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Episode Monday · May 25, 2026 · 13 min

Ambient Advantage — May 25, 2026

Mon · May 25, 2026 13 min

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 Advantage — May 26, 2026