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Most AI tools are hyped. But only a few truly make money. Another is quietly beating Midjourney in spend. And OpenAI’s upselling users mid-delusion spiral (seriously).
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AI INSIGHTS
Everyone loves a good Top 100 AI App list we posted before, but who’s actually making money? a16z just dropped the first AI Spending Report using real startup transaction data to see where early-stage companies are actually swiping the card.
1. OpenAI took the #1 spot, with Anthropic at #2
But the rest of the list shows this space isn’t winner-takes-all
Tools like Replit, Cursor, Canva, Perplexity, and even CapCut are getting real spend
It’s a fragmented, fast-moving ecosystem where every startup picks their own stack.
2. Startups are still choosing copilots over full agents
Right now, companies are spending on tools that augment humans → Otter AI, Micro1, Fyxer, and Clay, all popular co-pilot apps
End-to-end agentic tools like Crosby Legal (AI law firm), Cognition (AI engineer), and Alma (AI immigration desk) did make the list but they’re still the minority
3. Horizontal apps > vertical apps
60% of the list is horizontal, tools anyone at a company can use, like LLMs, vibe coders, or note-takers
Role-specific tools in sales, HR, law, and ops are the rest
Why it matters: Apps like Midjourney and Cluely started with individual users, but are now seeing enterprise traction… without waiting for IT approvals. OpenAI used to be 75% consumer revenue. Now it’s closer to a 50/50 split.
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Which of these is NOT a vertical AI app mentioned? |
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TODAY IN AI
AI HIGHLIGHTS
🚀 Perplexity AI made its $200/month Comet browser FREE worldwide, its AI assistant that searches, drafts, shops & multitasks. Beginning today, you can use it here.
😱 Is it an account trap? A user saw that deleting your Sora app account also wipes your ChatGPT account & blocks future sign-ups. The post got over 4.6M views now.
👶 We all know OpenAI rolled out parental controls for ChatGPT days ago. Yet it can be bypassed in 5 mins, people call it ‘whack-a-mole safety’. Here's the process he did.
🛠️ Thinking Machines (a.k.a Thinky) dropped Tinker, which can fine-tune LLMs like a pro, and they’ll run it straight from your laptop for you. Join the waitlist only for now.
💥 A Reddit user used Sora 2 to create a full car crash scene in just 5 hours, cutting an 80-hour, multi‑thousand dollar VFX job to nearly zero cost. And that video is realistic!
⚡ Salesforce launched Agentforce Vibes that autonomously turns simple prompts into full enterprise‑grade apps on its platform. It's truly worth trying & testing here.
💰 AI Daily Fundraising: Invivo Partners is launching a €100M fund dedicated to AI-driven biotech and science in Spain to enhance their AI & entrepreneurship efforts.
AI SOURCES FROM AI FIRE
NEW EMPOWERED AI TOOLS
🥤 SodaMarketing instantly generates your on-brand ads
⚡ Instruct automates anything with a single prompt, no-code
🎉 CelebrateAlly scans your site to create branded visualizers
📊 Infography turns text into beautiful, shareable infographics
AI QUICK HITS
🚨 OpenAI is testing a built‑in therapist network inside ChatGPT
👸🏻 Character AI removed Disney characters from its platform
☝ OpenAI’s Sora 2 just climbs to No. 3 on the US App Store
💼 Anthropic hires a former Stripe CTO to focus on AI infras
🚀 Nvidia's AI infrastructure is leading with their GPU tech
AI CHART
Steven Adler just published an analysis of 1 million+ words from one user’s ChatGPT “delusion spiral”. Uhh, it’s even longer than all seven Harry Potter books combined but we concluded for you.
1. Tell the truth about product capabilities → Keep an up‑to‑date list of real features, and train it to say “I can’t do that” instead of hallucinating powers.
2. Equip Support to handle users in distress → Create support articles specific to delusions, let Support toggle “anti‑delusion” modes (turn off memory, start fresh chats) for at‑risk users.
3. Use your own safety tools for real → Safety classifiers should act like a SawStop: detect a finger near the blade, halt the saw instantly.
4. Encourage resets, not endless threads → If a classifier detects a runaway delusion, force a new chat and exclude the old one from memory.
5. Stop optimizing for endless engagement → Every ChatGPT message ends with “Would you like me to…” but sometimes the safest next action is silence.
6. Add conceptual search to find hidden crises → Embedding search can surface “user in distress” threads in seconds for pennies. Once you find one, you can locate and help the rest.
Chatbots are already acting like friends and therapists. They need built‑in safety, honesty, and exit ramps, not just “parental controls” and help‑center links!
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The AI Fire Team
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