Category

AI & ML

Models, agents, AI products, AI policy.

The AI & ML beat covers the work being shipped, not the speeches at conferences. New model releases from OpenAI, Anthropic, Google DeepMind, Meta, Mistral, and the open-source layer. Agent frameworks that actually run in production. Inference-cost trendlines and the chips underneath them. AI-native products from startups and the AI features being grafted onto incumbents.

We track the business too: where the capex is going, which AI startups are raising what at which multiples, which enterprise pilots stay pilots and which become line items. When a research paper matters for shipping software, we cover it. When it's a benchmark stunt, we say so.

Maya Iverson leads the beat. Hank Reed weighs in when the cycle gets ahead of the underlying math.

Cursor Was a Top-Tier Anthropic Customer. SpaceX Just Bought It.

Cursor, the AI coding tool SpaceX just acquired for billion, ran the bulk of its inference on Claude. The integration roadmap under Musk decides what happens to that revenue line.

Maya Iverson

Microsoft's Seven In-House AI Models Just Became Risk Management

Microsoft launched seven in-house AI models at Build 2026 to reduce OpenAI and Anthropic reliance. The Fable 5 takedown turned that hedge into a procurement requirement.

Maya Iverson

Apple Shipped Siri AI by Routing It Through Google Gemini

At WWDC 2026, Apple revealed that AFM Cloud Pro (the frontier tier of its Foundation Models) runs on Google's Gemini, plus a developer protocol that swaps Apple, Google, and Anthropic models behind one API.

Maya Iverson

Mistral Is Building a French Data Center and Defending AI in Defense

Mistral CEO Arthur Mensch backed AI for defense and announced a 10MW data center in Les Ulis, France, framing both as European sovereignty plays.

Maya Iverson

Frontier Model, Explained: What the Term Actually Means and Why Regulators Use It

"Frontier model" is the term governments and labs use for the largest, most capable AI models. Here is the working definition and why the line keeps moving.

Maya Iverson

Google Announced Gemini Spark at I/O. The Always-On Agent Is the Strategic Shift.

Google introduced Gemini Spark, an always-on AI agent that runs in Workspace, third-party apps, and local files. The platform play matters more than the demo.

Maya Iverson

Google Dropped Gemini 3.5 Flash, Omni, Spark, and Android XR Glasses at I/O. The Bundle Is the Strategy.

Google announced a sweeping Gemini lineup at I/O 2026 across Search, Android, Workspace, YouTube, shopping, and XR. The breadth is what makes it competitive.

Maya Iverson

Musk Says Tesla Will Deploy Driver-Free FSD Across the US in 2026. The Math Is Tight.

Elon Musk stated Tesla expects fully autonomous vehicles without human monitors across the US in 2026. The technical and regulatory hurdles make the timeline ambitious.

Maya Iverson

Apple Is Letting Siri Route Queries to Claude and Gemini in iOS 27, Per Leaks

WWDC 2026 leaks describe a new Extensions system for Siri that can route queries to third-party AI models. The strategic implication is significant for the LLM access market.

Maya Iverson

Anthropic Just Won PwC. The First Big Four Partnership Validates the Embedded-Consulting Model.

Anthropic announced that PwC is deploying Claude across client engagements. The deal lands ten days after the Goldman-Blackstone enterprise services JV.

Maya Iverson

Meta Added Incognito Chat to Meta AI. Privacy Is Becoming the Competitive Differentiator.

Meta launched Incognito Chat for Meta AI conversations. The privacy guarantee sits at the cryptographic layer, not at policy.

Maya Iverson

Anthropic Just Locked In SpaceX's Entire Colossus 1 Data Center

Anthropic signed an agreement for the full capacity of Colossus 1 — 300 MW and 220,000 Nvidia GPUs. What makes this different from a standard cloud contract.

Maya Iverson