In large part that’s because it’s hard to invest in a world where the exponential continues and open models never close thr gap. The value js just chips, energy, data centers, and the labs themselves.
BIG TECH
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Hope that AI exponential growth ends soon not materializing
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There is a ton of money riding on the hope that the exponential curve the Big Three Labs are on will end soon If that happens, small and open models become viable, businesses get time to react, costs drop & the world gets weirder more slowly. But that isn’t happening so far.
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Gary Marcus: AI revenue depends on sustained tokenmaxing
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“If tokenmaxing is not sustained … then these [AI] companies are probably not going to make the revenue that they thought," – @garyMarcus
@CBCNews
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GitHub COO interviewed on agent-created pull requests surge
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GitHub has a front-row seat to how code is changing now that everyone—and their army of agents—can ship code. In March alone, agents created 17 million pull requests on the platform.
— Dan Shipper 📧 (@danshipper) 17 juin 2026
That’s why I was thrilled @hammer_mt was on hand to interview @github COO @kdaigle at Microsoft… pic.twitter.com/bwMYCgLOW1GitHub has a front-row seat to how code is changing now that everyone—and their army of agents—can ship code. In March alone, agents created 17 million pull requests on the platform. That’s why I was thrilled @hammer_mt was on hand to interview @github COO @kdaigle at Microsoft
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Altman: AI debate over, powerful systems to reshape economy and science
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Sam Altman made a notable statement at the G7 summit. Altman said that the debate over whether AI is useful is over, arguing that far more powerful AI systems will emerge in the coming years. He also suggested that AI could reshape both the global economy and scientific
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Satya Nadella discusses enterprise context, AI innovation, and value creation
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@satyanadella
, Chairman and CEO of @Microsoft
, on the importance of enterprise context, the pace of innovation today, and the future of value creation with AI. Nadella joined @alighodsi
, co-founder and CEO of Databricks for a discussion shared with attendees at #DataAISummit on -
Upcoming podcast featuring AI leaders from DeepMind, OpenAI, Anthropic
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Upcoming podcast guests + Jeff Dean, Chief Scientist at Google DeepMind
+ Andrew Ambrosino, Head of PM and Eng for Codex
+ Fiona Fung, Head of Eng for Claude Code/Cowork
+ Tara Seshan, Head of ChatGPT, Productivity at OpenAI
+ Dianne Penn, Head of Product, Research at Anthropic -
NVIDIA and Corning announce long-term partnership for US AI manufacturing
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GLW NVIDIA and GLW Announce Long Term Partnership To Strengthen U.S. Manufacturing for AI Infrastructure! NVIDIA Corporation operates as a data center scale AI infrastructure company in the U.S.A. NVIDIA is making a major strategic investment in Corning to secure
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OpenAI profitable on customers; automating AI research to cut training costs
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If the leaked financial data is right, OpenAI is profitable on serving customers with 40%+ gross margins. But training remains incredibly expensive. Automating AI research may also be a play to increase the efficiency of training: a superhuman researcher could do more with less.
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Anthropic : désactivation de Fable 5 et Mythos 5 pour étrangers et action en justice
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En une semaine de juin, deux événements se sont produits qui semblent sans lien mais racontent en réalité la même histoire : Le Département du Commerce a forcé Anthropic à désactiver Fable 5 et Mythos 5 pour tout ressortissant étranger, tandis que le DOJ est allé en justice au