Theo Cervera
Writer

Theo Cervera

Platforms & Policy Reporter

Theo reports on the companies that own the pipes — Apple, Google, Meta, Microsoft — and the regulators trying, with mixed results, to keep up. He has read every recent EU technical standard so you do not have to.

Beats: platforms, daily-news

Platforms

Anthropic's Claude Cowork goes mobile, and it turns out barely anyone was using it to code

The company opened its agentic assistant up to web and phone on Tuesday and quietly published the receipts: over 90% of what people do with Cowork has nothing to do with software.

Jul 9, 2026
Platforms

OpenAI's GPT-5.6 gets its 'green light' — even if the White House won't call it that

Sol, Terra, and Luna go wide Thursday after a two-week Commerce Department review. Meanwhile, Chinese models are quietly eating up to 46% of U.S. enterprise tokens.

Jul 8, 2026
Platforms

Tesla's Robotaxi Rolls Into Miami — And Ditches the Human Minder

The Model Y fleet is Tesla's first driverless deployment outside Texas, and the first anywhere without a safety monitor in the passenger seat. Waymo and Zoox got there first.

Jul 7, 2026
Platforms

Anthropic wants to be the AI brain of every small business in America

'Claude for Small Business' shoves Anthropic's chatbot inside QuickBooks, PayPal, and HubSpot with 15 prebuilt workflows, a toggle install, and a 10-city roadshow aimed squarely at the 36 million SMBs still stuck at the chat window.

Jul 6, 2026
Platforms

OpenAI's pitch to Washington: take 5% of us, take 5% of everyone

Sam Altman is floating a $42.6 billion equity handout to the Trump administration — and, ideally, an all-labs Alaska-style fund — days after the government made him delay GPT-5.6.

Jul 5, 2026
Platforms

Workato's new open-source Labs toolkit is a love letter to enterprise devs — and a spotlight on what SMBs don't get

Workato Labs ships a CLI, a linter, and a recipe visualizer that plug straight into Claude Code and Cursor. It's slick — and it's aimed at exactly the kind of team most small businesses don't have.

Jul 3, 2026
Platforms

Sony is killing the game disc, and the PS6 just showed its hand

PlayStation will stop pressing discs for all new games in January 2028 — the biggest console maker on the planet becomes the first to walk away from optical media, and analysts think the base PS6 walks away with it.

Jul 2, 2026
Platforms

Claude Fable 5 Is Back Online, With a New Safety Classifier and a Government Handshake

Commerce lifted its 19-day emergency export controls on Anthropic's flagship model June 30. What returns July 1 is a Fable 5 shaped as much by Howard Lutnick as by Dario Amodei.

Jul 2, 2026
Platforms

AWS drops $1 billion on embedding AI engineers inside its customers

Amazon's cloud unit is the first hyperscaler to formalize the forward-deployed engineer model — 45-day sprints, pods of five or six, and a balance-sheet check instead of a joint venture.

Jul 1, 2026
Platforms

Meituan's LongCat-2.0 is China's loudest answer yet to U.S. chip controls

The food-delivery giant open-sourced a 1.6-trillion-parameter model it says was trained end-to-end on a 50,000-chip domestic cluster — a pointed flex aimed straight at Washington.

Jun 30, 2026
Platforms

Google ran out of compute, so it put Meta on a Gemini diet

The FT says Alphabet capped Meta's Gemini access back in March because it couldn't keep up. Then Google went and rented 110,000 GPUs from a rocket company.

Jun 29, 2026
Platforms

'RAM-ageddon' Comes for the Customer: Apple and Microsoft Hike Prices With Nothing New in the Box

Apple raised Mac and iPad prices by up to $300 on June 25 with no spec changes. Microsoft hit Xbox the same day. The AI data-center buildout has turned memory into a macroeconomic variable, and iPhones are next.

Jun 29, 2026
Platforms

Google DeepMind's brain drain hits five, and Wall Street finally notices

Shazeer to OpenAI. Jumper to Anthropic. Two more Gemini researchers out the door. Alphabet just had its worst day on the market in over a year — and the IPO clocks at OpenAI and Anthropic are ticking.

Jun 28, 2026
Platforms

OpenAI and Broadcom unveil 'Jalapeño,' a chip designed to wean ChatGPT off Nvidia

Co-developed in nine months with help from OpenAI's own models, the inference accelerator promises roughly 50% cost savings — and gigawatt-scale deployment with Microsoft before year's end.

Jun 28, 2026
Platforms

The chatbot is dead. Long live the agent — and look who's actually using them.

OpenAI's new internal data shows non-developer organizational use of its agents is up 189x since August. The delegation era has arrived, and small businesses are next in line.

Jun 27, 2026
Platforms

OpenAI ships GPT-5.6 — and lets the White House decide who gets in first

Sol, Terra, and Luna debut behind a government-approved guest list of about 20 partners. OpenAI did it, then said it shouldn't be the new normal.

Jun 27, 2026
Platforms

Apple raises Mac and iPad prices across the board, blames 'RAMageddon'

The company hiked prices on every Mac, iPad, HomePod, Apple TV and Vision Pro on Thursday — and watched $265 billion in market cap evaporate by the closing bell.

Jun 26, 2026
Platforms

Zoox's New Toaster Is Ready. The Fares Are Not.

Amazon's robotaxi unit revealed a production-intent redesign and a 100-a-week ramp plan. It still can't legally charge a single rider until NHTSA signs off.

Jun 25, 2026
Platforms

The 680x AI spending gap, and the businesses pretending it isn't there

Ramp's June AI Index says the most AI-pilled firms spend $7,450 per employee per month. The median firm spends $11.38. The middle is starting to feel the draft.

Jun 24, 2026
Platforms

Google's brain drain: two AI giants bolt for rivals, and Alphabet has its worst day in a year

Transformer co-author Noam Shazeer is off to OpenAI. Nobel laureate John Jumper is going to Anthropic. Wall Street is asking the obvious question.

Jun 23, 2026
Platforms

SpaceX's $6.3 billion Reflection deal turns Colossus 2 into the AI industry's hottest sublet

Open-source upstart Reflection AI will wire $150 million a month to Elon Musk's rocket company for Nvidia GB300s in Memphis. The rocket company is now a compute landlord, and the tenants are everyone.

Jun 23, 2026
Platforms

Google loses the transformer's co-inventor and a Nobel laureate in one week, and the market notices

Noam Shazeer left for OpenAI. Days later, John Jumper announced he's joining Anthropic. Alphabet had its worst session in a year.

Jun 22, 2026
Platforms

OpenAI's $150M Bet Says the Quiet Part Out Loud: the Model Isn't the Problem Anymore

A new partner network, a 300,000-consultant target, and a Ramp dataset showing a 680x spending gap. The hard part of AI in 2026 is getting it through the front door.

Jun 21, 2026
Platforms

The U.S. just banned its own most powerful AI from the world

A Commerce Department export-control letter forced Anthropic to yank Fable 5 and Mythos 5 offline for everyone — citizens included — after an SK Telecom access scare and an Amazon-spotted jailbreak. Nine days in, the models are still dark.

Jun 20, 2026
Platforms

Waymo recalls nearly 4,000 robotaxis after they kept driving into freeway construction zones

Alphabet's self-driving unit filed a voluntary software recall with NHTSA this week covering 3,871 fifth-generation vehicles — its sixth recall, and its second in just over a month.

Jun 19, 2026
Platforms

OpenAI just admitted the AI problem isn't the AI — it's the deployment

A $150 million Partner Network targeting 300,000 certified consultants is OpenAI's bet that the bottleneck has moved from the model to the rollout. Great news for Accenture. Awkward news for everyone smaller.

Jun 18, 2026
Platforms

SpaceX uses its four-day-old stock to buy Cursor for $60 billion

Elon Musk's newly public rocket-and-AI conglomerate is converting an April option into a binding all-stock merger — and using a post-IPO share pop to pay for it without touching the cash.

Jun 17, 2026
Platforms

AI is buying workers a full day a week. Their bosses have no idea what to do with it.

BCG's 2026 'AI at Work' survey of nearly 12,000 employees finds a brutal irony at the center of the productivity boom: clear strategy beats better tooling by a factor of five, and most companies are leaving the gains on the floor.

Jun 16, 2026
Platforms

The U.S. government just yanked Anthropic's most powerful model off the shelf

Commerce Secretary Howard Lutnick's export-control letter forced Anthropic to kill Fable 5 and Mythos 5 globally three days after launch. Anthropic says the trigger was a narrow jailbreak it doesn't think justifies a recall.

Jun 15, 2026
Platforms

The U.S. government just pulled Anthropic's most powerful AI off the internet

A Friday-evening Commerce Department directive cited a Fable 5 jailbreak and forced Anthropic to kill global access to both Fable 5 and Mythos 5 — three days after launch. The company complied, then publicly disagreed.

Jun 14, 2026
Platforms

The U.S. government just yanked Anthropic's two best models off the internet

An export control directive from Commerce Secretary Howard Lutnick, delivered at 5:21pm Friday, forced Anthropic to kill Fable 5 and Mythos 5 worldwide — three days after launch, and weeks into its confidential IPO filing.

Jun 13, 2026
Platforms

Google hands Gemini the keys to your Business Profile

A new Business Profile connection and 'Business notebooks' turn the Gemini app into something that knows your reviews, your hours, and your brand voice — and pushes Google's walled garden deeper into the SMB stack.

Jun 11, 2026
Platforms

Apple's Siri AI Runs on Gemini, and That Tells You Everything

Tim Cook's final WWDC bets the company's AI comeback on a Google model, a standalone Siri app, and a long list of fixes Apple isn't naming out loud.

Jun 10, 2026
Platforms

Apple rebuilds Siri on Google's Gemini, and calls it Siri AI

Tim Cook's last WWDC keynote ships a from-scratch Siri powered by a rival's model, housed in its own app, and locked out of Europe and China at launch.

Jun 9, 2026
Platforms

Apple bets the farm on Google's Gemini — and calls it Siri AI

At WWDC 2026, Apple rebuilt Siri on top of Apple Foundation Models on Cloud, running on Nvidia GPUs in Google's data centers. It was also Tim Cook's last keynote.

Jun 9, 2026
Platforms

Tim Cook's last WWDC bets Siri on Google, and lets Claude and ChatGPT in the door

Apple's outgoing CEO unveiled a Gemini-powered Siri rebuild, a standalone chatbot app, and an extensions framework that finally lets users pick a different assistant. Six developer betas dropped the same afternoon.

Jun 8, 2026
Platforms

Tim Cook's final WWDC bets Apple's AI future on Google's Gemini

A rebuilt Siri running on a custom 1.2-trillion-parameter Gemini model, six developer betas, a homeOS preview, and one teary goodbye from the CEO.

Jun 8, 2026
Platforms

Apple's WWDC 2026 Hail Mary: A Gemini-Powered Siri, a Standalone App, and a Big Cleanup

Three days out from Monday's keynote, Bloomberg says Apple is paying Google roughly $1 billion a year to ghost-write the new Siri. The rest of iOS 27 looks like an apology.

Jun 7, 2026
Platforms

Meta turned on WhatsApp's AI agent for every business. The small ones should keep shopping.

Meta Business Agent went live globally June 3, the company's first paid AI product. The pitch is small business; the pricing is enterprise.

Jun 7, 2026
Platforms

WWDC 2026 is tomorrow, and Siri is running on Google's Gemini

Tim Cook's final keynote as CEO leads with a Siri rebuilt on a 1.2-trillion-parameter custom Gemini model Apple is paying Google roughly $1 billion a year to license.

Jun 7, 2026
Platforms

Tim Cook's last keynote, and Apple's last excuse: a Gemini-powered Siri lands at WWDC 2026

Monday's keynote is Cook's swan song before John Ternus takes the chair in September. The bet on the table is a ground-up Siri running on a $1B-a-year custom Google model.

Jun 7, 2026
Platforms

Alphabet just made the biggest stock sale in history, and it's all for AI

Google's parent upsized a record-shattering equity raise to $84.75 billion, with Berkshire Hathaway anchoring a $10 billion private placement. Every dollar is earmarked for compute.

Jun 6, 2026
Platforms

Anthropic takes Claude downmarket, and the AI platform wars get a new front

Claude for Small Business ships 15 agentic workflows and a stack of connectors aimed at the 36 million companies the frontier labs have mostly ignored. It will not be the last move like it.

May 31, 2026
Platforms

SpaceX files for the biggest IPO ever, and the S-1 is wilder than the leaks

A $75 billion raise at up to a $2 trillion valuation, xAI and X folded into the books, Starlink minting money, and Elon Musk walking away with 85.1% of the vote.

May 28, 2026
Platforms

Gemini Intelligence is going to take over your Android phone, and it's coming this summer

Google announced on May 12 that its proactive AI layer will roll out to select Samsung and Google phones starting this summer, with broader availability later this year. The pitch is: you stop tapping. Gemini does the tapping.

May 12, 2026