PODCAST · technology
The Inference
by Jean-Louis Quéguiner
Your daily 5-minute brief on what actually matters in AI — markets, models, agents and infrastructure. By Jean-Louis Quéguiner, founder & CEO of Gladia.
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The Inference — June 8, 2026: Anthropic's $965B, Microsoft's 5B coder, 370K-star lobster
Your daily 5-minute AI brief: Anthropic tops OpenAI at ~$965B, Microsoft ships MAI-Code-1-Flash and MAI-Thinking-1 at Build, $92B of May VC, plus 5 repos, 5 prompts and 5 MCPs to wire in.
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Anthropic passes OpenAI; compute becomes an asset class
The money in AI changed shape: Anthropic's record raise and IPO filing, a $36B chip-financing deal, the public markets reopening for AI, Gemma 4, plus the startups, fundings and GitHub repos to watch — and a prompt to steal.
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ABOUT THIS SHOW
Your daily 5-minute brief on what actually matters in AI — markets, models, agents and infrastructure. By Jean-Louis Quéguiner, founder & CEO of Gladia.
HOSTED BY
Jean-Louis Quéguiner
CATEGORIES
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