Before we get into today’s column, some breaking news: Stripe is in talks to buy OpenRouter for about $10 billion. The news follows our report Friday that the$1.3 billion-valuation startup, whichhelps companies choose the best and cheapest AI models, was the target of takeover interest. ...

Over the weekend, tech blogger Robert Scoble claimed Anthropic was in the process of acquiring Physical Intelligence, an AI robotics software developer that was most recently in…

Cloud and software incumbents want businesses to think twice before using Anthropic, OpenAI and other closed-source AI providers. Executives such as Palantir CEO Alex Karp have…