Instagram | Sponsor this newsletter | Let’s Connect!

My fellow AI explorers

We've got a $50 billion coding startup raising more money (yes, again), IBM's CEO dropping some refreshingly blunt wisdom about quantum, China's Netflix going full AI on film production, Adobe going enterprise, and — oh — a pretty gnarly supply chain hack that every developer needs to know about.

And science has some thoughts on whether all this AI is making us... less sharp. Uncomfortable? Maybe. Important? Absolutely.

In today’s edition:

• 🧠 IBM's CEO says companies are sleepwalking into the quantum era

• 🎬 China's Netflix wants AI to make most of its movies within 5 years

• 💸 Cursor just became a $50B company (again)

AI Agents Are Reading Your Docs. Are You Ready?

Last month, 48% of visitors to documentation sites across Mintlify were AI agents, not humans.

Claude Code, Cursor, and other coding agents are becoming the actual customers reading your docs. And they read everything.

This changes what good documentation means. Humans skim and forgive gaps. Agents methodically check every endpoint, read every guide, and compare you against alternatives with zero fatigue.

Your docs aren't just helping users anymore. They're your product's first interview with the machines deciding whether to recommend you.

That means: clear schema markup so agents can parse your content, real benchmarks instead of marketing fluff, open endpoints agents can actually test, and honest comparisons that emphasize strengths without hype.

Mintlify powers documentation for over 20,000 companies, reaching 100M+ people every year. We just raised a $45M Series B led by @a16z and @SalesforceVC to build the knowledge layer for the agent era.

Make Your Docs Agent-Ready

IBM

IBM's CEO Has a Wake-Up Call for Every Business Leader

IBM CEO Arvind Krishna jumped onto a podcast this week and said something that most executives quietly know but refuse to admit out loud: most companies still don't understand how critical technology has become to their survival.

Here's what he laid out:

• The biggest risk right now isn't moving too fast on AI: it's falling behind while competitors don't

• AI models will settle into a two-tier structure: 3–4 massive general-purpose models and hundreds of smaller, purpose-built ones trained on curated industry data

• Quantum computing is 3–5 years away from being genuinely transformative, and companies need to start mapping out their quantum strategy now, not when it arrives

The kicker? Krishna said: "AI is great at predicting a bit of the future… Quantum computes the future." That's not a soundbite. That's a strategic roadmap.

IBM's own data backs the urgency. A recent study they published found that 59% of executives believe quantum-enabled AI will reshape their industry by 2030 — but only 27% plan to actually use quantum computing by then. That gap is the exact kind of miscalculation that turns a leading company into a cautionary tale.

IBM has been building toward this for over a decade. Their watsonx platform, the hybrid cloud strategy, and now a serious quantum roadmap all point to the same thesis: the next phase of computing won't look anything like today's. Industries like pharma, materials science, and energy will be the first to feel it, and companies that wait for a "quantum moment" the same way they waited for an "AI moment" will get caught flat-footed.

🔮 Prediction: The companies that start experimenting with quantum use cases in 2026, even at small scale, will have an enormous head start. The barrier to entry now is mostly mindset, not technology.

Read the full IBM story here

iQiyi

China's Netflix Is Going All-In on AI Films — And It Has a Timeline

iQiyi, China's largest streaming platform, announced this week that it wants AI to generate most of its new films and TV shows within the next five years. Not some. Most.

What they're actually building:

• Nadou Pro, an end-to-end AI filmmaking toolkit that automates everything from scriptwriting to final rendering

• Powered by AI models from Alibaba, ByteDance, and Google Veo 3.1 for international content

• An initial slate of 16 fully AI-generated sci-fi and anime films already in production, with a goal of releasing a commercially successful AI movie as early as this summer

This is a different kind of bet than what we've seen from Western studios, which have largely treated generative AI as a tool to slash costs and assist production. iQiyi is treating it as the entire production pipeline itself.

Short-form AI video has already proven wildly popular online. But feature-length, commercially viable AI cinema is still uncharted territory. The question isn't whether the technology can produce something watchable. The question is whether audiences will care where the content came from.

If iQiyi pulls this off, even partially, it will become the most important case study in the history of AI-generated media. A streaming giant with 500+ million users throwing its weight behind AI filmmaking will force every studio executive on earth to revisit their content strategy.

🎬 Prediction: The first commercially successful AI film won't be American. And when it lands, it will accelerate an already-heated debate about creativity, authorship, and what audiences actually want from storytelling.

Read the full iQiyi story here

Cursor

Cursor Is Now Worth $50 Billion… And It's Not Done

The AI coding startup founded by four MIT graduates in their mid-20s is raising another $2 billion. The valuation? Over $50 billion. Pre-money. The round isn't even finalized and it's already oversubscribed.

Here's the full picture:

• Andreessen Horowitz is co-leading the round, with Nvidia and Thrive Capital participating — all returning investors doubling down

• Just five months ago, Cursor raised $2.3 billion at a $29.3 billion valuation. It has nearly doubled since

• The projected annualized revenue run rate by end of 2026 is over $6 billion: roughly tripling in under a year

• Two-thirds of Fortune 500 companies now use Cursor, with 150 million lines of corporate code generated daily

To put that growth in context: Cursor went from $1 billion to $2 billion in annualized revenue in three months. That's not hyperbole. That's one of the fastest revenue ramps in startup history.

And the competition is real. Anthropic's Claude Code reportedly surpassed $2.5 billion in annual revenue within a year of launch. GitHub Copilot is embedded in every enterprise Microsoft deal. OpenAI has its own coding tools. Yet investors keep pouring money into Cursor because it's winning on developer love, not just enterprise contracts.

💬 Prediction: The AI coding race will consolidate around 2-3 platforms within 18 months. Cursor's bet is that developers, not procurement teams, will make the final call. And historically, developers win that fight.

Read the full Cursor story here

30-Second AI Play

🧠 How to Use Cursor Like a Senior Developer (Without Being One)

Cursor just hit a $50B valuation for a reason. Here's how to actually get the most out of it today:

1. Open Cursor and start a new project or drop in an existing codebase

2. Hit Cmd+K to open the inline edit command. Describe what you want to build in plain English ("Add a login form with email and password validation")

3. Use Cmd+L to open the chat panel and ask contextual questions about your codebase. It reads your files, not just generic documentation

4. Enable "Cursor Tab" in settings for AI autocomplete that predicts full multi-line edits, not just single tokens

5. For bigger tasks, switch to Agent mode. Cursor will plan, execute, and iterate on its own across multiple files

🔍 Why it works: Unlike generic AI assistants, Cursor has full context of your file structure, your imports, and your code patterns. It's not guessing. It's reasoning about your specific project.

💡 Pro tip: Paste in your error messages directly into Cursor chat and ask "Why is this failing and how do I fix it?" It often catches things that would take a senior dev 30 minutes to debug.

Check out Cursor here

Other Relevant AI News!

🎨 Adobe launched CX Enterprise, a full agentic AI suite for corporate marketing teams automating everything from customer acquisition to personalization, while partnering with Amazon, Microsoft, Anthropic, OpenAI, and Nvidia to make it platform-agnostic.

🏭 Nvidia is showcasing AI-powered humanoid robots and real-time factory simulation at Hannover Messe 2026, partnering with Deutsche Telekom on one of Europe's largest sovereign AI infrastructure deployments: a blueprint for industrial-scale AI manufacturing.

🔐 Web infrastructure platform Vercel was breached after a Vercel employee used a third-party AI tool called Context.ai, whose OAuth tokens were compromised, allowing hackers to access internal systems and customer credentials; the attacker is reportedly selling the stolen data for $2 million on BreachForums.

📊 Forbes dropped its 2026 AI 50 list — featuring 20 new entrants including Gamma, Lovable, Cognition, and Physical Intelligence — with a clear shift: the race is no longer about who builds the biggest model, but who builds the most sustainable business on top of one.

🧠 New research from MIT, UCLA, and Carnegie Mellon found that people who relied on AI chatbots to complete cognitive tasks performed significantly worse when the AI was removed, leading researchers to warn of a "boiling frog" effect where heavy AI reliance quietly erodes critical thinking, problem-solving, and intellectual persistence over time.

Golden Nuggets

• 🔭 IBM's CEO is right: quantum computing isn't a future problem. It's a now strategy problem. Start mapping use cases before the hardware arrives.

• 🎬 iQiyi is about to run the world's biggest real-world test of whether AI-generated content can build a mainstream audience.

• 🔐 The Vercel breach is a masterclass in how a single employee using a consumer AI tool with broad permissions can become a company-wide supply chain incident. Review your OAuth grants today.

Would love to hear your thoughts on ChatGPT Atlas! Send me your thoughts by replying to this email (yes, I read them all :)

Until our next AI rendezvous,

Anthony | Founder of Uncover AI