Battleline is being prepared between major AI laboratories and popular applications relying on them.

This week, both Anthropic and OpenEE took shots on two major AI apps: Windsurf, one of the most popular Vibe coding tools, and Granola, a Bazi AI app to take the meeting notes.

“With less than five days, Anthropic decided to cut our first-sided capacity for all clouds 3.x models,” CEO of Windsurf Varun Mohan Xe This week, given that “we wanted to pay them for full capacity.” An extra Statement on Windsurf’s website Said: “We are worried that the conduct of anthropic will harm many people in the industry, not only windsurf.”

Here, Mohan’s company is a collateral damage in anthropic rivalry with Openi, allegedly negotiating to acquire windsurf for about 3 billion dollars. The deal has not been confirmed, but even the audience of it was enough for anthropic, which is to cut one of the most popular apps that gives it powers. After a spokes told Techcrunch’s Maxwell zeff He had an anthropic “ability to prioritize for permanent participation”, co-founder Jared couple Keep it more clearly.

“We are really just trying to enable our customers who are working with us in the future,” couple Told ZEFF“I think it would be strange for us to sell the cloud to Openai.”

Meanwhile, Openai sent his warning shot to the budding AI app ecosystem this week. It announced A “record mode” For Chatgpt – Initially only for enterprise accounts – which transcripts call and produce meeting notes. This is the main use of Grenola, one of my favorite AI devices Recently gathered $ 43 million In additional funding and a mobile app released.

Given how quickly Granola has developed To more In brief meetings, I suspect that the company is not in danger of extinction. Nevertheless, it will be difficult to grow when hundreds of crores of chatgpt users will eventually have access to its main functionality.

It is not clear how the stress will solve the stress between Openai and Anthropic’s product ambitions and their API customers needs. When I interviewed the Chief Excise Officer of Anthropic, Mike chrigger, Back in marchThe company had announced its own cloud coding contestant for Windsurf and Karsar, which incidentally Gather $ 900 million This week. I asked the clear question to Cryger: How does anthropic think about competing with his API customers? He really had no answer.

“I think this is a very delicate question for all laboratories and one that I am really trying to contact thinking,” the Chryger told me at that time. “Hopefully, we will all be able to navigate close proximity sometimes.”

AI investor Zak Cookoff Keep it Well this week: “At some point model providers need to decide whether they want to be a stable platform or compete for every vertical.”

Finally, this week the AI ​​model was served as a wake-up call for several startups of construction of businesses on the back of the model; If you are successful enough, you risk copying by your model provider. Many companies are thinking through this risk, especially as Openai Creates a new team To help your API customers “translate abstract ideas in production applications.”

“You will be surprised that the recent tricks by Big II Labs will be a giant tailwind for incumbents like Google, Amazon, MSFT, etc. to compete with the recent app layer,” Michael mignanoMembers of a granola board, Wrote this week“If developers can’t rely on labs, it is better to trust the big people like they had done for the cloud?”

Take a different on AI and job loss

This week, I heard the contrary of two CEOs Growing fear He will destroy AI jobs, at least when it comes to engineering roles.

The first was Beautiful pichaiWhich I saw at the Technical Conference of Bloomberg in San Francisco. He dropped down Dario amodi Domorism is afraid of job loss, correctly indicating that “we have made such predictions about technology and automation for the last 20 years, and it has not been played in this way.” He went far away to say, “I hope we will grow from our current engineering base next year,” because AI “allows us to do more.”

The next day, I went on the road to Moskon Center to see Snowflake CEO Sridhar RamaswamyWho spoke to a room of 4,000 developers with only AI Pioneer Andrew NGI asked Ramaswamy whether AI had changed its recruitment plans, and he said that he agrees with the ranking of engineers to hiring desirable, which NG had just described on stage, with top experienced engineers who take advantage of AI equipment with top experienced engineers, followed by early-career engineers who are all on AI. He said that new graduates avoiding AI devices are at the bottom of the desirable ranking and can struggle to find a job.

If anything, it is in the middle of the workforce-people who are in the middle of their careers and hesitate to adopt AI devices-which is the most in danger of near-surface displacement, Ramaswamy argued. “Companies reduce middle management, so there are too much push to get more people doingHow do we get them as much as possible? Snowflake historically has been slightly above the engineering, so we are balanced. ,

“Oh, man, girls are fighting, are they not?” – Representative. Alexandria Osacio-Coortage comment out What was the best day on Twitter over the years.

“Maybe there is a world where you have an AI in the sky. You may have actually a group of domain-specific agents, requiring a bunch of specific work to do so. I think the evidence is really moving to this mengary of various models.” – Openai’s Greg Brockman But was speaking AI Engineer’s World Fair.

“Give it one year. We are doing a billion querry in a week if we can maintain this growth rate.” – Perplexity CEO Arvind Srinivas on stage At Bloomberg’s technical conference,

“We mistakenly had cash flow positive in Q1, which was calm.” – Substac CEO Chris best But was speaking Information manufacturer economy summit.

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As usual, I welcome your response, especially if you will participate in WWDC next week, or if you have a story idea to share. Can you answer here or Ping me safely on the signal,