Companies, products, and big moves
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Agents spent today moving from demos into the operational layer of business: Wix gave small companies a coordinated team of AI workers, Amazon quietly sealed off its purchase data from rival shopping agents, and Blumira planted an AI command center on top of the security stack. Wix today launched Symphony,
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Sergey Brin has taken direct oversight of Google's Gemini team, and the lab's most delayed flagship, Gemini 3.5 Pro, is reportedly being shelved to make way for a Gemini 4 push. I think Brin's return is the strongest signal yet that Google treats
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A year after leaving the lab he co-founded with Elon Musk, Igor Babuschkin is back with a billion-dollar war chest and a contrarian thesis: the next big AI platform shouldn't live in a data center. It should live in your house. xAI co-founder Igor Babuschkin&
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Google's most delayed flagship model may never ship — and the co-founder is back in the room to fix what went wrong. Sergey Brin has taken direct oversight of Google's Gemini team as reports say the long-delayed Gemini 3.5 Pro has been shelved. Chinese
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China's AI assistant race just found its first real business model: ByteDance is pricing AI-sourced hotel bookings at a premium over its own Douyin traffic, while Zhipu's coding agent crosses the million-user mark — two signs the country's AI boom is moving from
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Anthropic owns the news cycle this morning: the lab is on a pre-IPO roadshow that could produce the biggest listing in history, and it just switched on invisible watermarks for every new Claude model — transparency work aimed squarely at the scrutiny a public debut will bring. Anthropic is meeting
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Anthropic is buying compute from an unlikely landlord: Riot Platforms, the Bitcoin miner that is repurposing its Texas power sites for AI — and the market is cheering. Anthropic has struck a $9.1 billion deal with Riot Platforms, the Bitcoin mining company that recently began selling AI data center capacity,
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Money and governance dominated the AI news cycle overnight: OpenAI handed employees $7 billion in liquidity at a flat $852 billion valuation, Anthropic canceled a planned price hike on its workhorse model, and OpenAI's head of ethics walked out the door. OpenAI completed a roughly $7 billion tender
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OpenAI is putting a price on uninterrupted work: Premium seats for ChatGPT Business cost five times the standard rate, but they remove the usage ceiling that power users keep slamming into. OpenAI is adding Premium seats to ChatGPT Business — $125 per user per month ($100 on annual billing) for 5x
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Money and machines drove the AI news cycle today: the buildout's financing is shifting from equity to debt, a sanctioned hacking unit is assembling a private AI stack, and China's most-used consumer assistant started charging for referrals. Lambda, the Nvidia-backed AI cloud provider, is
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Intel is cashing in on its 2026 comeback: the chipmaker announced a $15 billion common stock offering Monday to fund its AI manufacturing buildout, turning a nearly-tripled share price into cash for the foundry ramp. It is the clearest signal yet that Intel's turnaround is now a
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The AI-vs-AI security race just got its first dedicated funding play: a fresh lab with Sequoia's backing is betting that defenders need frontier models of their own, not better tools bolted onto the old ones. Corma, a Tel Aviv- and San Francisco-based startup building foundation