AI won't move as fast as you think from @benedictevans https://t.co/mnmdMPL8S8 pic.twitter.com/NClnK0v9lj
— Lenny Rachitsky (@lennysan) 2 juin 2026
AI won't move as fast as you think from @benedictevans
MARKET TRENDS
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Benedict Evans says AI progress slower than expected
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AI IPO Race: Companies Move Beyond Models and Products
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For our free newsletter this week, we write about the AI IPO race.
@IrenaCronin and I write this newsletter every week.
The AI IPO race shows that AI companies are moving into a new stage. Instead of only competing over better models and products, companies like Anthropic, -
Microsoft scout reveals always-on personal agent for work
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Microsoft scout revealed „your always-on personal agent for work.“ If "AI" was the Word of the Year in 2025, in 2026 it will be "agents" (always-on). Everything is agentic this year.
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AI Architects to Build Internal Tools, Replace SaaS, Save Millions
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Companies are going to hire AI Architects to build bespoke internal tolls to replace SaaS and save millions
— AI Breakfast (@AiBreakfast) 2 juin 2026
Big opportunity in the next 1-2 years https://t.co/OFwm8YjvInCompanies are going to hire AI Architects to build bespoke internal tolls to replace SaaS and save millions Big opportunity in the next 1-2 years
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OpenAI Codex updates: interactive sites and role-specific plugins
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Some new Codex updates today from OpenAI!
— The Rundown AI (@TheRundownAI) 2 juin 2026
Sites allow users to create and share interactive, hosted websites and apps that update as details change.
6 new role-specific plugins for sales, creative production, investment banking, data anaytics, product design, and public equity… pic.twitter.com/CvQLS6Av5gSome new Codex updates today from OpenAI! Sites allow users to create and share interactive, hosted websites and apps that update as details change. 6 new role-specific plugins for sales, creative production, investment banking, data anaytics, product design, and public equity
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Old blog post on AI token reckoning and BigTechnology event
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I came across that old blog post while writing about the AI token reckoning for yesterday’s @BigTechnology newsletter. Read more about tokens, other recent AI news, recent Anthropic updates and info about @Kantrowitz
’s @BigTechnology event in SF on June 18! -
SambaNova unveils disaggregated inference cloud with Intel Xeon at COMPUTEX2026
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The future of inference is disaggregated. At #COMPUTEX2026, Vector Core Compute unveiled the world's first fully disaggregated inference cloud powered by Intel Xeon and SambaNova RDUs—designed for the scale, speed, and economics modern AI demands. Excited to help bring this
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AI costs soar like AC bills, contradicting Altman’s cheap forecast
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Last June, Sam Altman wrote a blog post predicting “Intelligence too cheap to meter is well within grasp” and the “cost of intelligence should eventually converge to near the cost of electricity.” A year later, AI costs feel more like an AC bill in the middle of a heat wave.
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Model release cadence accelerates from 15 months to 6 weeks
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Holy moly, "Model release cadence from 15 months -> 6 weeks". The definition of exponentials!
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OpenAI’s Codex reaches 4M weekly users, 5x growth since February
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OpenAI is on a winning streak: Codex passed 4M weekly users, 5x since February. Knowledge workers are now a fifth of them, growing 3x faster than developers. The tool OpenAI built for coders is being adopted fastest by people who don't code. All figures from OpenAI's own