Anthropic files for its IPO while Microsoft bets Build 2026 on AI agents. Ben Thompson maps Google’s capital machine, Noah Smith questions coding ROI, Meta’s support bot was tricked into Instagram hijackings, a year of weird AI projects, AI exposes banking’s legacy debt, Scott Alexander tours the Frankfurt School, and a stellar Rosetta Stone cracks the fast radio burst mystery.

NPR · Jun 1

Anthropic confidentially filed preliminary IPO paperwork with the SEC, potentially valuing the company above one trillion dollars.

Ben Thompson / Stratechery · Jun 2

Thompson argues Google’s high-margin advertising business is functioning as patient capital funding AI infrastructure via Google Cloud.

Darryl Linington / NotebookCheck · Jun 1

Preview of Microsoft’s developer conference covers expected AI agent launches, GitHub Copilot updates, and Windows local AI.

Simon Willison · Jun 1

Hackers exploited Meta’s AI support bot to take over Instagram accounts by requesting recovery without proper verification.

Noah Smith / Noahpinion · Jun 2

Analysis of massive AI coding agent spending and whether it is translating into meaningful new software products.

Sean Goedecke · Jun 1

Showcase of personal projects built with AI assistance over twelve months, demonstrating how LLMs lower the barrier to shipping.

PYMNTS · May 29

Visa’s Pismo unit says AI-driven payment demand is surfacing decade-old architectural debt in core banking systems.

Scott Alexander / Astral Codex Ten · May 29

Scott Alexander reviews Martin Jay’s history of the Frankfurt School, covering Adorno and Marcuse’s development of critical theory.

Simon Willison · Jun 1

Monthly round-up covering AI subscription costs, recent model releases, conference appearances, and Datasette Agent progress.