Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”
First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers
There are many good places for advertising. A conversation with Claude is not one of them.
Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers
There are many good places for advertising. A conversation with Claude is not one of them.
Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B
Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the thir...
Amazon CEO Andy Jassy says the 14,000-person layoffs were due to “culture” and “removing layers” from its internal structure, not really AI or financial factors
And It's Not Because of AI or Cost Cutting Surbhi Jain / Benzinga : Andy Jassy Is Turning Amazon Into The 'World's Largest Startup' — One Layer At A Time Eugene Kim / Business Insi...
Paxos says it “mistakenly minted” $300T of PayPal's PYUSD stablecoin on October 15 on the Ethereum blockchain and then “burned” the tokens 20+ minutes later
Crypto industry observers were baffled Wednesday afternoon when an on-chain transaction showed that Paxos …
President Trump says that the US will impose an extra 100% tariff on imports from China and “Export Controls on any and all critical software” from November 1
- CNBC Councils — CNBC on Peacock — Join the CNBC Panel — Supply Chain Values — Ad Choices
Crypto markets crashed after Trump threatened an extra 100% tariff on China, triggering $19.1B+ in liquidations, 10x+ the liquidations during the FTX crash
Trump's 100% tariff warning on China ignited a global sell-off that wiped out $16 billion in leveraged crypto longs and pushed Ethena's USDe to a rare sub-$1 print.
Nvidia and Intel partner to develop multiple generations of x86 products; Nvidia will buy $5B of Intel's stock at $23.28 per share, a ~5% stake; INTC jumps 25%+
Cats and Dogs, living together! — In a surprising announcement that finds two long-time rivals working together …
Google's Gemini app is the #1 free app in the US App Store, driven by its Nano Banana model, which has been used to edit 500M+ images since its August 26 launch
Its ability to edit images without losing consistency and maintaining a character's likeness are unparalleled in free AI apps. — https://9to5google.com/... Forums: r/stocks : Goo...
US v. Google: a US federal judge rules that Google will not be required to divest Chrome or Android, but it must share Search data with rivals; GOOG jumps 8%+
A federal judge ruled Tuesday that the company can keep its Chrome browser but will be barred from exclusive contracts and must share search data.
Chinese AI chip designer Cambricon reports H1 2025 revenue up 44x YoY to $405.2M and a ~$144M profit, after Beijing encouraged companies to use homegrown tech
Rachel Yeo / Bloomberg :
Sources: a Chinese fab making Huawei's AI chips is set to start production as soon as the end of 2025, with two more due in 2026; the fabs' ownership is unclear
Fabrication plants serving Huawei push to increase production as US cuts off access to Nvidia's top processors
Sources: Anthropic is in talks to raise $10B, significantly above the previously reported $5B, due to strong investor demand
www.bloomberg.com/news/article... @hunterwalk.com : i dont want to be up in anyone's bag, but i think Mike Krieger might make more money from being a non-founder at Anthropic than ...
Sources: the Trump administration is in talks with Intel to have the US government potentially take a stake in the company; INTC closed up 7.4% on August 14
The Trump administration is in talks with Intel Corp. to have the US government take a stake in the beleaguered chipmaker …
Sources: Perplexity spoke to The Browser Co. and Brave about acquiring them, offering ~$1B for Brave; OpenAI also spoke to The Browser Co. about an acquisition
Perplexity made headlines this week when the artificial intelligence startup said it had offered to buy Google's Chrome …
Sources: Perplexity is seeking funding at a $20B post-money valuation, up from a reported $18B in its fundraising round in July 2025 and $520M in January 2024
But Not Only — An AI-Centric Bunch Marcus Schuler / Implicator.ai : Gemini 90%, GPT-5 79% — DeepSeek retreats to Nvidia; Google turns on memory Chaitanya Kohli / MEDIANAMA : From D...
Intel CEO Lip-Bu Tan tells his employees the company is engaging with the Trump administration to address concerns about him and “ensure they have the facts”
A message from Intel CEO Lip-Bu Tan to all company employees. — The following note from Lip-Bu Tan was sent …
Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise capital and acquire an AI company meant to help it compete against Nvidia and AMD
Lip-Bu Tan and chip maker's directors have been clashing over how to revive the struggling tech giant
Public companies are loading up on crypto tokens, including $TRUMP, HYPE, and litecoin, as they expand beyond bitcoin to boost their own share prices
Listed firms load up on ether, litecoin and $TRUMP as they bid to emulate Michael Saylor's Strategy — Public companies are loading …