The Zao Effect https://thezaoeffect.com/en/ The Zao Effect is a daily briefing on the tech and AI stories that move markets, industries and careers — verified, condensed, and explained by Mr.Zao. en OpenAI delays its IPO, Siri goes Gemini, and AI agents hack 395 orgs https://thezaoeffect.com/en/news/openai-delays-ipo-siri-gemini-ai-agents-hack-16-september/ https://thezaoeffect.com/en/news/openai-delays-ipo-siri-gemini-ai-agents-hack-16-september/ Wed, 16 Sep 2026 13:00:00 GMT Altman pushes OpenAI's IPO to 2027, Apple ships its Gemini-powered Siri, Nvidia's Rubin doubles Blackwell, and an AI agent swarm breaches 395 organizations. Revolut handed passports to scammers and AI stocks tumble https://thezaoeffect.com/en/news/revolut-breach-microsoft-humanist-ai-15-september/ https://thezaoeffect.com/en/news/revolut-breach-microsoft-humanist-ai-15-september/ Tue, 15 Sep 2026 13:00:00 GMT Revolut's data breach, Microsoft's 'Humanist AI' code, the AI stock selloff, iOS 27's new Siri and South Korea's record chip exports. Nvidia eyes $10B in Anthropic's mega-IPO and California reins in feeds for minors https://thezaoeffect.com/en/news/nvidia-anthropic-mega-ipo-claude-weapons-california-minors-sep-14/ https://thezaoeffect.com/en/news/nvidia-anthropic-mega-ipo-claude-weapons-california-minors-sep-14/ Mon, 14 Sep 2026 13:00:00 GMT Nvidia weighs $10B in Anthropic's ~$2.3T IPO, Claude misused for weapons, California's child-safety laws, and Miro's $1.36B sale. OpenAI is open to slowing AI as state actors weaponize Claude https://thezaoeffect.com/en/news/openai-open-to-slowing-ai-claude-weapons-miro-14-september/ https://thezaoeffect.com/en/news/openai-open-to-slowing-ai-claude-weapons-miro-14-september/ Mon, 14 Sep 2026 13:00:00 GMT Altman tells staff OpenAI could slow frontier AI, Anthropic exposes state-linked misuse of Claude, Miro sells for $1.36B and California shields minors. OpenAI claims a millennium math prize and Apple opens the 2 nm era https://thezaoeffect.com/en/news/openai-claims-millennium-math-prize-apple-2nm-a20-pro-10-september/ https://thezaoeffect.com/en/news/openai-claims-millennium-math-prize-apple-2nm-a20-pro-10-september/ Thu, 10 Sep 2026 13:00:00 GMT OpenAI says AI agents cracked Navier-Stokes, Apple unveils the 2 nm A20 Pro, Meta launches Muse, and Patagonia bids to host the next AI data centers. OpenAI cracks a $1M math problem and Mistral hits a €21B valuation https://thezaoeffect.com/en/news/openai-navier-stokes-mistral-meta-muse-sep-9/ https://thezaoeffect.com/en/news/openai-navier-stokes-mistral-meta-muse-sep-9/ Wed, 09 Sep 2026 13:00:00 GMT OpenAI claims the Navier-Stokes Millennium Prize, Cognition hits $48B, Meta launches Muse, and Patagonia lures AI data centers. Claude cracks Fermat's Last Theorem and Europe finally reaches orbit https://thezaoeffect.com/en/news/claude-fermat-gpt6-astra-europe-orbit-sept-8/ https://thezaoeffect.com/en/news/claude-fermat-gpt6-astra-europe-orbit-sept-8/ Tue, 08 Sep 2026 13:00:00 GMT Anthropic's Claude formalizes Fermat's Last Theorem, OpenAI ships GPT-6 Astra, and Isar Aerospace puts Europe in orbit — today's AI and tech briefing. Claude proves Fermat's Last Theorem and Tesla's Cybercab is already under investigation https://thezaoeffect.com/en/news/claude-proves-fermat-last-theorem-gpt6-astra-tesla-cybercab-september-7/ https://thezaoeffect.com/en/news/claude-proves-fermat-last-theorem-gpt6-astra-tesla-cybercab-september-7/ Mon, 07 Sep 2026 13:00:00 GMT Claude formalizes a 358-year-old theorem, OpenAI fumbles the GPT-6 Astra launch, Tesla's robotaxi draws a federal probe and Crusoe hits a $30B valuation. Broadcom triples its AI revenue and Google dodges a breakup https://thezaoeffect.com/en/news/broadcom-ai-revenue-triples-google-keeps-adx-sept4/ https://thezaoeffect.com/en/news/broadcom-ai-revenue-triples-google-keeps-adx-sept4/ Fri, 04 Sep 2026 13:00:00 GMT Broadcom's AI chip revenue jumps 221% to $16.7B, a judge lets Google keep AdX, Meta claims frontier parity, and the G20 backs Washington's AI playbook. Uber cuts 3,300 jobs for robotaxis as Anthropic makes AI agents up to 45% cheaper https://thezaoeffect.com/en/news/uber-cuts-3300-jobs-anthropic-cheaper-ai-chips-sept3/ https://thezaoeffect.com/en/news/uber-cuts-3300-jobs-anthropic-cheaper-ai-chips-sept3/ Thu, 03 Sep 2026 13:00:00 GMT Uber cuts 3,300 jobs to chase its autonomous future, Anthropic's Claude 5.1 slashes agent costs up to 45%, and Nvidia backs iPronics' optical chips. Tim Cook hands Apple to John Ternus as ChatGPT ads hit $1 billion https://thezaoeffect.com/en/news/tim-cook-hands-apple-to-ternus-chatgpt-ads-1-billion/ https://thezaoeffect.com/en/news/tim-cook-hands-apple-to-ternus-chatgpt-ads-1-billion/ Tue, 01 Sep 2026 13:00:00 GMT John Ternus takes over Apple, ChatGPT ads hit a $1B run rate, Sony and Warner sue Anthropic, and the EU labels ChatGPT a search engine. OpenAI cuts off Cursor after SpaceX's $60B deal — and a judge blocks the Pentagon https://thezaoeffect.com/en/news/openai-cuts-off-cursor-spacex-60-billion-pentagon-anthropic/ https://thezaoeffect.com/en/news/openai-cuts-off-cursor-spacex-60-billion-pentagon-anthropic/ Mon, 31 Aug 2026 13:00:00 GMT OpenAI drops Cursor after SpaceX's $60B takeover, a judge voids the Pentagon's Anthropic blacklist, Nvidia freezes deals and South Korea gives everyone free AI. Nvidia buys Hugging Face and Anthropic inks a $45B compute deal https://thezaoeffect.com/en/news/nvidia-buys-hugging-face-anthropic-45b-compute-deal/ https://thezaoeffect.com/en/news/nvidia-buys-hugging-face-anthropic-45b-compute-deal/ Fri, 28 Aug 2026 13:00:00 GMT Today's AI news: Nvidia's $12.9B Hugging Face deal, Anthropic's $45B pact with Nscale, Apple's Sept 9 event, Claudeforce, and Twitter's comeback. Nvidia posts a $96B quarter, Meta pays $16.7B, SpaceX bets $100B on Louisiana and Amazon shuts Mechanical Turk https://thezaoeffect.com/en/news/nvidia-96b-quarter-meta-16-7b-settlement-spacex-100b-louisiana-mturk-aug-27/ https://thezaoeffect.com/en/news/nvidia-96b-quarter-meta-16-7b-settlement-spacex-100b-louisiana-mturk-aug-27/ Thu, 27 Aug 2026 13:00:00 GMT Nvidia doubles revenue to $96.2B and guides 70% growth next year, Meta settles with 29 states, SpaceX plans Starbase Louisiana and MTurk closes Sept. 30. Apple's first 2nm chip, OpenAI's Jalapeño beats Nvidia Blackwell, a $103,265 H-1B fee and Meta's $199 agent https://thezaoeffect.com/en/news/apple-m6-2nm-chip-openai-jalapeno-beats-blackwell-h1b-fee-meta-hatch-aug-26/ https://thezaoeffect.com/en/news/apple-m6-2nm-chip-openai-jalapeno-beats-blackwell-h1b-fee-meta-hatch-aug-26/ Wed, 26 Aug 2026 13:00:00 GMT Apple ships a 2nm M6 and a 512GB M5 Ultra, OpenAI's chip tops Blackwell, DHS proposes a $103,265 H-1B fee, and Meta's Hatch agent is weeks away. Robots outrun Usain Bolt, the memory crunch raises prices, and Nvidia's $6B Poolside deal https://thezaoeffect.com/en/news/robots-faster-than-bolt-memory-crunch-nvidia-6b-poolside-deal/ https://thezaoeffect.com/en/news/robots-faster-than-bolt-memory-crunch-nvidia-6b-poolside-deal/ Tue, 25 Aug 2026 13:00:00 GMT A humanoid ran 100m in 9.39s, Nvidia and Amazon raise prices over DRAM costs, an agent aced ARC-AGI-3, and DeepSeek learned to see. The week AI's money, chips and rockets all changed hands https://thezaoeffect.com/en/news/the-week-ai-money-chips-and-rockets-changed-hands/ https://thezaoeffect.com/en/news/the-week-ai-money-chips-and-rockets-changed-hands/ Sat, 22 Aug 2026 13:00:00 GMT Anthropic out-earns OpenAI, Google takes a $12.2B position in Marvell, Waymo ships its own silicon, a Chinese startup lands an orbital booster and Amazon finally scales drone delivery.