Filing: Anthropic spent $1.6M and OpenAI $1M on lobbying in Q1, vs. $360K and $560K in Q1 2025, respectively; Meta topped Big Tech lobbying spending with $7.1M
Meta gives $65M to two super PACs to elect California state candidates, regardless of party, whom it views as supportive of the AI and tech industry
Federal lobbying budgets for Big Tech hit record highs this year. But with federal AI regulation stalled in Washington …
Alphabet hits a $4T market cap, becoming the fourth Big Tech company to reach the milestone, after its stock has risen 6%+ in the past month
‘Apple is building its own models based on Gemini that will power a more advanced version of Siri’ says analystReuters:Alphabet hits $4 trillion valuation as AI refocus lifts sentimentKatherine Blunt ...
Alphabet hits a $4T market cap, becoming the fourth Big Tech company to reach the milestone, after its stock has risen 6%+ in the past month
Latest Gemini artificial intelligence model has fuelled investor optimism over competitiveness with OpenAI's ChatGPT
Meta just bought into the enterprise market with its Manus deal, which may eventually help it expand into cloud offerings like those of its Big Tech peers
M.G. Siegler / Spyglass :
Meta just bought into the enterprise market with its Manus deal, which may eventually help it expand into cloud offerings like those of its Big Tech peers
Between Apple and Meta, I think it was a pretty close call in terms of which Big Tech company had the worse 2025 when it came to AI.
A look at ChatGPT's impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy
Bloomberg :
A look at ChatGPT's impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy
Three years ago, OpenAI released ChatGPT, setting off a mania on Wall Street for all things artificial intelligence.
While the AI bubble feels like the internet bubble of 1999, it may actually be larger and scarier with an unstable US economy and greater exposure for Big Tech
The artificial intelligence revolution will be only three years old at the end of November. Think about that for a moment.
An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech has FOMO, capex, Nvidia, US power backlogs, and more
What happens in a platform shift? The New Thing! All tech innovation, investment and company creation switches …