AI Market Movers · Applied AI & software
Anysphere
Private
Anysphere makes Cursor, the coding tool that made an AI editor feel like the default. The company is in San Francisco.
- Site
- cursor.com
- Product
- Cursor
- Who
- Michael Truell, CEO
In the Daily
· Morning Brief
Xi’s White House State Dinner Quickly Becoming an AI Meet Up· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Morning Brief
She invited the frontierBrussels asks frontier labs to pace the frontier — plus Dreamforce splits on speed, Factory hits $5B, and Meta One.
· Morning Brief
The tape heard the slowdownAI stocks sold off as Altman, Amodei, and Musk backed pacing the frontier — plus Congress still cannot agree who drives, and Watch.
· Closing Time
Closing Time: Ten percent stopped being theoreticalAn Anthropic researcher quit. Hubinger put double-digit odds on extinction. NVIDIA wired AI into the broadcast floor.
· Morning Brief
They walked away before the weddingAnthropic passes on Decart, Astra’s AGI score leans on a harness, and the wiki swarm stayed quieter longer.
· Morning Brief
They booked the gigawatts before the chipsBroadcom sketched Anthropic and OpenAI gigawatt roadmaps through 2028, Astra’s opaque reasoning alarmed safety researchers, and Google priced Flash like a comeback.
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Morning Brief
OpenAI just pulled the plug on Cursor· Morning Brief
Nvidia just printed the quarter. Now it wants the model store.AWS adds two million GPUs. SoftBank shops 1X. Instinct hits $2.5 billion.