OpenAI Just Hired McKinsey and Bain to Fund Their Own Replacement. Here's Why.

The SpaceX IPO Roadshow Is Live. Here's What Investors Are Actually Buying.

SpaceX begins its investor roadshow today targeting a $1.75 trillion valuation and $75 billion raise — the largest US IPO in history. We break down the four very different businesses inside SpaceX's S-1, the retail investor event on June 11th that's unlike anything ever done at this scale, and why the xAI segment is the question every institutional investor will be asking. Plus: GitHub Copilot's billing switch is generating a developer revolt, and Build Day 2 confirmed Claude in Azure AI Foundry.

Microsoft Just Cut the OpenAI Cord. GitHub Copilot Gets Its Own AI Model by August.

he biggest surprise at Microsoft Build was Project Polaris — Microsoft's own in-house coding model replacing GPT-4 Turbo in GitHub Copilot by August. Microsoft now controls the model, the inference infrastructure, and the developer experience end to end. We break down what Polaris is, what it means for teams building on Copilot SDK, and cover the full Build recap: open-source Windows Agent Framework, Copilot Workspace GA with autopilot mode, and DirectML 2.0.

Microsoft Build Is Live Today. Here's What's at Stake — and Why Developers Are Watching Closely.

Microsoft Build 2026 opens this morning in San Francisco with one goal: move AI agents from announced to production-ready. We break down the confirmed session tracks, what the Agent Framework graduation means for enterprise developers, and why Microsoft needs to win back developer affection after losing the coding tool satisfaction race to Cursor and Claude Code. Plus: Nvidia confirmed inference revenues just overtook training for the first time — a structural shift in the AI chip market.

Anthropic Just Bought the Developer Tool OpenAI and Google Depended On — Then Shut It Down.

Anthropic acquired Stainless for $300M+ — the SDK generator that powered every official Claude API library, but also OpenAI's, Google's, and Cloudflare's. Then immediately wound down the hosted product for everyone else. We break down the competitive strategy, preview Microsoft Build tomorrow where agents go production-ready and Copilot goes multi-model, and close out the most consequential month in AI history.

Amazon Built a $20 Billion Chip Empire. Almost Nobody Is Talking About It.

Amazon's custom chip business just crossed $20 billion in annual revenue, growing triple digits year over year — with $225 billion in committed Trainium contracts from Anthropic, OpenAI, Meta, and Uber. Andy Jassy says if it sold chips externally like Nvidia, it would be worth $50 billion a year. We break down what this means for the AI infrastructure race, cover Anthropic's six-European-offices-in-twelve-months expansion, and preview Microsoft Build on Monday.