Image created with gemini-3.1-flash-image-preview with claude-sonnet-4-5. Image prompt: Flat cartoon illustration of a cute coral-red lobster mascot standing next to a minimal white easel with simple ascending graph, holding tiny briefcase, white speech bubble with ‘BUSINESS’ text in Helvetica font, dark charcoal background #2b2b2b, kawaii mascot style, clean geometric shapes, high contrast, web interface aesthetic.
Anthropic is crashing the stock market with their new legal automation plugin Anthropic spooked investors, triggering a sharp selloff as markets feared AI could disrupt software-heavy industries like law and finance. The S&P 500 software index dropped nearly 9% in five days,”” https://x.com/kimmonismus/status/2019757481925464371
Goldman Sachs is rolling out Claude to automate accounting. So it starts. The market already reacts.”” https://x.com/kimmonismus/status/2019865721338229180
Eleven v3 — Most Expressive AI Voice Model https://elevenlabs.io/v3
ElevenLabs CEO: Voice is the next interface for AI | TechCrunch https://techcrunch.com/2026/02/05/elevenlabs-ceo-voice-is-the-next-interface-for-ai/
ElevenLabs raises $500M Series D at $11B valuation https://elevenlabs.io/blog/series-d
The AI Arms Race is over 5x larger than the Manhattan Project or the Apollo Program 2026 CAPEX for Alphabet, Amazon, Meta and Microsoft is ~650B or ~2% of US GDP For comparison: – Apollo program: 0.4% of US GDP – Manhatten project: 0.4% of US GDP – although it cost $150B the”” https://x.com/scaling01/status/2019789747896377697
Cerebras https://www.cerebras.ai/press-release/cerebras-systems-raises-usd1-billion-series-h
Cerebras Raises $1.1 Billion at $8.1 Billion Valuation https://www.cerebras.ai/press-release/series-g
CoreWeave’s $30 Billion Bet on GPU Market Infrastructure https://davefriedman.substack.com/p/coreweaves-30-billion-bet-on-gpu
The Gemini app hit 750M+ monthly active users in Q4 2025. ChatGPT was reported to have 810M monthly active users by the end of 2025. The gap is shockingly small. Gemini has a real shot at passing ChatGPT.”” https://x.com/Yuchenj_UW/status/2019157674143936980
Alphabet’s Pichai: Google lowered gemini serving unit costs by 78% over 2025. Google lowered Gemini serving unit costs by 78% over 2025. $GOOGL”” https://x.com/financialjuice/status/2019164355636654281
Nvidia CEO Huang denies he’s unhappy with OpenAI, says huge investment planned https://www.cnbc.com/2026/01/31/nvidia-ceo-huang-denies-hes-unhappy-with-openai.html
SpaceX acquired xAI to build a vertically integrated innovation engine, bypassing terrestrial power and cooling limits via “”space-based AI.”” By using Starship to launch a one-million-satellite constellation of orbital data centers, SpaceX aims to add 100 GW of annual compute”” https://x.com/TheHumanoidHub/status/2018449994756636690
Really excited to get Elon under oath in a few months, Christmas in April!”” https://x.com/sama/status/2018812624910291186
🔥 How ServiceNow uses LangSmith to get visibility into its customer success agents 🔥 ServiceNow needed to solve agent fragmentation across their sales and customer success operations–from lead qualification through renewal and expansion. Using LangSmith and LangGraph,”” https://x.com/LangChain/status/2019106940786286990
OpenAI poached its new safety executive from Anthropic. | The Verge https://www.theverge.com/ai-artificial-intelligence/873420/openai-poached-its-new-safety-executive-from-anthropic
Somewhat surprising that OpenAI has been slower to pivot into non-coding work than Anthropic. Currently, there is no OpenAI equivalent to Cowork or Claude for Excel or Claude for Finance, despite the fact that the GPT5.2 Thinking/Pro are among the best agentic models right now.”” https://x.com/emollick/status/2018504023553294636
Today, @elevenlabsio is announcing a $500M Series D at an $11B valuation, led by Sequoia, with a16z quadrupling down and ICONIQ tripling down. It reflects the trust of customers and partners building at the frontier alongside us – and gives us momentum to ship even faster.”” https://x.com/matiii/status/2019048833687126248?s=46
Who are the big winners from @elevenlabsio’s $11bn valuation? From a $9m valuation to $11bn in three years here are the big winners: >> 2023 $2m preseed was led by @CredoVentures and @ConceptVC_ at a $9m valuation. 1200x increase excl. dilution. @Carles_Reina and @alexfmac are”” https://x.com/sebjohnsonuk/status/2019077081737371971?s=46
3x in 3 months: Cursor @ $28b, Cognition + Windsurf @ $10b | AINews https://news.smol.ai/issues/25-07-24-cogsurf-cursor
AI Is Finally Eating Software’s Total Market: Here’s What’s Next https://vinvashishta.substack.com/p/ai-is-finally-eating-softwares-total
Economics of Bundling and Unbundling https://mattrickard.com/bundling-unbundling-economics
Increasingly, the big labs need their apps to come with good models and good harnesses. The most common app is the chatbot. The Big 3 all have good models and good chatbot apps, but Gemini lacks a good harness. IDEs/CLIs are the new battleground, Knowledge work apps are next.”” https://x.com/emollick/status/2018765266222567467
Introducing c.ai labs https://blog.character.ai/cai-labs/
On one hand, it is reasonable to take announcements about what AI can do from AI companies with a grain of salt. On the other, this fits the trajectory we are seeing in AI coding everywhere. I think the implications are pretty large for software development, and beyond.”” https://x.com/emollick/status/2018324909290602618
The Other Leverage in Software & AI | Tomasz Tunguz https://tomtunguz.com/the-other-leverage-in-software-and-ai/
Thoughts on the job market in the age of LLMs https://www.interconnects.ai/p/thoughts-on-the-hiring-market-in
Anyone who thought that a lot would already be invested in AI by 2025 will be surprised: the capital expenditure of hyperscalers for data centers will double in 2026 compared to the previous year.”” https://x.com/kimmonismus/status/2019773237618479594
Radiologists are a good example — a job we were promised since 2016 would soon disappear. The lesson is that even if the core tasks underlying a job can be done with AI, that doesn’t mean the human expert isn’t still needed.”” https://x.com/fchollet/status/2019610588612292834
Exclusive: Google DeepMind researcher David Silver leaves to launch his own AI startup | Fortune https://fortune.com/2026/01/30/google-deepmind-ai-researcher-david-silver-leaves-to-found-ai-startup-ineffable-intelligence/
Snowflake + OpenAI to help 12k+ enterprises deploy AI agents”” https://x.com/fidjissimo/status/2018424092987412680
Snowflake 🤝 @OpenAI We’re launching a $200M, multi-year partnership that brings co-innovation, joint go-to-market strategies, and OpenAI models natively into Snowflake Cortex AI — to help enterprises easily deploy agentic AI across their businesses. With first-party”” https://x.com/Snowflake/status/2018324380862783882
Snowflake and OpenAI partner to bring frontier intelligence to enterprise data | OpenAI https://openai.com/index/snowflake-partnership/
Exclusive: Musk’s SpaceX in merger talks with xAI ahead of planned IPO, source says | Reuters https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29/
Elon: AI chips for space would have to be designed to be more radiation-tolerant. About a 20% increase in the operating temperature of the chip will cut the radiator mass in half.”” https://x.com/TheHumanoidHub/status/2019148450198352212
SpaceX – Updates https://www.spacex.com/updates#xai-joins-spacex?utm_source=tldrai
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