Anthropic’s S-1 Shows Half of Claude’s Revenue Now Runs Through Amazon, Google and Microsoft
Anthropic filed its public S-1 on October 26. For Claude buyers, three disclosures matter: 48% of revenue billed through cloud marketplaces, $265.6 billion in compute commitments, and a hint of...
The Clause That Cost Anthropic Replit Wasn’t the Discount Rate
OpenAI's reported discounts are winning coding workloads from Anthropic. The terms deciding those deals are the overage cliff and share-of-wallet clauses, not the headline rate.
Meta’s AI Liability Terms Start November 20: Six Checks Before Your Ads Run Under Them
Meta delayed its new commercial terms to November 20, but the AI Features clause still makes businesses solely responsible for its AI's mistakes. Six checks to run before then.
What Does Removing the Hacking Data From Kimi K3.1 Pro Actually Buy?
Moonshot scrubbed cyber data from Kimi K3.1 Pro and cut its exploit score from 90.5% to 81%. Its own chart puts DeepSeek V4.1 Flash, the cheap model behind a 1,200-site hacking campaign, above it.
Claude Duet vs OpenAI Dots vs Meta Muse: What Each Always-On Agent Does Without Asking
Anthropic's Claude Duet joins OpenAI dots and Meta Muse as the third always-on personal agent in seven weeks. Same architecture, three different answers on background behavior, who pays for it, and...
OpenAI on Google Cloud Is a Billing Feature Before It Is a Model Feature
GPT-6 Astra, Sol and Luna reached Google Cloud's model garden on October 21 in private preview. The model was already on AWS and Azure; what changed is the invoice. Here is what buyers get today and...
