In partnership with
In this issue:
🤝 In Partnership: The signals behind today’s trades
🤿Deep Dive: Anthropic pledges to keep Claude ad-free
🤝 Powered by: Invest where stocks don’t dictate the outcome
🤿Deep Dive: Perplexity’s DRACO benchmark
⚒Tool Snapshots: Tools for AI, no-code, and productivity
🖼AI Art: Examples of great and trending AI art
🎯Quick Favor: Fill out TIW survey form
🤝IN PARTNERSHIP WITH
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🤿 DEEP DIVE
Anthropic Vows No Ads in Claude
Intelligence: Anthropic pledged to keep advertising out of Claude with no sponsored links or third-party placements, positioning itself against competitors like OpenAI that are offering chatbot ads to dozens of advertisers. The company's Super Bowl ad features a man talking to an AI therapist that pitches a paid dating app mid-session, a direct swipe at competitors integrating ads into chatbot experiences.
The ad-free stance highlights a growing business model divide in generative AI between those embracing ads as revenue streams and those promising cleaner paid experiences, raising questions about how LLMs make money given expensive infrastructure costs.
Anthropic's approach doubles down on enterprise revenue through Claude Code and Cowork, which have already brought in at least $1 billion in revenue according to the company, alongside enterprise contracts and paid subscriptions.
The category has become a Super Bowl battleground with major players spending millions on ad inventory to boost brand awareness and fend off rivals, as the choice between ad-supported and ad-free AI may shape usage patterns and loyalty like data privacy did in early social platforms.
🤝POWERED BY
Here’s an un-boring way to invest that billionaires have quietly leveraged for decades
If you have enough money that you think about buckets for your capital…
Ever invest in something you know will have low returns—just for the sake of diversifying?
CDs… Bonds… REITs… :(
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It outpaced the S&P 500 (!) overall WITH low correlation to stocks, 1995 to 2025.*
It’s not private equity or real estate. Surprisingly, it’s postwar and contemporary art.
And since 2019, over 70,000 people have started investing in SHARES of artworks featuring legends like Banksy, Basquiat, and Picasso through a platform called Masterworks.
23 exits to date
$1,245,000,000+ invested
Annualized net returns like 17.6%, 17.8%, and 21.5%
My subscribers can SKIP their waitlist and invest in blue-chip art.
Investing involves risk. Past performance not indicative of future returns. Reg A disclosures at masterworks.com/cd
🤿 DEEP DIVE
Perplexity Introduces DRACO Benchmark for Evaluating AI Research Agents
Intelligence: Perplexity launched the Deep Research Accuracy, Completeness, and Objectivity (DRACO) Benchmark as an open standard for evaluating AI agents in complex research tasks across ten domains including Law, Medicine, Finance, and Academic research. Built from millions of real production queries submitted to Perplexity Deep Research, the benchmark uses an LLM-as-judge protocol to fact-check responses against real data and reduce subjectivity.
Source: Perplexity
DRACO evaluates AI agents on four key dimensions: factual accuracy, analytical breadth and depth, presentation quality, and citation of sources focusing on genuine user needs rather than synthetic or academic tasks.
The benchmark is model-agnostic and can assess any AI system with research capabilities, with early results showing Perplexity Deep Research leads in accuracy and speed while outperforming competitors in challenging domains like legal and personalized queries.
Detailed evaluation rubrics were refined through expert review to reflect authentic research scenarios, marking a shift from previous benchmarks that relied on artificial or theoretical test cases rather than real production queries.
By open-sourcing DRACO, Perplexity aims to raise standards for deep research agents and encourage broader adoption of rigorous, production-grounded evaluation methods across the AI industry.
⚒ TOOL SNAPSHOTS
Futuristic tools within AI, no-code, and productivity
🚀 CreateOS - All-in-one workspace for swift app development & deployment
🏪 Genstore.ai - Instantly convert prompts into operational and scalable stores.
🤖 Xcode 26.3 - Empower app development with revolutionary agentic coding.
💾 Bunny Database - Simple, scalable SQLite-compatible databases with low latency.
🔍 Nexuscale AI - Transforming market research and outreach with automation.
🖼 AI ART
Examples of great and trending AI art
🎯QUICK FAVOR
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ℹ️ ABOUT US
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