Amazon burns $42.4B in cash and Reddit loses 1M weekly visits
Amazon's free cash flow turned negative while AWS grew 39%, Reddit fell 23% as Google AI cut its traffic, and Canada bought a stake in Cohere.
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Amazon's free cash flow turned negative while AWS grew 39%, Reddit fell 23% as Google AI cut its traffic, and Canada bought a stake in Cohere.
Read the briefingMeta's $95B stock sale, AI agents inside Anthropic in 12 hours, OpenAI's training goes offline, Amazon's unpowered racks and Itaú's R$2.9B AI buy.
Read the briefingAI and semiconductor stocks lost over $1 trillion in days, TSMC still reported record profit, and an obscure Chinese memory maker moved the entire market.
Read the briefingASML posts a record EUR 11.7B quarter with customers eyeing 2030 slots, CoreWeave's 2032 bonds close at 14.5%, and Anthropic reports $16.8B in Q3 revenue.
Read the briefingDisney bids $20M for what's left of Character.AI, Huawei closes in on Nvidia in China, Apple's $299 HomeView lands, and the IMF counts $1.4T in AI deals.
Read the briefingCharacter.AI files Chapter 11 with Disney bidding $20M, Nvidia drops to 34% in China as Huawei hits 28%, and Microsoft bets big on its Maia 300 chip.
Read the briefingAnthropic cuts its agents off the live internet, Nadella calls for an AI emergency brake, Tesla renames FSD in Europe, and Cloudflare buys Deno.
Read the briefingClaude Haiku 5.5 falls to $0.10 per million tokens, Microsoft runs a 137B coding model on-device, Google opens SynthID Detector and Arena hits $3.1B.
Read the briefingOpenAI tests visual ads in ChatGPT for 1.2 billion weekly users, DeepSeek hits 81.1 on LiveBench, and ex-Groq engineers sue over Nvidia's $20B deal.
Read the briefingThe FTC opened a consumer-protection probe into OpenAI, Anthropic and METR, Anthropic found robots can do 74% of physical work, and Gemini 4 Argon shipped.
Read the briefingAltman 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.
Read the briefingOpenAI 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.
Read the briefingOpenAI claims the Navier-Stokes Millennium Prize, Cognition hits $48B, Meta launches Muse, and Patagonia lures AI data centers.
Read the briefingAnthropic'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.
Read the briefingClaude 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.
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