Newsletter Archive

Stanford's 2026 AI Index shows top AI models keep improving despite scaling-law skepticism, adoption outpacing PCs and the internet, but at staggering cost: AI data centers now consume 29.6 gigawatts globally, GPT-4o alone uses water equivalent to 12 million people's annual drinking supply, and a fragile chip supply chain (dominated by TSMC) threatens infrastructure resilience.

MIT Tech Review · 7 min read Research

Anthropic hit $30B in annualized run-rate revenue (up from $9B at end of 2025), marking the fastest organic scaling of any U.S. company in history. Over 1,000 businesses each spend $1M+ annually on Claude—a rate that dwarfs Zoom's pandemic boom and Snowflake's enterprise scaling record.

Axios · 2 min read Market

Microsoft is testing OpenClaw-style autonomous AI agents for 365 Copilot, enabling the assistant to run tasks continuously on behalf of users without human intervention—marking a push toward enterprise-scale AI agent adoption.

The Verge AI · 3 min read Industry

Steve Yegge claims Google's internal AI adoption mirrors the broader industry: 20% power users building agentic systems, 60% still on chat tools like Cursor, 20% refusing adoption entirely. An 18-month hiring freeze has isolated the company from outside perspectives on how far behind its engineering organization has fallen.

Simon Willison · 2 min read Community

Oracle secured 2.8 gigawatts of fuel-cell power from Bloom Energy to run AI data centers, addressing the acute energy constraints limiting AI model deployment and training at scale.

Bloomberg Tech · 1 min read Industry

MIRI's technical governance team maps four geopolitical scenarios for managing advanced AI development, concluding that only a trajectory involving international coordination to build an AI "off switch" and halt frontier development avoids catastrophic outcomes.

MIRI · 12 min read Policy

OpenAI is pivoting to Amazon Web Services as its primary cloud partner, citing Microsoft's restrictive terms as a limitation on enterprise reach. The move follows Amazon's $50B investment and comes as OpenAI positions itself for an IPO amid intensifying competition with Anthropic and others.

Axios · 2 min read Industry

Step-by-step guide to building a multi-agent data analysis pipeline using Google ADK, featuring a master analyst agent that coordinates specialized agents for data loading, statistical testing, visualization, and report generation.

MarkTechPost · 17 min read Tools