Anthropic just locked in multiple gigawatts of Google TPU capacity, and the subtext is more interesting than the announcement. Anthropic is expanding its partnership with Google and Broadcom to secure multiple gigawatts of next-generation compute infrastructure
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The battle for cheap electricity just got a new heavyweight, and bitcoin miners are about to find out what it feels like to be outbid at scale. Anthropic signed a multi-gigawatt compute deal with Google and Broadcom for next-gen TPU capacity starting in 2027
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Claude just ate a trillion dollars of SaaS market cap and most people still think it's just another chatbot. Anthropic's Claude, launched publicly in July 2023, briefly surpassed ChatGPT in App Store downloads after releasing Cowork in January 2026
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Someone just gave AI agents a direct line to Google's NotebookLM, and they unlocked features Google didn't bother building into the actual interface. notebooklm-py is an unofficial Python API that gives programmatic access to Google's NotebookLM, including features the web UI doesn't expose
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A consulting firm just quantified which software companies are about to get eaten by AI, and the answer is: most of them. AlixPartners analyzed 500 software companies and built an "AI Disruption Score" showing only 14% have strong defenses against AI displacement
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Anthropic just locked in hundreds of billions in chip capacity with Google and Broadcom while hitting $30 billion in annualized revenue, and the real story is what it signals about who controls the infrastructure layer of Web4.
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The companies racing to own AI just paused to keep Chinese competitors from stealing the finish line. OpenAI, Anthropic, and Google are collaborating to prevent Chinese AI firms from extracting outputs from their models to reverse-engineer capabilities without building foundational research.
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OpenAI is buying credibility it can't earn, and the numbers explain why. OpenAI's revenue growth is slowing, complicating its IPO story while Anthropic may overtake them in revenue The company acquired media properties to control the narrative, which only highlights they've lost control of it
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Anthropic just tripled its revenue run rate in three months and locked in custom silicon from Broadcom and Google, the strongest signal yet that foundation model companies are becoming infrastructure plays.
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Anthropic's February updates just broke Claude Code for the engineers who need it most. Engineers report Claude Code became "unusable for complex engineering tasks" after February updates, sparking 387+ comments and 607 points on Hacker News
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The guy steering the most powerful AI company in the world has a trust problem, and it's not getting better. A new New Yorker profile catalogs years of colleagues and board members saying Sam Altman isn't consistently truthful, including a former board member who calls him "unconstrained by truth."
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Anthropic just leaked 512,000 lines of its own Claude Code source to the world, and now hackers are wrapping it in malware. Anthropic shipped Claude Code v2.1.88 with an exposed source map file, revealing nearly 2,000 TypeScript files and 512,000+ lines of code to anyone who looked
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OpenAI just announced it's funding people to try to keep their models from killing us all, which tells you something about where we are. OpenAI launched a Safety Fellowship to fund independent researchers working on AI alignment and safety problems
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OpenAI just told investors it won't turn a profit until 2030, and the numbers explain why the entire AI infrastructure stack is about to get a multi-hundred-billion-dollar stress test.
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Engineers just got 3x faster, so product managers are managing 3x the chaos, and Silicon Valley's solution is to make engineers do both jobs.
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Open source just handed every trader the Bloomberg Terminal without the $30,000 annual subscription.
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The local AI stack just got its killer app, and it runs in your terminal while Claude writes the code. LM Studio released a headless CLI that lets you run models like Gemma 4 locally without the GUI, pairing perfectly with Claude Code for AI-assisted development
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Someone just turned Claude into a caveman to save money on API calls, and it actually works. Developer creates a Claude Code skill called "caveman" that strips LLM responses down to primitive, compressed language to reduce token usage
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Microsoft just put a disclaimer on Copilot that reads like the fine print on a carnival fortune teller booth. Microsoft's terms of use now classify Copilot as "for entertainment purposes only," the same language used for horoscopes and magic eight balls
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Anthropic just cut off Claude subscribers from powering third-party AI agents, and the reason reveals the real bottleneck in the agent economy.
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