Ethan B. Holland

Cool paper from PwC. “”Earlier is always better”” is the default intuition for agent clarification. New paper claims that’s mostly wrong. Goal clarification loses nearly all of its value after just 10% of execution. The team built a forced-injection framework that drops
https://x.com/dair_ai/status/2053866106151182419

Alexa for Shopping: Amazon’s AI assistant for personalized shopping
https://www.aboutamazon.com/news/retail/alexa-for-shopping-ai-assistant

Introducing Claude for Small Business \ Anthropic
https://www.anthropic.com/news/claude-for-small-business

NEW: Nvidia became the first company to hit a $5.5T market cap today. CEO Jensen Huang, when asked by Lex Fridman in March if he sees $NVDA getting to $10T: “”I think that NVIDIA’s growth is extremely likely, and in my mind, inevitable.””
https://x.com/TheRundownAI/status/2054576718283722854?s=20

According to the new data from Ramp, Anthropic has passed OpenAI in business adoption for the first time. ‘Adoption of Anthropic rose 3.8% in April to 34.4% of businesses. OpenAl adoption fell 2.9% to 32.3%. Overall Al adoption rose 0.2 percentage points to 50.6%.’
https://x.com/AndrewCurran_/status/2054582686698848294

Anthropic and OpenAI earn more revenue per employee than the top public tech companies, both now and at their IPOs. Anthropic: ~$9M OpenAI: ~$5.6M Top public co. (Nvidia): ~$5.1M
https://x.com/EpochAIResearch/status/2052847400650518804

Anthropic beats OpenAI on business adoption
https://ramp.com/leading-indicators/ai-index-may-2026

Big shift in enterprise AI spending: Anthropic surpassed OpenAI for the first time in April, per @tryramp’s AI Index. Share of U.S. businesses with paid AI subscriptions: Anthropic: 34.4% (+3.8%) OpenAI: 32.3% (-2.9%) Over the last year, Anthropic quadrupled business adoption
https://x.com/TheRundownAI/status/2054588969044627906

OpenAI for Excel is quite useful (as is Claude for Excel), so it is surprising, that, unlike Claude, there is no OpenAI for PowerPoint, especially because it is where OpenAI has a big advantage: Imagegen-2 can make very good slides/images directly, where Claude has no image maker
https://x.com/emollick/status/2052442621377740905

Ilya Sutskever Says His OpenAI Stake Worth About $7 Billion – Bloomberg
https://www.bloomberg.com/news/articles/2026-05-11/sutskever-says-his-openai-stake-worth-about-7-billion

Introducing the OpenAI Deployment Company, which will help businesses maximally succeed with their deployments of AI. Starting with 150 Forward Deployed Engineers and Deployment Specialists, and $4 billion of initial investment from 19 partners.
https://x.com/gdb/status/2053884619695730745

OpenAI is no longer just selling models. With its new Deployment Company, OpenAI is moving deeper into the enterprise stack: not only giving companies access to AI models, but helping them actually deploy AI inside real business workflows. (A push presumably intended to make
https://x.com/kimmonismus/status/2053844403488194827

OpenAI launches the OpenAI Deployment Company to help businesses build around intelligence | OpenAI
https://openai.com/index/openai-launches-the-deployment-company/

OpenAI launches the OpenAI Deployment Company to help businesses build around intelligence | OpenAI
https://openai.com/index/openai-launches-the-deployment-company/

Today we’re launching the OpenAI Deployment Company to help businesses build and deploy AI. It’s majority-owned and controlled by OpenAI. It brings together 19 leading investment firms, consultancies, and system integrators to help organizations deploy frontier AI to production
https://x.com/OpenAI/status/2053824997777457651

Does a lexical retriever suffice for agentic search when agents can keep refining their queries? As LLMs become more capable in agentic loops, agents can continuously refine their actions based on environmental feedback. We couldn’t help but ask the question above.
https://x.com/xuzihuan4/status/2054220800073642161

Give our early preview of Computer Use (with ANY model) a try today! Built into the latest Hermes Agent and powered by @trycua – opens the door to any model, not just the frontier models in special modes – to control your actual computer. Best part, it doesnt take over your PC
https://x.com/Teknium/status/2053961675985113404

Anthropic Inks $1.8 Billion Computing Deal With Akamai (AKAM) – Bloomberg
https://www.bloomberg.com/news/articles/2026-05-08/anthropic-inks-1-8-billion-computing-deal-with-akamai

AI products scale like software, but their costs scale like infrastructure Just $0.02 per inference with 10 million daily requests burns $70M/year on inference alone While per-token costs are falling, reasoning models has become much more expensive So how to cut model spend in
https://x.com/TheTuringPost/status/2053504603833139239

Excited to co-found Recursive (@recursive_si) with an exceptional team in London and SF to create AI that experiments on how to safely improve itself, turning compute into knowledge that accumulates in an open-ended process of endless, automated scientific discoveries.
https://x.com/_rockt/status/2054491251345391852

Framer Enterprise: Built for teams who think big and move fast
https://www.framer.com/enterprise/?dub_id=i5jitzUmqWtHUnrR

I’ve joined Recursive to build self-improving AI. AI that safely improves itself through an open-ended journey toward superintelligence.
https://x.com/jennyzhangzt/status/2054603211798147436

Igor Babuschkin Seeks Up To $1 Billion For River AI | Let’s Data Science
https://letsdatascience.com/news/igor-babuschkin-seeks-up-to-1-billion-for-river-ai-8c36ce09

Isomorphic Labs announces Series B investment round – Isomorphic Labs
https://www.isomorphiclabs.com/articles/isomorphic-labs-announces-series-b-investment-round

SoftBank Launches Japan Battery Venture Amid AI Hardware Push – WSJ
https://www.wsj.com/tech/softbank-launches-japan-battery-venture-amid-ai-hardware-push-34dba5e8

SoftBank’s Son considers up to $100 billion investment in France, Bloomberg News reports | Reuters
https://www.reuters.com/business/media-telecom/softbanks-son-weighs-up-100-billion-investment-france-bloomberg-news-reports-2026-05-11/

Some updates: I’ve joined Recursive as a member of the founding team. My core curiosity about the world centers on how complex patterns and knowledge emerge from the two open-ended processes we know: natural and cultural evolution. I’ve been lucky to explore this during my PhD
https://x.com/shengranhu/status/2054630820305088739

The economics of superstar AI researchers – by Anson Ho
https://epochai.substack.com/p/the-economics-of-superstar-ai-researchers

We’re looking for a new Designer to join our team! The Designer will help design dashboards and data visualizations that make our research more accessible and engaging.
https://x.com/EpochAIResearch/status/2052463995886719474

Granola — The AI Notepad for back-to-back meetings
https://www.granola.ai/?via=adops-tldr-tech&dub_id=zrB2iDoskHcSooiw

Scott Wu is the co-founder of Cognition AI, one of the fastest-growing companies in history. He’s also the greatest competitive programmer the US has ever produced. You may have seen him doing impossible card tricks and mental math. You’ve never seen him asked about weed,
https://x.com/colossusmag/status/2053801052571312414

AI chipmaker Cerebras soars 90% in year’s biggest IPO so far
https://www.nbcnews.com/business/business-news/ai-chipmaker-cerebras-soars-90-years-biggest-ipo-far-rcna345128

PSA, we are hiring for our DevX team to kick start our India presence 🇮🇳! If you want to help builders get the most out of Gemini in India, please ping me via DM or email. India is our largest market from an AI Studio user pov, very excited to visit later this year as well!!
https://x.com/OfficialLoganK/status/2052199234607182077

It is remarkable how quickly this market shook out. Anthropic & OpenAI are in business take-off, at least: they have the model development, enterprise deals, compute deals, government & press attention and consumer recognition. Only potential competition is Google (& maybe Meta)
https://x.com/emollick/status/2052416783538135421

Had an interesting exchange with roon of OpenAI last night over whether super intelligent AI would actually be able to navigate organizational challenges.
https://x.com/emollick/status/2054235906924556801

We’ve also agreed to acquire Tomoro, which will bring 150 experienced Forward Deployed Engineers and Deployment Specialists to the OpenAI Deployment Company from day one.
https://x.com/OpenAI/status/2053824999736410415

Enterprises are going to actually want a coherent roadmap for the development of tools like Codex and Cowork, so they can plan and train and scale their use. This conflicts with the Labs’ vision where these tools rapidly scale exponentially in ability as models approach AGI.
https://x.com/emollick/status/2053816828917359082

China’s Kuaishou Plans to Spin Off Kling AI Video Unit at $20 Billion Valuation — The Information
https://www.theinformation.com/articles/chinas-kuaishou-plans-spin-kling-ai-video-unit-20-billion-valuation