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OpenAI’s PR Challenge

By Stephanie Palazzolo · May 26, 2026 7:01am PDT

The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research talent. But as OpenAI and Anthropic barrel toward initial public offerings, public perception is also an important factor in the race as political backlash to the industry grows.OpenAI seems particularly vulnerable in PR after a series of awkward or... The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research...

Art by Mike Sullivan

Cursor Sees Opening as GitHub Flounders

By Rocket Drew · May 21, 2026 7:10am PDT · 1 comment

Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other snags, Jay Parikh, who oversees the software-project management platform, recently warned deputies that coding tools from Cursor and Anthropic could eventually make GitHub obsolete, my colleague Aaron wrote this week.Parikh was right to be worried.... Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other...

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...

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

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...

Michael Nagle/Bloomberg via Getty Images.

Cerebras IPO Stock Pop; Apple-OpenAI Drama

By Martin Peers · May 14, 2026 5:00pm PDT

This was quite the day. OpenAI is jumping up and down about its unhappiness with Apple (it’s doubtful Tim Cook is shaking in his boots). Big telecom threw down the gauntlet to Elon Musk and Amazon (not that they should worry). We get to both news items lower down. But first…the AI trade on Wall Street is booming, as demonstrated by today's... This was quite the day. OpenAI is jumping up and down about its unhappiness with Apple (it’s...

Anthropic CEO, Dario Amodei. Photo via Getty Images

How Anthropic Could Take an OpenAI Supplier Off The Table

By Laura Mandaro · May 13, 2026 7:00am PDT

Is a big AI model maker about to take out a supplier to its archrival? That seems possible if a deal we reported on late Tuesday reaches the finish line. Anthropic is in talks to buy developer tools startup Stainless for at least $300 million, according to Stephanie and Katie. The New York startup makes software development kits that... Is a big AI model maker about to take out a supplier to its archrival? That seems possible if a...

Art by Mike Sullivan; Shutterstock

Rising AI Costs Are Becoming a Problem For Even Investors

By Stephanie Palazzolo · May 6, 2026 7:00am PDT

In recent months, a lot of discussion has centered around the rising costs of AI, with even large, sophisticated public companies like Uber blowing through their 2026 AI budgets in a matter of months.Even venture capitalists are feeling the pain. One partner at a large fund told me that they previously gave five of their staffers enterprise ... In recent months, a lot of discussion has centered around the rising costs of AI, with even...

Art via Getty Images; Shutterstock

Cursor Keeps Its Distance From xAI Despite Tie-Up

By Laura Bratton and Stephanie Palazzolo · May 4, 2026 7:00am PDT

Art via Getty Images; Shutterstock

Cursor Keeps Its Distance From xAI Despite Tie-Up

By Laura Bratton and Stephanie Palazzolo · May 4, 2026 7:00am PDT

When Cursor agreed to a $60 billion conditional takeover offer from SpaceX last month—the purchase isn’t definite—some of Cursor’s rivals expected the coding startup to work with SpaceX’s xAI unit to develop new models, specifically for coding.That’s not happening anytime soon, apparently. Cursor doesn’t currently plan to codevelop coding models... When Cursor agreed to a $60 billion conditional takeover offer from SpaceX last month—the...

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AI Infrastructure

Startup GridCare Aims to Tap Hidden Power Capacity

By Ann Davis Vaughan · Apr 27, 2026 8:00am PDT

Power scarcity is all anyone talks about in the AI world. Funny how we actually have plenty.GridCare, which emerged last year from a Stanford University sustainability accelerator, has surprised AI developers and even utilities by finding power that they can tap even in congested urban markets where the grid appeared sold out.Power grids are... Power scarcity is all anyone talks about in the AI world. Funny how we actually have plenty....

Images from Reddit.

OpenAI Takes Aim at Google with New Image Model

By Stephanie Palazzolo · Apr 20, 2026 7:00am PDT

If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming model from OpenAI floating around. Sharp-eyed people have pointed out that the new model is potentially being tested with some ChatGPT users and on leaderboards under code names. The images generated by that model, which some are calling “... If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming...

Microsoft’s data center project Mount Pleasant, Wis. in late 2025. Joe Timmerman/Wisconsin Watch via Getty Images

AI Infrastructure

Microsoft Slowed AI Spending. Now It’s Playing Catchup

By Ann Davis Vaughan · Apr 13, 2026 8:00am PDT · 1 comment

Microsoft is playing catch-up in the AI power race by grabbing big sites in Texas and West Virginia for data centers fired by natural gas. It wasn’t long ago that the company had a big lead.In the early days of the AI boom, Microsoft’s in-house energy team amassed a 9-gigawatt war chest of grid-powered data center sites that was the envy of the... Microsoft is playing catch-up in the AI power race by grabbing big sites in Texas and West...

GitButler cofounders Scott Chacon, Anne Leuschner and Kiril Videlov. Photo courtesy of GitButler.

The Startup Building Code Management Software for ‘Tokenmaxxers’

By Julia Hornstein · Apr 8, 2026 7:00am PDT

GitButler cofounders Scott Chacon, Anne Leuschner and Kiril Videlov. Photo courtesy of GitButler.

The Startup Building Code Management Software for ‘Tokenmaxxers’

By Julia Hornstein · Apr 8, 2026 7:00am PDT

Earlier this week, my colleague Jyoti reported on the great lengths Meta Platforms engineers are going to show off their AI prowess. An employee-created leaderboard tracks who burns through the most AI tokens—part of a broader trend known as “tokenmaxxing.” The article has sparked a flurry of armchair analysis on how much this strategy could... Earlier this week, my colleague Jyoti reported on the great lengths Meta Platforms engineers are...

Daniela Amodei, co-founder and president of Anthropic. Kimberly White/Common Sense Media/Getty Images.

Anthropic’s Compute Crunch Strikes Again

By Stephanie Palazzolo · Apr 7, 2026 7:00am PDT

Anthropic said Monday afternoon it had topped $30 billion in annualized revenue, implying growth surged 58% since the end of February. It also suggests the maker of the Claude chatbot may have surpassed OpenAI, which was generating $25 billion in annualized revenue in February.Despite its success, Anthropic isn’t winning any fans in the... Anthropic said Monday afternoon it had topped $30 billion in annualized revenue, implying growth...

Art by Getty Images

Codex and Claude Code Can Work Together

By Rocket Drew · Apr 6, 2026 7:00am PDT

Forget all the chatter about which AI coding tool is winning the race. The companies behind the leading AI coding tools are learning the benefits of peaceful co-existence. On Thursday, for instance, Cursor announced a new version of its app designed for coding with AI agents from different coding providers simultaneously, including ... Forget all the chatter about which AI coding tool is winning the race. The companies behind the...

Wrtn Technologies co-founder and chief product officer Djay Lee. Photos courtesy of Wrtn Technologies.

An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales

By Juro Osawa · Apr 2, 2026 7:00am PDT

Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s experience suggests there are plenty of lucrative consumer niches to be served.Seoul-based Wrtn Technologies says it’s generating more than $8 million in revenue a month from operating AI storytelling apps for hardcore anime and game fans in South... Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s...

Art via Getty Images

Claude Code and Codex Are Outpacing Cursor Among Notion's Engineers

By Stephanie Palazzolo · Mar 23, 2026 7:00am PDT · 2 comments

Art via Getty Images

Claude Code and Codex Are Outpacing Cursor Among Notion's Engineers

By Stephanie Palazzolo · Mar 23, 2026 7:00am PDT · 2 comments

Software engineers embracing the AI coding revolution don’t have much loyalty to any particular coding tool, especially when a new, better one comes out. In the latest example of that, the growth of Anthropic’s Claude Code and OpenAI’s Codex is outpacing that of Cursor among hundreds of engineers at Notion, a maker of popular... Software engineers embracing the AI coding revolution don’t have much loyalty to any particular...

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OpenAI’s GPT-5 Dip; Why Agents Are Hard to Evaluate

By Stephanie Palazzolo and Rocket Drew · Feb 23, 2026 7:00am PST

Before we get into today’s column, Friday’s story from Sri and me confirmed what many had been hypothesizing since OpenAI’s release of GPT-5 in August: ChatGPT’s growth hasn’t been as strong as OpenAI hoped.The story is more nuanced, obviously. The chatbot has hit new highs in terms of weekly active users—910 million, to be exact as of earlier... Before we get into today’s column, Friday’s story from Sri and me confirmed what many had been...

Art by Mike Sullivan.

China’s AI Giveaway War

By Juro Osawa · Feb 17, 2026 7:05am PST

U.S. AI firms such as OpenAI and Anthropic haven’t yet turned a profit but they’re trying to get on the path to doing so. In China, the big tech firms behind AI chatbots are fighting a different battle.Chinese tech firms are competing so intensely to draw people to use their AI chatbots that they’re spending this week’s Lunar New Year holidays... U.S. AI firms such as OpenAI and Anthropic haven’t yet turned a profit but they’re trying to get...

Art by Clark Miller.

The Problem With World Models

By Stephanie Palazzolo · Feb 12, 2026 7:00am PST · 2 comments

If you follow the AI world on X, you’ve probably seen in recent weeks clips of video game-like worlds where users are playing as a dog on a sunny beach, a vial of poison in the play Hamlet or a pack of cigarettes on the floor of Penn Station. These videos, generated with Google’s Genie 3 model, highlight the promise of so-called world... If you follow the AI world on X, you’ve probably seen in recent weeks clips of video game-like...

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

AI Infrastructure

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST

Anthropic’s leaders have been loud about how its AI will reshape businesses but much less boisterous about how it plans to power that usage. Now the company’s data center ambitions are coming into focus. Anthropic is quietly assembling a veteran team, including two former Google executives, and has discussed securing at least 10 gigawatts... Anthropic’s leaders have been loud about how its AI will reshape businesses but much less...