Tech Brew Ride Home

Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encouraging you to join lawsuits against them. And Amazon’s big Starlink competitor is coming as soon as this summer.


Meta releases first AI model since Zuckerberg’s spending spree (FT)


AI Horserace Thread (@emollick)


Anthropic Completes Tender Offer, But Employees Hold Onto Shares (Bloomberg)


OpenAI Forecasts Advertising to Hit $102 billion by 2030 (The Information)


Scoop: Meta removes ads for social media addiction litigation (Axios)


Amazon’s Starlink competitor Leo gets a new date (The Verge)


Deere settles US right-to-repair lawsuit with $99 million fund, repair commitments (Reuters)


Gen Z Is Using A.I., but Doesn’t Feel Great About It (NYTimes)

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I’ve got another potential tipping point day for you. Anthropic is making yet more shockwaves across the industry by NOT releasing a model. Why? Because it could potentially break everything software related. Does that matter if the Chinese AI companies will just release everything open source? And Elon says he personally doesn’t want a dime from Sam Altman.


Anthropic says its most powerful AI cyber model is too dangerous to release publicly — so it built Project Glasswing (VentureBeat)


AI joins the 8-hour work day as GLM ships 5.1 open source LLM, beating Opus 4.6 and GPT-5.4 on SWE-Bench Pro (VentureBeat)


Elon Musk Asks for OpenAI’s Nonprofit to Get Any Damages From His Lawsuit (WSJ)

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Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious goldrush for SEO in the AI era. And an urgent wakeup call in the quantum computing will break cryptography space.


Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom (Bloomberg)


Jeff Bezos’s new lab hires xAI co-founder from OpenAI (FT)


How Accurate Are Google’s A.I. Overviews? (NYTimes)


Can AI responses be influenced? The SEO industry is trying (The Verge)


A Cryptography Engineer’s Perspective on Quantum Computing Timelines (Filippo Valsorda)

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There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who drop out of college? And maybe that two person unicorn I shared with you in the longreads is not what it was cracked up to be.


OpenAI CEO and CFO Diverge on IPO Timing (The Information)


Anthropic essentially bans OpenClaw from Claude by making subscribers pay extra (The Verge)


Samsung Messages will be discontinued in July as part of Google Messages upgrade (9to5Google)


Software job openings surge this year, defying AI fears (Business Insider)


These AI Whiz Kids Dropped Out of College and Got Investors to Pay Their Bills (WSJ)


The back story behind the first “$1.8 Billion” dollar “AI Company” (Marcus on AI)

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This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, their motivations, and the race to achieve superintelligence, offering insights into the future of technology and humanity.

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