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AI just got $535 billion more expensive to build, and harder to buy.

Jun 12, 2026

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6 min read

AI just got $535 billion more expensive to build, and harder to buy.

Anthropic charged a premium for refusal, OpenAI signed a $500B Ohio lease, and Apple shipped Siri AI on a Gemini foundation.

Haroon Choudery
Haroon Choudery
Anthropic built its best model. You can't buy it.

Jun 11, 2026

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4 min read

Anthropic built its best model. You can't buy it.

Anthropic released Mythos to the public as Fable 5, then engineered it to refuse the categories that make Mythos Mythos.

Haroon Choudery
Haroon Choudery
Anthropic just shipped Mythos on AWS Bedrock day one

Jun 10, 2026

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4 min read

Anthropic just shipped Mythos on AWS Bedrock day one

A frontier model bump arrives inside the AWS contract you already have. Plus OpenAI's S-1 and four more.

Haroon Choudery
Haroon Choudery
Apple just made your AI vendor question routable

Jun 9, 2026

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7 min read

Apple just made your AI vendor question routable

Apple put OpenAI, Anthropic, and Google behind Siri AI on Monday. Microsoft built the opposite stack at Build last week.

Haroon Choudery
Haroon Choudery
Tesla put a driverless taxi on Austin roads this week

Jun 5, 2026

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5 min read

Tesla put a driverless taxi on Austin roads this week

Tesla launched an unsupervised Robotaxi. Microsoft launched its own model on its own chip. Bain said the savings aren't landing.

Haroon Choudery
Haroon Choudery
The AI ROI gap is a forecasting problem

Jun 4, 2026

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4 min read

The AI ROI gap is a forecasting problem

Bain says the AI deployments worked, the cost savings didn't show up. Plus Alphabet's $80B raise, Coralogix's $200M, the Trump AI EO, and a Microsoft token-efficiency claim.

Haroon Choudery
Haroon Choudery
Microsoft just built the off-ramp from OpenAI

Jun 3, 2026

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4 min read

Microsoft just built the off-ramp from OpenAI

Microsoft shipped its first frontier reasoning model trained without OpenAI. Plus Anthropic's S-1, Dell's 88%, GitHub Copilot's desktop app.

Haroon Choudery
Haroon Choudery
Your $19 Copilot seat is now a $3,000 bill

Jun 2, 2026

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7 min read

Your $19 Copilot seat is now a $3,000 bill

GitHub Copilot and MiniMax both flipped to token billing on the same day. Every AI tool you use is sitting on this trigger.

Haroon Choudery
Haroon Choudery
Anthropic shipped Opus 4.8 the same week Salesforce hit $11B

May 29, 2026

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5 min read

Anthropic shipped Opus 4.8 the same week Salesforce hit $11B

Three real-money numbers landed in five days, and the first viral counter-narrative arrived alongside them. The week the AI category got measured

Haroon Choudery
Haroon Choudery
Cognition just hit $492M run-rate building Devin

May 28, 2026

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4 min read

Cognition just hit $492M run-rate building Devin

A coding-agent company posted a $492 million revenue run-rate alongside its $1 billion round, and the run-rate is the number that matters for procurement teams. Plus five other things that moved.

Haroon Choudery
Haroon Choudery
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