Tech Brew Ride Home

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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