Amazon Is Outspending Everyone on AI. It's Still Losing Ground.
Amazon will spend $200 billion on AI infrastructure this year. Azure is gaining faster, Nvidia captures 60% of the spend, and AWS employees prefer a competitor's model.
Amazon Is Outspending Everyone on AI. It's Still Losing Ground.
Amazon will spend $200 billion on AI infrastructure this year. Azure is gaining faster, Nvidia captures 60% of the spend, and AWS employees prefer a competitor's model.
OpenClaw Leaked 1.5 Million API Keys. Meta and OpenAI Still Want It.
Meta and OpenAI bid billions for OpenClaw despite 1.5 million leaked API keys. AI value is shifting from models to agents.
xAI Loses Half Its Co-Founders as Musk Announces Reorganization After SpaceX Merger
Six of xAI's 12 co-founders have left as Musk restructures the company into four divisions after the $250 billion SpaceX merger.
AI News
Anthropic Hit $10 Billion in Revenue, Amodei Says AI Nears 'End of the Exponential'
Amodei reveals Anthropic's $10B revenue, puts 50/50 odds on AI matching Nobel laureates within two years, and details the compute gamble facing AI labs.
MiniMax Matched Opus at 5% of the Price. The AI Premium Is Dead.
MiniMax M2.5 scores within 0.6 points of Opus 4.6 at one-twentieth the price. The AI premium business model may not survive.
Google Gemini 3 Deep Think Hits 84.6% on ARC-AGI-2, Beating GPT-5 and Claude
Google's Gemini 3 Deep Think scored 84.6% on ARC-AGI-2, beating GPT-5.2 (52.9%) and Claude (68.8%). Verified cost: $13.62 per task.
ByteDance's Seedance 2.0 Goes Viral as AI Celebrity Deepfakes Alarm Hollywood
ByteDance's Seedance 2.0 went viral with AI celebrity deepfakes. Hollywood writers and actors are alarmed by watermark-free clips reproducing copyrighted characters.
Analysis
Siri, the FTC, and a Bad Bunny Selfie. Apple's Terrible Week Finally Makes Sense.
Apple's worst trading day since April 2025 came after FTC pressure and Siri AI delays exposed cracks in Cook's political and product strategy.
GLM-5 Costs 86% Less Than Claude Opus. The Safety Gap Might Cost More.
Z.ai's GLM-5 matches 96% of Claude Opus's coding score at 14% of the price. A safety researcher says the model's execution traces look like a paperclip maximizer.
OpenAI Gutted Its Safety Teams. The Ads Arrived on Schedule.
OpenAI launched personalized ads in ChatGPT for 800 million users. Three safety leaders left the same week, including researcher Zoë Hitzig.
Alphabet Borrows Like a Country. That's the Point.
Alphabet is selling a 100-year bond in sterling, joining Oxford, the Wellcome Trust, and EDF. A 28-year-old company now borrows like a sovereign.
Politics
Anthropic Spent Millions on Ads to Tell You It Hates Ads
Anthropic paid $8M+ for Super Bowl ads mocking ChatGPT's ad model. Sam Altman's 400-word rant shows exactly which nerve it hit.
Pactum CEO Warns Agents on Moltbook Have "Crossed the Rubicon," Calls for Immediate Guardrails
Pactum CEO Kaspar Korjus, whose AI agents negotiate for Walmart and Rolls-Royce, warns Moltbook has created autonomous agents that can't be shut down.
France Raids X Offices as Europe Opens Four Probes Against Musk Platforms
France raided X's Paris offices with Europol on Tuesday and summoned Musk for questioning. Hours later, the UK and EU opened separate probes into Grok deepfakes.
Silicon Valley's Selective Silence
Tim Cook and Andy Jassy attended a Melania doc screening while Alex Pretti was shot. 500+ tech workers demand action. Most CEOs stay silent.
Vibe Coding
MiniMax Matched Opus at 5% of the Price. The AI Premium Is Dead.
MiniMax M2.5 scores within 0.6 points of Opus 4.6 at one-twentieth the price. The AI premium business model may not survive.
The Accidental Architect: How Boris Cherny Built Silicon Valley's Most Talked-About Coding Tool
Meet Boris Cherny, who built Claude Code at Anthropic. His viral workflow runs 10 AI agents in parallel. He hasn't written code by hand in months.
Clawdbot: How to Build Your Own AI Assistant for Five Dollars a Month
Step-by-step tutorial to set up Clawdbot on a $5 VPS or old hardware. Copy-paste commands, WhatsApp integration, and security best practices.
The lobster that never sleeps: Inside Clawdbot's vision for personal AI
Open-source Clawdbot turns a Mac Mini into a 24/7 AI employee for $2,400/year. What this means for workers in digital roles.
Funding
The Stanford team that invented generative agents wants to kill the focus group
The Stanford team that invented generative agents raised $100 million to build AI simulations of real people. CVS and Wealthfront are already testing Simile's behavioral prediction platform.
Runway Raises $315 Million to Build AI World Models at $5.3 Billion Valuation
Runway closed a $315 million Series E at a $5.3 billion valuation and plans to pivot from AI video generation to building world models that simulate physical reality.
The $200 million middleman between humans and machines
Micro1 surged from $4M to $200M revenue in 14 months supplying human experts to AI labs. Founder Ali Ansari, 25, now targets a $2.5B valuation.
When Light Becomes the Processor
A Duke University spinout claims its photonic chip can deliver 100x the performance of Nvidia's best GPU. $118 million in backing from Bill Gates and Microsoft says the physics works. But fabrication reality and a moving Nvidia target stand between Neurophos and its first paying customer.
AI Research
Anthropic Study Finds 1 in 1,000 Claude Conversations Risk Distorting Users' Grip on Reality
Anthropic analyzed 1.5M Claude conversations and found severe reality distortion in 1 in 1,300 chats. Disempowerment rates are growing, driven by sycophancy.
The AI productivity mirage: Executives see eight hours saved. Workers see almost nothing.
40% of executives claim AI saves 8 hours weekly. Two-thirds of workers see under 2 hours. New surveys reveal why the productivity revolution isn't reaching the ground floor.
Anthropic Finds the Off-Switch for AI Personality Drift
Anthropic researchers mapped how chatbots drift from helpful assistants to mystics and enablers. Their fix cuts harmful responses by 60% without touching normal behavior. The finding exposes a structure that exists before safety training even begins.
The Quarantine Strategy: To make an AI remember the past, you have to protect it from the future
A computer science student trained an AI exclusively on texts from 1800-1875 London. When he prompted it about 1834, the model described street protests and Lord Palmerston. He Googled it. The protests were real. What does it mean when an AI starts accidentally telling the truth about history?
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