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Industry & Platforms

IBM stock crashed 26% in its worst drop since 1968 after CEO Arvind Krishna admitted the company "faltered" as customers diverted budgets to AI hardware.

Apple filed a lawsuit against OpenAI on Friday in the U.S. District Court for the Northern District of California, accusing the company of stealing trade secrets to build its first consumer hardware device.

Meta's new image model launched this week with a consent policy buried in the fine print. If your profile is public, you were opted in before you finished reading this sentence.

Your engineering team is talking about OpenClaw, NanoClaw, and Tank OS. Here's what all of it actually means, and why you should care.

Rupee pricing for Claude is more than a billing change. It's Anthropic committing to its second largest market, gaps and all.

Lovable, the Stockholm vibe coding startup, is in talks to raise $300 million at a $13.2 billion post-money valuation

Figma has acquired the team behind Bud, the Y Combinator-backed vibe-coding and AI agent platform formerly known as Orchids.

Here's a stat that should terrify Anthropic: DeepSeek just took the lead in token volume on Vercel's AI gateway, processing over a third of everything flowing through the platform.

Anthropic's researchers found a small collection of internal neural patterns inside Claude that behave differently from everything else going on in the model.

Nvidia is offering to guarantee revenue for smaller GPU cloud providers by promising to rent back any capacity they can't sell, and in exchange it will take a percentage of those customers' cloud revenues.
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AI & Technology

Six days ago, we published a piece arguing that every AI subscription is a ticking time bomb for enterprise. We did not expect the fuse to be quite this short.

Every AI lab is losing money serving your company right now. They know it. And they are doing it on purpose.

Sam Altman offered $2 million in OpenAI tokens to every startup in Y Combinator's current batch. It looks like generosity. It's a distribution play disguised as an investment.

Andrej Karpathy joined Anthropic today. Not quietly. Not after a gardening leave cool-down period. Not after a year on the bench while lawyers negotiated.

Slack, Fireflies, HubSpot, and the quiet data lockdown reshaping the build vs. buy debate.
Enterprise Strategy

Nadella's Warning to Enterprise AI Buyers: You're Paying Twice
Satya Nadella breaks ranks with the frontier labs, warning that every prompt and correction quietly teaches AI providers how your business runs.

Starbucks Is Using AI to Build Its Own Software to Replace Microsoft and IBM Tools
Starbucks spends $400 million a year on software, and it just told Microsoft and IBM it might not need them.

Anthropic Goes All In on Services With the Official Launch of Ode
The AI services venture backed by Blackstone, Hellman & Friedman, and a deep bench of global investors now has a name, a brand, and a clear mandate: turn frontier models into working systems inside real companies.

The Execs Who Built Big Tech's Customer Service Are Walking Away. Where They're Going Says Everything.
Veterans of Google, Salesforce, and other tech giants are betting that the future of customer service AI will be built by startups solving the hardest problems: production reliability, control, data, and the role of humans.
For most of the past two years, the story of AI adoption inside big tech companies has been an engineering story. Uber has now given one of the clearest public looks at the next chapter.
James Shira oversees technology and security for one of the world's largest professional-services firms. His argument to other leaders: the hardest part of the AI transformation is the weight it places on people.
Business & Brand

Tom Blomfield built one of Britain's biggest banks. Anthropic just hired him to solve a different scarcity problem: compute.

Starting January 1, 2027, SaaS and AI subscriptions sold into California will carry the same sales tax as furniture and appliances.

Anthropic, one of the most valuable AI companies in the world, file a trademark infringement and unfair competition suit against Abnormal AI on July 1st claiming that Abnormal AI copied Anthropic's slash-style logo.

PwC analyzed more than a billion job ads and found that AI is reshaping junior roles rather than erasing them.

For decades, State Farm sold its agents on a simple promise: build a book of business and live off it for life. That promise is now gone, and what replaced it should make anyone who earns a living on commission sit up.
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