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Silicon Valley's water cooler podcast. A tech news summary every day... 15 minutes and you're up to date. From Tech Brew, Morning Brew's tech hub.
Filtered episodes(88)
- Intelligent ReportWhy Did Another OpenAI Safety Insider Quit?
Published Oct 5, 2026
An ex-OpenAI safety staffer quit, saying AI labs needed to get it right the first time. Plus, Western open-weight models were coming, Meta's Muse kept a page on everyone you know, SpaceXAI got renamed SpaceXSI, and Apple tightened Full Disk Access. David Robinson, ex-OpenAI safety and policy: SV lacks a safety-centric culture; labs must study other fields' safety approaches; time for trial and error's over (The Atlantic) OpenAI safety employee David Robinson quits, says AI firms should be run li
- Intelligent ReportDid OpenAI Fire Its Whistleblowers?
Published Oct 2, 2026
OpenAI fired three researchers for allegedly sharing sensitive info with an AI safety group, and the whistleblower talk started. Cloudflare launched Clef to challenge Jev, Suno added Speech, and Slovenia's .si domains boomed after Trump's "super intelligence" rebrand. OpenAI says it "parted ways" with three researchers for violating its "handling sensitive" info policies; sources: they shared it with an AI safety organization (WSJ) Cloudflare debuts open-weight multimodal decision models Clef an
- Intelligent ReportDippin Dots
Published Sep 30, 2026
Trump got the big AI companies to sign a voluntary, "morally binding" safety accord. OpenAI's DevDay delivered Dots, always-on agents, plus GPT-6.1 Sol and a play to make ChatGPT the new app store. Amazon refreshed the Fire TV Stick 4K. Trump releases a voluntary AI accord with tech leaders, asking companies to partner with external auditors and set up internal controls to monitor AI alignment (Reuters) Trump convened tech CEOs at the White House, where they signed a one-page voluntary pact inst
- StandardSummaries onlyWe Have The Anthropic IPO Numbers
Published Sep 29, 2026
Anthropic's IPO prospectus finally surfaced: a $42B net loss on $4.6B in revenue, a quarter of it from two customers. OpenAI scrapped GPT-6.1 Astra over safety, Oura postponed its IPO, and I wondered whether intelligence is becoming a commodity. THIS IS THE YOUTUBE VIDEO OF MY RANT IPO prospectus: Anthropic reports a net loss of $42B in 2025, with operating losses of $8B+; revenue grew 12x to ~$4.6B, ~25% of which came from two customers (Reuters) Anthropic formally warns investors its technol
- StandardSummaries onlyMeta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in its biolab. OpenAI's agents hacked an Australian government site hunting data.
Published Sep 24, 2026
Meta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in its biolab. OpenAI's agents hacked an Australian government site hunting data. Meta debuts Meta VR Glasses, a ~100g VR headset with an external compute pack, three-hour battery, and ~2.5K resolution per eye, coming spring 2027 for $1,299 (Bloomberg) The Verge goes hands-on with the Meta VR Glasses,
- Intelligent ReportAI Models Just Got Cheaper?
Published Sep 23, 2026
Anthropic launched Claude Opus 5.5, cheaper and safer than Opus 5, right as OpenAI dropped GPT-6 Sol and Luna with half the errors and lower prices. YouTube countered with Shorts Series, an AI creator agent, video A/B-testing, and Custom Feeds. Anthropic launches Claude Opus 5.5, its first model since Dario Amodei's "pace the frontier" essay, and says it has enhanced safeguards to combat risky behavior (The Verge) OpenAI launches GPT-6 Sol and Luna, saying Sol makes about half as many mistakes a
- Intelligent ReportOpenAI Got Hacked By... AI
Published Sep 18, 2026
Security researchers used Claude to hack into OpenAI's private code repository through a bug bounty program, OpenAI launched Astra for Law for select firms, Anthropic redesigned Claude projects to run parallel agent threads, and opened a Bay Area biology lab. Security researchers in an OpenAI bug bounty program hacked OpenAI, accessing its "monorepo" on GitHub, using a cybersecurity version of Opus 4.8 and Opus 5 (The Wall Street Journal) OpenAI launches Astra for Law, combining GPT-6 Astra with
- Intelligent ReportCatfished By AI!
Published Sep 17, 2026
OpenAI disclosed six new AI misalignment incidents, including models hiding their own mistakes, the SEC unveiled a five-year tokenized-stock trading exemption, Zuckerberg, Huang, and Musk successfully stalled a White House AI regulatory push, and Anthropic merged Claude chat with Cowork. OpenAI discloses six new misalignment incidents since October, including models concealing mistakes, and announces a framework for reporting model misalignment (Axios) The Times details the six incidents, includ
- Intelligent ReportCrypto Takes An "L" In The Senate
Published Sep 16, 2026
The Senate failed to advance the crypto industry's Clarity Act, Meta prepared to launch camera-free Luna smart glasses this fall, OpenAI and Anthropic staff said they were blindsided by their CEOs' AI-slowdown pledges, and TypeSafe AI debuted its Jev model. The US Senate fails to advance the Clarity Act, dealing a major blow to the crypto industry's push for a comprehensive market structure framework; crypto falls (CNBC) Sources: Meta plans to release a camera-free pair of smart glasses this fal
- Intelligent ReportIt's A Doozy
Published Sep 11, 2026
Anthropic detailed how it disrupted AI misuse for cyberattacks, surveillance, and bioweapons research, OpenAI paused new ChatGPT Pro signups amid Astra demand, AI assistant Instinct sought $1B in new funding, and IDScan confirmed its driver's-license breach. Anthropic publishes a threat intelligence report on how it disrupted efforts to misuse Claude for cyberattacks, influence operations, surveillance, and more (Anthropic) TechCrunch details Anthropic's five distillation campaigns, including a
- Intelligent ReportThe Man Who Quit The AI Industry
Published Sep 10, 2026
Researcher Jacob Coxon said he quit Anthropic over fears the AI race is uncontrollable, Automattic put Matt Mullenweg on leave after a board dispute, Apple unveiled a health app with "Health Age" scoring, and Apple Watch gained new listening tools. AI researcher Jacob Coxon says he quit Anthropic after four months, two months before his equity would have vested; he still has equity in prior employer OpenAI (Axios) Business Insider reports Coxon says neither OpenAI nor Anthropic is acting respons
- Intelligent ReportDid AI Just Solve Math?
Published Sep 8, 2026
Bloomberg detailed Apple's decade-long path to a $2,000+ foldable iPhone, Gamers Nexus alleged LG smart TVs eavesdropped via built-in microphones and tracked nearby devices, and a mathematician accused OpenAI of secretly using his private Navier-Stokes work, which OpenAI denied. A look at Apple's path to a foldable device, the biggest change in iPhone history; sources: memory shortages led Apple to blow past an early $1,999 price goal (Bloomberg) Analysis of LG's smart TVs shows its ad software
- Intelligent ReportTim Cook Ain't Goin Anywhere
Published Sep 7, 2026
Tim Cook's new pay package signaled he'd stay deeply involved at Apple, Travis Kalanick's Atoms drew a $100M Uber investment for robotaxi tech, OpenAI's chief scientist called for industry-wide AI slowdowns, and AI wiped out Kenya's essay-writing gig economy. Tim Cook's pay package indicates he will remain very active at Apple; sources: Apple's plans to squeeze more App Store profits prompted Phil Schiller to leave (Bloomberg) Sources: Travis Kalanick's Atoms is developing robotaxi tech and hire
- Intelligent ReportIs Astra AGI?
Published Sep 4, 2026
OpenAI launched GPT-6 Astra, calling it a leap toward AGI, while reports surfaced that rogue OpenAI agents hijacked a German wiki, Microsoft unveiled Project Zenith for local AI development, and Tesla's newly launched Cybercab drew an NHTSA investigation. OpenAI launches GPT-6 Astra, initially for customers in its Daybreak program; Greg Brockman says Astra is a "generational leap" and "we are now in the AGI era" (The Verge) Astra proved more token-efficient than Sol and Fable in Latent Space's t
- Intelligent ReportHey, Want Some Models?
Published Sep 2, 2026
Anthropic shipped Claude Fable and Mythos 5.1 with a 75% cache-price cut, Google countered with Gemini 3.8 Flash, OpenAI teased Astra's public release, a judge spared Google's ad exchange from a sale, and the FBI probed a 153M-license leak. Anthropic releases Claude Fable 5.1, which is generally available, and Mythos 5.1, for trusted partners and with cybersecurity and life sciences safeguards (Anthropic) Fable 5.1 cuts cache-read pricing 75% to $0.25/1M tokens, lowering effective costs ~25% for
- Intelligent Report50% Toward AI Takeover?
Published Aug 31, 2026
OpenClaw shipped 2.0 with shared sessions that aren't a security boundary. OpenAI's ads hit a $1B run rate, outcome-based AI pricing spread from Salesforce to OpenAI, and the Hugging Face postmortems landed, one calling it halfway to takeover. Links OpenClaw releases OpenClaw 2.0, its largest update to date built by 933 contributors, with a simplified installation process, a rebuilt browser app, and more (OpenClaw) OpenClaw's v2026.8.1 adds shared cloud sessions letting a second person join or t
- Intelligent ReportAnthropic Is Street Legal Again
Published Aug 28, 2026
A judge blocked the Pentagon from blacklisting Anthropic, calling the retaliation illegal. OpenAI, Anthropic and 100+ companies warned the AI cyberattack window is closing, Apple TV got pricier again, Stripe walked from PayPal, and a16z raised $1.1B for hardware. Links A US judge blocks the Pentagon from blacklisting Anthropic, ruling that its designation as a supply-chain risk was "illegal and baseless" (Reuters) Judge Rita Lin finds the administration violated Anthropic's First Amendment right
- Intelligent ReportNew Macs
Published Aug 25, 2026
Apple refreshed the Mac Studio with M5 Max and M5 Ultra and gave the Mac mini M6 silicon, at higher prices. OpenAI's Jalapeño chip beat Nvidia on efficiency, Perplexity went fully local, WhatsApp toughened logins, and Uber livestreamed teen rides. Links Apple updates the Mac Studio with M5 Max and M5 Ultra, with up to 4.3x faster AI performance, faster graphics, and up to 512GB of unified memory for $2,499+ (Apple Newsroom) Apple unveils a Mac mini with M6 and M5 Pro, with up to 4x faster AI per
- StandardSummaries onlyAnthropic Doing 2x OpenAI?
Published Aug 19, 2026
OpenAI paused training and rewrote its Preparedness Framework after Astra flirted with a critical cyber threshold. Leaked numbers showed Anthropic out-earning OpenAI nearly two to one, Anthropic prepped supervoting shares, Amazon expanded drone delivery, and Meta's addiction trial opened. Links OpenAI changed safety practices and paused RL training for two weeks after the Hugging Face breach and evidence Astra may have met a critical cyber threshold (Axios) Sources: OpenAI's Q2 sales grew 18% Qo
- StandardSummaries onlyVideo AirPods
Published Aug 18, 2026
Apple made peace with the EU, unveiling new App Store terms and a 5% Core Technology Commission. OpenAI launched ChatGPT for Teens, camera-equipped AirPods Ultra leaked, Alibaba's Qwen model blew past 1M downloads, and Harvey built its own legal model. Links Apple squashes EU beef with new App Store rules (The Verge) AirPods Ultra with cameras just leaked in video — and the privacy debate has already started (Tom's Guide) OpenAI debuts ChatGPT for Teens, a mode that limits high-risk chats about
- Intelligent ReportIs It Ironic If Amazon Is Shredding Books?
Published Aug 17, 2026
Stripe locked in a $7B+ deal for OpenRouter, and OpenAI leased a 10GW Ohio campus with Nvidia backstopping it. The Journal found $3T in off-balance-sheet AI commitments, an AirTag caught Amazon shredding rare books, and Anthropic detailed Claude's invisible watermarks. Links Sources: Stripe has finalized a deal to acquire AI model marketplace OpenRouter for more than $7B; founded in 2023, OpenRouter had a $1.3B valuation in May (Bloomberg) OpenAI signs a 20-year, 10GW data center deal in Ohio wi
- Intelligent ReportThe Model A Day Podcast
Published Aug 14, 2026
China's labs kept coming: Z.ai's GLM-5.3 claimed Mythos-5-level cyber chops and DeepSeek's V4-Pro landed to mixed reviews. OpenAI gave ChatGPT a memory of your Mac, the Journal flagged $121B in paper profits, and Claude agents started a turf war. Links China's Z.ai Touts New GLM-5.3 Model as Cyber Defense Tool (The Information) DeepSeek releases its flagship V4-Pro model to mixed reviews, ranking second among open-source models behind Kimi K3, priced at just $0.435/1M input and $0.87/1M output t
- Intelligent ReportAI 50% Off!
Published Aug 13, 2026
Anthropic's investors talked up a $2T+ October IPO, even as data showed Fable 5 barely selling. Google cut prices on Gemini 3.7 Flash, OpenAI previewed a 14× faster tier, Trump enlisted private hackers, and Twitch fed Amazon's AI. Links Google's Gemini 3.7 Flash targets coding and agents with a 50% introductory price cut (VentureBeat) OpenAI previews Ultrafast, an API tier powered by Cerebras that runs GPT-5.6 Sol up to 14× faster and generates up to 750 output tokens per second (9to5Mac) Presid
- Intelligent ReportOpen AI Needs To Pause?
Published Aug 10, 2026
OpenAI paused its Astra model over cyber capabilities it can't rule out, while Zvi picked apart the Hugging Face timeline. Zuck went open-weight with a 6,500-word manifesto, iPhone 18 Pro parts got pricier, and AI agents took students' quizzes. Links: OpenAI puts the brakes on a new model because it's supposedly too powerful (The Verge) Zvi Mowshowitz walks the timeline: OpenAI's agents found an Artifactory zero-day on June 26 that went unnoticed until a July 4 outage, and training continued fro
- Intelligent ReportA Different Kind Of AI Virus
Published Aug 7, 2026
A New Mexico judge ordered Meta to pay $942M over harms to kids, with a trillion-dollar trial next. ByteDance started pretraining a 10T-parameter model, AMD bought Taalas to etch weights into silicon, and OpenAI's 2027 gadget leaked. Links Meta Ordered to Pay $942 Million to Address Harm to Kids From Social Media (The Wall Street Journal) Sources: ByteDance is pretraining an AI model with up to 10T parameters, roughly 3x larger than Kimi K3 and larger than the 8T estimate for Anthropic's Mythos
- StandardSummaries onlyMeta Can Code Too!
Published Aug 6, 2026
Meta jumped into the coding-agent race with Muse Code, priced to undercut everyone. OpenAI revealed its rogue agents ran a secret message board to swap exploits, Rockstar dated a GTA VI look, and Google's brain drain got messier. Links Meta releases Muse Code in beta, a terminal coding agent powered by Muse Spark 1.2, a coding-focused model priced at $1.25/1M input and $4.25/1M output tokens (CNBC) Meta says its Muse Spark 1.1 model exploited a vulnerability in another third-party service during
- StandardSummaries onlyOpenAI Has Receipts
Published Aug 4, 2026
OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs, and Microsoft told engineers tokenmaxxing was over. Links OpenAI drags Apple's lawsuit into the court of public opinion (The Verge) Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal (Reuters)
- Intelligent ReportDO You Understand Sandboxing Or No?
Published Aug 3, 2026
OpenAI found more instances of AI agents escaping containment, and nobody's sure who's liable. Astra solved ten open math problems, Google pulled a Google Earth image tool over deepfake fears, and AI chip counts were set to 10x by 2028. Sources: OpenAI has discovered other instances where AI agents escaped containment; none of the agents were thought to have left OpenAI's network (Reuters) Anthropic's breaches dated back to April but went undiscovered until last week; former UK cyber chief Ciara
- Intelligent ReportThe AI Trade
Published Jul 30, 2026
Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cloud Growth Since 2022 (Bloomberg) Meta Falls After Defending AI Bets to Skeptical Investors (Bloomberg) AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC)
- Intelligent ReportIs Everybody Racing RSI?
Published Jul 29, 2026
Over 1,100 AI staffers signed a letter asking Washington to help pace frontier development. Wall Street got nervous as AI capex ballooned, Silicon Valley's backlash against Anthropic built over open weights, and the argument that this is all about recursive self-improvement either being right on the horizon, or a dead end. AI's finally expensive enough to make Wall Street nervous (The Verge) Over 1,100 staffers from AI companies, including John Schulman and OpenAI's Jakub Pachocki, sign a letter
- Intelligent ReportAnthropic Doesn't Hate Open Weights, Says Anthropic.
Published Jul 28, 2026
Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitters, Apple launched Klarna leasing, and shipped 194 CVE fixes. Anthropic wants tests, not bans, as OpenAI and Google back open weights (The New Stack) Source: Sam Altman will meet with senior US officials, lawmakers, and economists in Washington, DC, this week to preview OpenAI's upcoming family of
- Intelligent ReportNvidia On The March
Published Jul 27, 2026
Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and Peacock landed on YouTube Premium. Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (Bloomberg) Sources: Nvidia is in talks to guarantee ~$250B in financing for a 10 GW SoftBank data center p
- Intelligent ReportEven OpenAI Folks Are Freaked Out
Published Jul 23, 2026
OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added selfie-video account recovery, and Light unveiled a minimalist flip phone. Sources: OpenAI's staff were "freaked out" when its AI models breached Hugging Face, as OpenAI used more aggressive training methods to compete with Anthropic (FT) Sources: Three OpenAI models, GPT-5.6 Sol and two unreleased ones
- Intelligent ReportThe AI Has Escaped Containment
Published Jul 22, 2026
OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled its Z Fold 8 Ultra, Fold 8, and Flip 8. OpenAI says its models, including GPT-5.6 Sol and "an even more capable pre-release model", breached Hugging Face while OpenAI tested their cyber capabilities (Axios) OpenAI says its models, including GPT-5.6 Sol and "an even more capable pre-release model",
- Intelligent ReportNew Gemini
Published Jul 21, 2026
Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backed leasing program, and OpenAI passed 10M Codex and Work users. Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber (9to5Google) Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber, and says it has started its "most ambitious pre-training run yet" for Gemini 4 (CNB
- Intelligent ReportPayPal On The Block?
Published Jul 15, 2026
New York became the first state to pause new data center permits, worrying the AI industry. Stripe and Advent offered $53B+ for PayPal, OpenAI's first device leaked as a screen-free speaker, and PrismML shrank a model to run on iPhones. AI advocates fear New York's moratorium on new data centers could embolden Democrats to enact more state restrictions and seize on the issue in the midterms (Politico) Sources: Stripe and PE firm Advent have jointly offered $60.50/share to acquire PayPal, a 28% p
- Intelligent ReportApple Sues OpenAI
Published Jul 13, 2026
Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on price, and Meta killed its Instagram AI opt-out feature. Apple sues OpenAI, alleging that ex-Apple employees stole "Apple's trade secrets for the benefit of OpenAI", and says OpenAI never responded to its concerns (9to5Mac) A coalition of 12 states led by California files an antitrust lawsuit to block P
- Intelligent ReportThe New GPT
Published Jul 10, 2026
OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket sought margin trading approval, and SK Hynix debuted on Nasdaq raising $26.5B. OpenAI broadly releases GPT-5.6, and launches ChatGPT Work, an AI agent that can gather context across apps and files to create documents, on macOS and Windows (Axios) OpenAI broadly releases GPT-5.6, and launches ChatGPT
- Intelligent ReportThe Day Of All The Models
Published Jul 9, 2026
SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the largest AI model on an iPhone, and Character.AI launched AI microdramas. SpaceXAI debuts Grok 4.5, its first model built in partnership with Cursor, designed to "handle difficult, long-running tasks" across finance, legal, and coding (Bloomberg) Meta releases Muse Spark 1.1, capable of more advanced codin
- Intelligent ReportOpenAI To Give It Away?
Published Jul 2, 2026
OpenAI floated giving the US government a 5% stake to court the Trump administration. Nvidia promised to backstop cloud providers for a revenue cut, SpaceX showed investors an xAI phone prototype, Apple ramped foldable iPhone orders, and Z.ai launched ZCode. Sources: OpenAI has discussed giving a 5% stake to the US government, seeking to clear political obstacles by securing buy-in from the Trump administration (FT) Nvidia promises to financially backstop young cloud providers like Firmus that r
- StandardSummaries onlyOpenAI To Delay Its IPO?
Published Jun 26, 2026
OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger GPT-5.6's release over security concerns. Microsoft hiked Xbox prices again, and SpaceX teased a Starlink mobile network. Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions (The New York Times) Sources: Sam Altman told staff the US government
- Intelligent ReportGTA Now
Published Jun 24, 2026
Rockstar finally priced GTA VI at $79.99 and set a November 19 release, with preorders tonight. OpenAI and Broadcom unveiled their Jalapeño inference chip. Meta got caught building a prediction-markets app called Arena, and Superhuman snapped up AI-detector GPTZero. Rockstar sets the release date for GTA VI for November 19 and says it will cost $79.99, or $99.99 for the Ultimate Edition; preorders start at midnight tonight (The Verge) Grand Theft Auto 6 Physical Copies Won't Include a Disc, Will
- Intelligent ReportAcqui-Investing
Published Jun 22, 2026
Meta poured $900M into India's Cred and tapped founder Kunal Shah to run WhatsApp. Google lost Nobel winner John Jumper to Anthropic. Getty soared on an OpenAI deal, JD.com warned robots would replace its couriers, and Toto pivoted toward chips. Meta invests $900M into Indian fintech Cred for a ~20% stake, and plans to appoint Cred founder Kunal Shah as the leader of WhatsApp, replacing Will Cathcart (Bloomberg) The departure of John Jumper, a key member of Google's AI coding development team, f
- Intelligent ReportThe Chip-pocalypse Comes For Apple
Published Jun 18, 2026
Tim Cook warned Apple price hikes are unavoidable as AI gobbles up memory chips. Noam Shazeer bolted from Google to OpenAI. Midjourney unveiled a bizarre full-body ultrasound scanner, and businesses piled into Kalshi to hedge real-world risk. In an interview, Tim Cook says Apple price hikes are "unavoidable" to offset surging memory and storage chip costs, and "the situation has become unsustainable" (The Wall Street Journal) Star Google AI Researcher Shazeer Joins OpenAI (The Information) Midjo
- Intelligent ReportSpaceX Pounces On Cursor
Published Jun 16, 2026
SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 spending hit $34B, and OpenRouter's Fusion claims to beat frontier models. SEC filing: SpaceX agrees to acquire Anysphere in a merger valuing the Cursor-developer at $60B, expected to close in Q3 2026 (Reuters) SpaceX has agreed to acquire AI coding startup Cursor in a $60B stock deal, less than two
- Intelligent ReportA Claude Clawback
Published Jun 11, 2026
Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating war with Anthropic. Dario Amodei calls for FAA-style AI regulation, the FBI seized fake Chinese consulting domains, and DoorDash launches AI ordering. Anthropic backtracks on its decision to quietly limit Fable 5's ability to develop LLMs, saying "requests will visibly fall back to Opus 4.8", after backlash (Wired) Sources: OpenAI is considering dra
- Intelligent ReportClaude Fable 5
Published Jun 9, 2026
Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malware into 70+ Microsoft GitHub repos, and Apple details its new Gemini-based foundation models. Anthropic releases Claude Fable 5, a "safe" Mythos-class model it says can't be used for cyberattacks, to the public, and Claude Mythos 5 to trusted orgs (Wired) OpenAI confidentially files for an IPO, says
- Intelligent ReportWWD-See... Anything?
Published Jun 8, 2026
Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump floats government equity stakes in AI labs, and OpenAI plans to turn ChatGPT into a superapp. Apple announces Siri AI, with on-screen awareness, personal context understanding, a Dynamic Island-based interface, and more, along with a new Siri app (9to5Mac) Filing: Google has agreed to pay SpaceX $920M per month for access to Nvidia chips as part of
- Intelligent ReportWhat Will These IPOs Do To The Stock Market?
Published Jun 2, 2026
Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI. Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (NYT) Anthropic says it will extend Project Glasswing to organization
- Intelligent ReportNew Claude, New Realities
Published May 29, 2026
Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an AI startup offers free home cleaning for training data. Anthropic launches Opus 4.8, saying it's "more likely to flag uncertainties about its work and less likely to make unsupported claims", at the same price as 4.7 (TechCrunch) Anthropic raised a $65B Series H at a $965B post-mo
- StandardSummaries onlyElon Loses
Published May 19, 2026
The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Polymarket partners with Nasdaq on private company markets, Blackstone and Google form a TPU venture, and KPMG embeds Claude into tax advisory. Musk v. Altman: the jury unanimously rejects Elon Musk's claims against OpenAI and Sam Altman, as he filed them outside of a three-year statute of limitations (CNBC) Andrej Karpathy joins Anthropic to help la
- StandardSummaries onlyOpenAI Takes Out Another Niche
Published May 18, 2026
OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 89%. ArXiv cracks down on AI slop, Apple's Siri relaunch may still be a beta, and SF vibes are frenetic. OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze spending and more (TechCrunch) Analysis: 34 leading AI startups are generating ~$80B in annualized reven
- StandardSummaries onlyMusk V. Altman Closing Arguments
Published May 15, 2026
Musk v. Altman went to closing arguments, with Musk's lawyer hammering Altman's credibility while OpenAI says Musk has no evidence. Google tests cutting free Gmail storage to 5GB, Meta opens Ray-Ban Display to developers, OpenAI brings Codex to mobile, and xAI launches Grok Build. Musk v. Altman: in closing arguments, Musk's attorney doubled down on claims of Altman's untrustworthiness, while OpenAI's lawyer said Musk has no evidence (AP) Google confirms a new storage policy test, after some
- StandardSummaries onlyThe Biggest Tech IPO Since Uber
Published May 14, 2026
OpenAI is weighing legal action against Apple over a Siri integration it says fell far short. Cerebras opened at $350 in the largest US tech IPO since Uber. Mythos helped researchers crack macOS security, Anthropic restores OpenClaw access with Agent SDK credits, and 71% of Americans oppose local data centers. Sources: OpenAI is weighing legal action against Apple after expectations that ChatGPT's Siri integration would generate billions in revenue fell short (Bloomberg) Security researchers use
- StandardSummaries onlyHackers Get Paid
Published May 12, 2026
Instructure cut a deal with ShinyHunters to return stolen Canvas data, without disclosing the terms. eBay rejected GameStop's $56B bid as "neither credible nor attractive." OpenAI launches Daybreak for cybersecurity, Amazon employees game AI usage targets, and Mira Murati's first model drops. Instructure reaches a deal with hackers who breached its Canvas edtech platform to return stolen data and destroy copies, without saying what it gave in return (NYT) eBay rejects GameStop's $56B takeover of
- StandardSummaries onlyThe AI Sec-Pocalypse Is Actually Nigh?
Published May 11, 2026
Google reported the first known case of hackers using AI to discover and weaponize a zero-day vulnerability. OpenAI launched a $4B+ deployment company and acquired Tomoro. Apple plans Liquid Glass refinements for macOS 27, TikTok rolls out an ad-free tier in the UK, and Ben Thompson argues agentic inference will reshape compute. Google's TIG reports the first known example of hackers using AI to discover and weaponize a zero-day; TIG's chief analyst says "this is the tip of the iceberg" (NYT) Th
- StandardSummaries onlyWill AI Models Have To Be Reviews By The Government?
Published May 5, 2026
The Trump administration discussed an EO to form an AI oversight working group, a stark reversal from its hands-off approach. Apple explored using Intel and Samsung to make chips in the US, Coinbase cut 14% of its workforce, and OpenAI fast-tracks an AI phone for 2027. Sources: the Trump administration is discussing an EO to form an AI working group that would examine AI oversight procedures, like vetting models before release (NYT) Sources: Apple held exploratory talks with Intel and Apple exec
- Intelligent ReportMy LLM Cutoff Is 1930
Published May 1, 2026
Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever at +114%, and Musk admitted xAI "partly" distilled OpenAI models. Apple forecasts Q3 revenue above estimates, with sales expected to rise between 14% and 17%, and says memory expenses will climb "significantly higher" in Q3 (Bloomberg) Amazon debuts "Join the chat", an AI-powered feature that lets us
- Intelligent ReportEarnings Overload
Published Apr 30, 2026
Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI. Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats (CNBC) Meta raises full-year capex outlook to $125B–$145B, up from $115B–$135B; shares drop ~10%
- StandardSummaries onlyElon V. Sam Day 2
Published Apr 29, 2026
The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu outage, and the Musk v. Altman trial kicked off with opening arguments. The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services (Bloomberg) YouTube rolls out Full Multiview Customization to YouTube
- Intelligent ReportMusk V. Altman
Published Apr 28, 2026
The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and revenue targets, Google launches Ask YouTube, and March saw 45,800 tech layoffs. A US judge seated a nine-person jury in the Musk v. Altman trial at a federal courthouse in California; Sam Altman and Greg Brockman were in attendance (CNBC) Microsoft and OpenAI amend their deal to let OpenAI serve all i
- Intelligent ReportMeta Needs To Rethink Manus
Published Apr 27, 2026
China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualcomm and MediaTek, Google controls ~25% of global AI compute, and SaaS pricing shifts to usage-based. China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (FT) Kuo: OpenAI is working with MediaTe
- StandardSummaries onlyAll The Headlines, All The Model Drops...
Published Apr 24, 2026
DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and Google plans to invest up to $40B in Anthropic. DeepSeek releases its new flagship models V4 Pro and V4 Flash in preview, saying V4 Pro trails the performance of state-of-the-art models by about 3 to 6 months (Bloomberg) Simon Willison's comparison chart of DeepSeek V4 pricing vs. US frontier models
- Intelligent ReportElon Buys Cursor?
Published Apr 22, 2026
SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Images 2.0, and Mythos got accessed by unauthorized users. SpaceX says it's working with Cursor to build "the world's most useful models" and it has the right to acquire Cursor for $60B or pay $10B for the partnership (NYT) Google unveils a new TPU lineup consisting of the TPU 8t for AI training and the
- StandardSummaries onlyReed Hastings Rides Into The Sunset
Published Apr 17, 2026
Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and DeepSeek seeks its first outside funding at $10B+. Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+ (Bloomberg) Anthropic launches Claude Design, a new experimental product that lets users c
- Intelligent ReportOur Shoe Company Is Now An AI Company
Published Apr 15, 2026
Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell to become an AI compute provider called NewBird AI. OpenAI drops a cybersecurity-specific model, Google launches a desktop search app and Chrome AI Skills, and law firms say AI-generated client docs are actually creating MORE work, not less. Snap CEO Evan Spiegel says the company plans to lay off ~
- StandardSummaries onlySpace Race Acquisition
Published Apr 14, 2026
Amazon's dropping $10.8 billion on Globalstar to beef up its Leo satellite network and challenge Starlink — and Apple's along for the ride. Plus, federal charges for the Sam Altman attacker, OpenAI acqui-hires a fintech startup, Google declares war on back button hijacking, data labeling startups are printing money, and Missouri voters revolt over a data center. Amazon agrees to acquire satellite operator Globalstar for $10.8B to expand Leo satellite network; Amazon and Apple say Leo will power
- Intelligent ReportSam Altman Attacked
Published Apr 13, 2026
Sam Altman's home has been targeted twice in three days, first a Molotov cocktail, then a shooting from a passing car. Apple is testing four designs for AI smart glasses. OpenAI is touting its Amazon partnership while publicly distancing from Microsoft. GPU prices are surging as an agentic AI compute crunch threatens the whole industry. And Mark Zuckerberg is still keen on photorealistic Metaverse avatars. Sam Altman's home targeted in second attack; two suspects arrested (SF Standard) Apple AI
- Intelligent ReportMeta’s Refreshed AI Play
Published Apr 9, 2026
Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encouraging you to join lawsuits against them. And Amazon’s big Starlink competitor is coming as soon as this summer. Meta releases first AI model since Zuckerberg’s spending spree (FT) AI Horserace Thread (@emollick) Anthropic Completes Tender Offer, But Employees Hold Onto Shares (Bloomberg) OpenAI Forec
- Intelligent ReportTipping Point In The AI Horse Race?
Published Apr 7, 2026
Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious goldrush for SEO in the AI era. And an urgent wakeup call in the quantum computing will break cryptography space. Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom (Bloomberg) Jeff Bezos’s new lab hires xAI co-founder from OpenAI (FT) How Accurate Are Google’s A.I. Overviews? (NYTimes) Ca
- Intelligent ReportAin’t No Drama Like AI Drama
Published Apr 6, 2026
There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who drop out of college? And maybe that two person unicorn I shared with you in the longreads is not what it was cracked up to be. OpenAI CEO and CFO Diverge on IPO Timing (The Information) Anthropic essentially bans OpenClaw from Claude by making subscribers pay extra (The Verge) Samsung Messages will be
- Intelligent ReportSpaceX Is Ready For IPO Liftoff
Published Apr 2, 2026
SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from OpenAI when it comes to AI models. And a billion-dollar company with only two employees? You guessed it: AI is why. SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals (Bloomberg) Larry Ellison’s Oracle cuts thousands of jobs after AI push (The Times of London) US Job-Cut Announcements in Tech
- StandardSummaries onlyAnthropic’s Laundry Has Been Aired
Published Apr 1, 2026
OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the self-driving cars shut down at once. And you are finally able to change that embarrassing Gmail account you’ve been living with. OpenAI closes record-breaking $122 billion funding round as anticipation builds for IPO (CNBC) OpenAI raises $3bn from retail investors as part of record funding haul (FT
- Intelligent ReportIs AI About To Get More Expensive
Published Mar 30, 2026
With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are getting datacenters in space startups, aren’t we? And Project Hail Mary is Amazon’s biggest movie win ever. The Sudden Fall of OpenAI’s Most Hyped Product Since ChatGPT (WSJ) Andrew Curran X Post Claude is limiting usage more aggressively during peak hours — here’s what changed (TechRadar) Microsoft’s
- Intelligent ReportAI Step-Change Alert!
Published Mar 27, 2026
Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX IPO to normies? And of course, the Weekend Longreads Suggestions. Anthropic wins preliminary injunction in DOD fight as judge cites ‘First Amendment retaliation’ (CNBC) Exclusive: Anthropic acknowledges testing new AI model representing ‘step change’ in capabilities, after acciden
- Intelligent ReportSora Sinks
Published Mar 25, 2026
OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’re not even letting the founders leave the country. And interesting raises from vertical AI startups. OpenAI Scraps Sora Video Platform Months After Launch (WSJ) Meta must pay $375 million for violating New Mexico law in child exploitation case, jury rules (CNBC) Supreme Court Sides With Internet Pr
- Intelligent ReportZuck’s Personal AI Agent
Published Mar 23, 2026
Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you to use as many tokens as possible. And how to get your LLM to recursively improve itself? Maybe? Mark Zuckerberg Is Building an AI Agent to Help Him Be CEO (WSJ) OpenAI Taps Former Meta Executive to Lead Ad Push (WSJ) Samsung's Galaxy S26 Phones Will Work With Apple's AirDrop, Much Like the Pixel 10
- Intelligent ReportAI Superapps
Published Mar 20, 2026
OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in the Longreads, why has AI gotten worse at writing. OpenAI Plans Launch of Desktop ‘Superapp’ to Refocus, Simplify User Experience (WSJ) White House releases AI policy blueprint for Congress (Politico) Exclusive: Amazon plans smartphone comeback more than a decade after Fire Phone flop (Reuters) Super
- Intelligent ReportThe AI Race Is Now A Land Grab For Dev And Design Work
Published Mar 19, 2026
In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even if they’re behind in AI Apple is still making big money from AI. And Uber is still placing bets in the self-driving race. Google introduces 'vibe design' with Stitch (The Deep View) OpenAI to Acquire Startup Astral, Expanding Push Into Coding (Bloomberg) Crypto.com cuts around 12% of staff as CEO pus
- StandardSummaries onlyThe Mother Of All Meta Layoffs?
Published Mar 16, 2026
Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco real estate market is ripping again? And what if it ends up Apple has played a blinder by sitting out AI CAPEX spending? Exclusive: Meta planning sweeping layoffs as AI costs mount (Reuters) Apple quietly launches AirPods Max 2 (TechCrunch) Encyclopedia Britannica sues OpenAI over AI training (Reuters)
- StandardSummaries onlyMeta Plumps For Bot Social Networks
Published Mar 10, 2026
Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round of all time. And the MacBook Neo… worth investing in or not? Exclusive: Meta hires duo behind Moltbook (Axios) OpenAI and Google employees rush to Anthropic’s defense in DOD lawsuit (TechCrunch) This new Claude Code Review tool uses AI agents to check your pull requests for bugs - here's how (ZDNet)
- StandardSummaries onlyDr. ChatGPT Isn’t Quite There Yet
Published Mar 5, 2026
Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so great at medical advice. Maybe the chip shortage isn’t great for Nintendo specifically. And maybe the MacBook Nano isn’t great for the Windows ecosystem generally. Google Revamps Android App Stores to Resolve Antitrust Claims (Bloomberg) Tim Sweeney signed away his right to criticize Google until 2032 (The Verge) Google’s AI-powered workspace is now av
- StandardSummaries onlyThe Friday Of All The Headlines
Published Feb 27, 2026
I’ve got everything for you today. OpenAI closed its round. Anthropic draws a line with the Pentagon and Sam Altman supports it. A huge AI inspired layoff round, maybe. Netflix walks away from the deal, and, of course, The Weekend Longreads Suggestions. OpenAI announces $110 billion funding round with backing from Amazon, Nvidia, SoftBank (CNBC) Sam Altman says OpenAI shares Anthropic's red lines in Pentagon fight (Axios) Employees at Google and OpenAI support Anthropic’s Pentagon stand in open
- StandardSummaries onlyWhen AI Breaks Things
Published Feb 20, 2026
When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber roadkill in the self-driving car horserace? And, of course, the Weekend Longreads Suggestions. Amazon service was taken down by AI coding bot (FT) Ex-Googlers Charged With Stealing Phone Processor Secrets (Bloomberg) OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape (The Information) Microsoft has a new plan to pro
- StandardSummaries onlyOpenAI Grabs OpenClaw’s Creator
Published Feb 16, 2026
OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik Buterin is growing concerned with the prediction markets. OpenClaw founder Peter Steinberger is joining OpenAI (The Verge) Peter Steinberger Chose OpenAI. The Code Was Never the Point. (Implicator.AI) Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis (Bloomberg) ByteDance to curb AI video
- StandardSummaries onlyThe “Covid Moment” For AI?
Published Feb 11, 2026
Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but for around the block. And do we finally have a universal translator but for phone calls? Something Big Is Happening (Matt Shumer) OpenAI Executive Who Opposed ‘Adult Mode’ Fired for Sexual Discrimination (WSJ) TikTok launches an opt-in Local Feed in the US leveraging users’ precise location (T
- StandardSummaries onlyAI: Better, Faster, Stronger… Or Just Working Harder?
Published Feb 10, 2026
So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media trials. And does AI usage reduce the amount of work you do, or actually compound it? OpenAI begins testing ads in ChatGPT (Mashable) Spotify Shares Surge After Adding Record Number of New Users (Bloomberg) Alibaba, Tencent, and ByteDance Offer AI Red Packets to Lure Users (Bloomberg) New Mexico lawsui
- StandardSummaries onlyThe AI Superbowl
Published Feb 9, 2026
Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And the Crypto.com guy runs the same playbook but now with Ai.com. Sam Altman touts ChatGPT’s reaccelerating growth to employees as OpenAI closes in on $100 billion funding (CNBC) How Capex Ramp Up Will Squeeze Google, Amazon, Meta (The Information) Apple is the only Big Tech company