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Dolby is only the most recent case, Sisvel consorsium actually bills licences per device:
Consumer Display Device: EUR 0.32
Consumer Non-Display Device: EUR 0.11
(source here: https://www.sisvel.com/licensing-programmes/audio-and-video-...)
I was at the event, and was impressed by the attendance, all the leaders from the major european listed companies were there.
Also interesting to note the number of partners they invited. Going from Microsoft, Accenture and EY to startups like alpic.ai or lingo.dev . Seems like they are ramping up their M&A game too
The protocol becoming stateless is a huge step forward!
Some might argue that Adwords got so successful because ads competed like search results, on bid AND relevance, not just bid.
If your ads inventory is big enough, ads can actually be a better answer to your intent than organic content, because the companies behind the ads have a much stronger incentive to satisfy your need.
It will be interesting how hidden those ads will be compared to current Search experience or what OpenAI is already doing.
It's a lot easier to mislead a user with an AI generated ad that with a Search result IMHO, I'm betting on a huige backlash if they don't make it VERY clear that ads are ads.
Crazy this company will IPO for >1B with such bad financials! That said, Starlink seems to be a real cash machine, not as good as ads but enough to support AI bets.
2025:
- Revenue: $18.7B, up from $14.0B in 2024
- Operating loss: -$2.6B
- Net loss: -$4.9B
- Adjusted EBITDA: $6.6B
- Operating cash flow: $6.8B
- Capex: $20.7B
Segment breakdown:
- Starlink / Connectivity: $11.4B revenue, $4.4B operating income, $7.2B adj. EBITDA
- Space / launch: $4.1B revenue, -$657M operating loss
- AI / xAI / X: $3.2B revenue, -$6.4B operating loss
Starlink metrics:
- Subscribers: 8.9M at end-2025, 10.3M by Mar 31 2026
- ARPU: $99/month in 2023, $81 in 2025, $66 in Q1 2026
Balance sheet as of Mar 31 2026:
- Cash: $15.9B
- Marketable securities: $7.8B
- Total assets: $102.1B
- Total liabilities: $60.5B
- Debt / finance leases: about $30.3B
I guess they forgot to run Mythos on their own code!
Looks closer to a Codex on a mac mini
Is this report AI generated? It feels so aí sloppy to read, even if the information inside is insightful, I just can't take it seriously
It will be interesting if Mistral succeeds to keep up with US and Chinese labs in terms of Models, or if they just become an integration company of chinese OSS frontier labs, like more and more of their competitors
Most of MCP servers and Apps are way under-designed today. A lot of MCP B2B servers still wrap legacy APIs, and most MCP Apps try to reproduce a website experience instead of trying to reinvent the experience from scratch.
It feels like we're in the early mobile years where companies have not figured out what to do with this new technology. I hope the Uber and Candy Crushes of the AI era will land in 2026! (well maybe not candy crush, but some IA native games would be nice)
Anthropic is really good at releasing features that are almost the same but not exactly the same as other features they released the week before
"MCP is less discoverable than a CLI" -> not true anymore with Tool_search. The progressive discovery and context bloat issue of MCP was a MCP Client implementation issue, not a MCP issue.
"MCPs needs to be wrapped to be composed." -> Also not true anymore, Claude Code or Cowork can chain MCP calls, and any agent using bash can also do it with mcpc
"MCPs needs to implement stateful behavior, shell + cli gives it to you for free." -> having a shell+cli running seems like a lot more work than adding a sessionId into an MCP server. And Oauth is a lot simpler to implement with MCP than with a CLI.
MCP's biggest value today is that it's very easy to use for non-tech users. And a lot of developers seem to forget than most people are not tech and CLI power users
There was a great presentation at the MCP Dev Summit last week explaining MCP vs CLI vs Skills vs Code Mode: https://www.figma.com/deck/H6k0YExi7rEmI8E6j6R0th/MCP-Dev-Su...
French administration is about to become even more inefficient it was!
So this is debt financing, not equity
Nice job! Do you plan to implement some Evals automation to this too?
This is starting to get old. Both Claude and OpenAi solved the mcp context bloat issue with on-demand tool discovery:
- Claude tool search: https://platform.claude.com/docs/en/agents-and-tools/tool-us...
- GPT tool search: https://developers.openai.com/api/docs/guides/tools-tool-sea...
There are very few stateful MCP Servers out there, and the standard is moving towards stateless by default.
What is really making MCP stand out is:
- oauth integration
- generalistic IA assistants adoption. If you want to be inside ChatGPT or Claude, you can't provide a CLI.
Wow this is the perfect prompt injection scheme
Would have been even more absurd if code AND PRs were all AI generated by different coding agents
I think you don't need to add the @, just prompt: Figma, etc... And of course check that you are connected to the app in your settings
Will be interesting how difficult the submission process will be, and which apps will get featured by chatgpt.
Maybe an ad based system coming soon?
Chatgpt apps are MCP servers with a UI resource (can be a react component or vanilla js) that gets shown in an frame one the tool is called by chatgpt. So you can't just port an existing app, but you can reuse the same backend Api wrapped inside an mcp server, and some of the components that you need to adapt to openai ux requirements. I practice this means developing an app from scratch.
You'd be surprised! In B2C at least, almost every company we talked to is building a ChatGPT App out ouf fear of missing out this agentic wave like so many missed mobile 15 years ago
If you want to quickly get started, we developed a react-based, type-safe framework to build chatgpt apps: https://github.com/alpic-ai/skybridge
Have you tried it and compared to other small models?
I hope MCP will prosper inside this new structure! Block donating Goose is a bit more worrisome - it feels like they are throwing it away into the graveyard.
Didn't see any company moving from MCP to Skills in the past 2 months. Skills is great but it's definitely not an MCP competitor
At the same time, the protocol's adoption has been 10x faster than Kubernetes, so if you count by this metric, it actually makes sense to donate it now to let others actors in. For instance, without this Google will never fully commit to MCP.