… Microsoft Azure now leads the market on quarterly new cloud revenue, and the gap between Google Cloud and AWS has materially narrowed especially with Google's big moves on the TPU that we've been posting about for over a month . Markets have noticed. …
… Claude Code is one of Anthropic's flagship products, and while that too once only found traction within a developer's workflow, it's now creeping into the workflows of designers, founders, marketers, and plenty of people who'd never call themselves engineers. …
… Late last month, Kuo revealed OpenAI's work on a smartphone, contradicting earlier reports that the company had no plans to enter the mobile market. …
… Is it finding real traction out there? …