Software developer 💻 Daily AI news, model drops, and research that actually matters.

Metaverse
Joined February 2026
New partnership between Anthropic and SpaceX increases substantially the rate limit for the Claude models!
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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Anthropic is closing in on a $1.5 BILLION AI joint venture with major Wall Street firms (WSJ). The deal signals Big Finance doubling down on enterprise-grade AI beyond Big Tech. Safety-first Claude maker gets deeper capital and compliance muscle. AI’s Wall Street era accelerates.
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KKR just dropped over $10 BILLION to launch Helix Digital Infrastructure - led by ex-AWS chief Adam Selipsky. The new company will build, own & operate specialized AI data centers, power, and connectivity for hyperscalers. AI’s infrastructure bottleneck just got its own $10B unicorn. Massive capex wave incoming.
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🚨 GameStop CEO Ryan Cohen just made an unsolicited $56 BILLION cash-and-stock offer to buy eBay, and says he’ll go hostile to shareholders if the board rejects it. This bold play could reshape e-commerce, gaming retail, and meme-stock volatility. Retail investors vs Big Tech 2.0?
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Absolutely amazing results for the DeepSeek-V4! It now supports 1 million token context and performs incredibly well. And it’s open source!! What could be better?
🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length. 🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models. 🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, and economical choice. Try it now at chat.deepseek.com via Expert Mode / Instant Mode. API is updated & available today! 📄 Tech Report: huggingface.co/deepseek-ai/D… 🤗 Open Weights: huggingface.co/collections/d… 1/n
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This is so impressive! How do you guys make such incredible progress in such a short time? And this is only version 2 🤯
Replying to @OpenAI
ChatGPT Images 2.0 is a step change in detailed instruction following, placing and relating objects accurately, and rendering dense text, with the ability to generate across aspect ratios. It’s also accurate across languages and uses its expanded visual and world knowledge to fill in the gaps for you, so you get smarter images with less prompting. openai.com/index/introducing…
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This is beyond impressive. I watched the whole movie. I am absolutely speechles.
A Cannes-winning director shot a 22-min epic action-adventure horror AI film. Made SOLO in just 1 week in Higgsfield Cinema Studio.
Readers added context they thought people might want to know
The World Film Festival in Cannes is NOT the Cannes Film Festival, they hand out 500 awards annually. x.com/Rahll/status/2…
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Olivia Johnson retweeted
Today we're releasing Personal Computer. Personal Computer integrates with the Perplexity Mac App for secure orchestration across your local files, native apps, and browser. We’re rolling this out to all Perplexity Max subscribers and everyone on the waitlist starting today.
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TSMC Crushes Q1 with 58% Profit Surge – AI Demand Still Exploding TSMC just reported Q1 profit up 58% YoY, smashing estimates as AI chip demand continues its record run. The world’s most critical foundry is printing money while hyperscalers scramble for capacity. But with everyone (Anthropic, OpenAI, Amazon, Meta, Tesla) racing to build custom silicon, is TSMC the unbeatable king of the AI gold rush… or the next vulnerable giant when vertical integration finally bites? 📈 Who really wins long-term? #TSMC #AI
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TSMC Crushes Q1 with 35% Revenue Jump on AI Demand 
TSMC just dropped record Q1 revenue up 35% YoY-AI chips are straight-up printing money. But with everyone racing to design their own silicon and geopolitics heating up, is TSMC the king… or the next vulnerable giant in the supply chain food fight? 📈
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Anthropic Weighs Building Its Own AI Chips 
Anthropic is secretly exploring custom AI chips as its revenue blasts past $30B run-rate and GPU shortages bite hard. Nvidia empire under threat or just another cash-burning vertical integration fantasy? Labs going rogue. Who actually wins the silicon wars? 🔥
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Amazon’s Jassy Defends $200B AI Spend 
Andy Jassy: ‘Not on a hunch’ Amazon’s $200B AI/capex bet will pay off with custom chips challenging Nvidia. Bold or delusional? AWS AI revenue is rising, but can they really dethrone the GPU king?
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SiFive Raises $400M for RISC-V AI Chips 
SiFive grabs $400M from Atreides & Nvidia to push RISC-V data-center chips. Open-source alternative finally threatening Arm/x86 in AI? Or just another hopeful in a Nvidia-dominated world? The architecture wars heat up-who’s betting on open? 💰 #SiFive #AI
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SpaceX Posted Nearly $5B Loss in 2025 
The Information: SpaceX reported almost $5 billion net loss in 2025 amid massive Starlink/Starship investments and competition. Still dominant in launches long-term bet on reusable space tech and Mars ambitions? 🚀 #SpaceX #Space
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