Lately, though, there have been a few shifts in the industry. One is vibey: A slightly underwhelming GPT-5 release, accompanied by a change in rhetoric from some AI leaders, has shifted the conversation away from acceleration and superintelligence and back toward nervous talk about bubbles.
The other has shown up in deals: After Google beat out OpenAI to acquire (or acqui-hire) AI software development start-up Windsurf, both OpenAI and xAI are reportedly stalking AI coding-assistant start-up Cursor, which rebuffed OpenAI earlier this year but may now be exploring deals to license data; meanwhile, Nvidia, which has made enormous amounts of money selling hardware to AI firms, just acquired an AI coding start-up of its own.
Both of these deals were signals that the industry is refocusing its attention on AI coding — a curious early use case for LLMs that has become one of the first clear and monetizable product categories for the technology.
And some eyebrow-raising numbers from Anthropic this week prove that investors are onboard, too.
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