May 2026

Anthropic says it will have its first profitable quarter, telling investors it will more than double revenue to around $10.9 billion in its second quarter. The figure matters because it signals that generative-AI economics are shifting from growth-at-any-cost to cash-visibility, and that compute-heavy rivals may soon be judged on margin trajectories rather than only model […]

Ocean, an agentic email security platform, raised $28M to fight AI phishing by analysing the context of every incoming email in order to detect fraud and impersonation attempts. The move matters because phishing increasingly relies on believable, personalised language, and automatic context detection shifts the burden from users spotting deception to systems that can flag

Anthropic has acquired Stainless, a New York-based startup founded in 2022 that automates the creation and maintenance of software development kits (SDKs). The deal matters because SDKs sit between foundation models and enterprise usage: by reducing the friction of integrating AI into existing software and APIs, Stainless’s tooling can speed adoption while also sharpening the

Apple’s upcoming Siri revamp is being framed around privacy as a primary selling point, with the company signalling that how user data is handled will matter as much as the quality of the assistant itself. The prospect of privacy-forward chat controls underscores a competitive strategy aimed at differentiating Apple in a market where consumers increasingly

OpenAI’s reported shift in product leadership—Greg Brockman “takes charge of product strategy”—signals a drive to tighten the company’s roadmap around its core offerings. The report says OpenAI plans to combine ChatGPT and its programming product Codex, a move that matters because it would blur the line between conversational assistance and code generation, changing how developers