Artificial Intelligence

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AI Agenda

OpenAI’s PR Challenge

By Stephanie Palazzolo · May 26, 2026 7:01am PDT
The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research talent. But as OpenAI and Anthropic barrel toward initial public offerings, public perception is also an important factor in the race as political backlash to the industry grows.OpenAI seems particularly vulnerable in PR after a series of awkward or... The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research...
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Exclusive

Chinese EV Battery Giant CATL Plans to Invest in DeepSeek

By Juro Osawa and Qianer Liu · May 22, 2026 4:56am PDT
Chinese battery giant Contemporary Amperex Technology, better known as CATL, is planning to invest in Chinese AI developer DeepSeek’s fundraising, according to two people with direct knowledge of the matter. CATL’s planned investment comes as it is aggressively stepping up its efforts to sell power equipment to AI data centers. DeepSeek’s... Chinese battery giant Contemporary Amperex Technology, better known as CATL, is planning to...
Art by Mike Sullivan
AI Agenda

Cursor Sees Opening as GitHub Flounders

By Rocket Drew · May 21, 2026 7:10am PDT · 1 comment
Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other snags, Jay Parikh, who oversees the software-project management platform, recently warned deputies that coding tools from Cursor and Anthropic could eventually make GitHub obsolete, my colleague Aaron wrote this week.Parikh was right to be worried.... Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other...
Art by Mike Sullivan
Artificial Intelligence

Microsoft Opens a New Front in the Fight Over Data for AI Agents

By Kevin McLaughlin · May 22, 2026 6:00am PDT · 2 comments
Microsoft has opened a new front in the AI data wars, blocking partners from connecting their data management tools to a popular product as it tries to defend its business software strength in the era of AI agents. The friction centers on Power BI, a Microsoft product nearly all Fortune 500 firms use to analyze data about their operations in... Microsoft has opened a new front in the AI data wars, blocking partners from connecting their...
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Artificial Intelligence

Musk Loses OpenAI Lawsuit in Victory for Altman

By Rocket Drew · May 18, 2026 12:04pm PDT · 7 comments
Jurors rejected Elon Musk’s claims against OpenAI, delivering a major victory to CEO Sam Altman in Silicon Valley’s biggest grudge match. Judge Yvonne Gonzalez Rogers agreed with the jury’s decision on Monday that Musk waited too long to bring his lawsuit. The decision came after just two hours of deliberation following three weeks of testimony... Jurors rejected Elon Musk’s claims against OpenAI, delivering a major victory to CEO Sam Altman...
Art by Clark Miller
Artificial Intelligence

Anthropic Flexes Pricing Power as Its Customers Willingly Eat the Cost

By Laura Bratton and Aaron Holmes · May 13, 2026 6:00am PDT · 2 comments
Anthropic’s revenue growth is unprecedented. Newer Anthropic customers such as PagerDuty are a big part of the reason. Eric Johnson, chief information officer at PagerDuty, which helps software engineers respond to tech outages, said he is bracing for volatile costs as his company’s 1,200 employees start using Anthropic’s AI coding and other... Anthropic’s revenue growth is unprecedented. Newer Anthropic customers such as PagerDuty are a...