Apple just admitted its AI wasn't good enough. The company will pay Google roughly $1 billion annually to license Gemini for Siri, after years of failed internal development. The privacy-first company now depends on its biggest data rival.
Britain's media regulator has opened a formal investigation into Elon Musk's X over AI-generated sexual images of women and children. The platform restricted the feature to paying subscribers—turning abuse into a premium service.
San Francisco | January 12, 2026 Anthropic announced Claude for Healthcare five days after OpenAI's competing launch. Same conference,
Anthropic hits $5B revenue run-rate and 300K enterprise customers, racing to build global infrastructure as Microsoft, Google embed AI everywhere. The pure-play bet faces a closing window: can independent AI survive when every cloud platform becomes a competitor?
Good Morning from San Francisco, Meta just launched an AI video feed that users are calling "AI slop."
Meta launches Vibes—an all-AI video feed—just as rivals crack down on synthetic content. Users aren't buying it, partnerships reveal internal gaps, and the timing suggests competitive desperation over consumer demand.
Factory's $50M bet on "agnostic" AI coding agents arrives as the market consolidates around single vendors. With Nvidia and J.P. Morgan backing their multi-LLM approach, the startup claims enterprise gains that challenge typical adoption curves.
Good Morning from San Francisco, Google flipped the switch on conversational search. Voice and video queries now run standard across
Trump's TikTok deal transforms national security divestiture into political reward. Oracle's Ellison gains control over 170M users' feeds while son David runs CBS News—creating unprecedented cross-platform influence spanning social media and broadcast journalism.
Emergent claims $15M ARR in 90 days with AI agents that handle complete app lifecycles—not just code generation. India's vibe coding revival gets serious money, but the hard question remains: do experimental users become paying customers?
Good Morning from San Francisco, Voice typing finally works. OpenAI burns $400 billion on data centers that need nuclear plant-level
Oracle's Larry Ellison is assembling an unprecedented media empire spanning TikTok, CBS, and potentially CNN while maintaining close ties to Trump. This cross-platform consolidation could reshape how political power, algorithms, and journalism intersect in America.
Good Morning from San Francisco, AI adoption doubled. Productivity didn't budge. MIT finds 95% of organizations see zero
Nvidia invests $100B in OpenAI for 10GW AI infrastructure—but OpenAI will spend that money buying Nvidia's chips. The circular deal creates unprecedented financial interdependence while raising questions about AI market concentration.
Good Morning from San Francisco, Trump's $100,000 H-1B visa fee sparked weekend chaos. Foreign workers abandoned flights.
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