OpenAI is filing confidentially. Cerebras already crossed the line. Anthropic is closing in on a $900B valuation. The AI IPO supercycle is here — and it's about to test whether safety-first values survive contact with public markets.

Anthropic just hit #1 on CNBC's Disruptor 50, overtook OpenAI on annualized revenue, and signed chip deals across every major hyperscaler in the same week. How the safety-first lab became the most dominant force in enterprise AI.

Demis Hassabis ended Google I/O 2026 with a line about the singularity. A breakdown of what Google actually shipped — Gemini 3.5 Flash, Gemini for Science, an AI-powered cursor — and what the framing tells us about where AI is going.