AI Industry Strategy
Vendor moves, compute economics, what each lab is betting on. Less product, more strategy — Anthropic compute shortages, OpenAI vs Anthropic vs Google bets, business-of-AI takes.
How to Keep Using OpenAI Models in Cursor After the Access Ban
OpenAI is cutting native access to Cursor. Here's how developers can still use OpenAI, Claude, and other models via API keys and gateways.
Why Did OpenAI Ban Cursor's Models After the SpaceX Acquisition?
OpenAI is pulling Cursor's native model access after SpaceX's acquisition, citing distillation risk and Elon Musk's history of contract violations.
Runable Raises $21M: Can AI Agents Finally Finish Real Work?
Runable's $21M Series A funds an AI agent for go-to-market work. Here's what "doing the work" actually means and why most agents fail at it.
GLM 5.3 Flash Runs on Chinese Chips Without Nvidia
ZAI reportedly served over 100 trillion tokens a day of GLM 5.3 Flash entirely on Chinese chips, a sign of real Nvidia-free inference at scale.
Nvidia's $12.9B Hugging Face Deal: What It Means for Open Source AI
Nvidia acquired Hugging Face for $12.9B. Here's why that threatens open-model neutrality, discoverability, and what alternatives exist.
Is Google Losing the AI Race? What's Really Going On With Gemini
Demis Hassabis's exit and shaky Gemini releases fueled claims Google is falling behind. Here's what's actually happening at DeepMind.
Open Weights vs Closed Weights: Why Token Usage Is Flipping
Open-weight models now handle more AI tokens than closed models like GPT and Claude, yet closed labs still capture most of the revenue. Here's why.
How OpenAI and Anthropic Turn Compute Into Profit
A look at the revenue-per-megawatt math behind OpenAI and Anthropic's 2026 shift from venture-funded losses to real profitability.
How OpenAI Used Codex to Bypass Nvidia's CUDA Moat
OpenAI reportedly used its Codex model to hand-write chip kernels for its new Jalapeno chip, sidestepping Nvidia's decades-old CUDA advantage.
OpenAI's Jalapeno Chip: How It Stacks Up Against Nvidia Blackwell
OpenAI's first custom AI chip, Jalapeno, reportedly beats Nvidia Blackwell on performance-per-watt for LLM inference, per SemiAnalysis lab testing.
OpenAI's Vision for a Personal AGI: Merging ChatGPT and Codex
OpenAI's Tibo lays out a future where ChatGPT and Codex merge into one voice-first, adaptive personal AGI tailored to each user.
Why Did Stripe Pay $7.5 Billion for OpenRouter?
Stripe's $7.5B OpenRouter deal explained: the valuation jump, Stripe's "singularity" letter, and what it signals about AI adoption and startups.
Why Did OpenAI Pause Its Next Frontier Model?
OpenAI paused reinforcement learning on its next frontier model for safety hardening and red-teaming, pushing back the GPT timeline.
Safe Superintelligence Explained: Ilya Sutskever's SSI and Its 2026 Plans
Safe Superintelligence, Ilya Sutskever's secretive lab, is rumored to release its first model in August 2026. Here's what's known and speculated.
What Is Data Programming? Snorkel AI's Scaling Method Explained
Snorkel AI's data programming turns expert knowledge into labeling functions written in code, scaling supervision beyond manual annotation.
Is AI Actually Taking Jobs? What the Hiring Data Really Shows
Hiring data on AI-exposed young workers and startup founder surveys show a slower job market, not mass layoffs. Here's what's really happening.
How xAI's Cursor Deal Quietly Built Grok Into a Real Contender
xAI's acquisition of Cursor gave it coding data and idle GPUs a purpose. Here's how that combination produced Grok 4.6 and an odd Anthropic tie-up.
Is Robotics Having Its ChatGPT Moment? Physical AI Explained
Chelsea Finn argues robots are nearing a ChatGPT-style breakthrough, but physical AI faces a reliability bar that chatbots never had to clear.
Anthropic's Economic Index Connector: Find AI Use Cases for Your Job
Anthropic's Economic Index connector lets Claude pull real usage data to suggest AI use cases matched to your actual job and tasks.
Why Ilya Sutskever Says Pre-Training Is Over and Research Is Back
Ilya Sutskever argues AI's scaling era is giving way to research again. Here's what that means for generalization, brain-inspired learning, and AGI.
Who Wins If Open-Source AI Wins? Mapping Winners in the AI Stack
Jevons paradox explains why cheaper, open AI models could raise total spending on chips, data centers, and apps rather than shrink the market.
Open vs Closed AI: Why Nvidia, Meta and China Are Picking Sides
Jensen Huang's pro-open-source letter split the AI industry. Here's why Nvidia backs open models, Anthropic didn't sign, and who actually profits.
Nvidia's $5B Bet on Ilya Sutskever's SSI: What It Signals
Nvidia invested $5 billion in Ilya Sutskever's Safe Superintelligence and pledged a 10x compute boost. Here's what the deal reveals about his research.
Sam Altman on AI's Pace: Why the Hugging Face Hack Rattled Him
Sam Altman's reaction to an autonomous AI attack on Hugging Face reveals his concerns about AI pacing, safety guardrails, and regulatory capture.