What's happening in AI.

Axotron take

Meta is using employee keystrokes and mouse movements to train AI agents. Workers are pushing back. This is the next big workplace battle — and it's happening at every major tech company, just quietly.

Axotron take

The most important AI partnership of the last three years just got looser. Microsoft can now shop around. OpenAI loses its biggest distribution guarantee. Both sides needed more flexibility — but this changes the power balance.

Axotron take

OpenAI spent years saying it wasn't about ads. Now it is. When you have 500M users and need to fund $50B in infrastructure, the math forces your hand. The product just changed.

Axotron take

Whoever controls compute controls the future. Anthropic knows this. $200B tied to Google Cloud is a massive bet — and a signal that the model layer is becoming secondary to the infrastructure layer.

Axotron take

When you can't build fast enough on Earth, go to space. This signals how desperate the compute crunch has become. Land, power, cooling — all bottlenecks. Orbit has none of them.