Person
Scott Wu
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.
Capital & Markets
The Year of the Acqui-Hire
OpenAI, Google, Meta, Nvidia and Cognition spent a combined tens of billions in 2025 and 2026 buying companies mainly to secure the specific people running them, a pattern regulators are only beginning to name.
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.
Agent Infrastructure
The Signal Brief: Wednesday's Reckonings, Raises, and Robots
A pretraining researcher's exit, a credit fight over a machine-solved Millennium Prize problem, and Cognition's forty-eight-billion-dollar valuation show capital and conscience pulling AI in opposite directions this Wednesday.