

Altman quotes Amodei on AI control as OpenAI names no evaluators
Latest news
- Claude Code's agent status line: what it costs and how to stop it
- Supabase "JWT issued at future" on sb_secret_ keys: cause and fix
- Pipedrive plans 70% Estonia job cuts, blaming AI for lost traffic
- Anthropic's music suits list 23,851 songs, and one targets its weights
- Six 2026 attacks using AI coding tools came via stores, not labs
- AI fears hit software stocks, but Q3 growth held at a median 8.7%
SaaS markets
The Briefing
All news- Software stocks in October: 14 of 30 fell, Twilio down 30%

- Alphabet, Meta lead Big Tech's $3.2T in off-balance-sheet commitments

- AI money tightens: OpenAI has $11B of $30B, CoreWeave bonds near 15%

- Alphabet sheds about $500B in its worst day as AI spending eats cash

- Big Tech spent 90% of its operating cash on capex and raised $358.6B

- Azure grew 48%, Microsoft 365 17%: infrastructure outgrows the apps

Events
Near you, we think.
- SaaS North 2026
- Web Summit 2026
- Microsoft Ignite 2026
- Slush 2026
- SaaSiest London
- AWS re:Invent 2026
- Web Summit Qatar 2027
- HumanX 2027
- Adobe Summit 2027
- Google Cloud Next 2027
- MicroConf US 2027
- Atlassian Team '27
- Stripe Sessions 2027
- SaaSiest 2027
- SaaStr AI Annual 2027
- Web Summit Vancouver 2027
- Snowflake Summit 2027
- Datadog DASH 2027
- VivaTech 2027

Canva's 22% shake-up: what revenue per employee says about it
Canva made about $692,000 per employee before a change affecting 1,271 people, more than Figma.…

Meta's ad revenue came within $289M of Google Search in Q3
Meta's ads grew 26% to $63.1B against 12% for Google Search. Google's search clicks still rose…

Anthropic's IPO lock-up: who can sell shares, and when
Anthropic's S-1 lets some insiders sell 10% on day one and frees most holders in steps tied to…

Anthropic drew 7.4% of OpenRouter tokens and at least 27% of spend
DeepSeek processed 30.9% of tokens in the 30 days to October 31. Priced at OpenRouter's list…




