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Got a tip or documents about the AI industry? From a non-work device, contact me confidentially (off the record) at rebecca.bellan@techcrunch.com or Signal: rebeccabellan.491.
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Joined September 2012
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Rebecca Bellan reposted
Jul 1
Lime raises $167M in IPO after years of teasing a public debut techcrunch.com/2026/07/01/li…
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NEW: Meta, like SpaceX, looks to turn excess AI compute into cash techcrunch.com/2026/07/01/me… via @techcrunch
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Anthropic launches Claude Science, an AI workbench that uses existing Claude models like Opus 4.8 to integrate 60 scientific databases and specialized toolkits (@rebeccabellan / TechCrunch)
(Visit Techmeme dot com for the link and full context!)
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Jun 26
NEW: OpenAI limits GPT-5.6 rollout after government request, says restrictions shouldn’t be the norm techcrunch.com/2026/06/26/op… via @techcrunch
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Rebecca Bellan reposted
AI firms are spending trillions on infrastructure, but does the demand exist to justify it? @Kabakab spoke to @CBS: "The returns are not coming in and the claims that are being made, in terms of efficiency or productivity numbers, are not netting out."
cbsnews.com/news/ai-bubble-t…
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Jun 26
I considered covering this as interesting proof point that employees, incl non-devs, are expanding Codex use due to expanded agentic capabilities. If it's happening at OpenAI, are enterprises sure to follow?
But this internal study should be taken w a grain of salt 1/
Jun 26
OpenAI's Codex active users grew more than 5X the first half of 2026, and the fastest growth came outside the original developer audience.
Usage exploded (per OpenAI's new research report):
- Longer tasks are becoming the new normal. By May 2026, 80.6% of sampled individual users had asked Codex to do work that would take a human more than 30 minutes. 70.2% had asked for tasks over 1 hour, and 25.6% had requested jobs above 8 hours.
- AI agents are not staying with developers. Engineers adopted Codex first, but Legal, Finance, Recruiting, and other non-technical teams quickly joined in. Within OpenAI, Codex now generates 99.8% of weekly output tokens.
- Non-developer adoption is rising fastest. Since August 2025, non-developer Codex usage grew about 137x among individual users and 189x among organizational users.
- Agents are expanding what workers can take on. Non-technical employees are using Codex for automation, data transformation, debugging, tooling, analysis, and technical tasks beyond their usual jobs.
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Jun 26
There's plenty that's compelling in this study, but I'm conscious that AI companies have spent vast sums to grow their technology. Their survival (and that of shareholders) lives or dies by whether the hype creates an adoption curve. 5/
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Jun 26
With OAI second-guessing IPO this week and markets spooked on AI promises, let's temper some of the hype so we can understand where AI adoption really is today, and where it will realistically be in the near future. 6/
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Jun 26
Everyone is freaking out about raising Apple prices and buying up. Why do I feel like this is sort of a play by Apple to boost sales? Has journalism made me cynical? (Yes.)
wired.com/story/apple-price-…
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Jun 26
Nice work from @ZeffMax
Anthropic "thinks it knows the 'truth about the situation humanity is in' better than others...But the truth is no one knows exactly how AI will change the world—some people just get more say in it than others."
wired.com/story/anthropic-th…
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Rebecca Bellan reposted
Jun 25
It’s time for everyone to realize that the fight against data centers has nothing to do with data centers.
They have become a proxy for the hate towards AI and the concentration and accumulation of wealth it’s creating.
Until those running the big LLMs understand this and start a community tour, not to explain the benefits of AI, it’s too late for that, but to help towns and cities that may be impacted by job losses (and I’m a believer their will be a net gains in a few years), this battle is only going to get more intense and let me tell you now , no matter how much money you pay to buy politicians and races, you will lose.
One thing I have learned is being hated is not good for business.
How can they help ? They will tell you. You will need to do what they ask. Billions of dollars is a lot of money across towns and city programs. Across the major LLMs, it’s a cost of doing business.
At the same time, I would go to LA and NYC and ask the arts and creative unions what kind of programs would help and protect their artists. DO NOT GO TO THE MUSIC OR FILM COMPANIES. that will make it worse.
Don’t try to pay famous people to endorse what you are doing. That’s dumb.
Talk to artists and ask them what you can do to provide financial and creative support. Every creative I know is TERRIFIED about what AI will do to their profession. You must meet them face to face and basically do what they say.
The big LLMs have lost the PR battle. Why ? Because they all suck at putting people first. They have an SV attitude that makes them all think they are John Galt saving the
world
Given the number of data centers and power that is needed, today and going forward , If you don’t kiss the asses of the people that go to work every day, and are just trying to pay their bills, you will fall far far short of the capacity you need to make your business work.
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Rebecca Bellan reposted
Jun 26
Early Bird pricing ends tonight for TechCrunch Founder Summit techcrunch.com/2026/06/26/ea…
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new: Anthropic’s critics say the company is becoming dangerously powerful.
I spoke with former staffers about how technological dominance, a $1 trillion business, and political influence fit into the company's larger goal: guiding the world safely through transformative AI
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Jun 25
While visiting @gen_intuition's NYC R&D lab, the team demonstrated that the same underlying model powering an agent playing 100 hours of video games was also powering a large quadrupedal robot. 1/
techcrunch.com/2026/06/25/ge… via @techcrunch
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Jun 25
The video-game-to-robot pipeline demonstrates that General Intuition can take it from simulation to real-world deployment. But can it do so at scale? 3/
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Jun 25
@vkhosla said that the "quantum leap" for LLMs was when reasoning emerged. In world models, he thinks it will be the emergence of a "human intuition-like capability."
"The human action data and reaction data you have in games is the key part to the emergence of intuition.” 4/
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