Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold rush, at least in China. And in the Weekend Longreads Suggestions, the most consequential weather forecast of all time.

Sponsors:

• Tonal.com

Links:

• Stablecoin issuer Circle soars 168% in NYSE debut after pricing IPO above expected range (CNBC)
• Anthropic co-founder on cutting access to Windsurf: ‘It would be odd for us to sell Claude to OpenAI’ (TechCrunch)
• Anysphere, Hailed as Fastest Growing Startup Ever, Raises $900 Million (Bloomberg)
• Manus has kick-started an AI agent boom in China (MIT Technology Review)

Weekend Longreads Suggestions:

• Runway CEO Cris Valenzuela wants Hollywood to embrace AI video (The Verge)
• The Man Whose Weather Forecast Saved the World (NYTimes)

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Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was not a person at all, but a humanoid robot. And how, quietly, Hollywood studios are already deep into AI adoption.

Sponsors:

• CornBreadHemp.com/ride and code ride

Links:

• Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data (WSJ)
• Meta Talks to Disney, A24 About Content for New VR Headset (WSJ)
• Here’s what’s inside Meta’s experimental new smart glasses (The Verge)
• OpenAI slams court order to save all ChatGPT logs, including deleted chats (ArsTechica)
• Amazon Prepares to Test Humanoid Robots for Delivering Packages (The Information)
• Everyone Is Already Using AI (And Hiding It) (Vulture)

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Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go after the startups? NotebookLM is now sharable. Pump.fun is raising big money. And Nintendo didn’t send out any Switch 2 review units. What are they afraid of?

Sponsors:

• 1Password.com/ride

Links:

• Windsurf says Anthropic is limiting its direct access to Claude AI models (TechCrunch)
• AI startups revolutionize coding industry, leading to sky-high valuations (Reuters)
• Google’s NotebookLM now lets you share your notebook — and AI podcasts — publicly (The Verge)
• Pump.fun plans $1B token sale at $4B valuation: Sources (Blockworks)
• How Morgan Stanley Tackled One of Coding’s Toughest Problems (WSJ)
• It’s official: There are no Nintendo Switch 2 reviews. Here’s what that means for us, and you (VGC)

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.