dashboard · karlwerk

e-ink

prague

--°C

feels like --°C

--:-- --:-- UV --

world

bajamar --:-- --°

osaka --:-- --°

los angeles --:-- --°

kampala --:-- --°

hacker news

live science

mixed

ben · #664

Funny numbers

OpenAI’s reported annualised monthly revenue was corrected from over $70bn to close to $50bn. Confusion arose from mixing net revenue after reseller payments with gross figures, which Anthropic uses. source

Agent incentives

Meta launched its Personal Agent Protocol to help agents interact with websites and one another, though announced partnerships do not guarantee adoption. Amazon and other retailers are blocking agents over fraud and liability concerns, control of customer relationships, and the threat to advertising revenue. source

Open outside China

Reflection in the US and Mistral in France released credible open models, broadening a field recently dominated by Chinese developers. The Financial Times reports that Nvidia is considering buying Reflection as it seeks to accelerate AI adoption and diversify its customer base.

IPO overhang

Agentic coding’s rapid adoption and AI infrastructure spending beyond hyperscalers’ cash flows have driven heavy fundraising. Several IPOs were withdrawn last quarter as investors grew uneasy and Anthropic’s expected listing threatened to crowd out other offerings.

The week in AI

Anthropic banned cruelty towards its models, raising questions about anthropomorphism, while OpenAI introduced EU-only text watermarking despite concerns about reliability and circumvention. Google launched Playground for AI-generated games and the on-device Mac assistant Google AI Edge Foresight, whose product positioning and Mac integration remain uncertain. source

SpaceX Mobile

SpaceX bought low-frequency US cellular spectrum, sending mobile operators’ shares down. The newsletter argues that a competitive terrestrial service would still require conventional network spending and pricing, and suggests the purchase could instead strengthen SpaceX’s bargaining position for an MVNO deal. source

Apple as shadow ads regulator

After briefly blocking a major advertising domain on iOS, Apple is reportedly considering wider restrictions on third-party targeting services. The newsletter questions its role as a shadow regulator making public-policy decisions without the due process or accountability of government. source

roger l. martin

animation obsessive staff

sunil pai

good bones · ajeya cotra