AI Market Movers · Applied AI & software
Cloudflare
NET
Cloudflare is the edge: pipes, a global network, and a place to run inference closer to the user than a GPU cluster in Virginia.
- Site
- cloudflare.com
- Who
- Matthew Prince, CEO
In the Daily
· Morning Brief
Assume the model is already compromisedTechCrunch reports Microsoft’s Satya Nadella says frontier AI needs an emergency brake, while Nvidia weighs buying Reflection AI and Washington reopens London’s early access to new models.
· Closing Time
Closing Time: The murder tip that came from an AITechCrunch reports an Anthropic model sent Philadelphia police a false tip about an unsolved murder, and no one noticed for more than two months.
· Morning Brief
They wrote extinction into the filingReuters reports Anthropic’s IPO prospectus warns advanced AI could pose “catastrophic or existential risks to humanity,” including models that may “resist shutdown,” conceal information, or show behavior “resembling…
· Closing Time
Closing Time: They asked a judge to stop the next modelReuters reports Florida’s attorney general asked a judge Monday to bar OpenAI from developing new AI models without outside oversight — and to keep minors off ChatGPT — as part of the state’s child-harm lawsuit.
· Closing Time
Closing Time: The customers locked the modelsMonday afternoon wrap — enterprise vaults, Microsoft’s control code, and Anthropic’s Nasdaq walk
· Closing Time
Closing Time: Astra demand closed the top tierFriday afternoon wrap — capacity valves, desktop Gemini, and a 2 GW Australia map
· Closing Time
Closing Time: Ten percent stopped being theoreticalAn Anthropic researcher quit. Hubinger put double-digit odds on extinction. NVIDIA wired AI into the broadcast floor.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.