AI

Why AI Could Turn Small Law Firms Into Billion-Dollar Businesses (opens youtube.com)

Eve CEO Jay Madheswaran argues AI will let law firms take cases they could not afford to before.

Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks (WSJ) (opens wsj.com)

Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms — Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase

S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow (CNBC) (opens cnbc.com)

S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow; META fell 15% in October, its worst month in four years — Meta's outlook has been revised downward by S&P Global Ratings on concerns surrounding cash flow and AI spending.

DoorDash said it’s only received ‘several hundred’ orders from AI agents (opens techcrunch.com)

DoorDash said that it is open to working with third-party agent makers.

[AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop worst since 2004 IPO. AI Bear Market coming? (opens latent.space)

It turns out you cannot have your cake AND eat it

As AI models commoditize, lasting wealth will accrue to those controlling chokepoints, not to the labs (The Commanding Heights) (opens commanding-heights.com)

As AI models commoditize, lasting wealth will accrue to those controlling chokepoints like distribution, payment rails, and a stablecoin dollar, not to the labs — Scarce, controllable positions of Economic Power whose holders durably capture the gains of Increasingly Capable and diffused…

Sam Altman says supply-constrained DRAM is better used in data centers than sitting in PCs (Tom's Hardware) (opens tomshardware.com)

When talking about local inference, Sam Altman says supply-constrained DRAM is better used in data centers than sitting in PCs and “being used 5% of the time” — With data centers full of RAM, your PC is apparently the problem. … OpenAI CEO Sam Altman has data centers full of memory …

Sources: Baseten is raising ~$2B in two tranches, one valuing it at $26B and the other at $30B (Bloomberg) (opens bloomberg.com)

Bloomberg reports the inference company was valued at $13B in June after raising $1.5B.

Filing: Vancouver, WA-based Powerlattice, which makes a power delivery chiplet to reduce AI compute power needs by 50%+, raised $86M (opens geekwire.com)

Powerlattice makes a power delivery chiplet it says cuts AI compute power needs by more than 50%; it raised $31M in 2025.

Proton's CEO Cancels AI 'Re-Interviews' (opens 404media.co)

Sources: OpenAI has secured ~$11B in commitments for its latest funding round, less than half its initial $30B target (opens wsj.com)

The WSJ reports about $11B committed so far at a $1.25T valuation, below the $30B and $1.4T first targeted; the FT says OpenAI now seeks about $20B as some investors cut commitments amid an AI selloff.

Backdoor in Claude Code for VS Code extension on the Cursor Marketplace (opens phorion.io)

A tampered copy of the Claude Code extension was published on Cursor's marketplace. Anthropic says a malicious actor used access to that marketplace and that its own systems and employee laptops were not compromised.

AI isn't replacing SREs, it's deskilling them (opens newsletter.signoz.io)

Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions (opens youtube.com)

The All-In hosts break down Anthropic's S-1 and Google's $500B one-day market-cap loss.

Anthropic may not secure investment-grade rating after IPO, Blackstone says (opens ft.com)

Blackstone forecasts Anthropic will get a high junk rating rather than investment grade after its IPO, which would make raising debt for its spending harder and costlier.

US tech stocks see sharp falls over AI cost fears (opens bbc.co.uk)

Salesforce acquires Rune, which makes AI military logistics software, sources say for $375M in cash and stock (opens resiliencemedia.co)

Rune makes AI military logistics software and had raised $30M from a16z and others; TechCrunch says it will join Salesforce's Missionforce defense platform.

Google X co-founder Sebastian Thrun raises $130M for AI engineering startup Dulo (opens siliconangle.com)

Dulo, co-founded by Sebastian Thrun, raised $130 million; The Information broke the news and co-founder Adrian Aoun confirmed it.

The Week’s 10 Biggest Funding Rounds: Physical AI And Predictions Lead The Lineup (opens news.crunchbase.com)

Led by manufacturing startup Re:Build's $2.1 billion and Kalshi's $1 billion.

OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI (opens theverge.com)

OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI across multiple crawlers — The new control will allow publishers to apply their AI training preferences across multiple crawlers.

What Happens When Everyone Can Build Software (opens youtube.com)

Supabase co-founder Paul Copplestone on the Lightcone; the company has 13 million users and over 50 million databases.

Cisco gives engineer unlimited AI tokens to rewrite legacy code (opens fortune.com)

Google’s first data center satellite is online and writing poetry (opens techcrunch.com)

The first TPU in space is running a Gemma 4 model on Google's data center satellite.

Gemini 4 Carbon is the new #1 on the Artificial Analysis Intelligence Index v5 (opens artificialanalysis.ai)

Cracks are emerging in the AI spending boom (opens techcrunch.com)

Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.

Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years (opens bloomberg.com)

Bloomberg counts more than $3T in commitments across Alphabet, Meta, Microsoft, Amazon and Oracle, led by Alphabet at over $1T and Meta at over $800B.

Amazon can now borrow up to $80B against the AI hardware it buys (opens thenextweb.com)

Amazon has set up a supplier financing facility to borrow up to $80B against the hardware it buys, usable from 2027 to late 2028. It had a $42.4B free cash outflow in the year to September, and its spending commitments reached $883B.

Apple Intelligence is finally coming to China with iOS 27.3 (opens theverge.com)

Apple's first AI features reach China with iOS 27.3 in December, with Alibaba's Qwen model inside Siri, Writing Tools and Visual Intelligence.

New Founder Archetypes in the AI Age (opens a16z.news)

What types of founders will thrive in the new cycle

AI law firm Crosby bids on disintegrating, famed firm Weil Gotshal (opens techcrunch.com)

Like a real-life episode of "Suits," the demise of famed white-shoe Wall Street law firm Weil, Gotshal & Manges has been the talk of the legal industry. And now an AI firm has entered the picture.

Ex-Palantir execs launch Dream with $17M from a16z to build AI world models for construction (opens techcrunch.com)

Dream's world model is trained on more than 100 million square feet of building data from US permit archives.

The hidden threat in Anthropic’s prospectus: diseconomies of scale (opens siliconangle.com)

Anthropic's prospectus lists 88 risk factors over 93 pages; this analysis argues the hidden one is diseconomies of scale.

Anthropic renames its $100 per month Max 5x plan as Max and the $200 per month Max 20x plan as Ultra (opens x.com)

Anthropic renames its $100 per month Max 5x plan as Max and the $200 per month Max 20x plan as Ultra, and removes the 5-hour limit for verified Ultra accounts — We're renaming our Max plans: Max 5x → Max Max 20x → Ultra Max is still $100/month, and Ultra is still $200.

Intuit targets the mid-market ERP gap with AI (opens siliconangle.com)

Growing companies that outgrow entry-level accounting software face a hard choice: Stay put or gamble on a mid-market ERP that promises automation but often brings cost and disruption.

AWS growth hits 39%, its fastest in nearly five years, as Amazon misses on earnings (opens geekwire.com)

AWS revenue grew 39% to $46B in the third quarter, and Andy Jassy expects more than 40% growth in 2027 and 2028.

We're releasing the weights of Mistral Large 4 (opens mistral.ai)

Google Search is now less than half of Alphabet’s revenue (opens kadoa.com)

RouterPlus: Better inference pricing, latency and capacity for AI teams (opens ycombinator.com)

A marketplace for AI inference that promises better pricing, latency and capacity.

OpenAI-backed Thrive Holdings acquires ADT (opens techcrunch.com)

Thrive Holdings plans to bring AI to ADT's home security business.

Meta quietly launches an AI fashion app called Style Sketch (opens techcrunch.com)

Meta's new app builds a virtual closet from photos already shared on Instagram, or from items added by photo, video or camera-roll upload.