Huuush · Knowledge
AI business strategy, investment, acquisitions, and market trends.
38 articles
Business
Morgan Stanley laid out a $600 bull case for SpaceX, citing its acquisition of Cursor, while keeping its base-case target at $300. It's a scenario, not a certain future.
Aug 12, 2026
Business
Multiple outlets report that Anthropic, preparing for a Nasdaq listing, told pre-IPO investors it will invest more in biotech and healthcare. It is not an official announcement.
Aug 12, 2026
Business
Brad Lightcap, OpenAI's longest-serving executive, is leaving after eight years. He had already given up the COO title, and his exit is part of a string of senior departures.
Aug 11, 2026
Business
WSJ reported Anthropic plans to list in September or early October. At about $965B it could be the largest IPO ever, but pricing, timing, and revenue estimates aren't settled.
Aug 11, 2026
Business
Zuckerberg's 6,500-word essay lays out a personal AI agent vision and a fully private mode pledge. How Meta's strategy differs from Apple, Google, and OpenAI.
Aug 11, 2026
Business
Ryo Lu, head of design at AI coding tool Cursor, is leaving after ten years in Silicon Valley and heading to Asia. The context of talent moves in the coding agent industry.
Aug 11, 2026
Business
Cloudflare's CFO said humans will be a "rounding error." The real point isn't fewer humans. It's an explosion of non-human traffic from AI agents.
Aug 10, 2026
Business
The Philippine IT-BPO industry was supposed to vanish after ChatGPT. Instead jobs rose 20% and revenue 30%. The data behind the AI replacement story and the real gap.
Aug 10, 2026
Business
As Anthropic heads toward a Nasdaq listing, Amodei's AI job-loss warnings and the "doom marketing" debate are spreading. Here's what's confirmed and what rests on one unverified X post.
Aug 9, 2026
Business
The claim that about 70% of Microsoft's AI revenue comes from OpenAI, read by separating filings from analysis. Customer concentration, Azure, and the revenue-sharing structure explained.
Aug 8, 2026
Business
Separating fact from opinion in SemiAnalysis's critique of DeepMind. What the reinforcement learning and compute allocation debate says about the race between AI labs.
Aug 8, 2026
Business
Nobel laureate Demis Hassabis has stepped back from DeepMind's daily operations. The FT reports Google is moving control of AI from London to Silicon Valley, with Koray Kavukcuoglu leading Gemini from Mountain View. The London lab is unsettled and talent is leaving.
Aug 7, 2026