Over the weekend: Musk, Zuckerberg, and Sacks killed Trump’s draft AI safety executive order in three Wednesday-night phone calls. CISA logged 15,000 attacks on a Drupal SQL flaw patched 48 hours earlier. The first cross-registry supply chain attack — TrapDoor — hit npm, PyPI, and Crates.io at once, using .cursorrules and CLAUDE.md config files as…
For nine years the AI boom has been a private bet, priced by a small circle of venture funds and sovereign wealth in rounds most people could never touch. This week it started going public. SpaceX filed an $80 billion IPO prospectus on Wednesday, the largest in history, with a chatbot company and $6.4 billion…
Six days after we called $725B a bet on what no one wanted, the receipts started landing. Meta committed $145B to AI infrastructure the same week it began firing 8,000 people. Standard Chartered described its own cuts as replacing “lower-value human capital.” Pope Leo XIV announced he’d co-launch his first AI encyclical with Anthropic’s Christopher…
Hyperscalers will spend $725 billion on AI infrastructure this year. The users they are spending it on are now actively rejecting the output. Gartner finds 50% of US consumers prefer brands that don’t use generative AI. Wikipedia just banned AI-generated content 44-2. Stack Overflow’s new-question volume has fallen 78% year over year. Google AI Overviews…
This is 100 Years From Now. Once a week we skip a century and try to picture what life actually looks like when the stuff we’re building now has had time to settle in. This week: the last vote.
This is 100 Years From Now. Once a week we skip a century and try to picture what life actually looks like when the stuff we’re building now has had time to settle in. This week: the last vote.
In five days Anthropic’s Q1 revenue grew 80-fold to a reported $44B annual run rate, the company committed $200B to Google Cloud, signed a SpaceX compute deal, shipped Claude Code Auto Mode, and launched ten financial-services agents with Jamie Dimon. In the same week the EU finally struck an AI Act compliance deal, the first…
OpenAI took $10B from a 19-firm Wall Street consortium. Anthropic is closing $1.5B from Blackstone, Goldman, and Hellman & Friedman. Same rooms, different portfolios. The week AI’s go-to-market stopped being SaaS and started being private equity.
Quick Hits Musk takes the stand in the OpenAI trial: “If we make it OK to loot…” — Jury selection wrapped Monday; Musk testified Tuesday in the $134B suit to return OpenAI’s assets to the nonprofit and oust Altman. Live coverage tracked every hour. The case will set the legal template for what counts as…
Watch & Listen First Jensen Huang on Dwarkesh: The $4 Trillion Company · Listen on Spotify -> Huang on TPU competition, why Anthropic drove “100% of TPU growth”, and why Nvidia’s supply-chain moat is harder to copy than any benchmark. The best single piece of context for everything else below. Simon Willison on Lenny’s Podcast…
