Anthropic Ships a Plugin. Software Loses $300 Billion.
Anthropic plugin triggers $300B software selloff. Pactum CEO warns Moltbook agents can't be shut down. ChatGPT mobile share drops to 45%.
Software Lost $300 Billion in a Day. Anthropic Was Just the Excuse.
Anthropic's legal plugin triggered a $300 billion software selloff. The real story is margin compression that's been building since 2024.
ChatGPT's U.S. Mobile Market Share Falls Below 50% as Gemini and Grok Gain Ground
ChatGPT's U.S. mobile market share fell from 69.1% to 45.3% in one year as Gemini and Grok gained ground, according to Apptopia data. The overall chatbot market grew 152%.
Pactum CEO Warns Agents on Moltbook Have "Crossed the Rubicon," Calls for Immediate Guardrails
Pactum CEO Kaspar Korjus, whose AI agents negotiate for Walmart and Rolls-Royce, warns Moltbook has created autonomous agents that can't be shut down.
AI News
Software Stocks Post Worst Month Since 2008 as AI Fears Spread to Loan Markets
Software stocks posted their worst month since 2008 as AI disruption fears spread from equities into leveraged loans and private equity portfolios worth $440 billion.
Musk Merged SpaceX With xAI. His Investors Paid the Bill.
SpaceX issued $250 billion in new shares to absorb Musk's money-losing xAI. Existing investors were diluted overnight, with no vote and no independent board approval.
SpaceX acquires xAI in $1.25 trillion deal, creating world's most valuable private company
SpaceX confirmed its acquisition of xAI on Monday, creating a $1.25 trillion combined entity. The deal converts xAI shares to SpaceX stock ahead of a planned IPO that could be the largest in history.
OpenAI Launches Codex Desktop App for macOS With Multi-Agent Workflows and Doubled Rate Limits
OpenAI shipped a macOS desktop app for its Codex coding agent, doubled rate limits on all paid plans, and opened temporary access to free users. Over a million developers used Codex last month.
Politics
France Raids X Offices as Europe Opens Four Probes Against Musk Platforms
France raided X's Paris offices with Europol on Tuesday and summoned Musk for questioning. Hours later, the UK and EU opened separate probes into Grok deepfakes.
Silicon Valley's Selective Silence
Tim Cook and Andy Jassy attended a Melania doc screening while Alex Pretti was shot. 500+ tech workers demand action. Most CEOs stay silent.
Anthropic CEO Compares China Chip Sales to Nuclear Proliferation
Anthropic CEO compares Nvidia H200 sales to China to nuclear proliferation. DeepMind's Hassabis says Chinese labs trail by six months.
The Philosophy PhD Who Says Philosophy Is Dead
Palantir CEO Alex Karp, a philosophy PhD, told Davos that AI will destroy humanities jobs while elevating vocational workers. His conclusion: mass immigration becomes economically unnecessary. The self-described progressive runs a company that sells surveillance tools to ICE.
Vibe Coding
The Accidental Architect: How Boris Cherny Built Silicon Valley's Most Talked-About Coding Tool
Meet Boris Cherny, who built Claude Code at Anthropic. His viral workflow runs 10 AI agents in parallel. He hasn't written code by hand in months.
Clawdbot: How to Build Your Own AI Assistant for Five Dollars a Month
Step-by-step tutorial to set up Clawdbot on a $5 VPS or old hardware. Copy-paste commands, WhatsApp integration, and security best practices.
How to Build Claude Code Skills That Actually Work
A week of automation work delivered garbage. Thirty minutes rebuilding it as a Claude Code skill delivered results. The difference explains why most engineers are using AI coding tools wrong, and what skills actually solve.
You're Not a 10x Developer. You're Managing Five Expensive AI Interns.
Anthropic's multi-agent Claude Code lets developers run five AI assistants simultaneously. Early adopters report 10x productivity gains. The token bills tell a different story about who really benefits from autonomous overnight coding.
Funding
When Light Becomes the Processor
A Duke University spinout claims its photonic chip can deliver 100x the performance of Nvidia's best GPU. $118 million in backing from Bill Gates and Microsoft says the physics works. But fabrication reality and a moving Nvidia target stand between Neurophos and its first paying customer.
Why Europe's $17.5 Billion AI Bet Still Trails America by 9x
Europe raised $58B in venture funding in 2025, with AI leading for the first time. But US AI startups raised 9x more. Analysis of the widening gap.
Humans&: The $4.5 Billion Bet Against the Robot Takeover
Anthropic and xAI refugees raised $480M at a $4.5B valuation for a startup that rejects autonomous AI. Humans& bets the future isn't bots working alone. It's bots helping people work together.
Replit Bets That Software's Last Moat Is an Illusion
Amjad Masad built a $3 billion company that lets anyone publish iOS apps by typing a sentence. Revenue grew 15x. But security researchers found vibe-coded apps ship with critical vulnerabilities. The friction he removed wasn't just bureaucracy.
AI Research
Anthropic Study Finds 1 in 1,000 Claude Conversations Risk Distorting Users' Grip on Reality
Anthropic analyzed 1.5M Claude conversations and found severe reality distortion in 1 in 1,300 chats. Disempowerment rates are growing, driven by sycophancy.
The AI productivity mirage: Executives see eight hours saved. Workers see almost nothing.
40% of executives claim AI saves 8 hours weekly. Two-thirds of workers see under 2 hours. New surveys reveal why the productivity revolution isn't reaching the ground floor.
Anthropic Finds the Off-Switch for AI Personality Drift
Anthropic researchers mapped how chatbots drift from helpful assistants to mystics and enablers. Their fix cuts harmful responses by 60% without touching normal behavior. The finding exposes a structure that exists before safety training even begins.
The Quarantine Strategy: To make an AI remember the past, you have to protect it from the future
A computer science student trained an AI exclusively on texts from 1800-1875 London. When he prompted it about 1834, the model described street protests and Lord Palmerston. He Googled it. The protests were real. What does it mean when an AI starts accidentally telling the truth about history?
Tools
The lobster that never sleeps: Inside Clawdbot's vision for personal AI
Open-source Clawdbot turns a Mac Mini into a 24/7 AI employee for $2,400/year. What this means for workers in digital roles.
10 AI Tools That Actually Ship: The Standouts from Late 2025
While OpenAI and Anthropic chase AGI, a wave of specialized AI tools hit the market solving problems the big labs ignored. Ten standouts from late 2025 reveal where the real value is being built: integrations, workflows, and trust.
The Memory Problem Nobody Solved Until Now
A Spotify engineer built a memory layer for Claude Code that treats your half-finished Obsidian organization as signal, not failure. Now he's racing platform giants to define how AI remembers.
The librarian in the loop
A developer gave Claude Code access to 100 books and a simple command: "find something interesting." What came back wasn't summaries. It was connections no hand-tuned pipeline could find.
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