The Claude effect
Businesses choose Claude, World models in Paris, immersive Google Maps
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Howdy wizards,
Tomorrow Iβm dropping something Iβve been building for months. Keep an eye on your inbox.
Hereβs whatβs brewing in AI this week.
Industry moves
Meta acquired Moltbook, the viral social network where AI agents interact, and people canβt tell if posts were from bots or not. The founders were acqui-hired into Meta's Superintelligence Labs. But whyβ¦.when Moltbook has less bot replies per post than Facebook does?
Yann LeCun launched AMI Labs with $1.03B seed round (largest ever in Europe) to build AI that understands the physical world. LeCun chose Paris for their HQ, as he is ditching LLMsβwhich he argues are constrained to recombine existing knowledgeβto bet on world models, and calls Silicon Valley βLLM-pilledβ. Itβs not just the skeptics funding this: Nvidia, Samsung, and Bezos are backing this and hedging their bets. If LeCun turns out to be right, they want a seat at the table.
OpenAI acquired Promptfoo, an open-source AI security and red-teaming platform used by 25% of the Fortune 500. Promptfoo will remain open source, but OpenAI will integrate its security, evaluation, and compliance tech into its infrastructure. Enterprises have security checkboxes, and OpenAI just bought the company that fills them out.
Amazon tightened their oversight of AI-assisted code after a string of outages, including a 6-hour retail crash costing 6.3M lost orders. Junior/mid-level engineers now need senior sign-off on AI-assisted code changes. Amazon cut 16,000 jobs in January and has previously mandated at least 80% of their code be AI-generated. I think weβll see this a lot going forward: legacy companies making cuts and trying to move fast while their governance lags two steps behind.
IN PARTNERSHIP WITH GRANOLA
Finally, an AI notetaker I donβt have to apologize for.
You know when youβre in a meeting and someoneβs random bot joins the call?
With Granola, you get exactly zero meeting bots joining your call.
It uses your deviceβs own audio to transcribe and works with any meeting tool (Zoom, Google Meet, Microsoft Teams, etc). It even works for in-person conversations.
You stay focused and jot down notes like you normally would. Granola quietly transcribes and enhances the important bits in the background.
If you want to be extra thoughtful (or your company requires it) Granola can auto-send a quick consent email beforehand.
Try Granola on your next meeting and see how much easier it is to stay present.
β¦
Ramp's March 2026 AI Index shows Anthropic wins about 70% of head-to-head matchups against OpenAI among businesses buying AI for the first time. Nearly 1 in 4 businesses on Ramp now pays for Anthropic (up from 1 in 25 a year ago). Whatβs special about this is itβs not about benchmarks (Anthropic and OpenAI are similar in terms of performance) or price (Claude is more expensive than Codex). Whether the Claude Effect is vibes, Apple-like marketing, or the backlash of OpenAIβs DoD contract β businesses like Claude better.
Another two enterprises laying off people to fund AI investments: Atlassian fired 1,600 people while Oracle is planning to cut up to 30,000 jobs. Atlassian says AI doesnβt replace people, but that they need money to self-fund further investments in AI, while Oracle needs to free up $8-10B in AI infrastructure costs. The narrative from both is that AI isnβt replacing people β itβs just so expensive they canβt afford to keep them.
New tools & product features
Google put Gemini-powered search in Maps. Ask Maps answers natural-language questions using data from 300M+ places and 500M community contributors. Thereβs an Immersive Navigation that renders routes in 3D using Street View and aerial imagery. As someone who routinely picks the wrong ramp at highway interchanges and spends 20 minutes looping back, the immersive view looks very handy.
Microsoft launched Copilot Cowork, built on Claude, to automate multi-step tasks across Outlook, Teams, Excel, and PowerPoint. The release of Claude Cowork took a toll on Microsoftβs market cap in January; so they decided that if you canβt beat them, join them.
β
I used or tried no new AI tools this week! Just been focused on the product launch for tomorrow and fixing bugs with my trusty Claude Code.

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