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OpenAI burned $2.5B in cash on $4.3B of revenue in the first half of 2025. Anthropic cut its gross margin forecast from 50% to 40%. Here's the compute subsidy math behind every AI subscription, and who's actually paying for it.
Anthropic's annualized revenue crossed $30 billion in April 2026, topping OpenAI's $24 billion run rate and marking the first time a rival has outpaced OpenAI in the generative AI race.
Fermi America's CEO and CFO both departed as the nuclear-powered AI data center startup collapsed 83% from its IPO high with no revenue and no anchor tenant.
Amazon will invest up to $25 billion more in Anthropic, with Anthropic committing to spend over $100 billion on AWS over the next decade, cementing Trainium as Claude's primary compute platform.
Moonshot AI releases Kimi K2.6 under Modified MIT with open weights on HuggingFace, 300-agent swarm execution, and the highest SWE-Bench Pro score among open models.
NVIDIA's Spatial Intelligence Lab released Lyra 2.0, a 14B model that turns a single photograph into a navigable 3D environment - but the weights carry a research-only license.
A fresh warning from developer Morgan Linton says free Lovable accounts can still read other users' AI chat histories, source code, and database credentials on projects created before November 2025. The pattern is the same one that earned the platform CVE-2025-48757 last year.
Factory closed a $150M Series C at a $1.5B valuation to expand its Droids - autonomous agents that handle the full software development lifecycle, not just code generation.
A Korean CTO ran a 13-step agent harness against 100+ major open-source repos over three days, landing 500+ commits and 130+ PRs - some merged by Kubernetes, Hugging Face, and Ollama maintainers. Then GitHub banned his account for spam, confirming that platform abuse detection cannot yet tell a disciplined harness from a bot.
Swiss broadcaster RTS reopens the 2023 Tesla Files leak in context of the confirmed $243M Miami verdict. The combined record: 2,400+ concealed sudden-acceleration complaints, 1,000+ undisclosed crashes, and a federal court that found Tesla knew.
Z.AI updated its GLM Coding Plan usage policy. Non-coding requests now trigger aggressive throttling, and three violations mean a permanent ban - which explains the wave of 1302 and 1303 rate-limit errors users have been hitting this week.
We ran our fake-star methodology against OpenClaw and 10 ecosystem variants, sampling 361,000-star profiles and fork ratios. The main repo looks clean. Most clones look clean. One repo with 6,532 claimed stars has vanished.
