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VOICE ARCHIVE

Ed Zitron

@edzitron
590 posts
2026-04-18
As @chribjel said, I could see xAI buying Cursor. Haven't heard about that big new round in a while!
2026-04-18 View on X
Business Insider

Sources: xAI plans to let Cursor train Composer 2.5 AI coding model using tens of thousands of xAI's GPUs, a new strategy for xAI in a competitive AI landscape

2026-04-17
As @chribjel said, I could see xAI buying Cursor. Haven't heard about that big new round in a while!
2026-04-17 View on X
Business Insider

Sources: xAI plans to let Cursor train Composer 2.5 AI coding model using tens of thousands of xAI's GPUs, a new strategy for xAI in a competitive AI landscape

- Elon Musk's AI company xAI plans to allow Cursor to use some of its compute power for training.

@rdd147 Literally built to buoy the ipo for cerebras
2026-04-17 View on X
The Information

Sources: OpenAI agrees to pay Cerebras $20B+ to use its server chips, double the amount previously associated with the deal, and may receive equity in Cerebras

OpenAI recently struck an unusual deal to lessen its dependence on Nvidia's AI chips and potentially lower its computing expenses in the coming years.

@rdd147 Literally built to buoy the ipo for cerebras
2026-04-17 View on X
CNBC

Cerebras files to go public on Nasdaq and reports $510M in 2025 revenue, up 76% YoY, with a net income of $87.9M, up from a $485M net loss in 2024

Cerebras, a producer of chips that run artificial intelligence models, on Friday filed to go public on Nasdaq under the ticker symbol “CBRS.”

2026-04-15
I have seen scattered reports of Claude burning more tokens, and it does seem like token burn increased on openrouter in this period too, wonder if 4.6 is also part of it?
2026-04-15 View on X
VentureBeat

Claude users accuse Anthropic of degrading Claude Opus 4.6's and Claude Code's performance; Anthropic staff publicly deny it degrades models to manage capacity

From Its Own FansMaria Garcia /Implicator.ai:Anthropic Ships Claude Code Routines, Cloud Automations That Run Without Your MacLeila Sheridan /Inc.com:Users Say Anthropic's Claude I...

I have seen scattered reports of Claude burning more tokens, and it does seem like token burn increased on openrouter in this period too, wonder if 4.6 is also part of it?
2026-04-15 View on X
The Information

Anthropic recently changed Claude Enterprise's pricing, now charging $20 per month per user plus the computing capacity used, instead of $200 per month per user

Businesses whose employees are heavy users of Anthropic's Claude products are likely to pay significantly more for them after the company changed …

2026-04-14
I have seen scattered reports of Claude burning more tokens, and it does seem like token burn increased on openrouter in this period too, wonder if 4.6 is also part of it?
2026-04-14 View on X
VentureBeat

Users accuse Anthropic of degrading Claude Opus 4.6's and Claude Code's performance; the startup's employees publicly deny it degrades models to manage capacity

A growing number of developers and AI power users are taking to social media to accuse Anthropic of degrading the performance …

2026-04-11
CoreWeave doesn't have the capacity and Anthropic doesn't have the cash to pay for it but number go up ai insatiable demand zug zug
2026-04-11 View on X
Bloomberg

CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers

2026-04-10
Time...Mr. Alt...man, is it really that, time, again? [image]
2026-04-10 View on X
Reuters

Florida's AG launches a probe into OpenAI and ChatGPT, saying its data could fall “into the hands of America's enemies” and citing a mass shooter's ChatGPT use

CoreWeave doesn't have the capacity and Anthropic doesn't have the cash to pay for it but number go up ai insatiable demand zug zug
2026-04-10 View on X
Bloomberg

CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers

Anthropic PBC agreed to rent data center capacity from CoreWeave Inc. as part of efforts to handle increasing demand for its artificial intelligence services.

no difference between openai and anthropic
2026-04-10 View on X
Reuters

Sources: Anthropic is exploring the possibility of designing its own chips, but it has yet to commit to a design or form a dedicated team to work on the project

Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said …

2026-04-09
Time...Mr. Alt...man, is it really that, time, again? [image]
2026-04-09 View on X
Reuters

Florida's AG launches a probe into OpenAI and ChatGPT, saying its data could fall “into the hands of America's enemies” and citing a mass shooter's ChatGPT use

Florida Attorney General James Uthmeier on Thursday launched an investigation into OpenAI and its chatbot ChatGPT …

[image]
2026-04-09 View on X
Bloomberg

OpenAI pauses Stargate in the UK, citing the energy costs and regulatory environment; OpenAI announced Stargate UK in September 2025 alongside Nvidia and Nscale

OpenAI said it is pausing its Stargate artificial intelligence infrastructure project in the UK, as it reins in ambitious spending plans ahead …

2026-04-06
Me looking at OpenAI's rushed S-1 [image]
2026-04-06 View on X
The Information

Sources: Sam Altman has excluded OpenAI CFO Sarah Friar from some key financial meetings; Friar began reporting to Fidji Simo, instead of Altman, in August 2025

Sam Altman has committed OpenAI to spend $600 billion in the next five years and privately said he wants to go public as soon …

2026-04-04
“record of delivering large scale projects”? EdgeConneX's largest data center project appears to be a 240mw transformer and a 40mw data center. Utterly ridiculous stuff [image]
2026-04-04 View on X
Financial Times

Sources: Meta's “Project Walleye” Ohio data center seeks $3B in loans in a first-of-its-kind deal where lenders will fund both the building and the power assets

‘Project Walleye’ lenders would be first to fund both construction and power  —  A data centre campus backed …

2026-04-03
In what universe is buying TBPN not a “side quest”? And what about this suggests TBPN will remain “independent”? [image]
2026-04-03 View on X
The Information

Sources detail Fidji Simo's moves at OpenAI, including spearheading the TBPN acquisition and pushing OpenAI to cut Sora and avoid other social media products

In recent weeks, Fidji Simo has burst into public view as the OpenAI executive bringing much-needed discipline to the AI startup …

feels like the top is here or very close to it
2026-04-03 View on X
Wall Street Journal

OpenAI acquires tech news show TBPN; Fidji Simo says the move aims to “help create a space for a real, constructive conversation about the changes AI creates”

TBPN staff will help with marketing and communications at OpenAI but keep their editorial independence, the ChatGPT parent says

2026-04-02
feels like the top is here or very close to it
2026-04-02 View on X
Wall Street Journal

OpenAI acquires tech news show TBPN; Fidji Simo says the move aims to “help create a space for a real, constructive conversation about the changes AI creates”

TBPN staff will help with marketing and communications at OpenAI but keep their editorial independence, the ChatGPT parent says

2026-04-01
scraping the bottom of the barrel aggressively as possible before IPO, Uber style baby
2026-04-01 View on X
OpenAI

OpenAI says it is generating $2B in monthly revenue, with enterprise accounting for 40%+ of it, and is on track to reach parity with consumer by the end of 2026

Today, we closed our latest funding round with $122 billion in committed capital at a post money valuation of $852 billion.

scraping the bottom of the barrel aggressively as possible before IPO, Uber style baby
2026-04-01 View on X
CNBC

OpenAI closed $122B in committed capital led by SoftBank, a16z, and others at an $852B post-money valuation, after previously saying the round would total $110B

OpenAI on Tuesday announced that it closed a record-breaking funding round at a post-money valuation of $852 billion.