AI Weekly Briefing: The Government Switched Off Anthropic’s New Models
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 Juni 14min
AI Weekly Briefing: US Government May Own OpenAI Before Its IPO
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 Juni 18min
AI Weekly Briefing: Is Enterprise AI Becoming a Finance Problem
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 Juni 19min
AI Weekly Briefing: The AI IPO Race Is Officially On
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 Maj 14min
AI Weekly Briefing: Is NVIDIA Finally Getting Real Competition?
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 Maj 13min
AI Weekly Briefing: Are AI Labs Replacing The Consultants?
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 Maj 13min
AI Weekly Briefing: AI’s New Power Shift
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 Maj 16min
AI Weekly Briefing: The $65 Billion Week for Anthropic
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
