The Pentagon Deal Got a Rewrite. ChatGPT Got a Boycott.
OpenAI rewrites Pentagon contract to ban domestic surveillance. ChatGPT uninstalls surge 295%. Claude hits No. 1 on U.S. App Store.
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Tony Wu resigned from xAI on Monday, becoming at least the fifth cofounder to leave Musk's AI startup. His exit comes days after SpaceX acquired xAI in a $1.25 trillion deal.
Alibaba's Qwen chatbot crashed after 10 million orders overwhelmed servers on the first day of a $433 million Lunar New Year giveaway, as Chinese AI companies burn over $700 million on red envelopes to win users.
OpenAI began testing ads in free-tier ChatGPT less than 24 hours after Anthropic aired Super Bowl parody spots mocking the move. Both companies released frontier coding models the same week.
Local opposition halted $98 billion in U.S. data center projects in Q2 2025. With 50+ groups active in 17 states, zoning is now AI's binding constraint.
EU declares TikTok's infinite scroll and recommendation algorithm illegal under Digital Services Act, orders platform to overhaul core design or face fines up to $2.1 billion.
GPT-5.3-Codex tops coding benchmarks but ships without API access or Windows support. Claude Opus 4.6 counters with agent teams and 1M-token context.
Anthropic's safety-obsessed culture ships faster than OpenAI, Google, and Microsoft. New Opus 4.6 model and a $300 billion stock selloff prove it.
Anthropic's Claude Opus 4.6 beats GPT-5.2 by 144 Elo on knowledge-work benchmarks and introduces agent teams, 1M token context, and PowerPoint integration.
OpenAI launched Frontier, a platform that manages AI agents from Google, Anthropic, and Microsoft alongside its own. No pricing disclosed. Uber, State Farm, and Intuit among first customers.
Arm posted record revenue for the fourth straight quarter. Data center royalties doubled. The stock dropped 8% on a $15 million licensing miss. Wall Street is watching the wrong number.
Anthropic's legal plugin triggered a $300 billion software selloff. The real story is margin compression that's been building since 2024.
ChatGPT's U.S. mobile market share fell from 69.1% to 45.3% in one year as Gemini and Grok gained ground, according to Apptopia data. The overall chatbot market grew 152%.
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