Holy, in its early days, Cursor accounted for roughly 40% to 50% of Anthropic's revenue. And Claude Code was just a reserach project. How quickly everything has changed.
BIG TECH
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New data shows US AI talent advantage no longer permanent
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One year after their 1st white paper analyzing DeepSeek’s talent base, HAI senior fellow @AmyZegart and @HooverInst
's Emerson Johnston publish new data that shows even more clearly that the U.S. can no longer assume a permanent AI talent advantage. (2/4) https://
hoover.org/research/updat
e-deepseek-ai-and-the-great-talent-competition
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Meme of Mistral’s giant cat model with infinite benchmarks spreads
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The le chaton fat meme is leaking to the outside world and I expect to be asked about Mistral's new ginormous cat model with infinite benchmark scores at my next meeting with corporate leaders. I guess it is better than being asked about the "MIT pilot AI study."
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Anthropic’s double standard on AI security and export controls
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Anthropic: Red alert! Our models are a major security risk!
Also Anthropic: How could the government slap export controls on them? Outrageous! -
Google to add controls for personal AI
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Google is working on new controls for personal intelligence, allowing users to manage what Gemini learns about them. Managed intelligence
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Microsoft Open-Sources AI Coach to Fix Your Coding Habits
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Microsoft just built a coach that catches your AI coding habits and fixes them. Most developers using AI coding tools have no idea if they're improving. Which prompts they repeat. Which habits slow them down. Microsoft just open-sourced AI Engineer Coach to fix that. It's a
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Model neutrality surpasses cloud neutrality as an offensive tool
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Why model neutrality is more important than cloud neutrality was In the cloud era, companies opted for cloud neutrality as a defense mechanism Model neutrality can be an **offensive** mechanism. It is more
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AI models as weapons in new global power struggle
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I believe many people still do not realize that we are in the midst of a new global power struggle over the future. The fact that China’s access to Claude alone is viewed as an immense risk to national security (!) demonstrates the kind of weapons these models represent. The
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xAI Turns Grok Tasks into Grok Automations
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xAI plans to transform Grok Tasks into Grok Automations. A new version will feature skills and a model selector.
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Avoiding value capture by a few dominant models
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The last thing any of us wants is a world where every company in every sector gives up value to a few models that devour everything they see. If all value is captured by only a few models, the political economy simply does not