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 just asked two state attorneys general to investigate Elon Musk for trying to kill their for-profit conversion, and this legal cage match is actually about who controls the AI supply chain.
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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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The people who built the thing are now betting on what comes after it. Zero Shot, a new VC fund founded by OpenAI alums, is raising $100 million and has already deployed capital into early-stage companies.
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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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OpenAI just published its roadmap for how governments should regulate the thing it's building, which is either public service or the fox designing the henhouse.
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Sam Altman just told Congress that superintelligence is coming, and the crypto industry is already bleeding $1.4 billion a year because AI made hacking cheap. OpenAI's CEO testified before Congress calling for urgent preparation for AGI/superintelligence risks and opportunities
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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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OpenAI just published a policy roadmap that reads less like a tech company's blog post and more like a confession that they know exactly what's coming.
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China just put an $18 million price tag on humanoid robotics talent, and that number tells you everything about who's winning the race to automate physical work.
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OpenAI just admitted what we've all been thinking: AI is about to break the social contract, and they're writing the repair manual before the damage spreads.
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Open source just handed every trader the Bloomberg Terminal without the $30,000 annual subscription.
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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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Anthropic scaled from $1 billion to $19 billion ARR in 14 months, making Claude the fastest-growing AI product ever built. Anthropic's Head of Growth details how Claude scaled 19x in just over a year, from $1B to $19B ARR, outpacing every AI product launch in history
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Former crypto miners are now worth $48 billion because they control something Big Tech desperately needs: power contracts. Eleven former crypto-mining firms have grown from $2.1 billion market cap in late 2022 to $48.5 billion today, a 23x jump in valuation driven by AI infrastructure demand.
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