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The companies building AI and the economics behind them: strategy, funding, deals, leadership and competition.

51 stories

Industry · NewsAlphabet Q3 2026 earnings: $51.4 billion of capex, Google Cloud up 103%, a 1 billion-user Gemini app and $195–205 billion guidance unchangedAlphabet's Q3 2026 earnings, reported October 28, 2026: revenue of $127.6 billion, Google Cloud revenue up 103% to $30.7 billion, $51.4 billion of capital spending in the quarter and an unchanged 2026 capex range of $195–205 billion. Pichai said the Gemini app reached 1 billion users and Cloud's backlog was $561 billion.Oct 29·6 min read

Industry · NewsMicrosoft earnings: AI capex of $45.2 billion, Azure up 48%, and a 2026 spending view trimmed to about $170 billionOct 29·6 min read

Industry · NewsAnthropic government discount: 40% off Claude Enterprise, Claude for Government and the API through GSA's OneGovOct 29·6 min read

All Industry stories · 51

Industry · NewsAnthropic Mithril acquisition: Anthropic buys a one-person muscular dystrophy startup and starts its own drug programsThe Anthropic Mithril acquisition, disclosed on October 27, 2026, brings a one-person rare-disease startup in house as Anthropic starts drug discovery of its own. What Mithril is, what Anthropic's 'early progress' post claims from six drug-development partners, and what's still undisclosed.Oct 29·6 min read

Industry · AnalysisDoes AI make you work more? What the data says about AI and longer hoursDoes AI make you work more? An October 27, 2026 essay says AI agents left its author working harder than ever. The largest studies find no change in paid hours, but surveys, a time-use study and fieldwork point to more intense, longer days. What each study measured, and what it can't show.Oct 29·9 min read

Industry · NewsAmazon AGI lab shut down: what's confirmed about the July 2026 cuts, the San Francisco site closure and the Nova modelsDid Amazon shut down its AGI lab? Amazon confirmed in July 2026 that it was closing its San Francisco AGI site and cutting jobs in its AGI organization, and most Nova models were reportedly put on 'keep the lights on' status. A July Futurism story resurfaced on Hacker News on October 27. What's confirmed, and what Amazon still runs.Oct 29·6 min read

Industry · NewsRoblox and Open3DLab: a crawler carrying a Roblox address took 145.5 GB of 3D models, the site says, and whether it was for AI trainingRoblox and Open3DLab: the 3D-model site says a crawler identifying itself with a Roblox researcher's email and '3D foundation model research' downloaded 145.5 GB from it and two sister sites on October 15 and 16, 2026, ignoring robots.txt. The AI-training link is the site's inference. Roblox told reporters a researcher's agent scraped the site by mistake and the data wasn't used.Oct 29·5 min read

Industry · AnalysisAnthropic's S-1: the numbers that matter, from $16.3 billion in first-half revenue to an $80.7 billion loss and the 50.1% founder voteAnthropic's S-1, filed publicly on October 26, 2026, confirms $16.3 billion of first-half revenue, a $693 million operating loss, an $80.7 billion net loss driven by a $72.4 billion note revaluation, and a ticker, ANT. What the filing shows, who controls the company, and how it squares with the draft reports.Oct 27·11 min read

Industry · ExplainerHow to buy Anthropic stock: the ANT ticker, what's known about the IPO date, how brokers handle IPO shares, and what pre-IPO offers really areHow to buy Anthropic stock: as of October 27, 2026, you can't yet. Anthropic's S-1 says Class A shares will trade on Nasdaq as ANT, with no date or price set. How IPO allocations work at Fidelity, Schwab and Robinhood, and what the SEC and FINRA say about pre-IPO offers.Oct 27·8 min read

Industry · NewsMicrosoft buyout package: about 60,000 employees offered a voluntary exit on standard severance terms, with a December deadlineMicrosoft's buyout package, announced to staff on October 26, 2026, is open to about 60,000 employees in the US, Canada, the UK and India, roughly a quarter of its workforce. It matches standard severance, runs to the first week of December, and doesn't rule out layoffs. What's in it, who qualifies, and how it connects to AI spending.Oct 27·6 min read

Industry · AnalysisWhy are AI model prices dropping? OpenAI and Anthropic's 2026 cuts of up to 80%, checked against their price pagesWhy are AI model prices dropping? Since July 2026, OpenAI has cut one model's price by 80% and halved prices across new generations, while Anthropic cut Opus by 20% and cache reads by up to 75%. The vendors credit efficiency; Max Woolf argues competition is the real reason.Oct 27·7 min read

Industry · NewsSpaceX GPU debt: a $40 billion Apollo-led GPU lease is committed, not closed, as Musk warns 200+ neoclouds face 'guppy-level death'SpaceX disclosed on October 26, 2026 a binding commitment to lease GPUs from an Apollo-managed lessor, with about $40 billion of principal payments, expected to close before year-end. A day earlier Elon Musk posted that the debt had 'closed' and predicted most of the 200-plus neoclouds won't survive a credit squeeze. What the filing says and what's still open.Oct 27·7 min read

Industry · AnalysisIs there an AI bubble? What Apollo's "no signs of AI payoff outside the tech sector" charts show, and what they don'tIs there an AI bubble? On October 24, 2026, Apollo's chief economist said there are no signs of AI payoff outside the tech sector. What his charts measure, what BLS, Census, Ramp and the IMF data add, and the arguments on both sides.Oct 26·7 min read

Industry · AnalysisAI and the loss of 200,000 US media and film jobs, by one count: how much is AI, according to the dataAI and creative jobs: Apricitas Economics says the US lost more than 200,000 'creative' industry jobs in four years. What BLS payroll data show for film, broadcasting and the performing arts, what else explains the losses, and what the data can't attribute to AI.Oct 26·6 min read

Industry · NewsReplit shifts AI spend from Anthropic to OpenAI, as reported: what Replit has said and what's unconfirmedReplit switched AI spending from Anthropic to OpenAI after OpenAI offered more than 30% off a contract worth over $100 million a year, The Information reported on October 24, 2026, according to The Decoder. What Replit's CEO has said on the record, what Replit's docs show, and what remains unconfirmed.Oct 26·5 min read

Industry · ExplainerOpenAI valuation history: every reported round from 2019 to the $1.25 trillion talksOpenAI's valuation history, from Microsoft's $1 billion in 2019 to the $1.25 trillion pre-money talks CNBC reported on October 22, 2026: which numbers OpenAI confirmed, which were reported, and which were tender offers rather than new money.Oct 26·8 min read

Industry · NewsOpenAI fired three safety researchers a week after a review of their Signal chats: what the WSJ reported, and what each side saysWhy were three OpenAI safety researchers fired? The Wall Street Journal reported on October 22–23, 2026, that security staff found disappearing Signal chats with an outside safety researcher. OpenAI says the three mishandled sensitive information; they say they weren't the source of any leak.Oct 26·6 min read

Industry · NewsDeepSeek's $15 billion funding round: Bloomberg and Reuters report the 100 billion yuan raise, days after the US federal ban was made publicDeepSeek's $15 billion funding round: Bloomberg reported on October 22, 2026 that DeepSeek has raised about 100 billion yuan, and Reuters reported the round was set to complete within days at about 500 billion yuan before the new money. It's the round 9to5AI first reported on October 16. DeepSeek hasn't confirmed it.Oct 24·4 min read

Industry · NewsMeta's $825 billion in future commitments: what its Q3 2026 10-Q shows about leases, contracts and data-center guaranteesMeta's $825 billion in future commitments comes from its Q3 2026 Form 10-Q, filed October 22, 2026: $355.73 billion of leases that haven't started yet, $454.52 billion of non-cancelable contracts and up to $14.72 billion of contingent cloud purchases. How each figure has grown, and what the filing says about data-center guarantees.Oct 24·5 min read

Industry · NewsWarp Sciences raises $215 million: Kevin Weil's AI-and-robotics chemistry lab wants to bring drug-development work back from ChinaWarp Sciences, Kevin Weil's startup after OpenAI, came out of stealth on October 22, 2026, with a $215 million Series A led by Lightspeed. What it builds, who backs it, and the China outsourcing and BIOSECURE Act context.Oct 24·5 min read

Industry · NewsOpenAI models on Google Cloud: GPT-6 Astra, 6.1 Sol and Luna enter private preview, and what it means for MicrosoftThe OpenAI Google Cloud deal, announced October 21, 2026, puts GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna in Google's Model Garden in private preview, billed through Google Cloud Marketplace, with Codex inference to follow. It's possible because Microsoft's license to OpenAI's models became non-exclusive in April.Oct 24·5 min read

Industry · AnalysisAnthropic IPO revenue: the draft prospectus shows $16.3 billion in first-half sales and an $80.7 billion loss, as reportedAnthropic's IPO revenue, per its draft prospectus: $16.3 billion in the first half of 2026, the WSJ reported, and an $80.7 billion net loss, mostly a $72 billion non-cash charge, Reuters reported. What the numbers are, what the loss consists of, and why the compute-commitment figures don't match.Oct 24·7 min read

Industry · NewsMeta Q3 2026 earnings: capex guidance raised to $135–145 billion and a new non-voting Class C share to fund AIMeta's Q3 2026 earnings, reported October 21, 2026: $64.6 billion in revenue, $34.9 billion of capital spending in the quarter, a 2026 capex range raised at the bottom to $135–145 billion, and a new non-voting Class C stock that Meta says it will use for capital raising, pay and acquisitions. What the release and filings say.Oct 24·6 min read

Industry · NewsAnthropic Public Benefit Fund: what the 5% share pledge commits, what it could fund and what's still undecidedOn October 18, 2026, Anthropic said it will commit 5% of its shares to a new Anthropic Public Benefit Fund, subject to stockholder approval, with up to 2% more for each 50% rise in value. Here's how the fund is structured, what it may pay for, what Anthropic hasn't said, and how it compares with the OpenAI Foundation.Oct 20·5 min read

Industry · AnalysisIs AI usage slowing? What OpenRouter's token data and Gartner's CIO survey actually showA 'token-maxxing is dead' thread and Gartner's finding that only 13% of CIOs see significant value from AI have revived the question: is AI usage slowing? The public data shows cost discipline and a shift to cheaper models, not a fall in overall use.Oct 20·7 min read

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