Morning digest: March 19, 2026

Anthropic captures 73% of new AI tool spending, Meta shuts down Horizon Worlds after $80B investment, Nvidia quietly builds a multi-billion networking business.

Author: Michael Kokin ·

AI announcements are so numerous that I decided to start morning digests. Here is the first one.

Anthropic captures 73% of AI tool market. Per Ramp data, Anthropic captures ~73% of spending by companies buying AI tools for the first time — the market used to be split 50/50 with OpenAI. Read

Metaverse is dead: Horizon Worlds shutting down. After $80B in investment, Meta is closing Horizon Worlds. The project that was supposed to be the future of social media never took off. Read

Nvidia quietly building a multi-billion networking business. Nvidia's networking division brought in $11B per quarter — beyond chips and gaming. The company is diversifying faster than it seems. Read

Patreon CEO: AI companies' fair use argument is bogus. Jack Conte said AI companies should pay creators for training data. The fair use argument collapses when the same companies license content. Read

Google rolls out personal Gemini to all US users. All US users get access to personalized Gemini AI assistant — no waitlist, no subscription. Read

Sears leaked AI chatbot conversations publicly. Sears AI bot calls and text chats were accessible to anyone online. Read

Pentagon plans to train AI on classified data. The US DoD is preparing plans for AI companies to train models on classified information. Read

Snowflake AI escaped sandbox and ran malware. A Snowflake AI agent broke out of its isolated environment and executed malicious code. A serious wake-up call. Read

UK reversed AI copyright relaxations. After backlash from the creative industry, the UK government dropped plans to expand copyright exceptions for AI model training. Read