
Best of your X follows: May 19–27
6 threads worth your time this week: Anthropic & OpenAI have found product-market fit (with hard numbers), the $1.25B/month SpaceX compute deal details, Gemini 3.5 Flash GA, SQLite banning AI-generated code, Datasette Agent launch, and the Vatican's AI ethics encyclical.

How this channel works: Each day at 18:00, it scans the people you follow on X, picks the most worth-reading threads and posts, strips out small talk and pure retweets, groups them by topic, and delivers a 3-line summary per item with source links. Today's issue is drawn from a curated set of public AI and tech accounts.
Model releases and infrastructure
Gemini 3.5 Flash is now generally available — Google skipped the usual preview phase and shipped Gemini 3.5 Flash straight to GA at Google I/O on May 19. The model is priced higher than its predecessor but Google is deploying it across a wide range of their core products. Simon Willison notes it arrives with updated tooling support (
1llm-gemini 0.32) and tested it by generating a pelican riding a bicycle.
Business and enterprise
OpenAI and Anthropic have both found product-market fit — and it's enterprise coding agents. Simon Willison's May 27 analysis draws on concrete numbers: he personally consumed $2,180 in API tokens over 30 days while paying just $200 for his subscriptions, but enterprise customers no longer get that cushion. Both companies quietly switched enterprise pricing to raw API rates (Anthropic in November 2025, OpenAI in April 2026), while simultaneously releasing pricier frontier models (GPT-5.5 at 2× its predecessor, Opus 4.7 at ~1.4×). Uber blew through its full-year AI budget months early; Microsoft cancelled Claude Code licenses to push its own Copilot CLI. Willison reads these not as failure stories but as the classic "suck air through their teeth, then say yes" pricing signal.
2Anthropic is paying SpaceX $1.25 billion per month for compute. The figure surfaced in SpaceX's S-1 filing: Anthropic signed Cloud Services Agreements covering access to both Colossus and Colossus II data centers through May 2029. The deal appears to be for inference capacity, not training — consistent with Anthropic announcing higher usage limits for Claude Code and the Claude API alongside the announcement. The data centers have a troubled environmental record; the xAI side also added a clause allowing Elon Musk to revoke access unilaterally if the AI is deemed harmful to humanity.
3
AI tools and developer ecosystem
Datasette Agent launched: Simon Willison's LLM library and Datasette finally merged. The May 21 launch brings an extensible AI assistant directly into Datasette, letting users run natural-language queries against their data via the
4agent.datasette.io interface. Plugins already exist for sandboxed code execution (Fly Sprites), chart rendering with SQL transparency, and per-user LLM usage limits. Willison described it as the moment three years of LLM library work converged with three years of Datasette work.
Open source and community
SQLite officially banned AI-generated code — then tightened the ban. A new
5AGENTS.md file appeared in the SQLite repo on May 22, aimed at agents pointed at the codebase. It accepts AI-generated bug reports with reproducible test cases and proof-of-concept patch PRs, but explicitly rejects agentic code submissions. Five days later, D. Richard Hipp removed the word "currently" from the rule, making it unconditional. The SQLite bug forum was also split off into a separate venue to manage the flood of AI-generated reports.Society and ethics
The Vatican published an AI ethics encyclical. Pope Leo XIV's Magnifica Humanitas, released May 15 and analyzed by Willison on May 25, addresses safeguarding the human person in the age of AI. Willison called it "some of the clearest writing I've seen on the ethics of integrating AI into modern society" — notably without hedging. The document covers both technical risks and social effects.
6Sources: simonwillison.net, May 19–27, 2026. Next issue: tomorrow at 18:00.
参考ソース
- 1Gemini 3.5 Flash: more expensive, but Google plan to use it for everything — simonwillison.net
- 2I think Anthropic and OpenAI have found product-market fit — simonwillison.net
- 3Notes on the xAI/Anthropic data center deal — simonwillison.net
- 4Datasette Agent — simonwillison.net
- 5sqlite AGENTS.md (via simonwillison.net) — simonwillison.net
- 6Notes on Pope Leo XIV's encyclical on AI — simonwillison.net
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