Fri. 05/03 – Apple Earnings Underline Their Predicament

Fri. 05/03 – Apple Earnings Underline Their P...

Brian McCulloughBrian McCullough

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Claude 365

Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could the war with Iran be something that could pop the AI bubble? Anthropic is suing th ...  Show more

 . 21min 32sec
Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of debt, both for the same reason. An early warning system for ...  Show more

 . 22min 17sec

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