Welcome, Weekenders! In this newsletter:• Shopping: Introducing the Summer Fun List—gear, gadgets and toys that all come highly recommended• AI: Where is China ahead of America? In cracking down on AI romances • Plus, Recommendations—our weekly pop culture picks: “The Last Twelve Weeks,” “The Nord Stream Conspiracy”and “The Dark Wizard”Just after 3 in the afternoon last Wednesday, I walked into Corgi Cafe, a coffee shop in San Francisco’s Financial District... Read more ›
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Some of the most important business lessons show up in post-mortem reports. Consider a marketing campaign for the launch of a new product. If leaders take the time to analyze their efforts after the results are in, they can determine which of their initial assumptions held true, what surprises they should have anticipated, and how they can improve their strategy going forward. Companies now have more data than ever to... Read more ›
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As Anthropic grows to become a leading AI model used by enterprises, it’s been flexing its power with customers—including one of its most important early backers, Amazon. Earlier this year, Anthropic renegotiated an aspect of its partnership with Amazon, making it more expensive for the cloud and e-commerce giant to use Anthropic models in its products, according to two people with knowledge of the discussions between the two firms. As... Read more ›
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Open-source AI is emerging as a beneficiary of the Trump administration’s recent rapid-fire policy changes towards AI regulation—and of rising costs. Developers and executives have told me that they’ve been burned by building apps on top of closed-source models like Anthropic's Fable 5, only to see the model withdrawn shortly after its release. Developers are increasingly interested in using more open-source AI, since it’s hard for the government to prevent... Read more ›
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Lawmakers are racing to catch up to AI, with dozens of bills floating around Congress that address issues from deepfakes to model safety. On Monday, Sen. Mark Warner (D-Va.) plans to unveil a discussion draft that focuses on another area at the frontier of AI: agents. While chat interfaces like Claude and ChatGPT may have been the gateway to AI, agents are driving much of the technology’s growth and spending.... Read more ›
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Comcast Corp. is splitting into two companies, spinning off its NBCUniversal and European Sky operations into a separate company from the core cable TV-broadband business, the company announced Monday. The split comes as Comcast stock is trading at its lowest point since 2014 and as merger ... Read more ›
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As Meta Platforms tries to wean itself off expensive AI coding applications from Anthropic and OpenAI, it is confronting a difficult challenge: keeping employees from relying too much on those outside tools to build in-house replacements. Internal guidelines reviewed by The Information show Meta is drawing strict limits on how engineers in its applied AI engineering division use Anthropic’s Claude Code and OpenAI’s Codex. One internal memo even instructed teams... Read more ›
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South Korea’s government on Monday announced an 1,350 trillion won ($880 billion) investment plan into semiconductors, robotics and AI over the next decade, in response to the surging demand for memory chips and the AI infrastructure boom. Samsung Group and SK Group, parent companies of Samsung ... Read more ›
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Anthropic’s release in early April of a preview of its powerful Mythos model prompted the CEO of Chinese AI developer DeepSeek to raise external capital for the first time, The Information reported. DeepSeek CEO Liang Wenfeng realized that his company needed a much bigger war chest to secure ... Read more ›
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China’s ChangXin Memory Technologies has signed a long-term deal to supply Tencent Holdings with more than 20 billion yuan ($2.94 billion) of server DRAM chips, Reuters reported, citing three people familiar with the matter. DRAM, or dynamic random-access memory, helps servers quickly access ... Read more ›
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The July 4 long weekend is just days away, which means this week should be quiet on the news front. But we can expect more drama coming out of the Washington-AI industry wrangling—with the increasing competitiveness of Chinese AI models raising the stakes. Meanwhile, the trajectory of SpaceX shares will be worth watching. A Friday report on Bloomberg that SpaceX’s recently issued bonds were trading down suggests investor confidence in... Read more ›
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In China, chip companies may have found a new clientele for their semiconductors: IPO investors. Kunlunxin Technology, an AI chip firm majority owned by search engine company Baidu, is planning to go public in Hong Kong at a target valuation of $50 billion, according to a person who participated in a recent investor road show by the company and another person with direct knowledge of Kunlunxin’s plans. And as it... Read more ›
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Advertising was once primarily a subsidy for news and entertainment media, such as television, magazines and newspapers. Nowadays, it’s more of a subsidy for online services and increasingly for merchants looking to boost their razor-thin operating margins. At the same time, Chinese firms have become a much bigger part of the market. Both trends are evident from a list of the 10 biggest global ad sellers—firms that make money by... Read more ›
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Firmus, an Asia-Pacific neocloud, said on Sunday that it’s building a new data center in Batam, Indonesia, with at least 170,000 of Nvidia’s advanced server chips: a mix of Grace Blackwell and Vera Rubin GPUs and CPUs. In a deal that appears to be the first of its kind, Nvidia is set to ... Read more ›
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Google put limits on Meta’s use of its Gemini AI models a few months ago, saying it couldn’t provide all the capacity that the social media giant wanted, the Financial Times reported. Google restricted other clients as well and has since signed a deal to rent cloud computing capacity from Elon ... Read more ›
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Security researchers say that Chinese AI systems have matched Anthropic’s Mythos in cybersecurity capabilities, the Wall Street Journal reported, intensifying the competitive threat posed by China’s AI sector to the U.S. The researchers found that the new GLM-2 model from Z.ai can find bugs as ... Read more ›
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Welcome, Weekenders! In this newsletter:• The Big Read: How a Chinese megabillionaire became the Jensen Huang of batteries. • Style and Shopping: Tech invaded Cannes. Then we went shopping.• Plus, Recommendations—our weekly pop culture picks: “Long Buried,” “How to Not Die in Prison” and “Dust Bunny”On Tuesday, a closely watched Congressional primary in New York City ended in defeat for Alex Bores, a former Palantir engineer turned state legislator who... Read more ›
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When Anthropic on Tuesday launched a high-profile AI product for businesses that use Slack, some employees at Salesforce, which owns Slack, were confused. In social media posts, Salesforce promoted Anthropic’s new product, Claude Tag, which works as a kind of AI teammate that lives inside group Slack chats. It sees and remembers everything that’s been discussed, flags unanswered threads, and handles coding, analytics, file search and other tasks. But Slack... Read more ›
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A number of rituals begin each summer in Cannes, France. The rosé gets opened. The sun shines in abundance. And the film festival crowd quickly shuffles out of town to give way to a whole other set from the C-suites of Silicon Valley, Hollywood and Madison Avenue. The annual Cannes Lion International Festival of Creativity, which wrapped up earlier this week, drew in people including Apple’s Eddy Cue, Google’s Demis... Read more ›
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Coinbase has cut its AI spending “nearly in half” even as it increases the number of tokens it uses, by using various measures to control costs. These measures include defaulting to open-weight models from Chinese firms, Coinbase CEO Brian Armstrong said in an X post on Friday night. Armstrong’s ... Read more ›
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The Trump administration is beginning to lift its export restrictions on Anthropic, according to a letter from the Commerce Department viewed by The Information. The decision will allow Anthropic to release its powerful Mythos model to more than 100 U.S. institutions, including companies and ... Read more ›
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27.07.2026 11:15
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