Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious goldrush for SEO in the AI era. And an urgent wakeup call in the quantum computing will break cryptography space.

• Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom (Bloomberg)
• Jeff Bezos’s new lab hires xAI co-founder from OpenAI (FT)
• How Accurate Are Google’s A.I. Overviews? (NYTimes)
• Can AI responses be influenced? The SEO industry is trying (The Verge)
• A Cryptography Engineer’s Perspective on Quantum Computing Timelines (Filippo Valsorda)

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There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who drop out of college? And maybe that two person unicorn I shared with you in the longreads is not what it was cracked up to be.

• OpenAI CEO and CFO Diverge on IPO Timing (The Information)
• Anthropic essentially bans OpenClaw from Claude by making subscribers pay extra (The Verge)
• Samsung Messages will be discontinued in July as part of Google Messages upgrade (9to5Google)
• Software job openings surge this year, defying AI fears (Business Insider)
• These AI Whiz Kids Dropped Out of College and Got Investors to Pay Their Bills (WSJ)
• The back story behind the first “$1.8 Billion” dollar “AI Company” (Marcus on AI)

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This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, their motivations, and the race to achieve superintelligence, offering insights into the future of technology and humanity.

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SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from OpenAI when it comes to AI models. And a billion-dollar company with only two employees? You guessed it: AI is why.

• SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals (Bloomberg)
• Larry Ellison’s Oracle cuts thousands of jobs after AI push (The Times of London)
• US Job-Cut Announcements in Tech Keep Rising With AI Adoption (Bloomberg)
• Cloudflare launches EmDash — the 'spiritual successor' that wants to take on WordPress (Tech Radar)
• Alibaba Unveils Third Closed-Source AI Model in Focus on Profit (Bloomberg)
• Microsoft launches 3 new AI models in direct shot at OpenAI and Google (VentureBeat)

Weekend Longreads Suggestions:

• How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company (NYTimes)
• AI Perfected Chess. Humans Made It Unpredictable Again (Bloomberg)

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OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the self-driving cars shut down at once. And you are finally able to change that embarrassing Gmail account you’ve been living with.

• OpenAI closes record-breaking $122 billion funding round as anticipation builds for IPO (CNBC)
• OpenAI raises $3bn from retail investors as part of record funding haul (FT)
• OpenAI Is Falling Out of Favor With Secondary Buyers (Bloomberg)
• Anthropic Races to Contain Leak of Code Behind Claude AI Agent (WSJ)
• Claude Code Leak Reveals Always-On ‘Kairos’ Agent (The Information)
• Robotaxi Outage in China Leaves Passengers Stranded on Highways (Wired)
• You can finally replace your embarrassing Gmail username (The Verge)

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Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t know yet. And Whoop is the big wearable player I guess we don’t talk about enough.

• Iran says it will target US tech companies in Middle East (The Hill)
• Iran’s hackers go to war (FT)
• The latest Ray-Ban Meta smart glasses are more customizable and expensive (Engadget)
• Claude Code's source code appears to have leaked: here's what we know (VentureBeat)
• Google commits to video generation, announces Veo 3.1 Lite (9to5Google)
• Another Starlink satellite has inexplicably exploded (The Verge)
• Whoop, a Wearable Health Device Maker, Raises $575 Million (NYTimes)

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With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are getting datacenters in space startups, aren’t we? And Project Hail Mary is Amazon’s biggest movie win ever.

• The Sudden Fall of OpenAI’s Most Hyped Product Since ChatGPT (WSJ)
• Andrew Curran X Post
• Claude is limiting usage more aggressively during peak hours — here’s what changed (TechRadar)
• Microsoft’s Researcher AI Agent Can Now Make GPT and Claude Models Work Together (Thurrott)
• Starcloud raises $170 million Series A to build data centers in space (TechCrunch)
• ‘Project Hail Mary’ becomes Amazon MGM’s biggest box office hit (TechCrunch)

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Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX IPO to normies? And of course, the Weekend Longreads Suggestions.

• Anthropic wins preliminary injunction in DOD fight as judge cites ‘First Amendment retaliation’ (CNBC)
• Exclusive: Anthropic acknowledges testing new AI model representing ‘step change’ in capabilities, after accidental data leak reveals its existence (Fortune)
• Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update (Bloomberg)
• Sony is raising PS5 prices by $100 in April (The Verge)
• OpenAI Surpasses $100 Million Annualized Revenue From Ads Pilot (The Information)
• Exclusive: Musk rewrites IPO playbook with large slice of SpaceX stock for retail investors, source says (Reuters)

Weekend Longreads Suggestions:

• Gemini task automation is slow, clunky, and super impressive (The Verge)
• How Apple Became Apple: The Definitive Oral History Of The Company's Earliest Days (Fast Company)

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The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to train AI on what you do on GitHub. And the idea of lossless compression might sound like a Silicon Valley joke, but it could be a big deal.

• Jury in Los Angeles finds Meta, YouTube negligent in social media addiction trial (CNBC)
• Do Back-to-Back Courtroom Losses Herald Meta’s ‘Big Tobacco’ Moment? (WSJ)
• Nintendo confirms its US Switch 2 games will soon cost more as physical versions (VGC)
• Wikipedia bans AI-generated articles (The Verge)
• GitHub’s Copilot will use you as AI training data, but you can opt out (How-To Geek)
• Google unveils TurboQuant, a new AI memory compression algorithm — and yes, the internet is calling it ‘Pied Piper’ (TechCrunch)

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OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’re not even letting the founders leave the country. And interesting raises from vertical AI startups.

• OpenAI Scraps Sora Video Platform Months After Launch (WSJ)
• Meta must pay $375 million for violating New Mexico law in child exploitation case, jury rules (CNBC)
• Supreme Court Sides With Internet Provider in Copyright Fight Over Pirated Music (NYTimes)
• China reviews $2bn Manus sale to Meta as founders barred from leaving country (Financial Times)
• AI Notetaker Granola Hits $1.5 Billion Value in $125 Million Funding (Bloomberg)

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Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two big prediction markets try to close the barn door when it comes to insider trading.

• US regulator bans imports of new foreign-made routers, citing security concerns (Reuters)
• Anthropic's Claude Can Now Control Your Computer (CNET)
• Epic Games Cuts About 1,000 Jobs Across Company Amid ‘Fortnite’ Slump (Bloomberg)
• Nintendo Cuts Switch 2 Output by Over 30% on Weak US Sales (Bloomberg)
• Kalshi says it will block politicians and athletes from trading in markets they’re tied to (The Verge)
• Polymarket, Kalshi Take On Insider Trading as Scrutiny Grows (Bloomberg)

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