The industry is consolidating power in an anti-Google coalition, while massive layoffs at companies like Block mark the definitive end of post-pandemic overhiring.
1: Trump bans Anthropic and OpenAI enters the Pentagon
The US government shut the door on Anthropic’s models across all its agencies after negotiations fell through. The reason was clear: Anthropic refused to change its terms of use regarding mass surveillance and the development of autonomous weapons systems. At almost the same time, OpenAI closed a deal to put its models into the Pentagon’s infrastructure, accepting the new rules of the game that were put on the table.
This marks a turning point for the implementation of AI in government. If a company wants giant defense contracts, it can no longer go with terms of use designed only for the commercial sector; now they have to adapt their security and deployment to what the government needs, setting aside philosophy and focusing on pure and simple operability. Read the full story here.
2: OpenAI raises $110B: The grand coalition against Google
OpenAI has just received $110 billion in investment, one of the largest private capital raises ever seen. The structure of the round is a “who’s who” of the tech sector, with three main pillars: Amazon leading with a $50 billion bet (broken down into $15 billion upfront and $35 billion subject to conditions), and both SoftBank and Nvidia contributing $30 billion each. More investors are expected to join as the round progresses.
This capital injection is not just “money for GPUs”; it is a collective defense maneuver. The industry has united under a common banner (OpenAI) to curb Google’s historic hegemony in the verticalization of AI. Google is the only company that does the entire AI stack: infrastructure, chips (TPUs), models, and applications. Read the full story here.
3: Google strikes back: Gemini 3.1 Pro launched
Google has just launched Gemini 3.1 Pro, and the real difference is under the hood. The most notable feature is its new “dynamic thinking” function, which allows you to adjust a parameter called thinking_level (you can choose between low, medium, high, and max) to decide how much depth of reasoning the AI needs before responding. In addition, they have doubled its performance in abstract reasoning (ARC-AGI-2) and dramatically improved its ability to execute complex software engineering tasks and multi-step workflows.
Google has finally stopped trying to win solely on “speed” and is now focusing on reliability in production. By allowing you to control the level of reasoning, they have created a tool that stops guessing and starts solving problems with greater consistency. For developers and businesses, this means that agents built on Gemini 3.1 are less likely to hallucinate in the middle of a critical process, making them a much more serious option for automations that really need to get the job done. Read the full story here.
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4: Block lays off 4,000 people (50% of staff) due to AI
Jack Dorsey (founder of Twitter and Block) decided to cut nearly 50% of Block’s workforce (the company behind Square and Cash App), laying off about 4,000 employees. Although the official version says that AI allows you to do more with smaller teams, everything points to a necessary adjustment to correct an operation that got out of control. The market responded enthusiastically to this, with the stock rising 19% on Friday.
Block joins the movement of mass layoffs under the banner of AI productivity. If Block, which has solid margins, does this, no one else in the tech sector has an excuse to continue with inflated structures. We will see many more announcements of this kind in the coming months. Read the full story here:
5: Figma joins OpenAI and Anthropic: From code to design in one click
Figma has formed strategic alliances with OpenAI and Anthropic to eliminate friction between development and design. Through the “Code to Canvas” feature (with Anthropic) and direct integration with Codex (from OpenAI), it is now possible to take AI-generated interfaces and instantly convert them into fully editable designs within Figma, or vice versa.
This marks the end of the era where “handing off design to development” was a manual and error-prone process. By allowing code and design to speak the same language through AI, the iteration cycle is compressed from days to seconds. For product teams, this means they can test ideas, prototype, and validate in production much faster, eliminating the need to rebuild interfaces from scratch every time there is a change. Read the full story here:
