Meanwhile, as OpenAI and Anthropic lose more and more money . . .
BIG TECH
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AI Market Bubble Deflation: Stock Prices Fall Sharply
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Nvidia hasn’t budged in six months.
Coreweave is down 21%
Oracle is down 50%
Microsoft is down 25% Like it or not, the bubble has already started to deflate. -
Anthropic and OpenAI: Decoding Strategic AI Model Names
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At face value, the claim sounds like a safety warning. It also seems to signal something unusually capable, consequential and maybe beyond what rivals have. It’s hard not to notice the names @AnthropicAI and @OpenAI are using:
— "Spud" (still just a codename) calls to mind -
AI Company Gains Momentum with Anthropic-Aligned Strategy
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Tienen mucho talento y creo que los movimientos de los últimos meses (acercándose mas al modelo de Anthropic) sumado con la ventaja en computación, les coloca ahora en una buena racha. Pero sí, llevaban una temporada difícil.
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Meta Internal Data Shows Platforms Suppress External Link Traffic
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Meta's internal data: 97.3% of views are to posts which do not have an external link. "Platforms do NOT want to send you traffic." Amanda represents Meta tells business ads users to put link in comments. (I have no reason to doubt this representation.)
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AI Rapidly Gaining Ground in Global Search Market Share
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Traditional search engines (Google) down to about an 80% share of esearches. Commerce platforms (Amazon etc) 10%, social networks 5%, AI 2% and growing rapidly.
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Anthropic Mythos Sets New AI Competition Bar for OpenAI
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Now that @AnthropicAI has introduced Mythos, the bar is set for @OpenAI and “Spud.” In today's @BigTechnology newsletter, @Kantrowitz look at what comes next. We also ask series of questions — like whether “too dangerous” is a new trend that's part warning & part marketing.
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OpenAI’s Strategic Shift: From Google Model to Anthropic Alignment
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If we analyze the last few months, the clear conclusion we can draw is that things started going badly for OpenAI when it tried to resemble Google, and they've started going well again when it returned to resembling Anthropic. In both cases, what they've lost is the aura of
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Where Are All The Predicted Tesla Killers Today?
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What happened to all the Tesla killers that legacy press and hedge fund short sellers predicted were coming?
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Boycotts as alternative to violence for social change
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Violence is not the answer.
— Gary Marcus (@GaryMarcus) 13 avril 2026
But maybe boycotts are? https://t.co/l9ZCa5uwqVViolence is not the answer. But maybe boycotts are?