The AI Breakdown

A week defined by one question: can you actually depend on these tools? Anthropic launched its most powerful models yet, Fable 5 and Mythos 5, and within three days a US government export-control orde...

17 Jun 14min

A big week for assistant strategy, pulling in two directions. Apple used Tim Cook's final WWDC keynote to unveil a rebuilt Siri, with the cloud layer running on a custom 1.2 trillion parameter model b...

10 Jun 18min

It’s been a week of huge funding rounds, and the first clear signs that companies are getting stricter about AI costs. Anthropic closed a $65bn round at a valuation near a trillion dollars and confirm...

4 Jun 19min

This week on The AI Breakdown, we look at the moment AI starts to meet the public markets. OpenAI has reportedly moved toward a confidential IPO filing, Anthropic is showing signs of operating profit ...

27 Mai 14min

Cerebras went public at a $95 billion market cap, the biggest tech IPO since Snowflake and the first pure-play AI hardware listing of this cycle. The reference point for every NVIDIA challenger just g...

21 Mai 13min

This week, the AI infrastructure wars went into overdrive. Anthropic and OpenAI both announced massive deployment vehicles - Anthropic's $1.5 billion joint venture with Blackstone, Goldman Sachs and H...

13 Mai 13min

This week on The AI Breakdown, the Pentagon has awarded classified AI contracts to eight companies, but Anthropic is notably missing from the list after being labelled a supply chain risk. Meanwhile, ...

6 Mai 16min

Google and Amazon just put up to $65 billion and 10 gigawatts of compute behind Anthropic in five days, and that tells you the AI market is no longer just about models. It is about cloud lock-in, sili...

29 Apr 15min