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The 7 Biggest Reveals in SpaceX’s IPO Filing

By Cory Weinberg and Theo Wayt · May 20, 2026 3:38pm PDT · 1 comment

SpaceX’s long-awaited public offering paperwork revealed fresh details about its unlikely partnership with Anthropic that are representative of the overall IPO story for Elon Musk’s company: Enormous potential, with risks everywhere. The company said Anthropic agreed to pay SpaceX $1.25 billion per month to rent capacity from both of its... SpaceX’s long-awaited public offering paperwork revealed fresh details about its unlikely...

Photo of Donald Trump via Getty Images. Art by Mike Sullivan

White House Briefs AI Companies on Plan to Review Models Before Release

By Leo Schwartz and Stephanie Palazzolo · May 20, 2026 12:06pm PDT · 2 comments

The White House’s Office of the National Cyber Director hosted a briefing Tuesday for companies including OpenAI, Anthropic and Reflection AI on a planned executive order on AI that will empower intelligence and other government agencies to review advanced models before the models are released, according to people familiar with the matter. ... The White House’s Office of the National Cyber Director hosted a briefing Tuesday for companies...

As Anthropic Costs Mount, Businesses Pressure Software Firms to Shorten Contracts

By Laura Bratton · May 20, 2026 9:00am PDT · 3 comments

Businesses are spending more on Anthropic and other AI providers, and the additional budget has to come from somewhere. One natural target for cuts is other software. While businesses aren’t abandoning their enterprise applications outright, they’re putting themselves in a better position to do so if AI makes traditional apps less important. For... Businesses are spending more on Anthropic and other AI providers, and the additional budget has...

Google CEO Sundar Pichai on stage at Google I/O. Photo courtesy of Google.

Google Pitches Its AI Coding Tools as the Cost-Effective Option

By Erin Woo · May 20, 2026 7:00am PDT

Google CEO Sundar Pichai on stage at Google I/O. Photo courtesy of Google.

Google Pitches Its AI Coding Tools as the Cost-Effective Option

By Erin Woo · May 20, 2026 7:00am PDT

Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to answer: Does it have a counter to Anthropic’s dominance in coding?The takeaway, after a sweltering day in Mountain View, Calif.: Google wants to redefine the competition. Google didn’t release a new “pro” version of its flagship model, Gemini, to... Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to...

Guests during Cerebras Systems IPO at Nasdaq MarketSite May 14.

Investors Fall Back in Love With IPOs

By Valida Pau · May 19, 2026 5:30pm PDT

For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI has dominated most of my conversations with investors. But in a change from the past few months, it’s not Anthropic and OpenAI driving those discussions—but hardware and utility companies a few steps removed from what the AI model makers do.On Monday,... For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI...

Liz Reid, VP and head of search at Google, at Google I/O today. David Paul Morris/Bloomberg/Getty.

Google’s AI Search Leap Forward

By Martin Peers · May 19, 2026 5:00pm PDT

If you pay attention to one thing in AI this week, it should be Google’s I/O presentation on Tuesday. The tech giant unveiled a bunch of AI tools, most significantly the addition of new AI features such as agents to Google Search. Any distinction that existed between Google’s Gemini AI chatbot and its search bar is disappearing.No longer should... If you pay attention to one thing in AI this week, it should be Google’s I/O presentation on...

5 Charts That Make Sense of SpaceX’s IPO Numbers

By Cory Weinberg and Valida Pau · May 19, 2026 2:08pm PDT · 1 comment

SpaceX’s initial public offering prospectus will read like a kaleidoscope when it’s unveiled publicly in the coming days. There will be a dazzling mixture of storylines and figures that show huge financial losses, exciting promises, impressive growth and unmet expectations. Information in the prospectus will help investors knit together parts of... SpaceX’s initial public offering prospectus will read like a kaleidoscope when it’s unveiled...

How Microsoft, Meta, xAI Get AI Training Data From Their Employees

How Microsoft, Meta, xAI Get AI Training Data From Their Employees

By Aaron Holmes and Jyoti Mann · May 19, 2026 10:30am PDT

How Microsoft, Meta, xAI Get AI Training Data From Their Employees

How Microsoft, Meta, xAI Get AI Training Data From Their Employees

By Aaron Holmes and Jyoti Mann · May 19, 2026 10:30am PDT

Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals like Anthropic and Cursor, but Microsoft thinks it has an advantage over those companies: roughly 100,000 software engineers who work for Microsoft. As we reported Monday, Microsoft leaders think they can develop coding models using the wealth of... Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals...

Art by Mike Sullivan

Is the Gap Widening Between Anthropic and Open-Source Models?

By Stephanie Palazzolo · May 19, 2026 7:00am PDT · 1 comment

Some developers have told me that the rising costs of frontier AI models from Anthropic and other firms could prompt them to shift to cheaper open-source AI. After all, when companies as sophisticated as Uber are accidentally blowing through their entire year’s AI budget in a matter of months, it makes sense to cut back by using a less capable... Some developers have told me that the rising costs of frontier AI models from Anthropic and other...

A Trainium3 UltraServer at an AWS QA lab in Austin. Photo by Mark Felix / Getty Images.

Amazon’s Nvidia Alternative Starts Winning Over AI Developers

By Catherine Perloff · May 19, 2026 6:00am PDT

Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar investment and infrastructure deals with Amazon, have already committed to renting large amounts of current and future Trainium capacity. Now, recent software... Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is...

Krishna Rangasayee. Photo By Shauna Clinton/ Getty Images

Edge Inference Chip Startup SiMa.ai Raising at $1.4 Billion Valuation

By Stephanie Palazzolo and Anissa Gardizy · May 18, 2026 7:00am PDT

Nvidia might be on a tear, but some investors are still convinced that there’s demand for another kind of specialized chips. And they’re putting their money where their mouth is. For example: San Jose, Calif.-based SiMa.ai, which develops chips that work on devices such as drones or cameras, is in talks with investors to raise more than... Nvidia might be on a tear, but some investors are still convinced that there’s demand for another...

Art via Mike Sullivan

Microsoft Executives Sound the Alarm Over GitHub’s Eroding AI Lead

By Aaron Holmes · May 18, 2026 6:00am PDT

Art via Mike Sullivan

Microsoft Executives Sound the Alarm Over GitHub’s Eroding AI Lead

By Aaron Holmes · May 18, 2026 6:00am PDT

No part of Microsoft better illustrates its predicament in AI than GitHub. The AI boom has boosted usage and revenue of the code repository as well as GitHub Copilot, an AI coding assistant. But GitHub has struggled to respond to new AI coding competitors that have since overtaken it. And the service has suffered from frequent and major outages,... No part of Microsoft better illustrates its predicament in AI than GitHub. The AI boom has...

Sunday Insights

Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

By Amir Efrati and Stephanie Palazzolo · May 17, 2026 7:00am PDT · 4 comments

Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI startup field. A group of 34 leading startups in that sector, including Anthropic and OpenAI, is generating nearly $80 billion in annualized revenue, or $6.6 billion per month, from selling AI applications or access to the models that power such apps,... Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI...