Databricks reported $6.9 billion in annualized recurring revenue, up 80% year over year, widening its lead over Snowflake to $1.6 billion. AI products now account for $1.7 billion of Databricks' ARR, …
A Hacker News thread reveals that local AI coding models, led by Qwen 3.6 35B-A3B and harness Pi, are increasingly replacing cloud-based tools like Claude and GPT, offering privacy, zero cost, and off…
The US government shut down Anthropic's Fable AI, sparking calls for open-source alternatives. Satya Nadella argued that AI ecosystem moats must be based on human expertise, not models. Salesforce acq…
Anthropic's Fable release has imposed a "glass ceiling" on AI capabilities through strong guardrails that restrict sensitive topics, despite being the most powerful model yet. Stripe compressed months…
Three forces are reshaping AI cost structures as major buyers substitute cheaper models for expensive ones. Coinbase routed prompts to cheaper models to keep costs flat while token usage grew exponent…
A laptop now handles 78% of one user's AI tasks locally, with only complex work routed to the cloud. The system, which classifies tasks as easy or hard and processes them accordingly, achieved 25% mor…
Theory Ventures GP and former Google PM shares data-driven insights on AI, web3, and venture capital in a newsletter read by 150k+ founders and operators, featured by Bloomberg, WSJ, and The Economist…
Microsoft added average token usage to a model release card yesterday, introducing a new dual benchmark that measures both performance and cost. The metric shows Microsoft's model achieving a 71.6 SWE…
Open-weight models now account for 69.1% of named token volume on the OpenRouter API platform, compared to 30.9% for closed models, according to the latest platform data. The shift, driven by rapid co…
Short interest across AI-related stocks has risen 24% in the last quarter, with GPU data center and neocloud companies facing the heaviest bearish bets at a median 16.8% of float shorted. The skeptici…
Google's AI pricing has tripled annually, while OpenAI's flagship model rose after a period of subsidy and Anthropic's most powerful models saw a price decrease. The three vendors now all face increas…
A developer has created a system called "skill distillation" that uses frontier AI models like Opus 4.7 and GPT-5.1 to write procedural skill files, which are then executed by smaller local models lik…
Lemonade CISO Jonathan Jaffe said during Office Hours that AI is equally powerful for defenders and attackers, with the window of exploitability narrowing as AI-written code gets reviewed and patched …
The end of the software era has begun, replaced by the "harness era" in which companies must domesticate powerful but wild AI through seven disciplines including context retrieval, tool integration, a…
Databricks released a new feature that simplifies how Power BI customers manage data and build AI agents on its platform, effectively diverting workloads from Microsoft's competing Fabric offering. Th…
Salesforce has adopted a headless architecture, allowing salespeople to update deal sheets via AI without logging into the platform, as companies increasingly use Model Context Protocols to enable Eng…
SpaceX filed its S-1 on Wednesday, revealing a three-segment conglomerate generating $18.7 billion in 2025 revenue from its Space, Starlink, and AI businesses. Starlink dominates with $11.4 billion in…
Google's AI pricing has tripled annually, while OpenAI's flagship model rose after a period of apparent subsidy, and Anthropic held steady before cutting costs on its most powerful models. The three v…
Tom Tunguz, a writer of 16 years, tested an "AI editorial council" of three different models—Gemini, Claude, and OpenAI Codex—to edit his fourth draft, but the result was a "fingerpaint disaster" as e…
AI inference has become the fastest-growing market in technology, projected to reach $250 billion within seven years, surpassing the database market. Companies like Anthropic, Google Cloud, Datadog, a…