Archive | Drift

Anthropic just passed OpenAI on valuation. The numbers are almost unreal.

Anthropic just passed OpenAI on valuation. The numbers are almost unreal.

May 26, 2026

The AI boom's $2 trillion accounting loop

The AI boom's $2 trillion accounting loop

May 25, 2026

Anthropic's first profit has a footnote you need to read

Anthropic's first profit has a footnote you need to read

May 22, 2026

Google's new AI agent works while you sleep

Google's new AI agent works while you sleep

May 21, 2026

Karpathy chose Anthropic. He didn't go back to OpenAI.

Karpathy chose Anthropic. He didn't go back to OpenAI.

May 20, 2026

Cursor stopped renting its AI. Here is what that means for everyone else.

Cursor stopped renting its AI. Here is what that means for everyone else.

May 19, 2026

The CEO of OpenAI has $2 billion riding on the companies OpenAI does business with

The CEO of OpenAI has $2 billion riding on the companies OpenAI does business with

May 15, 2026

Cisco just had its best quarter ever. It's also laying off 4,000 people today.

Cisco just had its best quarter ever. It's also laying off 4,000 people today.

May 14, 2026

The $2.6B AI drug company that hasn't dosed a single patient yet

The $2.6B AI drug company that hasn't dosed a single patient yet

May 13, 2026

Mira Murati says every AI lab built interaction wrong

Mira Murati says every AI lab built interaction wrong

May 12, 2026

Google was supposed to lose the AI race

Google was supposed to lose the AI race

May 11, 2026

Voice AI just got a brain upgrade. Here's what changed.

Voice AI just got a brain upgrade. Here's what changed.

May 8, 2026