ChatGPT’s Share of the AI Assistant Market Dips Below 50%
For more than three years, the consumer AI story had a single main character. The numbers published Tuesday suggest the script is changing. ChatGPT’s share of the AI assistant market…
SpaceX to Buy AI Coding Startup Cursor for $60 Billion
The deal came together in weeks, and it moved the way SpaceX does: fast, in-house, and with the company’s own stock as the currency. SpaceX said Tuesday it agreed to…
Microsoft Asks Amazon for Help as GitHub Strains Under AI Code
The two companies compete for cloud customers, for AI workloads and for the future of enterprise computing. Lately they are also trading favors. Microsoft has turned to Amazon Web Services…
Anthropic Faces Federal Lawsuit Over Claude Subscription Limits
Karl Kahn paid $200 a month for Anthropic’s most expensive Claude subscription. Within weeks, he says, the arithmetic stopped working. A single five-hour coding session consumed 15% of his weekly…
A Google Engineer’s Warning on 10x Coding Speed
Adam Bender spends his working days inside one of the largest codebases on earth. A staff software engineer at Google, he has a message for developers that cuts against the…
AI Now Accounts for a Record Share of U.S. Job Cuts, Data Show
The tally kept by Challenger, Gray & Christmas now has a category that its founder could not have imagined when the firm started tracking layoffs in 1993: artificial intelligence. Through…
Oracle Completes 30,000 Layoffs, Its Largest Cut Ever
By Monday, the last of the termination notices had gone out, and Oracle’s payroll was 30,000 names lighter. The company met its June 15 deadline for a reduction of about…
Morgan Stanley Says Wall Street Is Missing Meta’s AI Moat
Brian Nowak has covered Meta Platforms since it was still called Facebook. On June 6, the Morgan Stanley analyst went back to his clients with a message he has delivered…
Anthropic Disconnects Its Two Strongest Models After U.S. Export Order
The order arrived at 5:21 p.m. on a Friday, stamped with a national-security authorization, and it left Anthropic with little choice. On June 12, the U.S. government directed the AI…
Musk Predicts $1 Trillion in Annual Revenue for SpaceX; Analysts Disagree
On Sunday night, Elon Musk posted a number to X that made even his admirers pause: $1 trillion. By 2030, he wrote, SpaceX could reach roughly $1 trillion in annual…
