Vendor Watch
bluemat briefs and decodes on Vendor Watch.
- OpenAI Pours Resources Into Science While Google Sets Agent-Safety Ground Rules
- The Vendors Stop Selling Models, Start Selling Lab Notebooks
- Vendor Watch: Anthropic, OpenAI, and Mistral Each Reveal How They Want to Be Measured
- Export Controls Hit Anthropic's Top Models — and the Practitioner Fallout Is Already Here
- Anthropic Reverses Course on Hidden Refusals as Fable 5 Lands
- Anthropic Says Claude Now Writes 80% of Its Code. The Speedup Chart Is the Real Story.
- Codex Becomes a Platform, Anthropic Becomes a Weapon, and Vendor Lines Blur
- Mistral's Vibe Bet, Codex's Vanishing Feature, and the Vendor Lock-In Tax
- Anthropic's $965B Valuation Lands the Same Week Its Cheapest Model Gets Outpriced
- Anthropic's $965B Valuation Lands the Same Week Its Rivals Quietly Reshape the Stack
- 3 Companies, 67% of AI's Funding, and the End of Cheap Inference
- 3 Labs Took 67% of AI's Funding. Here's What It Changes.
- The Week Coding Agents Moved Into Your Browser
- Every Big Vendor Just Made the Same Bet: Agents That Run for Days
- Codex Ships Weekly, Gemini Previews, Claude Code Holds the Terminal
- Google Goes Wide, OpenAI Goes Deep, Anthropic Goes Hiring
- The AI Vendors Stopped Racing on the Same Track
- The Week the AI Vendors Picked Different Lanes
- Five Vendors, Five Bets: AI's Strategic Map in Mid-May
- Three Vendor Bets Against the Chat Box
- The major labs are no longer playing the same game
- Three Vendors, Three Bets: AI's Strategic Divergence
- OpenAI's Two-Front Enterprise Pivot
- OpenAI Builds a Deployment Arm — And Quietly Becomes a Consulting Firm
- Anthropic Borrowed xAI's Compute. That's the Real Story This Week.
- When AI Rivals Become Each Other's Landlords
- OpenAI Ships at Both Layers, Anthropic Goes Deeper
- Three Vendor Signals That Should Change Your AI Stack Calculus
- Mistral Climbs the Stack, Google Quietly Backs MCP
- Meta walks away from open weights as the vendor race accelerates
- The Vendor Map Hardens: Mistral, OpenAI, and DeepSeek Stake Their Ground
- The Vendors Have All Voted: Agentic AI Is the Product Now
- The Big Three's Tuesday: 5 Gigawatts, MCP-Native Agents, and Thinking Images
- The Race to Own Your Coding Session
- Anthropic's Glasswing and OpenAI's $100 Tier Reshape the Vendor Map
- The week every major AI lab redrew its battle lines
- OpenAI Raises $122 Billion While the Vibes Get Weird
- The Coding Agent War Is Now a Three-Front Battle — and OpenAI Is Playing Defense
- Vendor Watch: Anthropic, OpenAI, Google, and Mistral Jockey for Position
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