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ProductsJun 1, 2026

Claude Code vs OpenAI Codex vs Google Antigravity: The Agentic Coding Tool Comparison

A BitsMinds analysis. The frontier fight has moved from models to the agents wrapped around them. We line up the three coding agents developers actually argue about in 2026 — Anthropic’s terminal-native Claude Code, OpenAI’s everywhere-at-once Codex, and Google’s agent-first Antigravity IDE — across form factor, autonomy, verification, model choice and price. The short version: Claude Code owns deep terminal autonomy, Codex wins ubiquity, and Antigravity is the open, free, multi-agent cockpit. Here is the full scorecard.

BitsMinds Analysis

CompaniesJun 1, 2026

Tripo AI Maker Vast Raises ~$200M, Joins China’s Unicorns

Vast, the Beijing startup behind Tripo AI, has raised nearly $200 million at a valuation above $1 billion, making it China's newest AI unicorn. Founded by Gen-Z gamer Simon Song, Vast turns text and image prompts into production-ready 3D models for games, film and manufacturing — and already counts NetEase and Sony among its customers.

Bloomberg

ModelsJun 1, 2026

Microsoft Will Unveil Its Own GitHub Copilot Coding Model at Build — a Direct Shot at Claude Code

According to The Information, Microsoft plans to debut a homegrown coding model for GitHub Copilot at its Build conference on June 2–3, part of a wider suite of in-house MAI models led by Mustafa Suleyman. The push to reduce reliance on OpenAI, Anthropic and Google comes as Copilot has lost ground to Anthropic’s Claude Code among developers.

The Information / TestingCatalog

ProductsJun 1, 2026

GitHub Copilot Premium Requests: AI Credits Explained

GitHub retired Copilot premium requests in June 2026 and replaced them with metered AI Credits worth $0.01 each, drawn down by actual token usage. Here is what every plan includes and what still costs nothing.

The GitHub Blog

ModelsMay 29, 2026

Claude Opus 4.8 vs GPT-5.5 vs Gemini 3.1 Ultra: Benchmarks

A BitsMinds analysis. We put each lab’s strongest model through the benchmark portfolio that actually separates frontier systems in 2026 — GPQA Diamond, ARC-AGI-2, AIME, SWE-bench, BFCL and more — then weigh price, context and speed. The short version: Gemini 3.1 Ultra is the sharpest reasoner and the best value, Claude Opus 4.8 owns real coding and agentic work, and GPT-5.5 is the strong all-rounder that everyone already has. Here is the full scorecard.

BitsMinds Analysis

IndustryMay 29, 2026

Google’s New AI Search Is Winning Users and Enraging Publishers — Welcome to the Zero-Click Web

Google’s AI Search overhaul — AI Overviews plus the new AI Mode — now answers most queries in place, and publishers say it is an extinction-level event for the open web. Roughly 60% of searches end with zero clicks, global publisher traffic is down about a third, and some sites report drops near 90%. The result: antitrust suits, mass content-blocking, and a fight over whether a search engine that no longer sends traffic is still a fair deal.

Digiday / Press Gazette

IndustryMay 29, 2026

A Company Accidentally Burned $500 Million on Claude in One Month — Because Nobody Set a Spending Cap

An unnamed enterprise client ran up a roughly $500 million Claude bill in a single month, according to Axios — not through fraud or a bug, but by handing every employee uncapped access and never switching on a usage limit. Agentic workflows and large-context prompts quietly turned $500–$2,000-per-engineer habits into a nine-figure invoice, and it has become the year’s loudest cautionary tale about AI governance.

Axios

CompaniesMay 29, 2026

Micron Sells Out Its Entire 2026 Memory: HBM Booked Solid as the AI Crunch Mints a New Chip Giant

Micron’s entire 2026 high-bandwidth memory output is now spoken for, locked up under binding contracts before the year is half over. Record quarterly revenue near $24 billion at roughly 75% gross margin, a ~$200 billion capacity build-out, and a stock up about 150% this year to ~$795 have turned the one-time commodity DRAM maker into something the market now treats as scarce AI infrastructure — the memory bottleneck sitting right next to every AI accelerator.

Micron / Reuters

CompaniesMay 29, 2026

AI Insurance Startup Corgi Hits $2.6B in New $106M Round

Corgi, a full-stack, AI-native commercial insurance startup, has raised a $106 million Series B1 at a $2.6 billion valuation — double the $1.3 billion it was worth in a $160 million Series B closed just three weeks earlier. Founded in 2024 by Emily Yuan and Nico Laqua, Corgi has now raised $378 million in total and underwrites the kind of AI-related risks that legacy insurers often exclude, for customers including Deel and Artisan.

TechCrunch / PR Newswire

ProductsMay 29, 2026

iOS 27 Preview: A Gemini-Powered Siri Moves Into the Dynamic Island and Gets Its Own ChatGPT-Style App

Bloomberg’s Mark Gurman has published renderings and details of iOS 27 ahead of Apple’s June 8 WWDC, centered on a long-promised Siri overhaul. The rebuilt assistant is said to run on a custom Google Gemini model — reported at roughly 1.2 trillion parameters — hosted on Apple’s Private Cloud Compute, living inside the Dynamic Island and gaining a standalone, ChatGPT-style app with chat history, voice and document upload.

Bloomberg

ProductsMay 29, 2026

Meta Will Charge for AI for the First Time: a $7.99 “Plus” and $19.99 “Premium” Under the New Meta One Brand

Meta is putting a price tag on AI for the first time. As it rolls out paid tiers across Instagram, Facebook and WhatsApp, the company is folding everything into a new “Meta One” subscription brand — including two AI plans, Meta One Plus at $7.99 a month and Meta One Premium at $19.99 a month, with deeper reasoning and more image and video generation. The AI tiers begin testing next month in Singapore, Guatemala and Bolivia; the free Meta AI stays free.

CNBC / TechCrunch / Bloomberg

IndustryMay 29, 2026

Nvidia Will Pour $150 Billion a Year Into Taiwan, the “Epicentre” of the AI Revolution — and Build a Taipei HQ

Nvidia CEO Jensen Huang told employees in Taipei that the company will invest roughly $150 billion a year in Taiwan, up from $10–15 billion just four or five years ago, calling the island “the epicentre of the AI transformation.” Nvidia will break ground on a new Taipei headquarters this year — targeted to open by 2030 with about 4,000 staff — to sit closer to chipmaker TSMC.

Reuters / CNBC

ModelsMay 28, 2026

Anthropic Ships Claude Opus 4.8: Dynamic Workflows Spawn Hundreds of Parallel Subagents, and It’s the “Most Honest” Claude Yet

Anthropic released Claude Opus 4.8 on May 28, 41 days after 4.7 — adding Dynamic Workflows that plan and run hundreds of parallel subagents per session, a user-facing effort dial, a 2.5× faster fast mode at 3× lower cost, and its “most honest” self-review behavior yet, at 4.7’s price.

Anthropic / TechCrunch

CompaniesMay 28, 2026

Visa Takes a Stake in Replit and Wires Intelligent Commerce Into Vibe-Coded Agents

On May 28, Visa announced a strategic investment in Replit and is integrating Visa Intelligent Commerce — plus its Trusted Agent Protocol registry — directly into the platform, so AI agents and apps vibe-coded on Replit can initiate verified card transactions over Visa’s network. Replit also opened self-serve enterprise contracts up to $200,000 and named Accenture, Slalom and Hexaware as founding Solution Partners.

TechCrunch / Replit / Visa

IndustryMay 28, 2026

Snowflake Commits $6B to AWS Over Five Years for Graviton CPUs — Almost Its Entire Marketplace Lifetime Spend

On May 27, Snowflake signed a five-year, $6 billion commitment to AWS centered on Graviton CPUs to power agentic and inference workloads — a sum nearly equal to the $7 billion Snowflake has booked through AWS Marketplace since 2012. It is the second multi-billion Graviton deal of 2026 after Meta and a clear signal that the AI bottleneck is shifting from training GPUs to inference CPUs.

GeekWire / Snowflake 8-K

ProductsMay 28, 2026

Robinhood Lets Your Claude or ChatGPT Agent Trade Stocks for You — In Beta to 27M Customers

On May 27, Robinhood opened its platform to autonomous AI agents via Model Context Protocol, letting Claude, ChatGPT and other LLMs read portfolios, analyze risk and execute equity trades out of a sandboxed wallet. Options, crypto, futures and prediction markets are next; an agentic Gold credit card ships alongside.

TechCrunch / CNBC

ProductsMay 28, 2026

Vertu Alphafold: a $6,880 AI-Agent Foldable for CEOs

Luxury phone-maker Vertu unveiled the Alphafold on May 28 — a foldable Android starting at $6,880 (and topping out near $46,800) whose headline feature is Hermes Agent, an enterprise AI that connects to ERP, CRM and 80+ apps and routes prompts across Claude, GPT, Gemini and open-source models. The first 115-unit batch ships this week.

TechCrunch

IndustryMay 28, 2026

Devin Maker Cognition Closes $1B Series D at a $26B Valuation, More Than Doubling in Eight Months

Cognition, the startup behind autonomous software engineer Devin, raised more than $1 billion in a Series D at a $26 billion post-money valuation on May 27 — 2.5× its September 2025 mark. Lux Capital, General Catalyst and 8VC co-led the round; ARR has reached roughly $492 million and 89% of code committed by Cognition’s own engineers is now written by Devin.

Bloomberg / TechCrunch

CompaniesMay 27, 2026

SpaceX Sets Terms for the Largest IPO Ever: ~$1.75T Valuation, Up to $75B, Trading June 12 as SPCX

SpaceX has locked in the schedule for what would be the biggest IPO in history: an investor roadshow opening June 4, pricing on June 11 and a Nasdaq debut on June 12 under the ticker SPCX, targeting a valuation around $1.75 trillion and a raise of up to $75 billion. That would dwarf Saudi Aramco's $35.4 billion record — and the prospectus is also where the AI world learned SpaceX is renting Anthropic $1.25 billion of compute a month.

SpaceX S-1 / CNBC

CompaniesMay 27, 2026

Anthropic in Talks to Run Claude on Microsoft's Maia 200, Adding a Fourth Silicon Vendor

Anthropic is in early-stage talks to rent Azure servers powered by Microsoft's homegrown Maia 200 accelerator, according to reports first surfaced on May 21. Nothing is signed, but if it closes, Anthropic would become the first major external customer for Microsoft's custom silicon — and would add a fourth chip platform on top of AWS Trainium, Google TPUs and Nvidia GPUs.

WSJ / CNBC

IndustryMay 27, 2026

NextEra to Buy Dominion for $67B in an All-Stock Deal Built for the AI Power Era

NextEra Energy has agreed to acquire Dominion Energy in an all-stock deal worth about $67 billion, creating the world's largest regulated electric utility. The rationale is almost entirely about AI: the two companies project U.S. power demand will climb roughly 60% by 2045, driven by data-center hubs that now approach 5,000 megawatts apiece, and the combined firm is chasing a large-load pipeline north of 130 gigawatts.

NextEra Energy / CNBC

ProductsMay 27, 2026

Microsoft Ships Computer-Using Agents in Copilot Studio to GA — AI That Drives Any App, No API Needed

Microsoft has made computer-using agents in Copilot Studio generally available across every commercial region, becoming the first major hyperscaler to put production-grade "computer use" into enterprises' hands. The agents operate desktop and web apps directly through the interface — clicking, typing and navigating like a person — using OpenAI's CUA and Anthropic's Claude Sonnet 4.5, wrapped in Azure Key Vault, Microsoft Purview auditing and human-in-the-loop review.

Microsoft

IndustryMay 27, 2026

Altman and Amodei Walk Back Their AI “Jobs Apocalypse” — “I’m Delighted to Be Wrong,” Says Altman, as Both Eye $1T IPOs

On May 26, both Sam Altman and Dario Amodei softened their AI “jobs apocalypse” warnings. Altman told Commonwealth Bank’s CEO he was “pretty wrong” and “delighted to be wrong” that entry-level white-collar roles haven’t been wiped out, while Amodei recast his 50%-of-white-collar-jobs warning as automation that “expands” human work. The walk-back lands just as OpenAI and Anthropic head toward IPOs valued near $1 trillion each.

Fortune / Time

ResearchMay 27, 2026

Anthropic’s Project Glasswing Turns an Unreleased Claude Mythos Loose on Open Source — and Finds 10,000+ Zero-Days in a Month

In a May 26 progress update, Anthropic said Project Glasswing has used an unreleased frontier model, Claude Mythos Preview, to autonomously discover more than 10,000 high- and critical-severity zero-day vulnerabilities across the world’s most important software in its first month — including a 27-year-old flaw in OpenBSD and a certificate-forgery bug in wolfSSL. The model is so capable at offensive security that Anthropic is refusing to release it.

Anthropic / Help Net Security