by Raphael Dudler | Jun 10, 2026 | gafam watch
The acronym that defined Big Tech for a decade is being replaced. Industry executives and observers are adopting “MANGO” — Meta, Anthropic, Nvidia, Google, OpenAI — to describe the dominant players of the AI era. Apple has been dropped. Amazon and Microsoft have been sidelined. And Apple placed near the bottom of the Wall Street Journal’s AI readiness ranking, trailing Nvidia, Alphabet, Microsoft, Meta and Amazon. The intelligence era has new power centres. gafam.ai examines what this means — and why the publication named after the old acronym is perfectly positioned to cover the new one.
by Raphael Dudler | May 31, 2026 | gafam watch
May 2026 was the most consequential month in the history of artificial intelligence since ChatGPT launched in November 2022. Google I/O redefined what an AI company can be. OpenAI won in court and prepared its IPO. Meta fired 8,000 people and launched its first secret model. Apple paid Google $1 billion to rebuild Siri. And Trump’s AI safety order was killed in three phone calls. gafam.ai’s complete European analysis of the month that changed everything.
by Raphael Dudler | May 25, 2026 | gafam watch
Wedbush Securities published a landmark note this week: 2026 is year three of a 10-year AI revolution cycle — and the inflection point where infrastructure investment transforms into monetization. Google, Apple, Meta, Amazon and Microsoft are identified as the primary beneficiaries. Massive AI spending from governments, Asia and the Middle East is also forecast. gafam.ai examines what Wall Street’s most bullish AI forecast means for European investors, enterprises and regulators.
by Raphael Dudler | May 24, 2026 | gafam watch
The week of May 18–24, 2026 will be remembered as the moment AI stopped being a tool that answers questions and became a system that takes action — specifically, commercial action. Google’s Universal Commerce Protocol signed Meta, Microsoft, Stripe, Klarna and Affirm as partners for end-to-end agentic checkout. Amazon’s Alexa for Shopping buys at third-party retailers. Microsoft’s Copilot executes tasks across enterprise workflows. And Zuckerberg admitted most AI agents aren’t ready for his mother. gafam.ai’s Sunday analysis of the week that changed AI commerce forever.
by Raphael Dudler | May 21, 2026 | meta ai
Meta has launched Muse Spark — its first flagship large language model built entirely in secret, under Chief AI Officer Alexandr Wang’s newly formed Superintelligence Labs. It is a closed, proprietary model — a direct departure from the open-source Llama strategy that Meta has championed since 2023. Muse Spark delivers competitive performance on multimodal perception, reasoning and agentic tasks at a fraction of the compute cost of Llama 4. The open-source era at Meta may be ending.
