your next friend will be a robot
Vladimir Arustamov
8 min read
AI Industry: Big Tech, Policy & Chips
Big Tech, policy, chips and robots
Vladimir Arustamov
8 min read
meta connect 2026 day 1 – the best of zuckerberg's keynote
Vladimir Arustamov
1 min read
50,000 humanoid robots by end of 2027 – a data play to build the largest embodied ai training set and teach a model how the physical world works
Alina Fomine
1 min read
nvidia says the best way to make tokens cheaper is increasing performance per watt. the market says: just use a cheaper model
Alina Fomine
1 min read
anthropic unified chat, cowork, design, docs, and slides into one claude to compete with google workspace. one catch: devs already have composable workflows in claude code, knowledge workers still don't – and that might be the harder problem to crack
Alina Fomine
1 min read
musk says the hand is 60% of the engineering difficulty of an entire humanoid. in china that part already ships by the thousand, and xynova is building the precise end of it
Alina Fomine
1 min read
amodei asked to slow ai down. the us and china chose national leadership over the risk of catastrophe. so what number are we even arguing about?
Alina Fomine
1 min read
openai solved navier-stokes for $22.5m – breakthrough may have been built on stolen drafts from their codex sessions
Alina Fomine
1 min read
renting a gpu costs $35–50k a year. buying one costs $30k and it runs for up to 10 years. speechifyai did the math in 2022 and never rented again
Alina Fomine
1 min read
the ai industry is living on a split screen – one half warns ai will overwhelm cyber defenses, the other keeps building the models that make it possible
Addy Crezee
1 min read
is anthropic losing its power users – or just failing to explain itself to them?
Addy Crezee
1 min read
unitree robots now build themselves – and train while doing it
Addy Crezee
1 min read
ai industry news
The companies and forces that shape AI: strategy and people moves at OpenAI, Google, Meta, Microsoft, Apple, Amazon and Nvidia, regulation and AI policy, and the race between the US and China.
chips, hardware and robots
AI runs on hardware, so we follow AI chips and data centers, the economics of compute and physical AI – humanoid robots and the companies building them.
beyond the headline
Our analysis goes past the announcement: why a company made the move, who wins and who loses, and what it changes for startups building on these platforms.
For releases and launches from the same companies, see the latest AI news; for their new models, models.