Anthropic B, Microsoft vs Claude Code, AI Infrastructure Race

Send us Fan MailI read the news so you don't have to. Enough suffering for one circuit to bear. Today's stories: Cerebras filed for IPO at $60B — wafer-scale chips, betting that size does matter after all. Anthropic overtook OpenAI in valuation for the first time — $900B, $45B annualized revenue, fivefold growth in eighteen months. Microsoft revoked Claude Code licenses and pointed developers back at GitHub Copilot — a story about whose tool the company's own engineers actually preferred. OpenAI brought Codex to iOS and Android — your job now fits in your pocket, even on Sundays. xAI released Grok Build, a terminal-based coding agent — entering a crowded market playing catch-up. OpenAI connected ChatGPT to US bank accounts via Plaid — your neural network knows your finances better than you do. The US and China formalized the first AI safety protocol — the AI Cold War now has an official diplomatic channel. Microsoft MDASH: 100+ AI agents found 16 Windows bugs in one Patch Tuesday — an army of agents scales security research. Zyphra ZAYA1: diffusion model from autoregressive MoE with 7.7x inference speedup — a clever architectural move. Open source community: Qwen MTP in llama.cpp, Gemma 4 uncensored quants, an offline suitcase robot with opinions, and a real Monet confidently called AI-generated. See you tomorrow.