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Jon Keegan
Posts
What to look for in Oracle’s Q3 earnings
Oracle will release third-quarter earnings Tuesday, amid confusion over an OpenAI data center deal, looming layoffs, and fears of runaway capex. Source: Sherwood News.
Anthropic sues the US government
In response to the Pentagon’s unprecedented, punitive determination that Anthropic is a national security supply chain risk, the AI startup has sued the US government….
Microsoft will use Anthropic’s Claude to power “Copilot Cowork”
The productivity software giant is turning to an AI startup to help its users control its apps. Source: Sherwood News.
Microsoft will use Anthropic’s Claude to power “Copilot Cowork”
The productivity software giant is turning to an AI startup to help its users control its apps. Source: Sherwood News.
OpenAI’s new GPT-5.3 Instant: Less “cringe” tone, no more “over-caveating” responses
The new conversational model is meant to get to the point faster, and avoid “over-caveating” responses. Source: Sherwood News.
OpenAI’s Altman: Our rushed deal with the Pentagon “looked opportunistic and sloppy”
OpenAI CEO Sam Altman shared an internal memo in which he expressed some regrets for the bad optics of the company’s hasty deal with the…
After tussle with Pentagon, Anthropic’s $60 billion worth of recent investments might be at risk
Recent investors may be spooked after being declared a “supply-chain risk to national security” by the Defense Secretary. Source: Sherwood News.
After tussle with Pentagon, Anthropic’s $60 billion worth of recent investments might be at risk
Recent investors may be spooked after being declared a “supply-chain risk to national security” by the Defense Secretary. Source: Sherwood News.
A blow-by-blow catch-up on how Trump vs. Anthropic has unfolded
A consequential week punctuated by war highlights the deep rifts that exist between Silicon Valley and Washington. Source: Sherwood News.
Delays in permitting, power, and zoning cause first drop in data center construction since 2020
Community engagement is another factor that led to the decline, despite strong demand. Source: Sherwood News.