Newsletter archive/Briefing

Oct 6, 2025

AI Arms Race, Bezos on AI Bubble & Sora App Store Surge

Comet AI browser may cut hires, Microsoft builds chips to rival NVIDIA, Supabase hits $5B on AI tools, xAI hires $100/hr game tutors for Grok.

Matthew Berman

AI Arms Race, Bezos on AI Bubble & Sora App Store Surge