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Reframe Raises Funds to Bring Amazon Robotics Know-How to Home Building

By Rocket Drew · Aug 31, 2026 7:01am PDT

For all the talk of robots that look like humans, the next robots to move into people’s houses could look more like ducks. Sales of such a robot, made by open-source model platform Hugging Face, reached more than $2.5 million on its first day on Thursday.Microduck, which costs $399, waddles around on two tiny legs and cocks its Wall-E-like head... For all the talk of robots that look like humans, the next robots to move into people’s houses...

SpaceX CEO Elon Musk and a GE Vernova gas turbine part. Photos via Getty Images.

AI Infrastructure

Exclusive: SpaceX Lays Groundwork For Turbine-Blade Factory to Solve Data Center Power Crunch

By Ann Davis Vaughan · Aug 29, 2026 11:21am PDT · 4 comments

Elon Musk intends to bypass the power supply chain for AI data centers in a way others assumed was impossible, by making highly complex components himself. It’s a move no one else has been bold enough to attempt. Elon Musk intends to bypass the power supply chain for AI data centers in a way others assumed...

Art by Mike Sullivan

How Companies Are Using Old-School Software to Grade AI Agents

By Rocket Drew · Aug 26, 2026 7:00am PDT

Measuring the quality of an AI model’s work can be tricky, especially when it comes to AI agents that can take a broad range of actions to autonomously solve a task. As businesses turn to agents to automate longer and more important tasks, they are getting savvier about how to evaluate the performance of those agents.“Enterprises are getting... Measuring the quality of an AI model’s work can be tricky, especially when it comes to AI agents...

Art by Mike Sullivan

Will Anthropic and OpenAI Stop Selling Their Best AI to Businesses?

By Stephanie Palazzolo · Aug 17, 2026 7:01am PDT

Art by Mike Sullivan

Will Anthropic and OpenAI Stop Selling Their Best AI to Businesses?

By Stephanie Palazzolo · Aug 17, 2026 7:01am PDT

Anthropic and OpenAI’s move to develop AI applications and features tailored to specific industries continues to worry their customers, some of which must now compete head-on with their main AI suppliers. Design app Canva is the latest to find itself in this predicament, as we reported earlier this month.Through it all, though, most people... Anthropic and OpenAI’s move to develop AI applications and features tailored to specific...

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A Customer Feedback Startup Is in Talks For $125 Million Financing Led By Anthropic Investor

By Stephanie Palazzolo · Aug 4, 2026 7:11am PDT · 1 comment

AI that generates realistic voices has come a long way. It powers applications like ChatGPT, phone-based customer support and increasingly helps businesses solicit verbal feedback from their customers about products or experiences.One AI startup in that field is San Francisco-based Listen Labs, which helps businesses automate interviews with... AI that generates realistic voices has come a long way. It powers applications like ChatGPT,...

Jasjeet Sekhon, Chief Strategy Officer at Google DeepMind. Photo courtesy of the Berkeley Center for Responsible, Decentralized Intelligence.

Google DeepMind Exec Says Unprecedented Capex Is Actually a Bet On ‘RSI’

By Amir Efrati · Aug 3, 2026 7:01am PDT

Over the weekend, Jasjeet Sekhon, the chief strategy officer at Google’s DeepMind AI unit, used two words to describe what needs to happen to justify his industry’s unprecedented capital expenditures: recursive self-improvement. The white-hot term refers to AI that can automatically create better versions of itself.RSI is a “key part of the... Over the weekend, Jasjeet Sekhon, the chief strategy officer at Google’s DeepMind AI unit, used...

Credit: Tacta Systems™ Inc.

Robotics Startup Tacta Shows Its Hand (and Glove)

By Rocket Drew · Jul 27, 2026 8:35am PDT

As robotics companies explore new ways to collect the massive volumes of data needed to train the physical AI models that will power humanoid robots, one approach is gaining steam. Some robotics companies are relying on specialized gloves that people can wear while they carry out tasks at work or around the home. The gloves record information... As robotics companies explore new ways to collect the massive volumes of data needed to train the...

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Anthropic Investor in Talks to Fund New Lab Run By Two Stanford AI Professors

By Stephanie Palazzolo · Jul 22, 2026 8:56am PDT

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Anthropic Investor in Talks to Fund New Lab Run By Two Stanford AI Professors

By Stephanie Palazzolo · Jul 22, 2026 8:56am PDT

Cloud and software incumbents want businesses to think twice before using Anthropic, OpenAI and other closed-source AI providers. Executives such as Palantir CEO Alex Karp have argued, for instance, that these AI firms could use their customers’ data to compete with them eventually. These potential fears could also help new AI startups... Cloud and software incumbents want businesses to think twice before using Anthropic, OpenAI and...

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What the New Kimi K3 Model Really Means for the U.S.-China AI Race

By Alix Coutures, Rocket Drew and Aaron Holmes · Jul 20, 2026 7:05am PDT

Thursday’s release of a surprisingly sophisticated new open-source AI model from Beijing-based startup Moonshot has ignited debate over whether China’s developers are erasing the gap with the dominant models from America’s AI firms.There is little question that Moonshot’s Kimi K3 is impressive. The largest open-source model in the world, with... Thursday’s release of a surprisingly sophisticated new open-source AI model from Beijing-based...

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The Four Keys to Surviving the SaaSpocalypse

By Rocket Drew · Jul 15, 2026 9:45am PDT

To survive a zombie apocalypse, you’d probably want to team up with people who are skilled at medicine, engineering, farming—and your prepper uncle who stockpiles beans. To survive a SaaSpocalpyse, who should you team up with?Suppose for a second that the most extreme version of software disruption comes to pass: a couple years from now, AI... To survive a zombie apocalypse, you’d probably want to team up with people who are skilled at...

Art by Clark Miller

Universities Fret as Anthropic, OpenAI, Meta and DeepMind Lure Their Professors

By Laura Bratton · Jul 9, 2026 7:01am PDT

Renowned university professors and academic researchers keep joining frontier AI labs such as OpenAI and Anthropic. Remaining faculty say the brain drain is threatening the development of open source AI models in the West.So far this year, at least 22 professors and researchers have taken leave or stepped back from their roles at Stanford, ... Renowned university professors and academic researchers keep joining frontier AI labs such as ...

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The Five Kinds of Model Routers That Cut AI Costs

By Rocket Drew and Laura Bratton · Jul 2, 2026 7:00am PDT · 1 comment

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The Five Kinds of Model Routers That Cut AI Costs

By Rocket Drew and Laura Bratton · Jul 2, 2026 7:00am PDT · 1 comment

Before we get to today’s agenda, check out Phoebe’s report Wednesday night that Nvidia has launched a new program to financially backstop customers’ purchases of its AI chips. It’s yet another way Nvidia is leveraging its powerful balance sheet to keep the GPU data center party going.On to the column…As more companies reassess rising prices for... Before we get to today’s agenda, check out Phoebe’s report Wednesday night that Nvidia has...

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A Competitor to OpenClaw Emerges

By Stephanie Palazzolo · Jun 18, 2026 7:00am PDT

After the success of OpenClaw, an open-source AI agent software that took the tech world by storm earlier this year, it’s no surprise that copycats are popping up. And some of these copycats are catching up to OpenClaw, by some measures.Hermes, an agent tool from Nous Research, recently eclipsed OpenClaw in terms of new GitHub contributors in... After the success of OpenClaw, an open-source AI agent software that took the tech world by storm...

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AI’s Cost Problem Becomes Front and Center, At Least in Asia

By Qianer Liu · Jun 15, 2026 7:01am PDT

Anthropic can’t catch a break! Leaders of the AI firm are meeting with Trump administration officials in D.C. this week to try to resolve a dispute that blew up on Friday night. The administration said that it would need to cut off access to its most advanced Claude Fable 5 and Claude Mythos 5 models to foreign nationals, which led to the... Anthropic can’t catch a break! Leaders of the AI firm are meeting with Trump administration...

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Why Microsoft and Other Anthropic Customers Held Off On Using Claude Fable

By Aaron Holmes and Catherine Perloff · Jun 11, 2026 7:25am PDT

Anthropic’s latest AI is so good at coding tasks that many firms are willing to pay top dollar to use it even as Anthropic effectively raises prices. But some customers are holding off over cybersecurity concerns.In releasing its latest model, Claude Fable, Anthropic started a new policy of holding onto any data that customers feed into the... Anthropic’s latest AI is so good at coding tasks that many firms are willing to pay top dollar to...

Dario Amodei. Photo via Getty Images

Anthropic’s New Model Targets Power Users But Cuts Off AI Rivals

By Stephanie Palazzolo · Jun 10, 2026 7:00am PDT

Dario Amodei. Photo via Getty Images

Anthropic’s New Model Targets Power Users But Cuts Off AI Rivals

By Stephanie Palazzolo · Jun 10, 2026 7:00am PDT

App developers finally got their first real look at Anthropic’s Mythos Tuesday when Anthropic released a somewhat neutered version of the model, Claude Fable 5, following weeks of breathless chatter about it.Developers who tried the new model said the AI largely deserved the hype. They said it thoroughly outperformed earlier Anthropic models in... App developers finally got their first real look at Anthropic’s Mythos Tuesday when Anthropic...

Craig Federighi speaks on a screen at WWDC 2026. Photo by Josh Edelson/Getty Images)

Anthropic’s Mythos Is Coming Today; Apple Pursues Modest Goals with Siri Revamp

By Stephanie Palazzolo and Aaron Tilley · Jun 9, 2026 7:06am PDT

Big news: Anthropic has a new version of a Mythos-class model coming later today called Claude Fable, according to a person with knowledge of the release. It’s a neutered version of Mythos with safeguards to protect against its misuse either in cybersecurity hacks or the construction of bioweapons, the person said.For those who have been living... Big news: Anthropic has a new version of a Mythos-class model coming later today called Claude...

Art by Mike Sullivan

Anthropic Sounds Alarm on Recursive Self-Improvement

By Rocket Drew · Jun 8, 2026 7:00am PDT

Last week, Anthropic boasted that Claude is now writing 80% of Anthropic’s code, which the company presented as a harbinger of a critical leap in artificial intelligence called recursive self-improvement. That’s when models are so capable that they can create the next generation of AI without human involvement. Excitement about recursive... Last week, Anthropic boasted that Claude is now writing 80% of Anthropic’s code, which the...

Andy Konwinski, co-founder of Databricks and Perplexity AI. Photo by Marc Fong

Billionaire Databricks and Perplexity Co-Founder Pitches AI Researchers to Not Work for Big Tech

By Laura Bratton · Jun 4, 2026 7:00am PDT · 2 comments

The billionaire co-founder of Databricks and Perplexity AI, Andy Konwinski, is singularly focused on plugging the years-long drain of talent from academia to Big Tech.He wants to encourage academics to focus on publishing more openly available research, a reaction to the move by frontier AI companies to reduce the amount of AI research they... The billionaire co-founder of Databricks and Perplexity AI, Andy Konwinski, is singularly focused...

Art by Mike Sullivan

Cognition Aims to Be the Switzerland of AI Agents with App Makeover

By Rocket Drew · Jun 2, 2026 7:01am PDT

Art by Mike Sullivan

Cognition Aims to Be the Switzerland of AI Agents with App Makeover

By Rocket Drew · Jun 2, 2026 7:01am PDT

AI coding startup Cognition is revamping its app to help users manage coding agents from many providers, executives told The Information. Cognition is betting that being a neutral platform will strengthen its hand in the increasingly competitive market for AI coding tools.The change, to be announced on Tuesday, involves the Windsurf application... AI coding startup Cognition is revamping its app to help users manage coding agents from many...