1. Days after going public, SpaceX is spending $60 billion of fresh stock on Cursor SpaceX spent the week selling shares to public investors. Then it agreed to spend $60 billion of them on Cursor, the coding tool, in an all-stock deal.

2. Apple Wants a Camera in Your Ears; Qualcomm Just Armed Everyone Else's Glasses The next fight over AI hardware is moving to the face, and the two sides have picked opposite strategies. Apple wants to keep it sealed inside its own devices.

3. AI's Real-World Bottleneck Moved to the Planning Desk and the Power Line The UK government has brought in Google DeepMind to speed up how it approves new housing.

In Brief

• Anthropic pauses token-based billing for its Claude Agent SDK Anthropic shelved a token-based pricing change for its Claude Agent SDK that was set to take effect Monday. The plan would have sharply raised costs for power users running high-volume agent workloads.

• ChatGPT falls below 50% assistant market share ChatGPT dropped under half the global AI assistant market for the first time, though it keeps the lead at over 1.1 billion monthly users. Gemini follows with 662 million and Claude with 245 million.

• Google releases Android 17 with expanded Gemini features Google shipped Android 17 and Wear OS 7, adding multitasking tools, parental controls, and security features. A simultaneous Pixel Drop pushes Google's latest AI models onto its devices.

• OpenAI introduces Deployment Simulation to predict model behavior OpenAI detailed a method that forecasts how a model will act before release by replaying real conversation data. The company says it improves safety checks and evaluation accuracy ahead of deployment.

• Pentagon says 1.5 million personnel use generative AI The Pentagon promoted its use of AI to draft reports that Congress requires it to produce. Officials also claimed 1.5 million personnel now use generative AI tools.

• Plaud reports $100M ARR after shipping 2 million AI notetakers Plaud said its software business passed $100 million in annual recurring revenue, backed by sales of more than 2 million AI notetaking devices. It competes in a crowded market of AI meeting transcribers.

• Survey finds 60% of US consumers dislike "AI" in brand messaging A WordPress VIP survey found 60% of US consumers view "AI" in brand messaging as a turnoff. The wariness extends to AI-generated answers, even as companies push AI search as a referral channel.

• Robinhood cuts 10% of staff without citing AI Robinhood CEO Vlad Tenev announced 10% layoffs and made no mention of AI in his note. The omission breaks from peers who have framed similar cuts as AI-driven restructuring.

• Probably raises $9M to cut AI hallucinations Probably raised $9 million to build AI that suppresses hallucinations and factual errors before they reach users. The startup aims for accuracy comparable to deterministic systems.

• Students boo Sundar Pichai at Stanford over Google defense contracts Stanford graduates booed and walked out during Sundar Pichai's commencement appearance, protesting Google's ties to Israel and ICE. The demonstration centered on AI's role in Google's defense contracts.

• FastContext separates repository search from coding agents Researchers proposed FastContext, a dedicated subagent that handles repository exploration so the main coding model avoids token-heavy searches polluting its context. The split targets a known bottleneck in agent-based software engineering.

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