Thu. 07/17 – AI Pricing

Thu. 07/17 – AI Pricing

TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever. Links: TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg) US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters) Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information) Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg) Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune)

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Avsnitt(2432)

We Have The Anthropic IPO Numbers

We Have The Anthropic IPO Numbers

Anthropic's IPO prospectus finally surfaced: a $42B net loss on $4.6B in revenue, a quarter of it from two customers. OpenAI scrapped GPT-6.1 Astra over safety, Oura postponed its IPO, and I wondered ...

29 Sep 22min

Starship Reaches Orbit For The First Time

Starship Reaches Orbit For The First Time

Nvidia launched a safety platform to stop AI agents from escaping sandboxes, SpaceX finally got Starship into orbit, Meta launched an enterprise AI business, Instinct raised $1 billion, and Trump and ...

28 Sep 21min

Is Copilot Microsoft's Everything App?

Is Copilot Microsoft's Everything App?

Microsoft finally unveiled its Copilot super app, with chat, coding, and agents in one place. Tesla's Optimus ramp hit snags. Meta wanted you making AI games for Instagram. And a startup valued at $20...

25 Sep 20min

Meta Made a Tamagotchi for Its AI

Meta Made a Tamagotchi for Its AI

Meta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in...

24 Sep 19min

AI Models Just Got Cheaper?

AI Models Just Got Cheaper?

Anthropic launched Claude Opus 5.5, cheaper and safer than Opus 5, right as OpenAI dropped GPT-6 Sol and Luna with half the errors and lower prices. YouTube countered with Shorts Series, an AI creator...

23 Sep 21min

Meta Finally Has An AI Hit

Meta Finally Has An AI Hit

Meta's Muse topped download charts and sent Meta stocks soaring, Shopify agreed to let Muse complete checkouts via Shop Pay, Microsoft laid off Xbox staffers as Halo moves to Activision, and Xiaomi's ...

22 Sep 22min

The Googlebooks Are Here

The Googlebooks Are Here

Google launched Googlebook laptops with deep Android integration from five partners starting at $899, xAI released Grok 4.7 at bargain pricing but trailing Claude and GPT-6 on benchmarks, Amazon block...

21 Sep 20min

OpenAI Got Hacked By... AI

OpenAI Got Hacked By... AI

Security researchers used Claude to hack into OpenAI's private code repository through a bug bounty program, OpenAI launched Astra for Law for select firms, Anthropic redesigned Claude projects to run...

18 Sep 21min

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