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Guests during Cerebras Systems IPO at Nasdaq MarketSite May 14.
Dealmaker

Investors Fall Back in Love With IPOs

By Valida Pau · May 19, 2026 5:30pm PDT
For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI has dominated most of my conversations with investors. But in a change from the past few months, it’s not Anthropic and OpenAI driving those discussions—but hardware and utility companies a few steps removed from what the AI model makers do.On Monday,... For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI...
How Microsoft, Meta, xAI Get AI Training Data From Their Employees
Applied AI

How Microsoft, Meta, xAI Get AI Training Data From Their Employees

By Aaron Holmes and Jyoti Mann · May 19, 2026 10:30am PDT
Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals like Anthropic and Cursor, but Microsoft thinks it has an advantage over those companies: roughly 100,000 software engineers who work for Microsoft. As we reported Monday, Microsoft leaders think they can develop coding models using the wealth of... Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals...
Art by Mike Sullivan
AI Agenda

Is the Gap Widening Between Anthropic and Open-Source Models?

By Stephanie Palazzolo · May 19, 2026 7:00am PDT · 1 comment
Some developers have told me that the rising costs of frontier AI models from Anthropic and other firms could prompt them to shift to cheaper open-source AI. After all, when companies as sophisticated as Uber are accidentally blowing through their entire year’s AI budget in a matter of months, it makes sense to cut back by using a less capable... Some developers have told me that the rising costs of frontier AI models from Anthropic and other...