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 | Jun 8, 2026 | gafam watch
On June 5, 2026, President Trump said the US government may take direct equity stakes in leading AI companies — naming OpenAI, Anthropic and xAI. Bernie Sanders wants 50% plus a 50% stock tax. Sam Altman pitched the idea to Trump in 2025 and has been advancing it since. Anthropic refused — and is not in the conversation. The strangest political convergence of 2026: the populist right, the democratic left and the CEO of OpenAI all agree that AI profits are too large to stay entirely private. gafam.ai’s European analysis of the AI governance story nobody saw coming.
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 28, 2026 | gafam watch
In June 2025, Sam Altman warned that entire job categories would vanish. Dario Amodei predicted AI would eliminate 50% of white-collar jobs. This week, both walked it back. Altman says he is “delighted to be wrong.” Amodei now says automation expands work rather than destroying it. OpenAI is preparing an IPO at $852 billion. Anthropic just closed a $30 billion round at a $900 billion valuation. The timing of the reversal is not a coincidence. gafam.ai examines what changed — and what did not.
by Raphael Dudler | May 27, 2026 | gafam watch
The Musk vs. Altman trial is over — and OpenAI won. On May 18, the advisory jury sided with OpenAI, finding Musk’s claims barred by a three-year statute of limitations. Judge Yvonne Gonzalez Rogers immediately adopted the verdict. Musk called it a “technicality” and vowed to appeal. But the trial’s most consequential revelation came from Microsoft CEO Satya Nadella — who testified under oath that by June 2026, Microsoft will have spent over $100 billion on OpenAI. gafam.ai’s complete analysis of the verdict, the testimony and what comes next.
