Labs
While OpenAI, Google, and Anthropic pour hundreds of billions into frontier models, the iPhone maker collects rent — and buys itself time
Microsoft's AI assistant commands barely 1% of the chatbot market; Satya Nadella's response is a new org chart
A $1 trillion revenue target sounds extraordinary until you do the math
OpenAI's Codex has surged from 5% to 40% of Claude Code's usage in four months — but closing a gap and winning a race demand very different muscles
Musk, Perplexity and the open-source crowd agree on the destination — but their maps look nothing alike
Musk has lost nine of eleven xAI co-founders — and is rebuilding his AI start-up with rocket engineers
Microsoft licensed the very technology that wiped $220 billion off its market cap — and the alliance's tensions are only beginning
