Read Online | Sign Up | Advertise | | | Good morning, C. Just months ago, Elon Musk was posting that Anthropic âhates Western Civilizationâ and should be renamed âMisanthropicâ. Now, heâs renting them his entire Colossus 1 compute cluster.
The new deal pulls off three things at once: patching Claude's compute problems, hurting Musk's nemesis OAI by feeding its biggest rival, and signaling a new compute-landlord business for SpaceXAIÂ even as Grok keeps chasing the frontier. | | In todayâs AI rundown: | Anthropic, SpaceX partner in new compute deal Mira Murati speaks out in Musk vs. OpenAI trial Use Claude Designâs slide decks feature like a pro DeepMind picks EVE Online game as next AI testbed 4 new AI tools, community workflows, and more
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| | | | ANTHROPIC & SPACEX | |  | Image source: Images 2.0 / The Rundown |
| The Rundown: Anthropic just signed a deal with SpaceX to lease its Colossus 1, raising Claude usage and putting Musk and Anthropic on one team months after he said that Anthropic should be called âMisanthropicâ and it "hates Western Civilization." | The details: | Anthropic will lease all of Colossus 1, a 300+ MW Memphis supercluster, with more than 220K Nvidia GPUs coming online within the month. Anthropic said Claude Codeâs 5-hour usage caps are now doubling across paid tiers, with additional increases via API and no more peak-hour restrictions. Musk replied on X that SpaceX will rent compute to âAI companies that are taking the right steps to ensure it is good for humanity.â The Information also reported yesterday that Anthropic is committing to a $200B, 5 GW compute deal over the next five years with Google Cloud.
| Why it matters: This is a fascinating partnership from several angles. One being Musk taking the âenemy of my enemy is my friendâ approach â helping patch OAIâs biggest rivalâs glaring compute hole. Another is SpaceXAI (apparently the new name), moving to providing compute for rivals while still pushing to get Grok near the frontier. |
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| | TOGETHER WITH STRIPE | | | The Rundown: Pricing AI products means making a series of connected decisionsâhow you charge, how you match prices to value, and how you adapt as costs and the market shift. Stripe's new framework outlines 5 steps for pricing AI products. | In this guide, youâll learn: | How AI leaders like Anthropic, Clay, and Vercel approach their pricing Strategies to align what you charge with the exact value you deliver Steps to pick a pricing model that balances ease of user adoption with repeatable revenue
| Get the framework. |
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| | ELON MUSK VS. OPENAI TRIAL | |  | Image source: Reuters |
| The Rundown: Ex-OpenAI CTO Mira Murati testified Wednesday via video deposition in Elon Musk's lawsuit against OpenAI, accusing CEO Sam Altman of lying about a model's safety review, undermining her authority, and pitting execs against one another. | The details: | Murati said Altman told her OAI's legal team cleared a model to skip safety review, which she later verified with counsel Jason Kwon was false. She also described Altman giving conflicting directions to different execs, making her role as CTO harder and creating chaos across OAI's leadership. Murati briefly became interim CEO during Altmanâs 2023 firing, but said the board process put OpenAI âat risk of falling apart.â Former OAI board member Helen Toner also testified, reportedly criticizing Murati as âafraid to stick her neck outâ and scared of âblowback for her careerâ.
| Why it matters: The 2023 board drama is the saga that will never conclude, and Muratiâs testimony is a powerful voice to aid Muskâs argument that Altman and co. are untrustworthy. But whether that ultimately means anything related to Muskâs claims of Altman and Brockman âtrying to steal a charityâ in 2017 is up for the jury to decide. |
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| | AI TRAINING | | | The Rundown: In this guide, you will learn how to use Claude Design to turn your raw data into a useful strategy deck complete with actual insights. Claude Design analyzes what is working and gives concrete recommendations your team can use. | Step-by-step: | Start with one CSV or spreadsheet with a messy report (YT channel data, Facebook ads, etc.) and decide what the deck needs to do (like find patterns) Open claude.ai/design, choose Slide deck, skip the design system, toggle on speaker notes, and upload your data Prompt: âTurn these files into a strategy deck on performance. Analyze the results by item and extract best practices from the data and assets. Use charts, rankings, and concrete recommendations. Match images or creative files to CSV using the filename or matching field. Keep it presentation-readyâ Generation will take 10-15 minutes. You can export to PowerPoint or Google Slides when it's ready
| Pro tip:Â Duplicate the project and upload more data sources for Claude to incorporate into the presentation. |
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| | PRESENTED BY IBM | | | The Rundown: Most leaders know AI will reshape their business, but few have a clear playbook for how. An IBM Institute of Business Value analysis reveals 5 plays that CEOs must fulfill now for payoffs by 2030. | To lead in an AI-first landscape, surveyed CEOs suggest: | Customize your AI mix, not just your AI models Hire a Chief AI Officer if you havenât already Orchestrate intelligence âboth artificial and human
| Get deeper details in the 2026 CEO Study. |
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| | GOOGLE DEEPMIND | |  | Image source: Fenris Creations |
| The Rundown: Google DeepMind picked up a minority stake in Fenris Creations, a game studio spinoff from CCP Games, which makes the popular EVE Online â with DeepMind set to use the 23-year-old space game as a sandbox for AI research. | The details: | EVE Online has run for two decades on a single server where players form corporations, set market prices, and torch six-figure fleets in day-long battles. DeepMind's investment will come with AI agent runs on an offline EVE clone, testing how models reason over long timelines, retain memory, and learn. Demis Hassabis cited Atari DQN, AlphaGo, AlphaStar, and SIMA as game-bred DeepMind wins, calling games âthe perfect training groundâ for AI algorithms. Fenrisâ CEO pitched EVE as âone of the few environmentsâ where intelligence can be tested âinside something that already behaves like a living worldâ.
| Why it matters: DeepMind has been here before with Go, Atari, StarCraft, and SIMA, but EVE is not a match to win as much as a 23-year-old living, evolving society to understand. That makes the Fenris deal a natural next step in the shift from game-playing AI to agents that can operate inside less predictable real-life systems. |
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| | | | | 𧠠Memoket - Stop briefing AI from scratch. Memoket captures conversations and remembers context. Try the app for free today* đ¤Â Claude Managed Agents - Pre-built agent harness with âdreamingâ memory âĄď¸ GPT 5.5 Instant - OpenAIâs new default model across ChatGPT đ§ Realtime TTS-2 - New voice AI that listens to match user tone and emotion
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| | | Subquadratic debuted SubQ, a model the company claims has a 12M token context window and a 52x speed boost on long tasks at a fraction of the cost over rivals. | Anthropic launched dreaming, outcomes, and multi-agent orchestration for Managed Agents, letting agents study past sessions, grade work, and split complex jobs. | OpenAI teamed up with AMD, Intel, NVIDIA, Microsoft, and Broadcom to open-source MRC, a tool that keeps giant AI training runs going when hardware fails mid-session. | Chinese AI startup DeepSeek is reportedly nearing a new funding round that would value the company at as high as $45B. | Google announced a new partnership with TuneCore parent Believe to put its Flow Music and Lyria 3 Pro model in front of artists. |
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| | | | | Every newsletter, we showcase how a reader is using AI to work smarter, save time, or make life easier. | Todayâs workflow comes from reader Anonymous: | "I'm recovering from a torn ACL, and my physiotherapist films all of my exercises and sends the videos to me on WhatsApp, narrating the sets/reps and notes on how to perform the exercise properly.
I uploaded the videos into Gemini and got it to build a prompt for Claude Code, which one-shotted an app that I now use to track sets, reps, weights from last workouts, notes, over multiple months. I can then export this data into a .csv for my physio before we check back in with each other." | How do you use AI? Tell us here. |
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| | | | That's it for today!Before you go weâd love to know what you thought of today's newsletter to help us improve The Rundown experience for you. | | See you soon, | Rowan, Joey, Zach, Shubham, and Jennifer â the humans behind The Rundown | |
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