Archive - AI News Digest

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 •

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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 •

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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 •

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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 •

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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 •

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 •

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Thank you for being a paid subscriber! This playbook is your constantly updated resource, diving into my core AI concepts and the specific companies…

Oct 9 •

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Nvidia & OpenAI Commoditize Each Other

Nvidia is commoditizing their complements by using their GPUs as leverage, and OpenAI responds by leveraging their dominant userbase.

Oct 8 •

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Claude Sonnet 4.5 Sets Coding Standard, but Cognition's Rebuild Raises Questions, & How OpenAI's Instant Checkout Opens the Long Tail of…

Sonnet 4.5 is the best coder, but Cognition's rebuild shows the rising integration costs, and OpenAI's new checkout feature helps the long tail of…

Oct 2 •

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September 2025

OpenAI Finds Hardware Partner, Google Embeds Gemini in Chrome, & Perplexity is Too Late

OpenAI partners with Luxshare, a key Apple assembler, and Gemini is embedded in Chrome while Perplexity is still limiting browser access

Sep 24 •

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Meta's AI Glasses, FTC's Chatbot Probe, Perplexity's $20B Valuation, Cognition's $10B Valuation, & OpenAI's UK Hub

Meta's new glasses have display and neural band, FTC probing AI chatbots impact on children, Perplexity raised $200M, Cognition raises $400M, and OpenAI…

Sep 18 •

Anthropic's Settlement Rejected, Google Becoming the Instagram of AI, Mistral's Series C, Sam Altman's "Dead Internet" Concerns

Federal judge blast's Anthropic's copyright settlement, Google is beating OpenAI in AI video, Mistral's Series C shows Europe is behind in AI, and Sam…

Sep 12 •

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