AI labs say models now replace expert judgment. The same labs are paying billions to buy that judgment written down. Both things are true at once.
The addressable market Anthropic is pitching investors is not measured in software licenses. It is measured in the human labor its models could replace.
OpenAI published first results for its Broadcom-built inference chip: more throughput and lower latency at once, with 40 to 60% less power. Vendor numbers.
Gemini Enterprise for Legal shipped August 25 with Cleary, Freshfields and Weil. Harvey appears inside it as an MCP integration rather than a rival.
Porsche sold MHP to TCS for 320 million euros and signed a five-year partnership worth 1.25 billion. The accounting works. The learning walks out.
OpenAI is ending Cursor's model access on November 12 because SpaceX bought it. Cursor survives because OpenAI was only 5% of its traffic. What is your number?
The Information reports Nvidia in talks to back Perplexity above $30B. In January it committed its entire annual revenue to three years of Azure compute.
The Information reported Nvidia agreed to buy Hugging Face for $12.9B. Open describes the license. It says nothing about who owns the server.
Stripe withheld the price. The FT reported around $8B for a company valued at $1.3B months earlier. Nobody pays that multiple for routing.
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