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.
Good Morning from San Francisco, OpenAI wants taxpayers to guarantee its trillion dollar dreams. Sarah Friar floated federal backstops Wednesday,
OpenAI's CFO suggested federal backing for AI infrastructure at WSJ conference, as company seeks taxpayer support for $1.4 trillion buildout against $13B revenue. The ask arrives amid circular tech deals and shutdown-era austerity.
Good Morning from San Francisco, The AI bubble found its puncture point this week. Palantir beat earnings, then lost 8%
Amazon sues Perplexity to block its AI shopping agent from making purchases autonomously. The first major legal clash over whether AI assistants can act as user proxies sets precedent for the $20B question: who controls the future of online commerce?
Good Morning from San Francisco, Coca-Cola swapped fifty crew members for five AI specialists. Production time collapsed from a year
Good Morning from San Francisco, Elon Musk canceled Sam Altman's Tesla Roadster last week. Altman called it theft.
Musk's "you stole a nonprofit" jab masked the real story: Sutskever's deposition reveals OpenAI's board tried to oust Altman for lying and manipulation, while Anthropic attempted a takeover within 24 hours. The governance theater collapsed fast.
Good Morning from San Francisco, Enterprise AI hit profitability this week. Companies celebrate returns while cutting the training budgets that
AI browsers promised revolution but can't crack Chrome's 66% market share. Five extensions deliver the same intelligence without forcing migration. The compromise nobody wanted reveals why adoption beats innovation. Data flows tell the real story.
Good Morning from San Francisco, Trump and Xi shook hands Thursday. Tariffs dropped 10%, rare earth controls paused for a
Trump and Xi cut tariffs 10% and paused rare earth controls for a year. Soybean orders resumed. Nvidia's Blackwell speculation collapsed. The one-year truce relieves immediate pressure but sidesteps structural forces driving U.S.-China decoupling.
Good Morning from San Francisco, OpenAI cleared its restructuring hurdle this week. California approved. Altman promised to stay. The nonprofit
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
