Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious goldrush for SEO in the AI era. And an urgent wakeup call in the quantum computing will break cryptography space.

• Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom (Bloomberg)
• Jeff Bezos’s new lab hires xAI co-founder from OpenAI (FT)
• How Accurate Are Google’s A.I. Overviews? (NYTimes)
• Can AI responses be influenced? The SEO industry is trying (The Verge)
• A Cryptography Engineer’s Perspective on Quantum Computing Timelines (Filippo Valsorda)

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