Shensi Circle / Moves of Leading AI Companies (OpenAI/Anthropic/Google/Apple/Perplexity)
A collection of 71+ pieces on leading company moves from Shensi Circle. OpenAI (19 pieces / Sam Altman as Oppenheimer / Sora / OpenAI fund layout / Operator) / Anthropic (10 pieces / 130 billion revenue / moat = permissions / foray into finance / valuation doubled in three months surpassing OpenAI / marketing self-marketing / 80% retention of overseas talent) / Google (Gemini / Privacy Sandbox / AI rewriting the control layer) / Apple (AI iMessage / iOS integration) / Perplexity (6 pieces / 450 million ARR / 5 major growth engines in three and a half years / business strategy) / Microsoft (Entra ID / Security Copilot) / Karpathy (2 pieces). Covers strategic inflection points, business models, and competitive landscape of leading AI companies