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The Kobeissi Letter
@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
参加 June 2015
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The Machine Learning market is seeing accelerating growth. The global machine learning market is now projected to grow from ~$100 billion in 2025 to ~$684 billion by 2033. This implies a CAGR of +27.2% from 2025 to 2033. As AI evolves, the focus is shifting toward AI models that can continuously learn, retain knowledge, and adapt to new tasks. This represents a fundamental shift from AI systems that rely primarily on knowledge acquired during training to systems capable of improving through experience. As adoption accelerates, demand for machine learning software, hardware, and services is expected to increase substantially. We are watching this market.
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OpenClaw, Hermes Agent and Prime Agent don't meaningfully learn from experience. On Continual-ARC, our new benchmark at @letsunifyai, none of them were able to memorize anything of value and none were able to generalize to new tasks. Training a small 9B model's weights did both.
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