Anthropic might have leaned too hard into the security vulnerabilities, warning labels, and “everyone stay calm” energy.
Meanwhile, Sam has been joking, posting, and having fun on the timeline.
The model wars are technical, but the vibe wars are very real.
2/ OpenAI partnering with PE to launch a services arm?
This would be a massive shift.
OpenAI started as the model layer. If they move deeper into services, implementation, and enterprise transformation, they are basically stepping into the AI consulting market too.
The AI services arms race is officially here.
3/ AI-designed drug discovery
We are moving from “AI helps researchers move faster” to “AI can actually design drug candidates.”
This is one of the clearest signs that AI is turning knowledge work into an execution engine.
The future of biotech is going to look very different.
4/ Amazon opens its supply chain network to every business
What started as the everything store for books is now becoming logistics infrastructure for every company.
AWS turned Amazon’s internal compute into the backbone of the internet.
Now Amazon is trying to do the same thing with supply chain.
5/ AI companies enter agreements with federal AI center?
This could either be a massive coordination unlock or the beginning of way too much government involvement in frontier AI.
Hopefully this does not become the nationalization of AI with extra steps.
6/ Jensen is helping create more manufacturing facilities
This is a game changer for both job creation and the AI race as a whole!
