Company
Mitchell Bryson AI Articles
On the same day, OpenAI and Anthropic each launched PE-backed services companies that embed their own engineers inside enterprises. The shift from selling API access to selling implementation reveals something the labs have quietly concluded: the model...
Topics: Models
Simon Willison AI Filter
We used an automatic classifier which judged sycophancy by looking at whether Claude showed a willingness to push back, maintain positions when challenged, give praise proportional to the merit of …
Topics: Models
Mitchell Bryson AI Articles
All four Big Tech hyperscalers reported earnings on the same night, collectively committing nearly $700 billion to AI infrastructure in 2026. But the market's response drew a sharp line: Alphabet, whose Google Cloud grew 63% on AI demand, was rewarded....
Topics: ModelsInfrastructure
Entities: OpenAIModelsInfrastructureAnthropicGoogleGoogle Cloud
Mitchell Bryson AI Articles
OpenAI committed $600 billion in compute spending betting that revenue would keep doubling. This week, the Wall Street Journal revealed it missed its own growth targets and its CFO is publicly questioning the plan. Meanwhile, Google just poured $40 billion...
Topics: Models
Mitchell Bryson AI Articles
Three stories from the same week reveal the AI industry pivoting to its next phase. DeepSeek slashed model prices by 90%, confirming that raw intelligence is commoditizing fast. OpenAI responded not by cutting prices but by announcing plans to build its own...
Topics: ModelsAgentsInfrastructure
Mitchell Bryson AI Articles
In a single week, Anthropic launched Claude Design (tanking Figma's stock 7%), Adobe countered with its agentic Firefly AI Assistant at Summit, and OpenAI expanded Codex with computer use, image generation, and 90+ plugins. The AI labs aren't just building...
Mitchell Bryson AI Articles
In one day, an unreleased Anthropic design tool wiped billions from Figma, Adobe, and Wix. OpenAI acqui-hired a personal finance startup to fold into ChatGPT. Microsoft revealed always-on autonomous agents for Copilot. The companies that built the models...
Mitchell Bryson AI Articles
OpenAI halved its Pro price to directly target Claude Code users. Anthropic shipped an advisor architecture that cuts agent costs by 85%. Shopify opened its platform to every major coding agent at once. The AI competition has moved from model benchmarks to...
Topics: Models
Mitchell Bryson AI Articles
Anthropic built its most capable model and decided the world wasn't ready for it. A Chinese lab matched Western frontier performance on zero Nvidia hardware and gave it away under MIT license. Three rivals formed an unprecedented alliance to stop model...
Topics: ModelsInfrastructure
Entities: ModelsInfrastructureNVIDIAAnthropic
Mitchell Bryson AI Articles
Anthropic's revenue tripled to $30 billion in four months; on the same day, OpenAI published a 13-page economic blueprint proposing robot taxes, public wealth funds, and a four-day workweek. These aren't separate stories — they're a single inflection point....
Mitchell Bryson AI Articles
Both Sam Altman and Dario Amodei predicted a billion-dollar solo-founder company would arrive in 2026. Medvi just proved them right — $1.8B tracking revenue, two employees, AI handling everything from code to customer service. Meanwhile, Anthropic shipped a...
Topics: Models
Mitchell Bryson AI Articles
Within 48 hours, the three biggest AI companies each made a move to own more of their stack. Anthropic blocked third-party tools from piggybacking on Claude subscriptions. Microsoft launched in-house foundation models to reduce its dependence on OpenAI....
Topics: Models