#1 - Who Gets the Upside, Who Carries the Cost

AI stopped being a promise and started sending invoices. Today you can see exactly who is being handed the bill.

Nine stories, three questions underneath all of them: who gets the upside, who carries the cost, and who really gets a say.

🏦 01:24 — Anthropic’s $2 trillion IPO. That is every big carmaker on earth, combined.

⚡ 04:02 — Meta’s data centres: a $50,000 teacher bonus in Louisiana, and who really pays the power bill

🇨🇳 06:18 — Beijing blocks Meta’s Manus deal, and users get a date on which their files are deleted

💻 08:10 — Cognition and Devin at $40bn, three months after $26bn. Mercedes-Benz is a customer.

🏗️ 10:32 — CoreWeave, the landlord of AI: 1.85 gigawatts, or twice Munich’s annual electricity

👓 12:44 — The UK courts now take your smart glasses at the door

🤖 15:22 — $30-an-hour humanoid cleaners — and the human in VR goggles steering them

🎓 17:56 — Professors retiring early, with AI the last straw

📋 19:25 — Three things to do on Monday: portability, private spaces, and the bots in your meetings

AI news for humans, not robots. Stay curious, stay human.

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