Bridgewater and Thinking Machines Lab say a tuned Qwen3-235B beat GPT and Claude on private finance tasks, highlighting the value of proprietary data.

Bridgewater CIOs warn that AI is threatening legacy software firms, with markets already pricing in disruption risk for application software companies.

Bridgewater Associates projects that the world's largest tech companies will collectively invest approximately $650 billion in artificial intelligence infrastructure in 2026, while warning of significant economic concentration risks.