The Era of Token Scarcity
Throughout 2023 and 2024, the AI industry sold you on the idea that you could have unlimited access to the most advanced models for a flat fee. It was a lie, of course — but it worked.
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Companies, investment, infrastructure, hardware, and market moves.
Throughout 2023 and 2024, the AI industry sold you on the idea that you could have unlimited access to the most advanced models for a flat fee. It was a lie, of course — but it worked.
Anthropic just made history — though it's history being written at a pace that's hard to absorb. On May 28, 2026, the company announced a Series H round of $65 billion at a $965 billion valuation.
On May 31, 2026 at 15:59 UTC, the 75% discount promotion on DeepSeek V4 Pro expired. Prices were supposed to return to original levels. But they did not.
On March 20, 2026, at the Huawei China Partner Conference in Shenzhen, the company unveiled its most ambitious challenge yet to Nvidia's dominance in the AI accelerator market.
For nearly a year, Chinese companies were buying the most advanced AI processors on the planet without a license. The revolving door was right in their own overseas subsidiaries, and nobody in Washington bothered to close it — until now.
The AI coding agent market is on fire. Five players are battling for the same space. And now SpaceX — Elon Musk's rocket company — holds an option to buy Cursor for 60 billion dollars.
In the last week of May 2026, three of the most influential figures in artificial intelligence did something tech CEOs rarely do: admit publicly they were wrong.