← All issues
Elements Gazette · No. 01

The labs turned on each other.

Saturday, May 16, 2026 · A week in AI

Anthropic leased the cluster that trained Grok. OpenAI paid Anthropic's customers to defect. Salesforce opened the doors to the machines. One unusually loud week.

The polite phase is over. Anthropic raised prices on its heaviest users — and within hours, OpenAI offered them two free months to leave. Anthropic also brushed a $900 billion valuation. The boldest move of the week, though, may have come from Salesforce, which quietly handed its entire platform to AI agents. Twelve stories, inside.

  1. 01Anthropic is leasing Grok's data center to double users' limits.
  2. 02Heavy Claude users just got a quiet price hike.
  3. 03Anthropic is now worth $900 billion. IPO eyed for October.
  4. 04Claude now plugs into the tools small businesses already use.
  5. 05OpenAI is paying companies to leave Claude.
  6. 06On the main coding test, OpenAI and Claude are basically tied.
  7. 07A free AI that rivals ChatGPT — with no content filters.
  8. 08Hermes can now spin up a full coding sandbox on demand.
  9. 09Salesforce just made itself usable by AI agents — not just humans.
  10. 10The head of Y Combinator gave away his personal "second brain."
  11. 11The smartest AI bet isn't always the AI itself.
  12. 12Only 9% of companies have actually replaced a job with AI.
01The Compute Race · Anthropic

Anthropic is leasing Grok's data center to double users' limits.

Anthropic took over the data center xAI used to train Grok — its own competitor — and is using that firepower to permanently double how much Claude users can do each day. Weekly caps also rise by half through mid-July.

Why it matters

Compute, not the model itself, is the real bottleneck in AI right now. Anthropic just locked in the capacity to keep raising limits.

Anthropic's announcement, "Higher usage limits for Claude and a compute deal with SpaceX."
Anthropic's announcement, "Higher usage limits for Claude and a compute deal with SpaceX."
From Anthropic.com · 6 May 2026 · anthropic.com/news/higher-limits-spacex
02Markets · Anthropic

Heavy Claude users just got a quiet price hike.

Power users had been running scripts and automations through their $100–$200/month Claude subscription — basically treating it like unlimited access. From 15 June, that usage gets carved off and billed at API rates instead. Much, much more expensive.

Why it matters

Anthropic raised prices on its heaviest users without touching the sticker. If anyone on your team automates anything through Claude, the bill is about to jump.

The New Stack: "Anthropic splits billing again: Agent SDK gets separate credit pools."
The New Stack: "Anthropic splits billing again: Agent SDK gets separate credit pools."
From The New Stack · 14 May 2026 · thenewstack.io/anthropic-agent-sdk-credits
03Capital Markets · Anthropic

Anthropic is now worth $900 billion. IPO eyed for October.

Anthropic is raising another $30 billion at a $900 billion valuation — more than doubled in three months. An October IPO is reportedly on the table.

Why it matters

Anthropic now ranks as the second-biggest AI company in the world. The recent pricing changes suddenly make sense — they're tuning the business for public markets.

Anthropic's earlier Series G announcement — already eclipsed by the new round.
Anthropic's earlier Series G announcement — already eclipsed by the new round.
04Small Business · Anthropic

Claude now plugs into the tools small businesses already use.

Anthropic shipped a free package of prebuilt integrations: Claude now connects directly into QuickBooks, PayPal, HubSpot and Google Workspace, automating routine tasks and managing workflows across the tools small businesses already run.

Why it matters

Anthropic isn't replacing small-business software — it's becoming the workflow layer on top of it. The value left for advisors and boutiques is industry-specific orchestration, not generic plumbing.

"Introducing Claude for Small Business" — Anthropic's new SMB push.
"Introducing Claude for Small Business" — Anthropic's new SMB push.
From Anthropic.com · 13 May 2026 · anthropic.com/news/claude-for-small-business
05Markets · OpenAI

OpenAI is paying companies to leave Claude.

For the next 30 days, OpenAI is giving away two months free of its coding tool — but only to companies switching over from a rival (read: Anthropic).

Why it matters

A direct shot at Anthropic, hours after their pricing change. Expect every engineering team you know to be running side-by-side trials this month.

The chief executive's announcement on X, drawing more than 21,000 endorsements.
The chief executive's announcement on X, drawing more than 21,000 endorsements.
Via @sama on X · 13 May 2026 · x.com/sama/status/2054626219858293128
06Research · Benchmarks

On the main coding test, OpenAI and Claude are basically tied.

New scores put OpenAI at 88.7% and Anthropic at 87.6% on the most-cited coding test. Each wins on different sub-tests. Even OpenAI admits the headline number is no longer reliable.

Why it matters

The "which AI is smartest" question is over. The real question is which one fits how your team actually works.

The SWE-bench Verified leaderboard, dominated by the two largest American AI laboratories.
The SWE-bench Verified leaderboard, dominated by the two largest American AI laboratories.
From llm-stats.com · May 2026 · llm-stats.com/benchmarks/swe-bench-verified
07Open Source · Nous Research

A free AI that rivals ChatGPT — with no content filters.

Nous Research released Hermes 4: a free, downloadable AI that matches OpenAI and Anthropic on reasoning tests, and will answer questions the big labs refuse to touch.

Why it matters

For companies that can't send sensitive data to outside AI providers — banks, hospitals, law firms — there's now a credible model they can run on their own servers.

"Hermes 4" — Nous Research's open-weights model, in three sizes up to 405 billion parameters.
"Hermes 4" — Nous Research's open-weights model, in three sizes up to 405 billion parameters.
From Nous Research · hermes4.nousresearch.com
08Open Source · Orchestration

Hermes can now spin up a full coding sandbox on demand.

Open-source agent Hermes added a skill that wraps OpenAI's coding tool, Codex, inside its own sandboxed environment — terminal, files, the lot. Hermes can now spin up a full coding workstation on demand.

Why it matters

Agents are starting to use each other as tools. Hermes doesn't need to be good at coding — it just needs to know when to hand the job to Codex.

The Codex skill's metadata — bundled with Hermes, distributed under the MIT licence.
The Codex skill's metadata — bundled with Hermes, distributed under the MIT licence.
From hermes-agent.nousresearch.com · hermes-agent.nousresearch.com · skills/codex
09Enterprise · Salesforce

Salesforce just made itself usable by AI agents — not just humans.

Every action you'd normally do inside Salesforce — create a deal, update a contact, run a report — can now be done by an AI assistant directly, without anyone opening the app.

Why it matters

The largest business-software company on the planet just declared itself AI-native. Expect Microsoft, SAP and Workday to follow within a year.

The TDX 2026 announcement: the most ambitious architectural rebuild in Salesforce's 27-year history.
The TDX 2026 announcement: the most ambitious architectural rebuild in Salesforce's 27-year history.
From VentureBeat · TDX 2026, San Francisco · venturebeat.com · Salesforce launches Headless 360
10Tools · Y Combinator

The head of Y Combinator gave away his personal "second brain."

GBrain is a three-layer memory system: Signal Detection flags what's worth remembering, Brain Ops keeps the knowledge graph clean overnight, and Search retrieves context with hybrid vector + keyword lookup. Open source, MIT-licensed.

Why it matters

Persistent, structured memory is becoming the real moat in AI workflows. Vendor-managed chat history forgets; an owned three-layer brain compounds. Worth borrowing the blueprint instead of designing one from scratch.

Mr. Tan announcing "GBrain" on X — the system, he writes, is "exactly my OpenClaw/Hermes Agent setup."
Mr. Tan announcing "GBrain" on X — the system, he writes, is "exactly my OpenClaw/Hermes Agent setup."
Via @garrytan on X · 10 April 2026 · x.com/garrytan/status/2042497872114090069
11Opinion · Theory Ventures

The smartest AI bet isn't always the AI itself.

The best AI businesses either sell AI directly (Anthropic, OpenAI, ElevenLabs) or ride its coattails. Every voice agent built on ElevenLabs needs phone numbers — so Twilio sells more. Every AI call needs monitoring — so Datadog grows too.

Why it matters

When LLM usage goes up, a long list of adjacent businesses goes up with it. Often a quieter, safer bet than building the model itself.

Mr. Tunguz's essay, "The First Derivative of Inference."
Mr. Tunguz's essay, "The First Derivative of Inference."
From tomtunguz.com · 15 May 2026 · tomtunguz.com · The First Derivative of Inference
12Economy · Labour Markets

Only 9% of companies have actually replaced a job with AI.

The headlines say AI is wiping out jobs. The data says different: just 9% of companies have actually replaced a role. The World Economic Forum still forecasts a net gain of 78 million jobs by 2030. What's really happening is slower hiring, not layoffs.

Why it matters

Position AI to your team as "do the work you can't currently hire for" — not "fire people." That framing actually lands.

The view of an empty office — but, the data suggest, not for the reasons the headlines claim.
The view of an empty office — but, the data suggest, not for the reasons the headlines claim.
From CNN Business · 10 May 2026 · cnn.com · AI isn't actually 'taking' your job

Where does AI actually fit in your business?

Our AI Audit gives you the answer, and gets you started in under a week. No retainer. No slide decks. A clear plan, and the first workflow live.

Book a 30-min call →