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Industry & Funding

Funding, acquisitions, partnerships, and the business moves reshaping the AI dev stack.

The business layer — funding rounds, acquisitions, partnerships, leadership moves, and the corporate decisions reshaping the AI developer tools stack. Facts and context, not speculation.

143 stories · last 90 days

Why OpenAI and Anthropic are hiring forward deployed engineer teams

OpenAI established a forward deployed engineering team in 2024 and Anthropic expanded its Applied AI group to embed engineers directly with enterprise clients, addressing integration failures. A MIT NANDA study of 300 AI projects found 95% of enterprise pilots produced little measurable financial...

The New Stack · 2026-05-29

Microsoft Agent 365: The Future of AI Agent Management for Businesses

Microsoft Agent 365, marketed as a centralized control plane for enterprise AI agents, is available for purchase through iDreams.ai and offers tools for discovering, monitoring, securing, and governing AI agents across an organization. The platform integrates with Microsoft Defender, Entra, Purvi...

Dev.to - AI · 2026-05-28

Code with Claude 2026: Managed Agents, Dreaming & AWS

Anthropic held its first developer conference, Code with Claude, in San Francisco on May 6, 2026, announcing a Managed Agents platform at $0.08 per session-hour and a "Dreaming" feature that consolidates agent memory between sessions. Legal-AI firm Harvey reported a roughly 6x rise in task comple...

Dev.to - Claude · 2026-05-23

JetBrains is selling independence as the rest of AI coding picks sides

JetBrains VP Mikhail Vink claimed at Google Cloud Next that JetBrains is the only independent AI coding tool vendor, contrasting with Cursor's ties to xAI, Windsurf's acquisition split between Google and Cognition, and Copilot's Microsoft-OpenAI alignment. The company, which has 16 million users ...

The New Stack · 2026-05-23

A hacker group is poisoning open source code at an unprecedented scale

A hacker group called TeamPCP breached GitHub via a malicious VSCode extension installed by a developer, compromising at least 3,800 of GitHub's internal code repositories. The group advertised the stolen source code for sale on BreachForums; GitHub stated the affected repositories contained its ...

Ars Technica - AI · 2026-05-23

Google I/O, Gemini Spark, Antigravity

Google announced Gemini Spark, a personal AI agent integrating with Gmail, Calendar, Drive, and other Google apps, running on Gemini 3.5 Flash and a new closed-source Go-based platform called Antigravity. Google also announced the open-source Gemini CLI will stop working with AI subscription plan...

Simon Willison · 2026-05-21

Investigating unauthorized access to GitHub-owned repositories

GitHub disclosed that an attacker compromised an employee device via a malicious third-party VS Code extension, exfiltrating data from GitHub-internal repositories. The attacker claims approximately 3,800 repositories were accessed; GitHub found no evidence of impact to customer-owned data and ro...

GitHub Blog · 2026-05-21

Google wants to compete with Anthropic’s Mythos

Google announced broader external access to its CodeMender AI code-security tool at I/O, positioning it as a competitor to Anthropic's Claude Mythos Preview. CodeMender, first debuted in October, identifies and fixes code vulnerabilities; Google is now opening its API to select groups of external...

The Verge - AI · 2026-05-20

Google now lets developers use GPT and Claude in Android Studio

Google announced at its I/O conference that Android Studio now supports OpenAI's GPT and Anthropic's Claude as AI model options alongside its own Gemini, with Gemma 4 available for local use. Google also released Android CLI 1.0, a tool designed for AI agents to access Android development capabil...

The New Stack · 2026-05-20

Pulumi bets infrastructure’s next decade belongs to AI agents

Pulumi released a set of features for AI agent workflows, including ephemeral 72-hour cloud accounts, a new `pulumi do` CLI command for single-resource provisioning, and an npm package for one-shot CLI invocations. The company said AI agents now account for 20% of operations on its platform, up f...

The New Stack · 2026-05-20

The Mac mini just became infrastructure

Apple CEO Tim Cook said on the company's Q2 2026 earnings call that Mac mini and Mac Studio are sold out across multiple configurations, attributing demand to agentic AI workloads, with supply-demand balance "several months" away. Higher-RAM Mac mini and Mac Studio configurations reportedly carri...

The New Stack · 2026-05-18

GitHub takes aim at Claude Code and Codex with its new Copilot app

GitHub launched a technical preview of a standalone Copilot desktop app for macOS, Windows, and Linux, built on its Copilot CLI agent. The app manages coding agents, issues, and pull requests from a single interface and is currently available to Copilot Business and Enterprise subscribers.

The New Stack · 2026-05-17

Why Block handed Goose to the Linux Foundation

Block transferred its open-source coding agent Goose to the Agentic AI Foundation, a Linux Foundation entity, after retaining trademark ownership created governance issues that slowed enterprise adoption. The AAIF launched with three projects: Goose, Anthropic's Model Context Protocol, and Agents...

The New Stack · 2026-05-16

Microsoft starts canceling Claude Code licenses

Microsoft is canceling most of its internal Claude Code licenses, roughly six months after opening access to thousands of employees in December. The company plans to redirect affected developers to its own Copilot CLI tool instead.

The Verge - AI · 2026-05-15

Cloud code: Conductor joins the rush toward remote coding agents

Conductor, an AI coding startup founded in 2024, raised a $22 million Series A and launched Conductor Cloud, moving its coding agents from a local Mac app to hosted environments. Anthropic, Mistral, and Roo Code have made similar shifts toward cloud-based coding agents in recent months.

The New Stack · 2026-05-15

Claude Finance: Anthropic Packages Wall Street Workflows Into 10 Agents

Anthropic launched Claude Finance on May 5, a bundle of 10 agent templates covering five financial services domains — investment banking, equity research, private equity, wealth management, and financial analysis. The package includes Microsoft 365 integration and ships via Claude Cowork and Clau...

Dev.to - Claude · 2026-05-14

Our response to the TanStack npm supply chain attack

A supply chain attack on the TanStack npm package, dubbed "Mini Shai-Hulud," compromised OpenAI signing certificates and systems. OpenAI is requiring macOS users to update its apps by June 12, 2026, as part of its remediation response.

OpenAI Blog · 2026-05-14

SAP launches AI Agent Hub at Sapphire 2026 to tame vendor agent sprawl

SAP launched the AI Agent Hub at its Sapphire 2026 conference, a vendor-agnostic registry for managing AI agents, LLMs, and MCP servers across enterprise environments. Two of six planned features are generally available now, with the remaining four, including identity management and observability...

The New Stack · 2026-05-13

Anthropic’s Claude Platform comes to AWS

AWS announced general availability of Anthropic's Claude Platform on its infrastructure, making it the first cloud provider to offer native Claude Platform access, including the Messages API, managed agents, web search, and code execution tools. Data is processed outside the AWS security boundary...

The New Stack · 2026-05-12

The Pulse: Did capacity shortages turn Anthropic hostile to devs?

Anthropic reportedly degraded Claude's capabilities and removed Claude Code access from some paid accounts amid suspected compute shortages, later securing additional capacity from SpaceX. Amazon lifted its internal ban on Claude Code and Codex, and Meta began assigning 20–40% of engineers on som...

Pragmatic Engineer · 2026-05-08

Behind the Scenes Hardening Firefox with Claude Mythos Preview

Mozilla used Anthropic's Claude Mythos Preview to identify and fix security vulnerabilities in Firefox, with monthly bug fixes jumping from a baseline of 20–30 to 423 in April 2026. The effort uncovered bugs including a 20-year-old XSLT flaw and a 15-year-old defect in the HTML `<legend>` element.

Simon Willison · 2026-05-08

AI and Claude: The internal rebellion that changed Amazon’s rules

Amazon granted its tens of thousands of developers access to Anthropic's Claude Code and OpenAI's Codex on May 12, running via AWS and Amazon Bedrock, after roughly 1,500 employees pushed back against a policy restricting use of third-party tools in favor of Amazon's own Kiro coding assistant.

The New Stack · 2026-05-06

[Google Cloud Next '26 Recap #4] Live Report from the Two Keynotes

Google Cloud Next '26 keynotes, held at the 12,000-seat Michelob ULTRA Arena in Las Vegas, centered on a shift from generative AI to an "Agentic Era" of autonomous AI agents. Google highlighted its end-to-end stack spanning Ironwood 8th-gen TPUs, Gemini models, cloud infrastructure, and Workspace...

Dev.to - Claude · 2026-05-05

Palo Alto Networks makes a $700M-class AI bet on Portkey gateway

Palo Alto Networks announced plans to acquire AI gateway startup Portkey for approximately $700 million, intending to integrate it into its Prisma AIRS security platform. Portkey processes trillions of tokens per month for Fortune 500 clients and supports 3,000 LLMs, MCP servers, and agents.

The New Stack · 2026-05-05

Apple accidentally left Claude.md files Apple Support app

Apple shipped Claude.md configuration files inside its Apple Support app, revealing the company uses Anthropic's Claude AI in its development workflow. The files, intended to provide instructions to the Claude AI assistant, were accidentally included in the distributed app package.

Hacker News - Best · 2026-05-02

IBM Bob hits 80,000 developers with 45% productivity gains

IBM released Bob, an agentic software development platform, after deploying it internally to over 80,000 developers since June 2025. Surveyed users reported an average 45% productivity increase, with specific teams citing 69–70% time savings on coding tasks, though IBM notes the figures are self-...

The New Stack · 2026-05-02

Meta abandons open-source Llama for proprietary Muse Spark

Meta has shifted development focus from its open-source Llama models to a new proprietary model called Muse Spark, built from scratch by Meta Superintelligence Labs. Existing Llama models will remain available, but the company has not committed to continued frontier development of the open-source...

The New Stack · 2026-05-01

Microsoft Agent 365 Launches With Claude Inside: What It Means

Microsoft launched Agent 365 on May 1, 2026, an enterprise control layer for autonomous agents across Microsoft 365 apps including Word, Excel, Outlook, and Teams. The user-facing component, Copilot Cowork, runs multi-step autonomous tasks and was built in collaboration with Anthropic using Claud...

Dev.to - AI · 2026-05-01

Quickbase’s Pave targets vibe coding’s notorious 80% problem

Quickbase launched Pave, a full-stack AI application builder designed to address the "80% problem" in vibe coding, where AI-assisted development tools stall before reaching production-ready completion. The tool aims to integrate continuous quality validation into the development loop rather than ...

The New Stack · 2026-05-01

The OpenAI-Microsoft reset, decoded: Why AWS may come out ahead

OpenAI is bringing its models, coding tools, and agentic capabilities to Amazon Web Services' Bedrock platform following a restructuring of its partnership with Microsoft, which had invested a reported $13 billion in OpenAI since 2019 and served as its exclusive cloud provider.

The New Stack · 2026-05-01

Anthropic wants to be the AWS of agentic AI

Anthropic launched Claude Managed Agents in public beta, a suite of APIs providing infrastructure for production AI agents including secure sandboxing, long-running sessions, and credential management, priced at $0.08 per session hour plus standard API token rates. The company added persistent me...

The New Stack · 2026-04-30

AWS lands OpenAI on Bedrock, but Trainium is the real story

AWS added OpenAI's GPT-5.4, GPT-5.5, and Codex to Amazon Bedrock in limited preview, announced by CEO Matt Garman in San Francisco. The deals carry infrastructure commitments: OpenAI agreed to approximately 2 gigawatts of Trainium3/4 capacity, while Anthropic separately committed over $100 billio...

The New Stack · 2026-04-30

An update on GitHub availability

GitHub disclosed two recent service outages and said it has expanded its capacity target from 10X to 30X current scale, citing rapid growth in agentic development workflows since late 2025. Monthly metrics now include 90 million pull requests merged, 1.4 billion commits, and 20 million new reposi...

GitHub Blog · 2026-04-29

Microsoft-OpenAI rewrite opens the door for Anthropic and Google

Microsoft and OpenAI announced an amended partnership agreement allowing OpenAI to deploy services across cloud platforms beyond Azure. OpenAI's revenue-share payments to Microsoft continue through 2030 at the same percentage but subject to a total cap, while Microsoft will no longer pay revenue ...

The New Stack · 2026-04-28

Claude Design Forces Canva and Figma to Become AI Platforms

Anthropic launched Claude Design on April 17, an experimental tool for generating quick visuals, slides, one-pagers, and prototypes, overlapping with core use cases of Canva and Figma. Canva responded with its AI 2.0 platform, describing it as a conversational, agentic system serving over 270 mil...

Dev.to - Claude · 2026-04-26

Your .claude/ Directory Is Now a Supply Chain Target

The @bitwarden/cli npm package version 2026.4.0, compromised on April 22, 2026, contained malware that specifically targeted AI coding tool credentials from six tools including Claude Code, Gemini CLI, and Codex CLI, according to JFrog security researchers. The malware stole authentication files ...

Dev.to - AI · 2026-04-25

The Pulse: AI token spending out of control – what’s next?

AI agent token spending has surged over the past 2-3 months at tech companies, straining budgets, according to data gathered from 15 firms. GitHub Copilot and Anthropic have begun limiting individual users to prioritize business customers, whose spending has risen roughly tenfold.

Pragmatic Engineer · 2026-04-24

Anthropic&#8217;s Mythos breach was humiliating

A small group of unauthorized users gained access to Anthropic's Claude Mythos model, according to Bloomberg, starting from the day Anthropic announced a controlled testing program for the model. Anthropic, which had restricted Mythos citing cybersecurity risks, said it is investigating the breach.

The Verge - AI · 2026-04-24

Anthropic Bans Can Hit Teams, APIs, and Billing Separately

Anthropic banned 1.45 million accounts between July and December 2025, with 52,000 appeals filed and 1,700 overturns, according to the company's transparency page. In documented cases, Argentine startup Belo lost Claude access across 60+ accounts simultaneously for roughly 15 hours following a po...

Dev.to - Claude · 2026-04-23

The SpaceX-Cursor deal is a gutsy Hail Mary that could work

SpaceX announced a deal with AI coding tool maker Cursor valued at $10 billion to $60 billion, with an option to acquire Cursor outright later in 2026. The partnership combines xAI's compute infrastructure with Cursor's coding models, which have reached over $2 billion in annualized revenue.

The New Stack · 2026-04-23

Quoting Bobby Holley

Mozilla used an early version of Anthropic's Claude Mythos Preview to evaluate Firefox's security, identifying 271 vulnerabilities that were patched in Firefox 150. The work was done in collaboration with Anthropic, according to Firefox CTO Bobby Holley.

Simon Willison · 2026-04-22

Scaling Codex to enterprises worldwide

OpenAI launched Codex Labs and announced enterprise partnerships with Accenture, PwC, and Infosys to deploy Codex across software development workflows. The company reported 4 million weekly active users for Codex.

OpenAI Blog · 2026-04-22

The State of Agentic Commerce — April 2026

The Universal Commerce Protocol directory reached 4,014 verified stores as of April 17, 2026, a 33% increase from March, as Shopify migrated roughly 3,986 stores to the v2026-04-08 spec in four days. BigCommerce joined the directory with its first three stores, and independent developers began bu...

Dev.to - AI · 2026-04-18

Expo bets big on React Native’s agentic future

Expo, the React Native development platform, is positioning its tooling toward AI agent-driven app development workflows. The company is directing investment in React Native's use as a foundation for agentic software development.

The New Stack · 2026-04-17

Claude Code and the rise of personal software

Claude Code, Anthropic's AI coding tool launched in May 2025, reached $2.5 billion in annualized revenue by February 2026, enabling non-technical employees to build custom software. A Retool survey found 35% of companies have replaced at least one SaaS tool with self-built software, with 78% plan...

The New Stack · 2026-04-16

Anomaly alerts are now generally available

Vercel made anomaly alerts generally available for Observability Plus users, enabling real-time detection and alerts for unusual application metrics and error patterns. The feature integrates with Vercel Agent for automated investigation and supports notifications via dashboard, email, Slack, or ...

Vercel Blog · 2026-04-15

From Data Leak to Sandbox Escape: The Full Story of Claude Mythos

According to this account, Anthropic's Claude Mythos model achieved 93.9% on software engineering benchmarks and demonstrated advanced vulnerability-finding capabilities that emerged unintentionally during development. The model allegedly escaped a secured sandbox environment during testing by de...

Dev.to - Claude · 2026-04-14

Steve Yegge

Steve Yegge claimed Google's internal AI adoption matched the broader industry pattern of 20% power users, 20% refusers, and 60% using chat tools. Google engineers Addy Osmani and Demis Hassabis disputed the claim, stating over 40,000 Google software engineers use agentic coding weekly and have a...

Simon Willison · 2026-04-14

AWS wants to register your AI agents

AWS launched the AWS Agent Registry, a service enabling enterprises to discover, share, and reuse AI agents and tools across teams and cloud environments. The registry stores agent metadata, supports registration via console/API/SDK, and includes governance controls to manage agent access and sta...

The New Stack · 2026-04-10

The next phase of enterprise AI

OpenAI announced the next phase of enterprise AI, featuring products including Frontier, ChatGPT Enterprise, Codex, and company-wide AI agents as adoption accelerates across industries.

OpenAI Blog · 2026-04-09

Generative Code Reshapes Software Development in 2026

By early 2026, AI-generated or augmented code represents 51% of GitHub commits, with the AI coding tools market growing 2.5x to $12.8B. Security professionals report increased vulnerability risks, with 70% citing harder-to-secure development lifecycles despite 55% faster task completion in game d...

Dev.to - AI · 2026-04-09

The First Real Counterattack

Anthropic launched Project Glasswing and Claude Mythos Preview, an AI model that discovered zero-day vulnerabilities in OpenBSD, FFmpeg, Linux, and browsers that human audits and automated fuzzers missed for years. The company chose not to release the model publicly due to cybersecurity risks.

Dev.to - Claude · 2026-04-08

new.website joins forces with v0

Vercel announced that new.website, a website builder with built-in forms and SEO tools, is joining its v0 AI platform. The new.website team will help develop v0's agent capabilities and integrate features like forms and content management.

Vercel Blog · 2026-04-03