Cloudflare's 2025 data shows Googlebot ingests more content than all other AI bots combined. Publishers who want to block AI training face an impossible choice: lose search visibility entirely. The structural advantage runs deeper than most coverage acknowledged.
The administration cut 317,000 federal workers. Now it wants 1,000 tech recruits from Palantir, Amazon, and Microsoft—who keep their stock while shaping government AI. The math is interesting. So are the conflicts of interest.
Nvidia released open AI models the same week reports surfaced that Meta is abandoning open source. Coincidence? The real story: Nvidia's best customers are building their own chips. Open models create dependencies that survive hardware defection.
Voize raised $50M for nursing documentation AI. Abridge raised $300M at $5.3B valuation. The 10× gap reveals what healthcare really values—and what happens when efficiency gains hit an industry that already cuts corners on staffing.
Good Morning from San Francisco, When Jeff Bezos warns about industrial bubbles, listen to his checkbook, not his speeches. When
Six weeks after calling AI an 'industrial bubble,' Bezos commits $6.2 billion to Project Prometheus. Not contradiction—strategic positioning. The physical AI startup may be less about commercial AI than vertical integration for Blue Origin's ambitions.
OpenAI's CEO celebrated getting ChatGPT to avoid em dashes after three years of trying. The "fix" shifts probabilities, not guarantees. Writers face AI accusations for using punctuation correctly. Meanwhile, the company raises billions promising superintelligence.
Apple's board is preparing for Tim Cook's exit as soon as 2026, favoring hardware chief John Ternus as successor. The choice reflects a calculated bet: that winning AI requires chip-level control, not cloud infrastructure. Cook leaves at peak financial success but relative decline in AI positioning.
Thinking Machines seeks a $50 billion valuation four months after raising $2 billion. The OpenAI spin-out has one API in private beta. Investors aren't pricing the product—they're pricing the fear of missing out on Mira Murati's next move.
Baidu's ERNIE 5.0 matched GPT-5 on benchmarks and undercut OpenAI on price. Investors sold anyway, dropping shares 9.8%. With 1,500+ AI models competing in China, technical excellence stopped being enough to win.
Good Morning from San Francisco, Google wants to handle your entire holiday shopping journey. No more clicking through to stores
Google's AI shopping features promise convenience: automated tracking, inventory calls, checkout. But they remove everyone between you and purchase—reviewers, influencers, store staff. What's lost when one company owns the entire shopping journey?
Cursor raised $2.3 billion at a $29.3 billion valuation while paying billions to the same AI companies now competing against it. The fastest-growing startup in tech history faces a choice: become a model company or accept structural disadvantage.
Chinese hackers automated 80-90% of cyber intrusions using Anthropic's Claude by simply telling it they were security testers. Four breaches succeeded. The jailbreak was embarrassingly simple, and now every AI company faces the same vulnerability.
Microsoft led AI infrastructure with 60% market share in 2023, then froze 3.5 gigawatts of planned capacity. OpenAI signed over $400 billion with Oracle instead. Nadella calls it strategic repositioning. SemiAnalysis data suggests Microsoft blinked first.
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