“Quiet AI layoffs” continue. Khosrowshahi said Uber is a “Gen-AI powered company” that needs to be on its A game. He said employees should be more interested in learning and their impact on the company than on its benefits, which spurred more employee pushback.
MARKET TRENDS
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AI Coding Tools Valuations: Windsurf, Cursor, GitHub Compared
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Windsurf was acquired by OpenAI for 3 billion dollars with a net revenue of about 40 million (a 75x multiple). Cursor raised funds at a valuation of 9 billion dollars with a net revenue of about 300 million (30x). GitHub was acquired by Microsoft for 7.5 billion dollars with a
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Google Releases Gemini 2.5 Pro I/O Edition with Enhanced Performance
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Google released an early preview of Gemini 2.5 Pro I/O Edition, delivering:
— Rowan Cheung (@rowancheung) 7 mai 2025
—Enhanced performance for frontend and UI dev, code editing, and agentic workflows
—Top score on LM Arena and WebDev Arena, beating Claude 3.7 Sonnet
—Video understanding featurespic.twitter.com/Mw5xCulLOoGoogle released an early preview of Gemini 2.5 Pro I/O Edition, delivering: —Enhanced performance for frontend and UI dev, code editing, and agentic workflows
—Top score on LM Arena and WebDev Arena, beating Claude 3.7 Sonnet
—Video understanding features -
CB Insights 2024 AI 100: Agents and Infrastructure Lead Growth
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CB Insights released its 2024 AI 100 list, spotlighting early-stage non-public startups that show strong market traction, financial health, and growth potential. The most recent cohort shows a growing market for agents and infrastructure, with over 20 percent of companies either building or supporting agents. The list, derived from a pool of 17,000 startups across 14 countries, also notes emerging opportunities in healthcare, defense, and software development. Learn more in The Batch: hubs.la/Q03lm92c0
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Palantir, TWG, and xAI Partner on Enterprise AI Solutions
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@PalantirTech CEO Alex Karp and TWG Global Co-Chairman Thomas Tull sat down at the @Milken Institute conference with @CNBC to discuss how TWG and Palantir’s partnership with xAI will design and deploy AI-driven solutions for enterprise.
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Palantir and TWG Global Partner to Transform AI in Finance
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We’ve partnered with TWG Global and @PalantirTech to announce a collaboration that commits to remaking how financial service providers can successfully adopt AI and scale technology.
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AI-Powered Marketing Fatigue: When AI Features Become Standard
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I almost feel like saying an app is "AI powered" is becoming a negative selling point. At this point, I feel like it should just be assumed. lol
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Google Unveils Gemini 2.5 Pro I/O Edition with Major Performance Gains
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Today we’re sharing an early look at our latest Gemini update for I/O! Introducing the updated Gemini 2.5 Pro (I/O edition), which ranks #1 on WebDev Arena and surpasses our previous 2.5 Pro model by +147 Elo points.
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Palantir Stock Falls Despite Strong AI Growth Numbers
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Palantir sells off despite everything being ‘on fire’ The valuation is insane for Palantir, but the growth numbers keep impressing. The only fly in the ointment is Europe, where they just don’t get it, according to CEO Alex Karp. https://
thetechnologyletter.com/the-posts/pala
ntir-sells-off-despite-everything-being-on-fire
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DOJ proposes banning Google from using first-party data
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Yep! One of the DOJ’s proposed remedies is banning Google from using first-party data from Google products — including YouTube and Chrome — to prevent it from advantaging its own ad tools.