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MARKET TRENDS
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Model Release Cycles: Anthropic & OpenAI Speed Advantage
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The model release cycles from Anthropic & OpenAI are genuinely insane, previously we had 6-12 months between updates, now models are released every 1.5 months. This is an under-appreciated reason why Anthropic & OpenAI are in the lead. Google's releases are not as fast,
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Setbacks in Major Companies’ AI Deployments
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Rough week for the "AI is taking our jobs" narrative.
— Charly Wargnier (@DataChaz) 29 mai 2026
> Amazon just axed its AI leaderboard as costs soared with no clear payoff
> Starbucks' AI can't even count coffee cups right
> Uber burning a $3.4B AI budget in just 4 months with nothing to show for it
WE ARE SO BACK. https://t.co/c242lnbww1 pic.twitter.com/MVxtdTlF5cRough week for the "AI is taking our jobs" narrative. > Amazon just axed its AI leaderboard as costs soared with no clear payoff
> Starbucks' AI can't even count coffee cups right
> Uber burning a $3.4B AI budget in just 4 months with nothing to show for it WE ARE SO BACK. -
Salesforce AI spending signals SaaS disruption from coding AI
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Salesforce dit prévoir de dépenser 300 M$ en tokens chez Anthropic en 2026. Mon analyse, ce n’est pas qu’ils font bien les choses ou que c’est la preuve qu’ils innovent. C’est surtout qu’ils n’ont pas le choix. Le modèle des SaaS est plus menacé que jamais. Avec l’IA qui code
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GPT-5 Pro models leading single-shot performance
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Interesting that the GPT-5 Pro series models have consistently been the best models for single-shot attempts at the hardest problems since last summer. There has been no real competition in all that time.
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Anthropic Acceleration: Model Release Cycle Shortening Trend
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Anthropic released the next version sooner than I thought – the trend is accelerating – from 50-70 days before, down to 42 days since Opus 4.7
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MIT Sloan Industrial AI Series: Execution to Impact
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Part 3 of MIT Sloan's Industrial AI series coming soon: 'From Execution to Impact' – measuring and sustaining financial and operational value from industrial AI at scale. Partner content with @AI4ProdOutcomes. #Infinite_iiot pic.twitter.com/dSW6SXvj4m
— Lucian Fogoros (@fogoros) 28 mai 2026Part 3 of MIT Sloan's Industrial AI series coming soon: 'From Execution to Impact' – measuring and sustaining financial and operational value from industrial AI at scale. Partner content with @AI4ProdOutcomes
. #Infinite_iiot -
Five Emerging Themes in AI Research Report
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Five themes emerged in our research: developer acceleration, the economics of intelligence, the power user gap, the rise of context, and the shift to automation. Read the full report here:
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Snowflake Cortex Code: Packaged Software’s AI Future
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The software analysts have been desperate for some company to offer up a thing they could point to that says that packaged software will survive and maybe even thrive in the AI future. The Snowflake “Cortex Code,” dubbed CoCo, has handed the bulls what they wanted. It is being
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Major Firms Pull Back From AI After Massive Losses
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From Starbucks To Pizza Hut, Microsoft & Uber: Major Firms Pull Back From AI After Massive Losses. https://
youtu.be/dGRbKGfbdzo?si
=365hvDKUYF57fita
… via @YouTube #AI #artificialintelligence #tech @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind @baski_LA