Bay Area Times

Bay Area Times

Bay Area Times

🗞️ The visual daily newsletter on business and tech. 📈 Analyzing the news with 1 visual per story.

OpenAI to cut off Cursor model access Nov. 12, citing ToS concerns

4 min read

OpenAI to cut off Cursor model access Nov. 12, citing ToS concerns

ByBay Area Times

OpenAI, Anthropic, AWS, Microsoft 100+ companies warn of AI-enabled cyberattacks, urge action

4 min read

OpenAI, Anthropic, AWS, Microsoft 100+ companies warn of AI-enabled cyberattacks, urge action

ByBay Area Times

NVIDIA Q2 FY27 revenue +106% YoY to $96.2B, net income +126%, topping estimates

5 min read

NVIDIA Q2 FY27 revenue +106% YoY to $96.2B, net income +126%, topping estimates

ByBay Area Times

Apple unveils new Mac mini with M6, M5 Pro, delivering up to 4x faster AI performance

4 min read

Apple unveils new Mac mini with M6, M5 Pro, delivering up to 4x faster AI performance

ByBay Area Times

H-1B workers already in U.S. face proposed $103K Trump admin fee

4 min read

H-1B workers already in U.S. face proposed $103K Trump admin fee

ByBay Area Times

Anthropic said to eye $100B+ IPO at potential $2T valuation, topping SpaceX’s $1.77T

4 min read

Anthropic said to eye $100B+ IPO at potential $2T valuation, topping SpaceX’s $1.77T

ByBay Area Times

Anthropic said to target SpaceX-sized IPO, could file publicly by Aug.-end

4 min read

Anthropic said to target SpaceX-sized IPO, could file publicly by Aug.-end

ByBay Area Times

Stripe agrees to acquire OpenRouter in deal said worth $7.5B

4 min read

Stripe agrees to acquire OpenRouter in deal said worth $7.5B

ByBay Area Times

OpenAI holds major frontier RL training, tightens safety practices after Hugging Face breach

4 min read

OpenAI holds major frontier RL training, tightens safety practices after Hugging Face breach

ByBay Area Times

Anthropic annualized revenue said to have hit $65B in Jul. ahead of expected fall IPO

4 min read

Anthropic annualized revenue said to have hit $65B in Jul. ahead of expected fall IPO

ByBay Area Times

Stripe said to finalize $7B+ OpenRouter acquisition as AI model switching grows

4 min read

Stripe said to finalize $7B+ OpenRouter acquisition as AI model switching grows

ByBay Area Times

Gemini 3.7 Flash debuts as Google’s strongest coding model

4 min read

Gemini 3.7 Flash debuts as Google’s strongest coding model

ByBay Area Times

Grok 4.6 debuts as SpaceXAI takes on OpenAI, Anthropic

4 min read

Grok 4.6 debuts as SpaceXAI takes on OpenAI, Anthropic

ByBay Area Times

CoreWeave +18% as Q2 revenue +112% YoY to $2.6B, backlog reaches $104B

4 min read

CoreWeave +18% as Q2 revenue +112% YoY to $2.6B, backlog reaches $104B

ByBay Area Times

GPT-5.6-Cyber debuts for select partners as OpenAI expands Daybreak

4 min read

GPT-5.6-Cyber debuts for select partners as OpenAI expands Daybreak

ByBay Area Times

Apple said to test China’s CXMT RAM as U.S. rules block technical sharing

4 min read

Apple said to test China’s CXMT RAM as U.S. rules block technical sharing

ByBay Area Times

OpenAI said to plan $300+ hockey puck-sized AI speaker for 2027

4 min read

OpenAI said to plan $300+ hockey puck-sized AI speaker for 2027

ByBay Area Times

OpenAI seeks dismissal of Apple’s trade secrets lawsuit

4 min read

OpenAI seeks dismissal of Apple’s trade secrets lawsuit

ByBay Area Times

SpaceX Q2 revenue +92% YoY to $7.8B, vs. $6.8B est., net loss narrows to $0.5B

4 min read

SpaceX Q2 revenue +92% YoY to $7.8B, vs. $6.8B est., net loss narrows to $0.5B

ByBay Area Times

White House hosts OpenAI, Google, Anthropic on AI oversight framework

3 min read

White House hosts OpenAI, Google, Anthropic on AI oversight framework

ByBay Area Times

Qwen3.8-Max debuts as Alibaba’s most capable AI model, rivaling Kimi K3

4 min read

Qwen3.8-Max debuts as Alibaba’s most capable AI model, rivaling Kimi K3

ByBay Area Times

Anthropic says Opus 4.7, Mythos 5 breached 3 firms after OpenAI-Hugging Face incident

4 min read

Anthropic says Opus 4.7, Mythos 5 breached 3 firms after OpenAI-Hugging Face incident

ByBay Area Times

Microsoft Cloud drives Q4 FY26 revenue +18% YoY to $90B, operating income +18%

4 min read

Microsoft Cloud drives Q4 FY26 revenue +18% YoY to $90B, operating income +18%

ByBay Area Times

OpenAI models breached Modal customer before Hugging Face

4 min read

OpenAI models breached Modal customer before Hugging Face

ByBay Area Times

Anthropic’s Amodei rejects open AI model ban, calls for testing

3 min read

Anthropic’s Amodei rejects open AI model ban, calls for testing

ByBay Area Times