Special Analysis
The strategic question in business applications of artificial intelligence is usually framed as a choice between systems. This week brought four events in which the choice itself ...
SpaceX activated a binding merger agreement to acquire Cursor, the AI coding tool, for $60 billion on June 16 — reaching that valuation just two years after the company was founded.
Microsoft is routing GitHub through AWS after AI agents overwhelmed its own infrastructure. Google pays SpaceX $920M/month for compute, Anthropic pays $1.25B/month — Goldman Sachs estimates $7.6 ...
Anthropic pulled its Fable 5 and Mythos 5 models following a Trump administration order, raising concerns across Europe about US dependency on AI infrastructure.
