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The AI Rundown by Lightscape Partners - 6/8/2026

Weekly Newsletter

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Jun 8, 2026

The AI Rundown by Lightscape Partners - 6/8/2026

Anthropic files confidentially for what could be the largest IPO ever, OpenAI's "superapp" pivot signals chat is dead, and Google agrees to pay SpaceX $920M a month for compute.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 6/1/2026

Weekly Newsletter

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Jun 1, 2026

The AI Rundown by Lightscape Partners - 6/1/2026

Anthropic hits a $965B valuation and ships Claude Opus 4.8 · SoftBank commits up to €75B to French AI data centers · Cognition more than doubles to a $25B pre-money on the vibe-coding wave.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 5/26/2026

Weekly Newsletter

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May 26, 2026

The AI Rundown by Lightscape Partners - 5/26/2026

Google declares the old search dead; Karpathy defects to Anthropic; OpenAI charges toward a trillion-dollar September IPO.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 5/18/2026

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May 18, 2026

The AI Rundown by Lightscape Partners - 5/18/2026

Cerebras stages the year's biggest IPO, Anthropic edges past OpenAI in business customers, and Sam Altman finally takes the stand in Musk v. OpenAI.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 5/11/2026

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May 11, 2026

The AI Rundown by Lightscape Partners - 5/11/2026

Anthropic rents Elon's data center after an 80x quarter, Alphabet closes in on the world's most valuable company crown, and Anthropic + OpenAI launch consulting JVs aimed straight at McKinsey.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 5/4/2026

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May 4, 2026

The AI Rundown by Lightscape Partners - 5/4/2026

Anthropic eyes a $900B valuation in days, the Musk v. Altman trial reshapes the OpenAI origin story, and AWS officially welcomes OpenAI to its cloud as Microsoft rewrites the partnership.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 4/27/2026

Weekly Newsletter

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Apr 27, 2026

The AI Rundown by Lightscape Partners - 4/27/2026

Google and Amazon Pour $65B+ Into Anthropic, SpaceX Dangles a $60B Cursor Buyout, and OpenAI Ships GPT-5.5

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 4/20/26

Weekly Newsletter

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Apr 20, 2026

The AI Rundown by Lightscape Partners - 4/20/26

Cerebras Systems Aims for IPO Amid Growth, Anthropic Enhances AI with Claude Opus 4.7, and Physical Intelligence Advances Robotics with π0.7

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 4/13/26

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Apr 13, 2026

The AI Rundown by Lightscape Partners - 4/13/26

Anthropic Debuts Cybersecurity Model Mythos and Expands AI Chip Partnership, Generalist AI Advances Robotics Intelligence

Ted Wagner
Ted Wagner
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