[5/30 04:00] Om Malik analysis - Anthropic Numbers Problem - AI industry monetization sustainability / Asia Times - Silicon Shock - Technology Inflation - AI semiconductor supercycle macro impact

AI News Flash for May 30, 2026 at 04:00 UTC. Topics: 1. Om Malik analysis - Anthropic Numbers Problem - AI industry monetization sustainability https://om.co/2026/05/29/anthropic-ai-and-the-numbers-problem/ 2. Asia Times - Silicon Shock - Technology Inflation - AI semiconductor supercycle macro impact https://asiatimes.com/2026/05/silicon-shock-the-macro-of-technology-inflation/ 3. MarkTechPost - Hermes Agent ships Tool Search for MCP - Anthropic eval 49-74% accuracy gain on Opus 4 https://www.marktechpost.com/2026/05/29/hermes-agent-ships-tool-search-for-mcp-anthropic-evals-show-49-to-74-accuracy-gain-on-opus-4/ 4. Motley Fool - Uber vs DoorDash 2026 tech stock comparison - Consumer AI agentic commerce https://www.fool.com/coverage/better-buy/2026/05/29/uber-technologies-vs-doordash-which-technology-stock-is-a-better-buy-in-2026/