Source: Cursor's annualized revenue topped $2B in February, doubling from three months earlier, with ~60% coming from new and existing corporate customers
Cursor's annualized revenue topped $2 billion in February, according to a person familiar with the matter …
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025
Deal will allow payments company to stay private for longer — Stripe's valuation has soared by more than 70 per cent to $159bn …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
Matthew Ball's State of Video Gaming 2026 report: global video game content sales grew 5.3% YoY to $195.6B in 2025 while job losses fell 40% YoY to 9,200 people
As AI and agents are adopted to accelerate development, cognitive load and cognitive debt are likely to become bigger threats to developers than technical debt
As AI and agents are adopted to accelerate development, cognitive load and cognitive debt are likely to become bigger threats to developers than technical debt
The term technical debt is often used to refer to the accumulation of design or implementation choices that later make the software harder …
President Macron calls for reduced reliance on the US and China, warning that the US could use tariffs in retaliation for the DSA and proposed social media bans
French president calls on bloc to take the necessary steps to become a true global economic power
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026
US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%
Nasdaq drops as recent high-flying companies pull market lower — US tech stocks fell on Thursday, as weak jobs data piled further pressure …
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
TikToker Khaby Lame partners with Nasdaq-listed Rich Sparkle in a $975M, 36-month deal, including an AI version, to monetize his 360M social media followers
Khaby Lame, the world's biggest TikToker, partnered with Rich Sparkle Holdings Ltd. to transform his 360 million social-media followers into a commercial venture.
Claude Code can feel daunting, and most people's problems are not software-shaped, but it is a high-agency AI tool and the home-cooked app renaissance is great
are your problems software-shaped? — ∙ Paid — If you tell a friend they can now instantly create any app, they'll probably say “Cool!
A Chinese hospital says Alibaba's PANDA AI tool has analyzed 180,000 CT scans and detected ~24 pancreatic cancer cases since its deployment in November 2024
A tool for spotting pancreatic cancer in routine CT scans has had promising results, one example of how China is racing to apply A.I. to medicine's tough problems.
Sources: Peter Thiel and Larry Page may leave CA over a proposed ballot measure, opposed by Newsom, that levies a one-time 5% tax on those with $1B+ in assets
It's uncertain whether the proposal will reach the statewide ballot in November, but some billionaires like Peter Thiel and Larry Page may be unwilling to take the risk.
Sources: Peter Thiel and Larry Page may leave CA over a proposed ballot measure, opposed by Newsom, that levies a one-time 5% tax on those with $1B+ in assets
It's uncertain whether the proposal will reach the statewide ballot in November, but some billionaires like Peter Thiel and Larry Page may be unwilling to take the risk.