As Microsoft seeks to be AI’s center of gravity, CEO Satya Nadella makes the case in San Francisco

Microsoft Chief Executive Satya Nadella proclaimed a “new paradigm” on Tuesday in a keynote at the…

AI may already be adding billions to the economy—without showing up in the data

Hello and welcome to Eye on AI. In this edition…The AI economy has a measurement gap…Anthropic…

If S&P Dow Jones rewrites its listing rules SpaceX and Anthropic will benefit—investors won’t

To get into the S&P 500, a company is supposed to make some money. The sum…

Anthropic confidentially files its S-1 first—but the IPO race with OpenAI is just beginning

Anthropic’s S-1 filing on Monday was confidential, but there’s much we already know about the $965…

Harvard Law: Anthropic is about to sell a safety mission that Wall Street can veto

Of the three companies that have ever installed investor-overriding mission guardians in a for-profit structure, one…

Anthropic drops new Claude model as OpenAI IPO race heats up

Money usually reveals what people believe about the future long before any product does. For most…

Anthropic leapfrogs OpenAI with a record $965 billion valuation, says Mythos is coming soon

Anthropic is having a busy week. On Thursday, the San Francisco-based AI lab announced it had…

What’s rarer than a unicorn? Anthropic is almost the first $1 trillion private company in history

Two weeks ago, defense startup Anduril raised a Series H round—$5 billion at a $61 billion…

Tokenmaxxing is over. It was a flawed way to measure a company’s ROI from AI.

Hello and welcome to Eye on AI. It’s Jeremy here, filling in for Sharon who is…

Researchers let AI run a simulated society. Claude was the safest—Grok went extinct within days

Imagine a world run by AI agents. What does it look like? What are the values…

Sam Altman and Dario Amodei are both walking back AI jobs apocalypse predictions as they eye IPOs

Two of the most influential CEOs in tech spent the last year warning that AI would…

Critics say Pope Leo’s ‘AI encyclical’ fails to grapple with AI’s real challenges

Hello and welcome to Eye on AI. In this edition…The Pope takes on AI…Microsoft becomes the…

Pope Leo called AI an ‘instrument of domination, exclusion and death.’ Anthropic was in the room

Pope Leo XIV called Monday for robust regulation of artificial intelligence and for its developers to work…

AI is getting worse as Google and Anthropic nerf AI models and limit usage

The rise of artificial intelligence technology a la OpenAI, Anthropic, and Google has come by many…

The big questions OpenAI’s trillion-dollar IPO filing may finally answer

OpenAI’s hotly anticipated IPO may be coming sooner than expected. Hot on the heels of co-founder…

Tech billionaires convinced Trump to back off AI executive order

The tech bros struck back. That’s the best way to describe what happened yesterday when President…

Microsoft reports expose AI’s cost problem: The tech is more expensive than paying human employees

Firms today are pushing employees to use as much AI as possible to squeeze out the…

Fortune Brainstorm Tech 2026 will be brilliant

I’m so excited for our fast-approaching 25th anniversary Fortune Brainstorm Tech, June 8 to 10 in Aspen.  This…

‘A pressure cooker ready to explode’: The wild secondaries scramble for Anthropic shares

The idiom “feeding frenzy” gained prominence in the mid-century, first primarily to describe the behavior of…

Anthropic lands in London as AI-powered coding—and the anxieties around it—go mainstream

Welcome to Eye on AI. Beatrice Nolan here, filling in for AI reporter Sharon Goldman. In…

Microsoft lost its way in the AI race. Can Copilot get it back on course?

Redmond, Washington, mid-January 2026. The weather, cold and gray. It’s the kind of morning the snooze…

Pope Leo launches an AI commission ahead of papal letter release with Anthropic cofounder

It’s all-knowing, omnipresent, and somewhere between one to two billion people in the world subscribe to…