, history and ramifications.


GPT-5 Launch Sparks Fierce Debate: Breakthrough or Blunder?
The launch of ChatGPT-5 has split the AI community. Ruben Hassid calls it smarter, faster, and cheaper. Alistair Greenwood highlights a bungled rollout that left some users longing for GPT-4. Eduardo Ordax sees a turning point where talent, not scale, drives progress. On prediction platform Polymarket, OpenAI’s odds of leading AI by 2025 plunged from 36% to 18%, falling behind both Google and xAI. TheMarketAI.com Take: The jury is still out — GPT-5’s true impact will hinge on
Aug 122 min read


We Tried to Recreate Claude’s Hedge Fund Demo. Here’s What Actually Happened.
We tried to recreate Claude’s viral hedge fund demo using IONQ—and the results didn’t hold up. While it summarized the earnings call well, it failed to pull basic financials and ran a flawed DCF with shaky assumptions. The AI analyst hype sounds great, but real-world results still lag.
Aug 54 min read


We Tried the New ChatGPT Agent to Calculate Our AI Index — Here's What Happened
We tested OpenAI’s new GPT Agent on a real task: calculating our AI SC 15 Index. The result? Fast, accurate, and low-friction. As tools like this improve, startups built on similar workflows may struggle to keep up — a trend we explored in our recent piece on AI’s rapid pace.
Jul 262 min read


AI’s Growing Pains: Why Data Center Bottlenecks Could Stall the AI Revolution
AI's rapid ascent faces a major hurdle: the infrastructure supporting it. Kevin Pang, an innovation strategist, highlights that hyperscale AI data centers take 3-6 years and $700M-$1.2B to build. Powering these behemoths is a huge challenge; the US grid's slow growth and increasing demand from AI and EVs are creating bottlenecks. Onsite power generation is also becoming crucial, signaling a shift in energy strategy. The AI revolution hinges on tangible resources, making energ
Jul 212 min read


AI Hyperscalers Analysis - the supply chain of AI
Explore the booming AI hyperscaler supply chain, from Nvidia GPUs to massive data centers powering ChatGPT and beyond. As demand soars, even giants like AWS scramble, creating openings for players like CoreWeave. We break down this modern AI factory network and the billions flowing into it.
Jul 63 min read


AI Hallucination hangups - did the chat just gaslight me?
What happens when AI systems generate plausible-sounding but completely false information? Welcome to AI hallucinations—fabricated content that's not grounded in context or world knowledge. As AI becomes more sophisticated, distinguishing accurate responses from confident fiction becomes crucial for anyone using these tools.
Jul 32 min read


Tracking Small-Cap AI: TheMarketAI AI SC 15 Index
We’re launching the TheMarketAI SC 15 Index, a market-cap weighted benchmark tracking 15 AI-focused small-cap stocks from the Russell 2000 tech sector. It’s our way of spotlighting emerging AI innovators beyond Big Tech — follow along as we explore how this unique slice of the market performs each month.
Jul 12 min read


AI Price & Model Comparison - the beginning
AI’s free tiers look tempting, but serious use costs more. From ChatGPT and Gemini to Claude and Grok, we explore flat-rate SaaS plans, hidden compute expenses, and why pay-as-you-go may be next.
Jul 12 min read


What is Thinking Machines building? we think it's a another ChatGPT like model
Thinking Machines is likely building it's own ChatGPT style model given the background of most of its team (shown here). That could position them as an attractive acquisition target from the mega tech corps who are struggling to keep up with Google, Microsoft and OpenAI.
Jun 294 min read


Is AI Advancing Too Fast?
AI is advancing so fast that serious product builders risk launching outdated tools by the time they ship. Even Apple delayed key features as the tech rapidly evolves. Like the PC boom of the '90s, today’s AI shifts demand perfect timing — or your cutting-edge release might already feel obsolete.
Jun 272 min read


IBM’s AI Vision Is Finally Paying Off
IBM stock performance 12 months ending June 24, 2025 After decades in the shadow of Silicon Valley's darlings, IBM is staging a...
Jun 252 min read


How to Make Money in the AI Revolution
TheMarketAI.com, we’ll be spotlighting AI-driven business ideas, breaking down models, and evaluating their pros and cons.
Jun 192 min read


Can AI ETFs Hedge the AI Revolution?
As artificial intelligence begins to reshape entire sectors, a growing number of investors, operators, and even corporate strategists are...
Jun 162 min read


Humans, Tech, and AI – A Historical Context
Editorial - As much as I admire AI and technology, my true passion has always been history. In my first general history course at...
Jun 152 min read
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