Anthropic Chases. Burry Warns. Microsoft Owns the Megaphone.

AI Healthcare Race, Burry's Warning, Microsoft LinkedIn

San Francisco | January 12, 2026

Anthropic announced Claude for Healthcare five days after OpenAI's competing launch. Same conference, same pitch, same graveyard of predecessors. Microsoft HealthVault lasted twelve years before the plug was pulled. Google Health managed four. Now a five-year-old startup valued at $350 billion thinks its models can navigate the mess that killed better-funded companies.

Michael Burry is watching the spending. The man who shorted the housing market sees a familiar pattern: $400 billion in Nvidia chips, less than $100 billion in end-user AI revenue. The math, he argues, does not close.

Meanwhile, Microsoft reminded everyone who owns the distribution. Its AI adoption report flooded LinkedIn within 72 hours. When you own the platform, press releases become unnecessary.

Stay curious,

Marcus Schuler


Anthropic Chases OpenAI Into Healthcare. The Graveyard Is Crowded.

Anthropic launched Claude for Healthcare at JP Morgan's conference, five days after OpenAI's competing announcement. Both entered a market that has already buried Microsoft HealthVault and Google Health.

The timing was not subtle. OpenAI announces ChatGPT for Health on Monday. Anthropic fires back on Friday. Same conference, same pitch: HIPAA-ready infrastructure, clinicians, insurers, patients.

Anthropic is negotiating a $10 billion funding round at a $350 billion valuation. The healthcare push is not charity work. Banner Health reports 22,000 clinical providers using Claude. Stanford Healthcare signed on. Pharma giants followed: Novo Nordisk, Sanofi, AbbVie.

The company's argument: previous failures stemmed from trying to centralize records. Google and Microsoft built libraries. Anthropic is building a librarian who runs between the stacks.

But healthcare does not move at venture capital speed. The hospital administrator approving a Claude deployment in 2026 will want to know the company still exists in 2030.

Why This Matters:

  • Anthropic's $350B valuation depends partly on proving AI works in regulated industries where Google and Microsoft failed
  • Healthcare adoption cycles run 3-5 years; VC patience typically runs shorter, creating structural tension
Anthropic Healthcare Push: Can Claude Succeed Where Google Failed?
Anthropic announced Claude for Healthcare five days after OpenAI's rival launch. Both entered a market that has already buried Microsoft HealthVault and Google Health. The question is whether AI models can succeed where human engineers kept failing

Michael Burry and Anthropic's Co-Founder Debate Whether AI Is a Bubble

The man who shorted the 2008 housing market sees a familiar pattern in AI. Nvidia sells $400 billion in chips. End-user AI revenue sits below $100 billion. Someone has to explain where the money goes.

Burry invokes Warren Buffett's escalator metaphor: when a competitor installs one, you must too. Neither gains advantage. Customers capture the value. Investors hold the bag.

The data is uncomfortable. A METR study found developers using AI coding tools experienced 20% slower pull request merges despite feeling more productive. Anthropic's own survey shows a gap: 60% of developers claim 50% productivity gains. Objective metrics say otherwise.

Jack Clark, Anthropic's co-founder, offers the standard response: "This is the worst it will ever be." Future models will be substantially better. Technology integration historically takes decades.

Both men named what would change their minds. Burry: autonomous agents displacing millions of jobs, or application revenue exceeding $500 billion. Clark: scaling hitting fundamental limits. Neither threshold appears imminent.

Why This Matters:

  • The infrastructure-to-application gap ($400B chips vs <$100B revenue) represents either a temporary lag or a structural mismatch
  • Private credit financing AI buildouts creates stranded asset risk if adoption stalls before exit clauses trigger
Michael Burry vs. Anthropic on AI: Bubble or Revolution?
The man who predicted the 2008 crash sat in a Google Doc with Anthropic's co-founder. Both admitted what they don't know. Burry sees stranded assets and accounting tricks. Clark can't prove his own tools improve productivity.

AI Image of the Day

Credit: Midjourney

Prompt: Cinematic motion-blur photography shot on a Leica SL3 with a 50mm Summilux at f/2.8, captured from a chest-level frontal angle using slow shutter panning. Lighting setup: flat overcast daylight acting as soft diffusion, allowing long blur trails without harsh contrast. Color tone: black and white inspired by A24 films. Subject: a Gen-Z female model standing completely still, sharp eyes, very long hair, symmetrical face, real skin pores visible, wearing understated fashion. Crowd action: hundreds of commuters rushing past in all directions, bodies stretched into smooth horizontal and diagonal blur. Emotion: quiet rebellion through stillness. Aesthetic: editorial calm vs chaos. Post: clean motion physics, fine grain, no glitches, no face distortion, no warped anatomy.


Microsoft Flooded LinkedIn With Its AI Narrative. It Helps When You Own the Building.

Microsoft published its Global AI Adoption report on January 8. Within 72 hours, the same statistics appeared across thousands of executive LinkedIn feeds. The company did not need a PR agency.

The mechanism was elegant. Microsoft created share-ready source texts paired with Brad Smith's launch post. The Share button pointed directly to LinkedIn. Distribution became furniture rearrangement between rooms the company already owns.

Competitors face LinkedIn's algorithms as guests. Microsoft operates as landlord. When Salesforce or IBM wants visibility on the platform, they pay for ads or hope for organic reach. Microsoft moves inventory.

The report itself measures AI adoption via clicks on Microsoft services. Higher adoption always means more Microsoft usage. The methodology is circular, but the distribution is effective.

Why This Matters:

  • Platform ownership creates structural advantages that transcend traditional marketing; LinkedIn's 1 billion users see Microsoft content preferentially
  • The 2016 acquisition ($26.2B) continues paying dividends in ways competitors cannot replicate
How Microsoft Flooded LinkedIn With Its AI Adoption Report
Within 72 hours of publishing its AI adoption report, Microsoft's messaging saturated LinkedIn. The coordination wasn't secret—it was architectural. When you own the platform, distribution is just moving furniture between rooms.

Better Prompting... Today: Writing That Doesn't Sound Like AI

The fastest way to spot AI writing? It's too smooth. These prompts add friction back in.

The Voice Transplant

"Here's a sample of my writing: [paste 500+ words]. Analyze my voice: sentence length patterns, vocabulary quirks, how I start paragraphs, my rhythm. Then rewrite [this draft] to match my voice exactly. Point out where you had to fight your instincts."

Best on: Claude (excels at stylistic analysis and long-context understanding)

The Rough Draft Request

"Write a first draft, not a polished one. Include: one sentence you're not sure about, one transition that feels clunky, and one point that might need cutting. Flag them with [UNSURE], [CLUNKY], and [MAYBE CUT]. Real writers don't nail it on the first try."

Best on: Claude or ChatGPT (both handle meta-instructions well)

The Anti-Polish Pass

"Review this text and make it sound less AI-generated. Specifically: vary sentence lengths more dramatically, add one slight redundancy humans wouldn't edit out, remove any phrase that sounds like a LinkedIn post, and break one 'rule' of good writing intentionally. Explain each change."

Best on: Claude (strongest at nuanced editing and self-aware revision)

The goal isn't perfect prose. It's prose that sounds like a person wrote it at 11 PM with a deadline.


🧰 AI Toolbox

How to Turn Any Photo into an AI-Generated Video with Kling AI

Kling AI generates videos from text prompts or static images with remarkable motion coherence. The 1.6 update added improved physics, better face consistency, and longer generation times up to 10 seconds per clip.

Tutorial:

  1. Visit Kling AI at klingai.com and create a free account
  2. Choose "Image to Video" mode and upload any photo you want to animate
  3. Write a motion prompt describing how you want the image to move (e.g., "camera slowly zooms in, wind blows through hair")
  4. Select duration (5 or 10 seconds) and motion intensity
  5. Generate and wait 2-3 minutes for your video to render
  6. Download in HD or iterate with adjusted prompts
  7. Use the "Extend" feature to chain multiple clips into longer sequences

URL: https://klingai.com


AI & Tech News

Memory Chip Makers Hold Back Despite AI-Driven Shortages

Micron, SanDisk, Western Digital, and Seagate are deliberately undershooting demand despite projections of PC and phone memory shortages. The restraint reflects industry trauma from past overproduction cycles and price collapses. AI applications are driving demand, but manufacturers prefer controlled scarcity to another crash.

China's CXMT Pursues $4.2 Billion IPO to Challenge Memory Giants

Chinese memory chip maker CXMT is pushing forward with a $4.2 billion IPO—one of the largest semiconductor offerings this century. Despite US and South Korean trade restrictions, CXMT has expanded operations, riding the AI-driven surge in memory prices.

Chinese AI Leaders Acknowledge Widening Gap with US

Top Chinese AI executives publicly warned that China is unlikely to surpass the United States in AI in the near term. They cite constrained resources and US chip export restrictions as major obstacles. The candid assessment signals a notable shift from previous optimism.

South Korea's Naver, the nation's largest Nvidia chip buyer, is marketing its AI cloud services to countries wary of American or Chinese infrastructure. The company is positioning itself as a third option for security-conscious governments navigating tech geopolitics.

Meta Shuts 550,000 Australian Accounts Under Youth Social Media Ban

Meta closed nearly 550,000 accounts in Australia to comply with the country's ban on social media for users under 16. Instagram accounted for 330,639 closures, Facebook for 173,497. The enforcement marks one of the largest age-based account removal efforts globally.

Google Removes AI Health Answers After Accuracy Concerns

A Guardian investigation revealed that Google pulled AI Overviews for liver health queries after medical experts flagged inaccurate blood test information. Users can still trigger misleading health responses with slight search variations.

President Trump announced plans to discuss with Elon Musk using Starlink to restore internet access in Iran. Authorities blocked connectivity January 8 in response to protests. The satellite service could circumvent the government's communications blackout.

Discord Files Confidentially for IPO

Discord filed confidentially for an initial public offering, working with Goldman Sachs and JPMorgan. The company, last valued at $14.7 billion in 2021, is targeting a March debut. Discord walked away from a $10 billion Microsoft acquisition offer to remain independent.

Nvidia Dominates CES 2026 with Rubin Architecture

Jensen Huang announced the Rubin platform—Nvidia's first six-chip AI system—at CES 2026. The Rubin GPU features 336 billion transistors on 3nm process, delivers 3.5x faster training and 5x faster inference than Blackwell. Full production has begun, with rollout starting second half of 2026.

CES 2026: Tech Companies Bet on "Cute" AI

From Lenovo's motorized talking laptop to Sharp's ChatGPT-powered pocket companion "Poketomo," CES exhibitors pushed approachable AI products. Companies are targeting seniors with companion robots and women with AI "pals" to overcome consumer hesitancy.

Quantum Computing Claims Face Scrutiny as Stocks Surge

Google and other tech giants have made significant quantum computing claims fueling a 2025 stock rally. Some experts remain skeptical, though many researchers assert quantum machines now achieve results beyond classical computers.

Google is rolling out personalized advertising within its Gemini-powered AI mode, letting advertisers target users actively preparing to purchase. The move signals Google's strategy to monetize AI features.

Google Launches Universal Commerce Protocol for AI Shopping

At the National Retail Federation conference, Google unveiled the Universal Commerce Protocol—an open standard for AI agents to operate across the consumer purchasing journey. The protocol aims to standardize how AI assistants interact with retailers.

Walmart Partners with Google for AI-Powered Shopping

Walmart announced a partnership with Alphabet enabling purchases from Walmart and Sam's Club directly within Google's Gemini interface. Users can add items to their cart and complete checkout without leaving the AI assistant.

Malaysia and Indonesia Block Grok AI Over Sexual Content

Indonesia and Malaysia have become the first countries to restrict Elon Musk's Grok chatbot, citing concerns over sexual content generation. The bans mark the first national-level restrictions on xAI's flagship product.

Instagram Fixes Password Reset Vulnerability

Instagram resolved a security flaw that allowed unauthorized password reset emails, denying any breach after reports claimed 17.5 million users were affected. The company says no accounts were compromised despite the vulnerability.


🚀 AI Profiles: The Companies Defining Tomorrow

Glean wants to be the Google for your workplace. The Palo Alto company unifies search across every SaaS tool your company uses and adds an AI assistant on top.

Founders
Arvind Jain launched Glean in 2019 after building search systems at Google and running engineering at Rubrik. The thesis: enterprise knowledge doesn't disappear, it scatters into SaaS silos. Glean set out to reconnect the dots. The team now spans hundreds of employees across Palo Alto and beyond.

Product
A "Work AI" platform that connects to Slack, Drive, Jira, Salesforce, and dozens more. It indexes content under access controls, answers questions with citations, and builds what the company calls a "system of context" blending enterprise and personal graphs. The assistant drafts content and automates tasks. The integration story is the product story.

Competition
The neighborhood is brutal. Microsoft 365 Copilot lives inside Office. Google pushes Workspace AI. ServiceNow and Atlassian add assistant features where work already happens. Elastic and Coveo sell enterprise search. Glean's bet: a neutral layer across apps beats any single-vendor ecosystem. That bet requires proving cross-tool reach delivers better answers than bundled alternatives.

Financing 💰
$150M Series F in June 2025 at a $7.2B valuation. Wellington Management led. Earlier rounds had already pushed the company into unicorn territory. The repeated raises signal strong demand for enterprise search and assistant products.

Future ⭐⭐⭐⭐
Glean has the funding, integrations, and enterprise positioning. The risk is commoditization. If suite copilots get "good enough," best-of-breed vendors struggle. Glean's best outcome: it disappears into the workflow. Users stop noticing search because the assistant already surfaced the answer. 🏢


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