The Super Bowl featured dueling AI companies for the first time, with Anthropic running commercials that mocked the very idea of ads in AI on the same day that OpenAI began testing them inside ChatGPT. Anthropic then closed the second-largest private tech funding round in history at $30 billion. ByteDance’s new video model went viral and immediately provoked cease-and-desist letters from Disney. Safety researchers resigned from multiple labs with public warnings, software stocks continued a selloff that has now erased roughly $2 trillion in market capitalization, and beginning today, the India AI Impact Summit convenes world leaders in New Delhi for the first major global AI gathering hosted in the Global South.
Individually, each of these stories has its own logic; taken together, they offer a fascinating window into the current state of the AI industry.