Dynamic UI for dynamic AI: Inside the emerging A2UI model

With agentic AI, businesses are conducting business more dynamically. Instead of traditional pre-programmed bots and static rules, agents can now “think” and invent alternate paths when unseen conditions arise. For instance, using a business domain ontology like FIBO (financial industry business ontology) can help keep agents within guardrails and avoid unwanted behavior. The bottleneck is … Read more

Robinhood’s startup fund stumbles in NYSE debut

Retail investors are famously locked out of the startup world. Robinhood is attempting to change that by allowing the general public to invest in a portfolio of what it calls “some of the most exciting private companies operating today.” To do this, the company that pioneered the commission-free brokerage model has secured access to eight … Read more

Valve doesn’t sound confident the Steam Machine will ship in 2026

As part of a Year in Review blog detailing changes Valve made to Steam in 2025, the company shared a minor update on its hardware plans that doesn’t sound good for anyone hoping to buy a Steam Machine, Steam Controller or Steam Frame in 2026. Specifically, the company is now opening up the possibility its … Read more

Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers

At the Morgan Stanley Technology, Media and Telecom conference in downtown San Francisco Wednesday, Nvidia CEO Jensen Huang said his company’s recent investments in OpenAI and Anthropic are likely to be its last in both, saying that once they go public as anticipated later this year, the opportunity to invest closes. It could be that … Read more

Cursor has reportedly surpassed $2B in annualized revenue

The AI coding assistant Cursor has surpassed $2 billion in annualized revenue, according to a Bloomberg source. This individual says the four-year-old startup saw its revenue run rate double over the past three months. The disclosure appears timed to counter a recent wave of skepticism. Last week, tweets went viral questioning whether Cursor’s momentum was … Read more

Intuit is betting its 40 years of small business data can outlast the SaaSpocalypse

Intuit has lost more than 40% of its market cap since the beginning of the year. It's not alone. Many established SaaS players have seen their stock prices fall in recent months, including Adobe and IBM — the latter experiencing its most significant one-day drop (roughly $40 billion) with Anthropic's announcement that Claude could now … Read more

Australia will consider requiring app stores to block AI services without age verification

Australia’s government may take a strict stance on ensuring younger users cannot access AI chatbots. Reuters reports that Australian regulators may require app storefronts to block AI services that do not implement age verification for restricting mature content by March 9. “eSafety will use the full range of our powers where there is non-compliance,” a … Read more

The trap Anthropic built for itself

Friday afternoon, just as this interview was getting underway, a news alert flashed across my computer screen: the Trump administration was severing ties with Anthropic, the San Francisco AI company founded in 2021 by Dario Amodei. Defense Secretary Pete Hegseth soon after invoked a national security law to blacklist the company from doing business with … Read more