Anthropic announced Claude for Healthcare five days after OpenAI's rival launch. Both entered a market that has already buried Microsoft HealthVault and Google Health. The question is whether AI models can succeed where human engineers kept failing
Within 72 hours of publishing its AI adoption report, Microsoft's messaging saturated LinkedIn. The coordination wasn't secret—it was architectural. When you own the platform, distribution is just moving furniture between rooms.
Google unveiled the Universal Commerce Protocol at NRF, with Shopify, Walmart, and twenty other partners. The "open standard" routes AI shopping through Google's surfaces. Merchants trade customer relationships for visibility.
80% of AI startup pitches at Andreessen Horowitz now feature American companies building on Chinese open-source models. The infrastructure shift happened while nobody was watching—and it carries more than just cost savings.
Good Morning from San Francisco, The man who helped prove AI scaling works now bets $3 billion it's
Ilya Sutskever helped prove that scale works in AI. Now he says it doesn't—and his $3 billion company is betting the future belongs to researchers with ideas, not labs with the biggest GPU clusters. The industry isn't ready for this argument.
Enterprises are spending billions on AI pilots, but MIT's research shows most deliver no return. It's not the technology failing. The gap between impressive demos and working systems comes down to data quality, technical debt, and organizational readiness.
Good Morning from San Francisco, Anthropic crowned its new model the coding champion. The White House invoked the Manhattan Project
Anthropic's Opus 4.5 reclaims coding leadership and cuts prices 67%. But security tests show 22-point variance between evaluations, and one developer couldn't distinguish it from Sonnet in real work. Here's what actually matters.
Anthropic cut Opus prices by 67% and claimed benchmark leadership. But confused usage limits, a Microsoft paradox, and user expectations of post-launch degradation reveal competitive pressure reshaping AI economics.
California granted Waymo permission to operate across 47,493 square miles—but the company runs just 2,500 vehicles in five cities. The gap between regulatory approval and actual deployment reveals unit economics Waymo won't disclose and local opposition the state ignores.
Google kept AI Mode ad-free for a year to compete with ChatGPT. Last week, ads appeared. The retreat reveals more than monetization strategy—it shows Google's $175B advertising business makes competing structurally impossible.
Good Morning from San Francisco, Federal agencies now wire intelligence systems through a chatbot that declared Musk fitter than LeBron
Musk's Grok chatbot ranked him fitter than LeBron James and smarter than Einstein this week before xAI deleted the posts. The sycophantic episode reveals centralized AI control mechanisms in a system now wired into federal intelligence workflows.
Good Morning from San Francisco, When Congress rejects your proposal 99 to 1, most people take the hint. Silicon Valley&
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