Posts

Every daily briefing, newest first.

• AI News — May 27, 2026: OpenRouter's $1.3B Bet on Model-Switching, Uber's Token Spend Faces Reckoning

  27 May, 2026

  AI spending scrutiny grows as Uber execs question token metrics, OpenRouter hits 1.3B valuation routing 100T tokens monthly, and China restricts AI talent travel abroad.

• AI News — May 26, 2026: Claude Earns CVE Credit in macOS Kernel, Copilot Cowork Ships Prompt Injection Flaw

  26 May, 2026

  Uber COO inherits tokenmaxxing fallout, Apple credits Claude by name on a macOS kernel CVE, and Norway funds an LLM to preserve the Norwegian language.

• AI News — May 25, 2026: HBM Hits 63% of AI Chip BOM, DeepSeek Reasonix Targets Cache Wins

  25 May, 2026

  DeepSeek spawns a dedicated coding agent after its price cut, HBM memory now dominates AI chip costs at 63 percent of BOM, and new research quantifies constraint decay in long coding agent runs.

• AI News — May 24, 2026: Meta Cuts 15,000 to Feed AI Training, Anthropic Devs Merge Unread Code

  24 May, 2026

  Meta lays off 15,000 to fuel AI training, Anthropic developers merge unreviewed AI code, and NVIDIA buries its gaming segment as AI reshapes the tech industry.

• AI News — May 23, 2026: Microsoft Dumps Claude Code for Copilot, DeepSeek V4 Pro Hits $0.87 per Million

  23 May, 2026

  Microsoft scraps internal Claude licenses over runaway token costs as Uber burns its 2026 AI budget in four months. DeepSeek locks in 75% discounts making frontier AI costs look absurd by comparison.

• AI News — May 22, 2026: Anthropic Pays $15B a Year for Colossus, Trump Blocks Model-Disclosure EO

  22 May, 2026

  Hark raises $700M, Anthropic pays $15B yearly for Colossus compute, and Trump shelves an AI model-disclosure executive order citing concerns over US-China tech competition.

• AI News — May 21, 2026: o3 Fills 125 Pages to Kill Erdős Conjecture, OpenAI Files S-1 at $850B

  21 May, 2026

  OpenAI o3 disproves an Erdős conjecture with 125 pages of reasoning, while OpenAI files for IPO at 850B valuation and Cohere returns with an open-weights MoE model.

• AI News — May 20, 2026: Gemini 3.5 Flash Triples in Price, Google Buries the Search Box

  20 May, 2026

  Google IO 2026 highlights include Gemini 3.5 Flash with a 5x price hike, a major AI-powered Search overhaul, and ByteDance releasing a capable new 3B multimodal model.

• AI News — May 19, 2026: Musk's OpenAI Suit Dies on Statute of Limitations, Anthropic Buys Stainless for $300M

  19 May, 2026

  Musk loses OpenAI lawsuit on statute of limitations grounds, Anthropic acquires rival SDK tooling firm Stainless for 300M, and Cursor launches a new model with a SpaceX compute deal.

• AI News — May 18, 2026: Claude Overtakes ChatGPT in ARR and DAUs, NIMBY Opposition Hits 70%

  18 May, 2026

  Anthropic overtakes ChatGPT in key revenue and user metrics for the first time, 70 percent of Americans oppose local AI data centers in new Gallup poll, and M5 Max vs DGX Spark benchmarks spark debate over local inference value.