Daily News Briefing
June 2, 2026
Top Stories
- Anthropic files S-1 — IPO coming after $65B raise at $965B valuation
- Alphabet raises $80B — for AI infrastructure and compute expansion
- OpenAI + AWS — frontier models and Codex now on AWS
AI & Agents
- Nvidia RTX Spark — AI agent PCs from Microsoft, Dell, HP
- Stanford CS336 — AI agent guidelines for language modeling
- Microsoft AI super app — combining Copilot tools + "Autopilot" workflow
Commerce & Ecommerce
- Amazon sells Alexa Shopping AI to other retailers (Kate Spade, etc.)
- DuckDuckGo traffic booms — users seeking non-AI search alternatives
GoWu Take: Amazon commoditizing AI shopping assistants validates our thesis. OCP positions GoWu as the neutral infrastructure layer.