Notion's AI Meeting Notes run on Baseten, and Baseten's knowledge base runs on Notion. Our teams have been working together closely to push the frontier on both fronts. For AI Meeting Notes, our voice engineers built the fastest, highest-quality, yet lowest-cost solution on the market for speaker-attributed transcripts. We're proud to partner with the @NotionHQ team.

Notion plans to increase headcount roughly 30% this year as CEO Ivan Zhao pushes the company deeper into AI. Annual recurring revenue has passed $600 million, but mobile usage is stalling. The Big Read:

Notions of AGI and intelligence saturation are being thrown around pretty liberally these days. GPT-4 seemed brilliant on the day it was released yet its quite useless compared to todays models. Its hard for many to imagine how intelligent models could be, but as always once next generation models land it will be clear how limited todays AI still is.

Notion AI usage is compounding. Daily MCP calls are exploding (chart below 📈) and make up almost 1/3 of all our search traffic. Agent usage is almost quadruple our initial goals for the quarter. To keep up, we're hiring a wave of leaders. Context & Memories — Quality (EM) Context & Memories — Platform (EM) AI Security & Red-teaming (EM and IC) Generally talented people who want to have impact at Notion, even if no listing is perfect Retrieval and reasoning over everything you know, at 100M+ scale. Do it safely. Come own it. DMs open

⚠️ALERT: Notional Finance’s escrow contract suffers $1.7 MILLION exploit. The attacker minted a fake fCash claim equal to the Escrow’s entire live balance, settled it as real cash, withdrawing $1.7M in DAI and USDC, straight out of the contract. The stolen funds were then swapped into 689.2 ETH and deposited into Tornado Cash, per Specter Analyst.

The notion that phased Hamas disarmament should trigger phased Israeli withdrawals makes no sense. If Hamas goes from 20,000 serial killers & rapists to 10,000, should Israel withdraw halfway? And withdraw almost entirely when "only" 3,000 committed to another 10/7 remain armed?

Weekly notional volume across Polymarket and Kalshi has expanded dramatically over the past year, as more traders look to express views on real-world outcomes. Track the market. Monitor the flow. Find the edge with Alphio Prediction.

The notion that all hardware is a commodity business is going to be flipped on its head this decade Unitree's IPO filings show that it has ~60% gross margins, higher than most AI labs Durable, high quality robots are going to be supply constrained. Developer and skill ecosystems will create moats around certain robot platforms. Companies that can create an amazing product will command brand premiums The force of capitalism is expanding beyond bits