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[AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop worst since 2004 IPO. AI Bear Market coming?

As an engineer-focused newsletter we only very rarely let financial stories through (our last example was Jan…

How a Contractor’s Claude Agent Got Into the Pentagon

[AINews] Building AIE CODE: The top Coding Agent Conference

It’s a quiet day, so as we have done once per conference, we’ll do a behind the scenes look at AI…

You don’t need to believe in a god to get a religious exemption from using AI at work

Pope Leo XIV has decried AI as a threat to human dignity, but it’s not just the devoutly faithful who might…

AWS will be a $1T business, Jassy says. But first, it will spend big.

Andy Jassy has made it known that he believes AWS can be a trillion-dollar revenue business. During…

As search traffic dries up, Reddit announces it’s shifting to a logged-in experience

Reddit has long attracted millions of users to its site through Google, with many even appending the word…

Rivian expands joint venture with VW to include AI assistant

The $5.8 billion joint venture between Rivian and Volkswagen Group is expanding to include AI assistants.…

Meta quietly launches an AI fashion app called Style Sketch

Meta has quietly launched Style Sketch, an AI fashion app that helps users put together outfit ideas using…

Mistral releases weights for its trillion-parameter AI model, targeting cybersecurity

French AI company Mistral has released the weights for its trillion-parameter open source AI model Mistral…

Ex-Palantir execs launch Dream with $17M from a16z to build AI world models for construction

Andy Elder and Arjun Mathur were Stanford roommates who both studied computer science before spending a…

Wabi, the AI agent that builds mini apps, now valued at $1.25B after latest round

The race to build the winning AI assistant is on, and investors are spreading out their bets. On Thursday,…

Deepgram acquires Pipecat-maker Daily to bolster its voice AI infrastructure

The voice AI sector is hot, and top players are trying to consolidate their position as more business models…

[AINews] Gemini 4 Carbon tops leaderboards, launches for cyber defenders

It’s a good thing we published our Opus 5.5 podcast calling it the world’s best model before today’s…

Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion

Microsoft has never disclosed Azure’s quarterly revenue in dollars. It has typically only shared a growth…

Google expands AI Search ads globally as core ad growth slows

Google is bringing ads in its AI-powered Search experiences to international markets, betting that generative…

Microsoft recorded $10 billion in revenue from OpenAI

Microsoft generated $10 billion in revenue from commercial arrangements with OpenAI, including…

Microsoft hits 10 quarters of record-breaking revenue in a row

Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant…

Anthropic just launched tools to show companies what their AI spending is buying

The financials Anthropic shared with investors this week suggest that its AI coding tool, Claude Code, is…

I Put a Bunch of AI Agents in Charge of a Fantasy Soccer Team. They’re Not Better Than Humans—Yet

A few weeks ago, I…

[AINews] Anthropic ends Coding Interviews: "Hunger beats tenure"

Several midsize headlines today; on top of some impressive Math verification, Google Genie and Artificial…

VCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) more

Many investors stand to win big when Anthropic goes public. Stakes held by firms including Menlo Ventures,…

Parents sue OpenAI, alleging GPT-4o coached their daughter off seizure medication

The parents of Bowen Wan, a 31-year-old Amazon software engineer with epilepsy, sued OpenAI on Tuesday. The…

The data center boom has an upside: innovation for the US grid

The AI boom has led to a gargantuan surge in energy demand across the country. Critics say this upswell in…

Bank of America kindly asks that you don’t share your banking password with your AI assistant

Financial giant Bank of America is reminding customers to bank safely by kindly not sharing your banking…