Ambient Advantage

Ambient Advantage — May 25, 2026


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Anthropic claims its first profitable quarter with $10.9B in projected Q2 revenue, but the accounting is contested. Also: Cursor hits $3B ARR, Trump signs a 90-day AI review order, DeepSeek permanently slashes prices, and Starbucks kills its AI inventory tool after it couldn't tell oat milk from whole milk.

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Ambient AdvantageBy Chiel Hendriks