Person
Michael Truell
Named in AI Lately's reporting below.
In the archive
Frontier Models
Claude's Climb
Nine named releases across thirteen months, a $65 billion run rate and a compute roster spanning Google, Amazon, Microsoft, Nvidia, AMD and Nscale trace how Jared Kaplan, Chris Olah and Jan Leike scaled Claude past its early reputation as the cautious model.
Applied AI
Coding Agents' Revenue Race
Cursor-maker Anysphere rode a $9.9 billion valuation to $29.3 billion in five months while Cognition bought Windsurf outright, turning software engineering into 2026's fastest-compounding subscription business.
Applied AI
SpaceX's Cursor Joins Three Rivals at $200
SpaceX's $60 billion purchase of Cursor made its priciest plan the fourth coding tool to cost $200 a month, though usage limits differ by multiples.