AI’s finally expensive enough to make Wall Street nervous
… And Google is also facing competitive pressures from Chinese AI tools, as well as pricing pressure to keep the cost of its models low. …
Search
Amazon
… But according to an updated listing on Amazon’s store, it will finally be available starting on June 10th at 10AM ET for $429.99, giving the recently-announced Remarkable Paper Pure some more competition. …
America needs to stop getting shocked by Chinese AI
… Moonshot is also pricing Kimi K3 aggressively, charging $15 per million output tokens, compared with roughly $30 for GPT-5.6 Sol and $50 for Fable 5. …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… Oracle knew how to sell to businesses — it’s why they’d so thoroughly stomped competition such as Relational Technology Inc. and Cullinet in the first place — but Ellison didn’t know how to make consumers choose to buy things rather than get forced to use it by their employer. …
Analysis
… Charles Pulliam-Moore Mar 29 Why OpenAI killed Sora Too much compute, too much competition, and skeptical investors. …
CEO Melanie Perkins explains Canva’s big pivot to AI
… So you use our models and we get two bites of the apple on token pricing.” I’ve heard this from a bunch of AI CEOs, that database access in general is going to become a new pricing vector. …
You’re about to feel the AI money squeeze
… OpenAI and Anthropic shifted their pricing plans for enterprise. …
Microsoft AI chief Mustafa Suleyman says there are three labs that matter — and he wants Microsoft to be the fourth.
…But as OpenAI and other competitors turn to enterprise to finally make money, it’s got some obvious advantages. Microsoft already has a substantial client base and, compared with other AI…
The DoorDash problem and the great AI browser fight
… Those moats are so broad and deep that these CEOs don’t really feel like they have any competition, let alone from AI. …
The farce of Musk v. Altman
…And even if that’s priced in, did this trial just reveal that fundamentally they’re immature and maybe you should let the Microsofts and the Googles of the world be in…