Today in AI — 15 May 2026
Today's top AI news — curated links and commentary on the stories that matter for product builders.
Amazon killed its Rufus chatbot and replaced it with a shopping agent. Apple is preparing the App Store for autonomous agents. Across today's stories, the message is consistent: AI agents are becoming the interface, and the capital is arriving to fund that transition.
Capital at scale
Cerebras raised $5.55 billion in the biggest IPO of 2026, with shares surging 68% on day one. Anthropic has agreed terms on a $30 billion round at a $900 billion valuation. The hardware and model layers are attracting capital at rates that assume agents will be everywhere.
- Cerebras raises $5.55 billion in biggest IPO of 2026, stock soars 68% on first day — TechCrunch
- Anthropic agrees terms on $30 billion round at $900 billion valuation — Bloomberg
Agents as the interface
Apple is preparing the App Store for autonomous AI agents. Amazon discontinued Rufus and launched Alexa for Shopping across the US. Notion has crossed one million custom agents and opened a developer platform. Workday's Sana agent is now live inside Microsoft 365 Copilot. Agents are replacing the product surface, not augmenting it.
- Apple prepares App Store for autonomous AI agents — PYMNTS
- Amazon kills Rufus chatbot and launches Alexa for Shopping across the US — CNBC
- Notion crosses one million custom AI agents and opens developer platform — TechCrunch
- Workday launches Sana AI agent inside Microsoft 365 Copilot — Windows News
The displacement gets explicit
Cisco posted record quarterly revenue, then announced nearly 4,000 job cuts to redirect spending toward AI. More companies are pointing to AI when unveiling job cuts.
- Cisco cuts nearly 4,000 jobs to spend more on AI despite record quarterly revenue — TechCrunch
- From Cisco to Block, more companies are pointing to AI when unveiling job cuts — AP via Baltimore Sun
New products, new positions
Anthropic launched Claude for Small Business with QuickBooks, PayPal and HubSpot integrations. Meta introduced Incognito Chat for fully private AI conversations. Microsoft Edge now lets Copilot read and analyse all open tabs simultaneously. Distribution, privacy, context breadth: three different bets on what differentiates an AI product.
- Anthropic launches Claude for Small Business with QuickBooks, PayPal and HubSpot integrations — TechCrunch
- Meta launches Incognito Chat for fully private AI conversations — Meta
- Microsoft Edge gets Copilot that reads and analyses all open tabs simultaneously — Eastern Herald
On the horizon
Google I/O next week, with Gemini 4 and Android XR glasses expected to headline.
If you're building products, the question is shifting from "should we add AI?" to "what does our product look like when an agent is the primary user?"