Posts tagged ai-industry.
- AI Coding Got 99 Percent Cheaper Overnight, Chips BoomDeepSeek slashes AI coding costs 99 percent, Qwen3.8-Max goes open weight, and TSMC hikes US investment to $265B
- AI Grew Up This Week: OpenAI's IPO and Apple Opens SiriOpenAI preps a $730B IPO, Apple opens Siri to Gemini and Claude, and Meta pours tens of billions into AI data centers. AI just became a money and power business.
- SpaceX Just Bought Cursor: Musk Goes All In on AI CodingSpaceX just bought Cursor, the AI coding tool, for $60 billion in all stock, a week after its IPO. A 25 year old CEO, a rocket company, and a direct shot at OpenAI and Anthropic. My take on the wildest AI deal of the year.
- AI Goes Public: Anthropic Files While Microsoft BuildsAnthropic filed for a $965B IPO, Microsoft Build shipped its own MAI models, and GitHub Copilot now bills by the token.
- Anthropic Hits $900B and Other AI News Worth KnowingAnthropic closes a $30B round at a $900B valuation, China locks down AI talent, machines beat the average human on creativity tests, and WEF flags AI as the top driver of cyber risk in 2026.
- AI Cracked an 80-Year Math Problem and Karpathy Switched TeamsAn AI model disproved an 80-year math problem, Karpathy jumped to Anthropic, and the IPO race heats up with a $900B valuation and $10.9B in revenue on the table.
- Google's AI Blitz, Ads in ChatGPT, and Meta's AI LayoffsGoogle's Gemini 3.5 blitz, OpenAI chasing $100B in ChatGPT ads, and Meta cutting 8,000 jobs to pay for AI.
- AI Is Reshuffling the Deck: Microsoft, Anthropic, CoinbaseThree big AI stories this week point the same way: looser partnerships, smarter agents, and layoff notices that finally say AI out loud. My take on each.
- Meta Is Spending Big on AI While Laying People OffMeta doubles its AI budget while cutting thousands of jobs, the EU AI Act August deadline holds firm, and India emerges as a top AI talent market.