Zecheng Intel Daily | March 1, 2026 Sunday
Quick Overview AI & Builders: Anthropic blacklisted as “supply chain risk” after refusing Pentagon’s demand for AI with no guardrails — OpenAI took the contract same day and closed a $110B raise at $7…
Author: lizecheng Archive
Your Brand Doesn’t Exist If Claude Doesn’t Know You
Your Brand Doesn’t Exist If Claude Doesn’t Know You Profound raised $96M Series C. Unicorn valuation. Eighteen months old. That last number is the one worth sitting with. Lightspeed led the round. Seq…
Google Now Has Three Traffic Engines. Your Old SEO Playbook Covers One of Them.
Google Now Has Three Traffic Engines. Your Old SEO Playbook Covers One of Them. Something happened in February 2026 that most SEO coverage buried in paragraph six: Google issued a core algorithm updat…
Anthropic Walked Away From $200 Million. The Rest of AI Said “Same.”
Anthropic Walked Away From $200 Million. The Rest of AI Said “Same.” February 27, 2026. The same day OpenAI closed the largest private funding round in history — $110 billion — the Trump administratio…
Zecheng Monthly | February 2026
AI Shifts From a Capability Race to a Power Struggle: February Rewrote the Rules February 2026 was loud. Loud with record funding rounds, loud with government bans, loud with benchmark leaps, loud wit…
Zecheng Intel Daily | February 28, 2026 Saturday
Quick Overview AI & Builders: OpenAI closed the largest private fundraise in history at $110B (post-money valuation $840B) on the same day Trump banned all federal agencies from using Anthropic after …
Shopify Just Claimed the Infrastructure Layer for AI Commerce — Everyone Else Is Building Pipes to Nowhere
Shopify Just Claimed the Infrastructure Layer for AI Commerce — Everyone Else Is Building Pipes to Nowhere For a decade, one question defined e-commerce strategy: how do you rank on Google? That quest…
Google Just Split the Internet in Two
Google Just Split the Internet in Two Something quiet happened in February that most people aren’t talking about yet. Google launched its first-ever algorithm update targeting only Google Discover — n…
Anthropic’s Safety Pledge Just Became a Negotiating Position
Anthropic’s Safety Pledge Just Became a Negotiating Position Two things happened at Anthropic this week. They look contradictory. They aren’t. On February 24, Anthropic published RSP v3.0 and quietly …
Zecheng Intel Daily | February 27, 2026 Friday
Quick Overview AI & Builders: Anthropic’s same-week double move — softening its responsible scaling commitments (RSP v3.0 drops the hard stop-training pledge) while facing a Pentagon deadline today to…