Image created with gemini-3.1-flash-image-preview with claude-sonnet-4-5. Image prompt: High altitude aerial photography of a business executive in navy suit freefalling through crisp blue sky, briefcase in hand, giving confident thumbs up, earth far below, word BUSINESS in large bold sans-serif typography integrated into sky, bright daylight, wide angle, dynamic action shot, humorous optimistic mood, clean simple composition
Anthropic’s revenue (annualized): – January 2025: $1B – May: $3B – June: $4B – August: $5B – October: $7B – December: $8B to $10B -February 2026: $14B -March 2026: $19B”” https://x.com/deredleritt3r/status/2028979477259210752
Labor market impacts of AI: A new measure and early evidence \ Anthropic https://www.anthropic.com/research/labor-market-impacts
Striking image from the new Anthropic labor market impact report.”” https://x.com/andrewcurran_/status/2029655110494929194?s=12
OpenAI Tops 3 Million Paying Business Users, Expands Enterprise Features https://finance.yahoo.com/news/openai-tops-3-million-paying-210112595.html?guccounter=1&guce_referrer=aHR0cHM6Ly9jaGF0Z3B0LmNvbS8&guce_referrer_sig=AQAAANFGMmBOBzhu2rOFkb4Bg-GQyc9W0bFri4DyvO8JOl5KHh4AIZv8QLSORzro5Ldji4g7GZkDRzBZHOY4roOkli4F_WBk8bRlX1GcA2m0Xjo_6j-AvBKnPqCuxBokwNkj-fan1vt2IyCtbXkicL3ubK7dx4e-4JhQjaogD57upR-O
As Nvidia pours $30 billion into OpenAI so OpenAI can spend 20+ billion on Nvidia chips, remember this story from last week. Reuters reported two weeks ago that OpenAI had become dissatisfied with the performance of Nvidia’s hardware for certain types of inference tasks,”” https://x.com/michaeljburry/status/2027499260279652459?s=12
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’ https://www.cnbc.com/2026/03/04/nvidia-huang-openai-investment.html
Amazon now owns major stakes in both OpenAI AND Anthropic (21%) both are IPO-ing this year. best performing VC of 2026?”” https://x.com/cryptopunk7213/status/2027393739874865644?s=12
OpenAI and Amazon announce strategic partnership | OpenAI https://openai.com/index/amazon-partnership/
Helping AI reach more people requires deep collaboration across the ecosystem. Today we’re announcing new investment, with support from @SoftBank, @NVIDIA, and @Amazon, to scale the infrastructure needed to bring AI to everyone.”” https://x.com/OpenAI/status/2027376050263793814
Scaling AI for everyone | OpenAI
https://openai.com/index/scaling-ai-for-everyone/
“That’s complete nonsense… We are going to make a huge investment in OpenAI, this is “”probably the largest investment we’ve ever made.”” Well the real question is the $100bn none binding agreement.”” https://x.com/the_ai_investor/status/2017699333446242472?s=46
ChatGPT’s 800 Million Weekly Active Users Dwarfs Competitors Meta AI, Gemini – Business Insider https://www.businessinsider.com/chatgpt-users-openai-sam-altman-devday-llm-artificial-intelligence-2025-10
MLQ.ai | AI for investors https://mlq.ai/news/openai-revises-projections-upward-with-112-billion-extra-cash-burn-by-2030/
OpenAI annualised revenue crosses $25 billion, says report – Storyboard18 https://www.storyboard18.com/brand-makers/openai-annualised-revenue-crosses-25-billion-says-report-91329.htm
OpenAI Has Discussed Raising Tens of Billions at Valuation Around $750 Billion — The Information https://www.theinformation.com/articles/openai-discussed-raising-tens-billions-valuation-around-750-billion
OpenAI projects 220 million paying ChatGPT users by 2030, The Information Reports | Reuters https://www.reuters.com/technology/openai-projected-least-220-million-people-will-pay-chatgpt-by-2030-information-2025-11-26/
OpenAI’s recent funding round nearly triples the amount they have raised so far. The Information has reported that OpenAI projects a $157B cash burn through 2028. This round, combined with $40B cash on hand, essentially matches that projection.”” https://x.com/EpochAIResearch/status/2027498456273879064
According to OpenAI, their contract with the US DoW locks in current law, “”even if those laws or policies change in the future””. Our legal analysis, with Virgil Law CEO @LukeVerswey, shows that this is almost certainly incorrect.”” https://x.com/jeremyphoward/status/2028556035183759719
Anthropic CEO Dario Amodei calls OpenAI’s messaging around military deal ‘straight up lies,’ report says | TechCrunch https://techcrunch.com/2026/03/04/anthropic-ceo-dario-amodei-calls-openais-messaging-around-military-deal-straight-up-lies-report-says/
Big loss for OpenAI, big win for Anthropic: Max schwarzer changes teams”” https://x.com/kimmonismus/status/2028952074063331421
Following the bad PR for OpenAI regarding the DoW agreement, GPT-5.4 will probably be released very soon to steer the conversation towards the new model and the improvements.”” https://x.com/kimmonismus/status/2028803185347875207
How OpenAI caved to the Pentagon on AI surveillance | The Verge https://www.theverge.com/ai-artificial-intelligence/887309/openai-anthropic-dod-military-pentagon-contract-sam-altman-hegseth
I have no inside information about what happened with the government, Anthropic & OpenAI yesterday, but AI is only going to get more disruptive & what we saw publicly (sudden escalations, lack of transparency, lack of clarity), was a bad pattern for navigating the decisions ahead”” https://x.com/emollick/status/2027774533587873815
It’s extremely good that Anthropic has not backed down, and it’s siginficant that OpenAI has taken a similar stance. In the future, there will be much more challenging situations of this nature, and it will be critical for the relevant leaders to rise up to the occasion, for”” https://x.com/ilyasut/status/2027486969174102261
NEW: When OpenAI announced its Pentagon deal Friday night, people immediately challenged Sam Altman’s claims. Why, they asked, would the DoD suddenly agree to red lines when it had said it would never do so? The answer, sources told me, is that it didn’t.”” https://x.com/haydenfield/status/2028481498781790567
OpenAI wants you to just trust them that the NSA is excluded from their contract. Katrina seems to believe she has been “”very transparent,”” but there are many issues: -Two days ago, you promised “”a clear and more comprehensive explanation shortly”” of how the NSA is excluded.”” https://x.com/sjgadler/status/2028899096283758732
Our agreement with the Department of War | OpenAI https://openai.com/index/our-agreement-with-the-department-of-war/
Read Anthropic CEO’s Memo Attacking OpenAI’s ‘Mendacious’ Pentagon Announcement — The Information https://www.theinformation.com/articles/read-anthropic-ceos-memo-attacking-openais-mendacious-pentagon-announcement
State Department switches to OpenAI as US agencies start phasing out Anthropic | Reuters https://www.reuters.com/business/us-treasury-ending-all-use-anthropic-products-says-bessent-2026-03-02/
We have raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank. We are grateful for the support from our partners, and have a lot of work to do to bring you the tools you deserve.”” https://x.com/sama/status/2027386252555919386
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure”” https://x.com/patrickmoorhead/status/2027382529712349413
❓Qwen’s lead steps down — what’s happening inside Alibaba’s AI unit? Alibaba Qwen head Lin Junyang @JustinLin610 announced his departure. According to report by 晚点LatePost, the trigger may be ongoing organizational restructuring. 🔄 From vertical integration to horizontal”” https://x.com/ZhihuFrontier/status/2029117410259993073
Alibaba Qwen’s Tech Lead Junyang Lin, 2 Other Researchers Step Down https://officechai.com/ai/alibaba-qwens-tech-lead-junyang-lin-steps-down/
And the underlying reason seems to be that Alibaba has unified the entire team under the Qwen umbrella, with everything reporting directly to Alibaba’s CEO. That may have made the leadership above Junyang concerned that he could grow beyond their control, even though they rely”” https://x.com/Xinyu2ML/status/2028891170592473385
End of an era. Qwen lost its tech lead. When we launched the Qwen 3 Next endpoints on Hyperbolic with Junyang and his team, they were still online at 6am Beijing time! Thank you for pushing open source AI forward. Wishing you the best, @JustinLin610!”” https://x.com/Yuchenj_UW/status/2028872969217515996
Something is afoot in the land of Qwen https://simonwillison.net/2026/Mar/4/qwen/
The gaping hole that Qwen imploding would leave in the open research ecosystem will be hard to fill. The small models are irreplaceable. I’ll do my best to keep carrying that torch (not that I’ve reached the level of impact of Qwen by any means). Every bit matters.”” https://x.com/natolambert/status/2028893211759124890
To be precise: Alibaba-Cloud kicked out Qwen’s tech lead.”” https://x.com/YouJiacheng/status/2028880908305219729
Update on the Qwen shakeup. Per 36Kr, Alibaba CEO Eddie Wu held an emergency all-hands with the Qwen team this afternoon. He told the team: “I should have known about this sooner.” Alibaba’s official framing: this is expansion, not contraction. But the meeting revealed real”” https://x.com/poezhao0605/status/2029151951167078454
Eric Schmidt: “Robots will be a labor force that needs no rest. Robots will automate entire supply chains and perform physical tasks that humans cannot do.” “In 2025, China accounted for over 80% of global humanoid robot installations and over half of the world’s industrial”” https://x.com/TheHumanoidHub/status/2029299054719783186
I just want to say that looking stupid immediately is part of my job description”” https://x.com/brexton/status/2028610353714635095?s=20
Feb 2025: ChatGPT held 90% of the US business market. Feb 2026: Claude share has surged to ~70%. Absolutely insane growth of Anthropic. Their bet on coding and agents clearly paid off.”” https://x.com/Yuchenj_UW/status/2028974344710606905
Anthropic’s Compute Advantage: Why Silicon Strategy is Becoming an AI Moat https://www.datagravity.dev/p/anthropics-compute-advantage-why
What a great illustration of the central problem of AI benchmarking for real work All of the effort is going into benchmarking for coding, but that is a small part of the actual jobs people do, which leaves the true trajectory of AI progress less clear. https://x.com/emollick/status/2028870529906622677
Democratizing AI: How Arm is putting advanced intelligence into the hands of billions of users – Arm Newsroom https://newsroom.arm.com/blog/democratizing-ai-on-mobile
Emil Michael’s “”Holy Cow”” moment with AI vendors – a16z https://www.a16z.news/p/emil-michaels-holy-cow-moment-with
Kli is doing awesome work at Colgate-Palmolive & his results provide a really good example of the benefits of having a dedicated “”AI Lab”” inside of large companies run by a company veteran who actually gets what these sorts of tools can do for their firm. https://x.com/emollick/status/2029242788546596910
MyFitnessPal has acquired Cal AI, the viral calorie app built by teens | TechCrunch https://techcrunch.com/2026/03/02/myfitnesspal-has-acquired-cal-ai-the-viral-calorie-app-built-by-teens/
So over the past week you are seeing exactly what you would expect if AI is, in fact, both gaining capabilities & proving to be very useful: – Rolling market disruption in response to growing awareness of AI capacity -Government versus lab struggles for control & still very early”” https://x.com/emollick/status/2027504950859772217
The State of Consumer AI. Part 1: Usage – by Apoorv Agrawal https://apoorv03.com/p/the-state-of-consumer-ai-part-1-usage
there is like a vibe shift in the major ai labs that is a bit worrisome with legends dropping out one by one”” https://x.com/yacinelearning/status/2028880802797199476
Today, we’re expanding access to billing for LLM tokens. Pick your models, set your markup, and route calls through @stripe’s LLM proxy (or supported partners). We sync popular model prices, configure advanced usage-based billing for your margin, and record usage automatically.”” https://x.com/miles_matthias/status/2028515021022548181
Webinar: Why culture is key to your AI strategy https://miro.com/events/webinar/whatever-happened-to-the-ai-revolution/?src=-newsletter_glb%2F2%2F0100019cb414281a-66dfa44a-cb95-402c-ab99-fb77e1c712c3-000000%2F3LhoeGIYYrNBAbBnTi4pxXdn3aoqzg8ck0OANKEnZ1s%3D447
Whether or not its true, we only have to look at Peter Steinberger, the guy who … | Hacker News https://news.ycombinator.com/item?id=47053033
€125M in funding. Non-dilutive for 10 teams. Only three survive to build €1 billion AI labs. I know… Some people will say it’s too little. Others will say it’s too late. But when Alessandro and Mirko Holzer reached out about supporting this initiative by the @SPRIND, it”” https://x.com/IlirAliu_/status/2029255982476378477
You can complain about Europe. Or you can apply for €125M to build the next frontier AI lab. They’ll come from 10 teams funded with €125M. Non-dilutive. 24 months. Zero equity taken. On March 19, 2026, Next Frontier AI comes to Paris. SPRIND is launching a €125M Challenge”” https://x.com/IlirAliu_/status/2027097090619220083
Exclusive | OpenAI’s Former Research Chief Aims to Automate Manufacturing With AI – WSJ https://www.wsj.com/tech/ai/openais-former-research-chief-aims-to-automate-manufacturing-with-ai-8871f265
Today, OpenAI is launching the Deployment Safety Hub — a new site that turns our system cards from static PDFs into something you can easily search, browse, and share. https://t.co/qXWFVbw7Sa System cards are the most detailed window we provide into the technical work behind”” https://x.com/dgrobinson/status/2027458289517068511
GPT-5.4 scores 83% on GDPval”” https://x.com/scaling01/status/2029618924375965992
🤖 Multiple Core Leaders Exit Alibaba’s Qwen Team Several key members of @Alibaba_Qwen AI team have stepped down, including technical lead @JustinLin610. Other core contributors — including @huybery and @kxli_2000 — have also departed, marking a notable leadership shake-up”” https://x.com/MetaEraHK/status/2029031825071587590
Okay Junyang is not Qwen, and Qwen is not Junyang. Behind every great model is a team grinding through data pipelines, training runs, and sleepless launches. But he was the voice, the bridge, the person who made the global AI dev community feel like Qwen was theirs too. That kind”” https://x.com/hxiao/status/2028932213228900701
Qwen delivered the best open-source models across sizes and modalities, for both academia and industry. And the response? Replace the excellent leader with a non-core people from Google Gemini, driven by DAU metrics. If you judge foundation model teams like consumer apps, don’t”” https://x.com/Xinyu2ML/status/2028867420501512580
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