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Nvidia Buys Groq, Google's Moat Widens, Open Source Stalls
Custom AI chips consolidate, OpenAI is being attacked on all fronts, and open source AI is losing mindshare
Dec 27, 2025
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AI News Digest
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Rome Thorndike
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OpenAI's Content Bets, Disney and Amazon Partnerships, & Gemini 3 Flash Makes Frontier Reasoning Cheap.
Why Disney's IP solves AI's obscurity problem, OpenAI accelerates their image model, and what Amazon's $10B buys beyond compute, and Google makes…
Dec 18, 2025
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AI News Digest
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Rome Thorndike
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Salesforce's Token Delusion, Anthropic's Lock-In, Cursor's $29B Bet, & OpenAI's Consumer Blind Spot
Benioff brags about small numbers, Claude Code comes to Slack, Cursor raises billions while relying on Anthropic's engine, and OpenAI chases enterprise…
Dec 11, 2025
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AI News Digest
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Rome Thorndike
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OpenAI's Code Red, DeepSeek's New GPT-5 Challenger Has a Catch, & Why SaaS Is In Trouble
Google's Gemini 3 triggers emergency response at OpenAI, DeepSeek's pricing comes with security trade-offs, and HubSpot's CTO misses how AI can disrupt…
Dec 4, 2025
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AI News Digest
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Rome Thorndike
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November 2025
Yann LeCun Leaves Meta: The Godfather Bet Against LLMs and Lost the Room
Meta's chief AI scientist and Turing Award winner spent years arguing LLMs are a dead end. He might be right, but Meta's survival depends on them.
Nov 25, 2025
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Rome Thorndike
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AI News Digest
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Gemini 3 Crushes Benchmarks, ChatGPT Needs Humans, Anthropic's New Alliances, & OpenAI Overplays Their Hand
Google proves their TPU infrastructure with Gemini 3, ChatGPT shows that enterprises still need people with group chats, and Anthropic cashes in on…
Nov 20, 2025
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Rome Thorndike
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AI News Digest
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Apple Surrenders Siri to Google, OpenAI Preempts Gemini 3 with GPT-5.1, & Microsoft's GPU Bet Makes Sense while Oracle's Vulnerable
Google offers Apple an incredible price for white-labeling Gemini, OpenAI is drowning out Google's Gemini 3 launch, and the balance sheets behind…
Nov 14, 2025
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AI News Digest
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Rome Thorndike
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OpenAI's $38B AWS Deal, Qualcomm's AI Chip Gamble, & The Battle for India's 1.4 Billion Users
OpenAI hedges against Microsoft and Oracle with AWS, Qualcomm tries AI chips again after 2022 flop, and Google & Perplexity bundle with carriers while…
Nov 5, 2025
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AI News Digest
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Rome Thorndike
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October 2025
Microsoft Still Has the Leverage After $135B OpenAI Deal, Anthropic Avoids the Same Fate by Expanding Google Partnership
Microsoft and OpenAI make a deal, but the power dynamics remain unchanged. Anthropic partners with Google, ensuring they don't have the same problems…
Oct 30, 2025
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AI News Digest
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Rome Thorndike
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Walmart Challenges Amazon with ChatGPT Shopping, Anthropic Targets Enterprise Workflows with Skills
ChatGPT's Instant Checkout brings Walmart to 800M users, Claude's Skills let enterprise users build custom workflows
Oct 22, 2025
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AI News Digest
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Rome Thorndike
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OpenAI & Broadcom Build Custom Chips, Anthropic Builds Enterprise Momentum with Deloitte
OpenAI partners with Broadcom for custom silicon to break Nvidia's grip, Anthropic keeps winning the enterprise after deploying Claude to 470K Deloitte…
Oct 17, 2025
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AI News Digest
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The Power of Defaults: Google’s Payout Playbook Threatens OpenAI’s Dominance
Google cornered the search market by weaponizing defaults, and Judge Mehta cleared the way for this to be extended to AI, forcing OpenAI into a hardware…
Oct 15, 2025
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Rome Thorndike
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AI News Digest
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