Anthropic
Anthropic is closing in on a $900bn valuation. OpenAI is missing its user targets and its CFO has stopped attending key meetings.
Two stories told a single one this week. Anthropic is reportedly raising at a $900bn valuation while OpenAI is missing its user targets and its CFO Sarah Friar is being left out of key meetings. The gap between the two is no longer about models. It's about whose business the market believes in.
GEO
+5
Claude Design just made 'I need a designer' optional.
Claude Design landed this week and it properly moves the dial on what a small team can ship. Slides, wireframes, prototypes, landing pages in one chat; your brand applied automatically. Plus OpenAI's ads get serious, the AI search category continues to grow and Obsero launches 'Obsero Local'.
GEO
+5
I connected Claude to beehiiv and cancelled my ChatGPT subscription the same day
I connected it, audited 63 posts and found the one thing killing my open rates.
Tutorial
+4
Yext's Christian J Ward on why AI is shifting from search to dialogue and what brands must do now to stay visible in the era of AI Search
From the death of surveillance marketing to GPT-6's memory revolution, Christian J Ward breaks down the three fragmentations reshaping AI search - and why your structured data strategy is now make or break.
Video
+7
Google fires the next shot in the AI shopping war - changing how products are found, compared and bought
One thing is becoming clear: the fight for shopping isn’t happening on websites anymore - it’s happening inside AI assistants. Google’s latest update pushes the industry closer to a world where the buying journey is run by agents, not shoppers.
ChatGPT
+3
OpenAI launches ChatGPT Atlas as SoftBank backs $22.5B round - and why a 25% traffic drop isn’t worrying the CMO of a leading hotel group
OpenAI’s new ChatGPT Atlas browser. SoftBank’s multibillion-dollar AI bet. And a 25% traffic drop that hasn’t dented revenue.
GEO
+6
US lets Google off lightly as Europe fines €3.45bn, OpenAI hires content strategist and AI search reshapes traffic
US regulators go soft on Google as Europe fines €3.45bn. OpenAI turns to a human strategist, underlining the value of expertise even in the AI age. Meanwhile, AI search is continuing to eat clicks and reshaping the web’s traffic model.
ChatGPT
+5
Shifts in search behaviour, Google’s Gemini push and OpenAI’s scraping strategy
From shifting search behaviours to Google’s Gemini push into the home and OpenAI’s behind-the-scenes data sourcing, here are the key stories shaping AI and search this week.
Meta
+4
Google expands AI Mode, Figma’s IPO soars, and Anthropic closes in on OpenAI
Google expands AI search to the UK. Figma lights up Wall Street. Anthropic's revenue surge puts OpenAI on notice. This week, we’re tracking AI Search expansion, platform disruption, and why the AI battleground is far from settled.
+5