The Claude effect

Businesses choose Claude, World models in Paris, immersive Google Maps

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Howdy wizards,

Tomorrow I’m dropping something I’ve been building for months. Keep an eye on your inbox.

Here’s what’s brewing in AI this week.

Industry moves

  • Meta acquired Moltbook, the viral social network where AI agents interact, and people can’t tell if posts were from bots or not. The founders were acqui-hired into Meta's Superintelligence Labs. But why….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 LLMsβ€”which he argues are constrained to recombine existing knowledgeβ€”to bet on world models, and calls Silicon Valley β€œLLM-pilled”. It’s 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 we’ll 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

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- Dario

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Try Granola on your next meeting and see how much easier it is to stay present.

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  • 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). What’s special about this is it’s 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 OpenAI’s 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 doesn’t 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 isn’t replacing people β€” it’s just so expensive they can’t 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. There’s 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 Microsoft’s market cap in January; so they decided that if you can’t 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.

YOU ARE A DELIGHT.

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This newsletter is written & shipped by Dario Chincha.

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