Recent articles
May 7, 2026
How Elon grew to love Anthropic
Elon Musk's surprise Anthropic deal allows him to accomplish two things at once: turn unused compute into revenue before an expected SpaceX IPO next month — and stick it to his archrival, Sam Altma...
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May 5, 2026
Jamie Dimon blesses the trillion-dollar AI capex boom
JPMorgan Chase CEO Jamie Dimon stood next to Anthropic CEO Dario Amodei in New York on Tuesday and told Wall Street the AI buildout is worth every dollar.Why it matters: With investors increasingly...
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May 4, 2026
AI godfather Yann LeCun's advice on college, work and breaking through AI hype
If AI doomerism is freaking you out, consider the advice of Yann LeCun, former Meta AI chief and a scientist with over 40 years of experience in the field.Why it matters: As CEOs warn of job loss a...
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April 30, 2026
AI labs can't stop leapfrogging each other
The AI industry has entered an era of perpetual upheaval where market leaders are crowned — and dethroned — every few months.Today's hottest company could be eclipsed by summer and the laggard coul...
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April 26, 2026
AI can cost more than human workers now
IT budgets are getting blown out as some companies increasingly spend more on AI than on employees' salaries.Why it matters: Maybe human labor will be more cost efficient after all. What they're sa...
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April 23, 2026
OpenAI releases "Spud" GPT-5.5 model
OpenAI on Thursday released its most capable model, GPT-5.5, codenamed "Spud," just one week after competitor Anthropic launched its latest model. Why it matters: AI releases are getting faster, mo...
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April 21, 2026
SpaceX nears deal with Cursor
SpaceX said Tuesday it agreed to a deal with AI coding startup Cursor that could result in an acquisition or $10 billion investment.Why it matters: The deal underscores CEO Elon Musk's push to make...
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April 21, 2026
OpenAI-Anthropic enterprise rivalry heats up
OpenAI is mobilizing consulting partners and touting its compute edge to claw back enterprise customers from Anthropic, as both labs barrel toward potential IPOs.Why it matters: The outcome of this...
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April 21, 2026
Anthropic bites back in the compute wars with Amazon partnership
Anthropic is expanding its partnership with Amazon, committing more than $100 billion over the next decade to secure massive new computing capacity.Why it matters: Compute capacity is the currency ...
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April 16, 2026
Anthropic's AI downgrade stings power users
Anthropic users across online forums are raising the same complaint: Claude suddenly feels… bad.Why it matters: The backlash lands just as Anthropic is testing a more powerful model, Mythos — raisi...
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March 18, 2026
AI's revenue divide
Data: Ramp; Chart: Axios VisualsAnthropic is now capturing over 73% of all spending among companies buying AI tools for the first time, according to customer data from Ramp.Why it matters: The AI r...
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March 16, 2026
AI CEOs are fear-profiting
It's a CEO's job to sell their product — not scare people it'll ruin their lives.Tell that to OpenAI's Sam Altman and Palantir's Alex Karp, who've both delivered bleak warnings about the disruption...
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March 12, 2026
AI may never be as cheap as it is today
AI may never be as cheap to use as it is today.Why it matters: AI companies are hooking users with low prices that won't last — straight out of the Amazon and Uber playbook.The big picture: The pus...
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March 11, 2026
OpenAI, Anthropic feud could prop up Google
Google is quietly expanding its Pentagon work — and growing users faster than its rivals — while Anthropic and OpenAI publicly spar over conditions for Defense Department work.Why it matters: Winni...
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March 2, 2026
Anthropic's Pentagon standoff signals a broader corporate pushback
Corporations are starting to find their backbone: from AI labs resisting military ultimatums to retailers successfully suing the president.Why it matters: The prevailing corporate strategy has been...
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February 21, 2026
New data from OpenAI shows consumer ChatGPT users are shifting away from work tasks
OpenAI; Chart: Axios VisualsOpenAI released new data Friday showing people are using the consumer version of ChatGPT for more personal tasks and fewer work tasks.Why it matters: That shift toward p...
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February 19, 2026
China's AI rise rattles Hollywood
China's unrelenting efforts to catch the U.S. in AI may have claimed its first significant casualty — Hollywood.Why it matters: Technology good enough to scare even the most seasoned filmmakers is ...
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February 17, 2026
Meta commits billions to Nvidia chips
Meta is doubling down on Nvidia AI chips, committing to spend tens of billions of dollars on the chipmaker's newest offerings and sending shares of both companies higher. Why it matters: Even thoug...
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February 17, 2026
The AI trade is swallowing the market
AI is concentrating stocks, bonds, private credit — and even the broader economy — around a single bet.Why it matters: Tech companies are projected to issue over $1 trillion in debt to fund their A...
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February 12, 2026
The existential AI threat is here — and some AI leaders are fleeing
Top AI experts at OpenAI, Anthropic and other companies warn of rising dangers of their technology, with some quitting in protest or going public with grave concerns.Why it matters: Leading AI mode...
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February 11, 2026
Anthropic says latest model could be misused for "heinous crimes" like chemical weapons
Anthropic's latest models display some vulnerability to being used in "heinous crimes," including the development of chemical weapons, the company said in a new sabotage report released late Tuesda...
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February 11, 2026
AI's buildout continues to bleed cash
Data: Earnings, Bloomberg; Chart: Axios VisualsSpending by hyperscalers — the data center behemoths in the vanguard of the AI revolution — is expected to total $610 billion at the mid-range of comp...
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February 10, 2026
OpenAI and Anthropic are picking public fights
AI CEOs are openly trash-talking each other, sniping over advertising and their philosophical approaches to the future.Why it matters: The squabbling is intensifying as the cost of staying competit...
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