Read carefully. Nothing justifies the $80B valuation of #Cursor (a code editor!) it's absolutely nonsense. #Musk could invest only $10M to produce an excellent code editor, better, and it was ready in 3 months.
AI
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Public trust in AI fades as benefits perceived for elites only
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The public has lost trust in AI.
@IrenaCronin and I write this newsletter every week.
Public trust could become one of AI’s biggest challenges. People may push back if they think AI only helps big companies, wealthy investors, or government agencies. For AI to be -
Infrastructure plumbing determines AI pilot scalability and value
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The infrastructure plumbing determines exactly how far an AI pilot can scale. When legacy dependencies and data bottlenecks clog the system, even the most advanced models fail to deliver production value.
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OpenAI market share drops below 50% as Microsoft seeks alternatives
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and now OpenAI’s market share is down below 50% and *Microsoft* is publicly looking for cheaper alternatives.
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Models Will Disrupt Workflows; Infrastructure and Hardware Are Permanent Moats
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Models will eat into Workflows Infra and Hardware are forever
always needed, always evolving Everything else has no real moat -
GLM 5.2 Enjoyment Resembles Opus 4.6 Launch, Metrics Miss
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What's missing from all these benchmarks is that GLM 5.2 is enjoyable to interact with, feels much like Opus 4.6 did around launch. The metrics don't capture that! I've been on GLM 5.1, and 5.2 since Saturday, nearly exclusively for almost a month now…
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Z AI Unveils GLM-5.2 Model
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Chinese lab Z AI has just released GLM-5.2, an impressive new open-weights model featuring a 1-million-token context window. Benchmark comparisons place it between Opus 4.8 and GPT 5.5 across multiple dimensions: 74.4 in coding
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Talking about vibe coding to create tools and try Mistral Vibe
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Comme il faudra parler de vibe coding aussi a moment donné pour créer des outils. Je vais donner une chance aussi a Mistral Vibe https://t.co/82jI35zKVc
— ⚡Jessy SEO formation #IA générative #chatGPT 🦊 (@jessyseonoob) 16 juin 2026As we will also need to talk about vibe coding at some point to create tools. I will also give Mistral Vibe a chance.
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The jump from version 5.1 to 5.2 seems short in benchmarks
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The jump from the previous version in several benchmarks like DeepSWE or HLE, the truth is it makes me think that the jump from 5.1 to 5.2 seems short to them.
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OpenAI and Anthropic may never be profitable, but investors don’t care
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Between high costs, Chinese competition and the death of tokenmaxxing, OpenAI and Anthropic may well never be profitable in a sustained way — but the good news for them is that investors obviously don’t care about any of that anymore!