https://www.danilchenko.dev/tags/ai-industry/Recent content in Ai-Industry on danilchenko.devHugoen-usWed, 22 Apr 2026 14:05:57 +0000https://www.danilchenko.dev/posts/tml-google-cloud-deal/Wed, 22 Apr 2026 14:05:57 +0000https://www.danilchenko.dev/posts/tml-google-cloud-deal/Mira Murati's Thinking Machines Lab just inked its first cloud deal with Google, worth single-digit billions, running on Nvidia GB300 chips for Tinker.https://www.danilchenko.dev/posts/chatgpt-cpc-ads/Tue, 21 Apr 2026 16:05:00 +0000https://www.danilchenko.dev/posts/chatgpt-cpc-ads/OpenAI turned on cost-per-click ads in ChatGPT today with $3–$5 bids live in the ads manager. The math, the pilot's 0.91% CTR, and the Google challenge.https://www.danilchenko.dev/posts/amazon-anthropic-25b/Tue, 21 Apr 2026 12:03:30 +0000https://www.danilchenko.dev/posts/amazon-anthropic-25b/Amazon is putting up to $25B more into Anthropic; Anthropic commits $100B+ to AWS over 10 years. The money flows in a circle — compute is the real story.https://www.danilchenko.dev/posts/deezer-ai-songs/Mon, 20 Apr 2026 18:00:10 +0000https://www.danilchenko.dev/posts/deezer-ai-songs/Deezer says AI-generated tracks now make up 44% of daily uploads — roughly 75,000 songs a day. But 85% of the streams these tracks earn are fraudulent.https://www.danilchenko.dev/posts/cursor-50b-valuation/Mon, 20 Apr 2026 16:20:00 +0000https://www.danilchenko.dev/posts/cursor-50b-valuation/Cursor is raising $2B+ at a $50B valuation, nearly doubling its November price. ARR went from $0 to $2B in three years, with Nvidia joining the round.https://www.danilchenko.dev/posts/nsa-anthropic-mythos/Mon, 20 Apr 2026 14:20:00 +0000https://www.danilchenko.dev/posts/nsa-anthropic-mythos/NSA is using Anthropic's restricted Mythos Preview AI while the Pentagon calls Anthropic a supply-chain risk. Two arms of the DoD now disagree publicly.https://www.danilchenko.dev/posts/humanoid-robot-marathon/Sun, 19 Apr 2026 18:00:00 +0000https://www.danilchenko.dev/posts/humanoid-robot-marathon/A Honor humanoid robot finished the Beijing E-Town half-marathon in 50:26, under Kiplimo's 57:20 human record. Caveats, tech specs, and what it means.https://www.danilchenko.dev/posts/claude-design/Sat, 18 Apr 2026 18:00:00 +0000https://www.danilchenko.dev/posts/claude-design/Anthropic shipped Claude Design on April 17 — a prompt-to-prototype tool powered by Opus 4.7 that exports to Canva. Figma's stock dropped nearly 7% the same day.https://www.danilchenko.dev/posts/openai-cerebras-deal/Fri, 17 Apr 2026 18:00:00 +0000https://www.danilchenko.dev/posts/openai-cerebras-deal/OpenAI doubled its Cerebras commitment to $20B+ over three years and added an equity stake, a sharp move to cut its Nvidia dependence. Here's what changed.https://www.danilchenko.dev/posts/meta-quest-price-hike/Thu, 16 Apr 2026 18:00:00 +0000https://www.danilchenko.dev/posts/meta-quest-price-hike/Meta raises Quest 3 to $599.99 (+$100) and Quest 3S by $50 starting April 19, blaming the AI-driven RAM shortage now squeezing consumer hardware in 2026.https://www.danilchenko.dev/posts/anthropic-surpasses-openai-revenue/Mon, 13 Apr 2026 06:00:00 +0000https://www.danilchenko.dev/posts/anthropic-surpasses-openai-revenue/Anthropic hit $30B ARR in April 2026, surpassing OpenAI's $25B while spending 3x less on training. Full revenue breakdown and IPO details inside.https://www.danilchenko.dev/posts/2026-04-10-q1-2026-startup-funding-300-billion/Fri, 10 Apr 2026 06:00:00 +0000https://www.danilchenko.dev/posts/2026-04-10-q1-2026-startup-funding-300-billion/Q1 2026 shattered every venture funding record at $300B. Four mega-rounds from OpenAI, Anthropic, xAI, and Waymo captured 65%. Seed deals dropped 30%.https://www.danilchenko.dev/posts/2026-04-08-meta-muse-spark-alexandr-wang-first-model/Wed, 08 Apr 2026 06:00:00 +0000https://www.danilchenko.dev/posts/2026-04-08-meta-muse-spark-alexandr-wang-first-model/Meta released Muse Spark today — the first model from Alexandr Wang's Superintelligence Labs. It's closed-source, multimodal, and a big strategic pivot.https://www.danilchenko.dev/posts/2026-04-04-anthropic-cuts-claude-subscriptions-openclaw-third-party-tools/Sat, 04 Apr 2026 06:00:00 +0000https://www.danilchenko.dev/posts/2026-04-04-anthropic-cuts-claude-subscriptions-openclaw-third-party-tools/Anthropic ended Claude subscription access for OpenClaw and third-party agents starting April 4. Here's what changed, why, and what it costs you now.https://www.danilchenko.dev/posts/2026-04-03-microsoft-mai-models-compete-openai/Fri, 03 Apr 2026 14:00:00 +0000https://www.danilchenko.dev/posts/2026-04-03-microsoft-mai-models-compete-openai/Microsoft released MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2 through Foundry, undercutting OpenAI on price. The $13B partnership is fraying.https://www.danilchenko.dev/posts/2026-04-01-openai-122-billion-funding-round-largest-ever/Wed, 01 Apr 2026 06:00:00 +0000https://www.danilchenko.dev/posts/2026-04-01-openai-122-billion-funding-round-largest-ever/OpenAI closed a $122 billion funding round at an $852 billion valuation, with Amazon, Nvidia, and SoftBank leading. Here's what the money is for.https://www.danilchenko.dev/posts/2026-03-25-donald-knuth-claudes-cycles-ai-solves-open-math-problem/Wed, 25 Mar 2026 06:00:00 +0000https://www.danilchenko.dev/posts/2026-03-25-donald-knuth-claudes-cycles-ai-solves-open-math-problem/Donald Knuth published Claude's Cycles after Claude Opus 4.6 solved his open graph theory problem in 31 tries. The full breakdown of what happened.https://www.danilchenko.dev/posts/2026-03-25-openai-kills-sora-disney-deal-collapses/Wed, 25 Mar 2026 06:00:00 +0000https://www.danilchenko.dev/posts/2026-03-25-openai-kills-sora-disney-deal-collapses/OpenAI shut down Sora just six months after launch, killing Disney's $1B partnership deal. Here's why it happened and what it signals for the AI industry.