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Analysis May 20, 2026

Karpathy Joins Anthropic: Only Two of OpenAI's 11 Founders Remain

Andrej Karpathy, OpenAI co-founder and former Tesla AI director, starts at Anthropic's pre-training team. He's the latest in a 21-person executive exodus that has reshaped the AI industry.

Analysis Feb 27, 2026

VCs Abandon Loyalty, Bet on Both OpenAI and Anthropic Simultaneously

At least a dozen OpenAI investors now back Anthropic too. The traditional VC taboo against funding rivals is collapsing.

News Feb 18, 2026

Moonshot AI Seeks $10 Billion Valuation Just Weeks After $4.3B Round

Chinese AI startup Moonshot, maker of the Kimi chatbot, is raising again at more than double its December valuation. Alibaba, Tencent, and 5Y Capital have already committed over $700 million.

Analysis Feb 15, 2026

OpenAI Just Deployed Its First AI Model on Non-NVIDIA Chips

GPT-5.3-Codex-Spark runs on Cerebras' wafer-scale chips at 1,000+ tokens per second. It's OpenAI's first production break from NVIDIA - and it won't be the last.

Privacy Feb 11, 2026

EU Threatens to Force Meta to Open WhatsApp to Rival AI Assistants

European regulators charged Meta with antitrust violations for blocking competing AI chatbots from WhatsApp's 3 billion users - while Meta AI gets exclusive access to the platform.

Analysis Feb 10, 2026

Five Chinese AI Labs Are Launching Major Models Before Lunar New Year

GLM-5, Kimi K2.5, Qwen 3.5, Doubao 2.0, and MiniMax M2.2 arrive in the most concentrated wave of Chinese AI releases ever. Some are open-source. Here's what matters.

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