Anthropic Declares “Claude Has No Ads,” Targets ChatGPT in Super Bowl

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Anthropic “Claude Has No Ads”, Targets ChatGPT in Super Bowl

  • Claude officially announces no-ad policy
  • Directly targets ChatGPT with Super Bowl ad
  • Emphasizes subscription-based business model

What Happened?

Anthropic has declared that it will not include ads in Claude.[CNBC] This comes shortly after OpenAI announced ad testing for ChatGPT.[Axios]

Why Does It Matter?

This is a competition of AI chatbot business models. OpenAI has chosen ads, while Anthropic has chosen subscriptions only. 80% of Anthropic’s $9 billion annual revenue comes from paid subscriptions.[Neowin]

What Happens Next?

The AI chatbot market may be divided by the presence or absence of ads. They conveyed “Ads are coming to AI. Not to Claude” in the Super Bowl.[Adweek]

Frequently Asked Questions (FAQ)

Q: Is Claude free?

A: There is a free tier, but it is limited. You can use more with a paid subscription.

Q: Where are the ChatGPT ads?

A: Displayed in the Free and Go tiers. Not in Pro or higher.

Q: How much does a Super Bowl ad cost?

A: More than $7 million for 30 seconds.

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References

Muon Optimizer 3.4x Faster: UNSO Changes AI Learning

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Newton-Schulz Orthogonalization, 3.4x FLOPs Reduction

  • Integrated Newton-Schulz orthogonalization into a single operation, reducing FLOPs by 3.4x
  • Reduced orthogonalization error by 96x (3.838 → 0.040)
  • Secured convergence stability with learnable coefficients

What happened?

A Chinese research team announced UNSO, a new integrated framework for Newton-Schulz orthogonalization. [arXiv] It replaces the existing NS iterations with a single polynomial operation. The key is to “remove meaningless terms and introduce learnable coefficients.”

Based on a 128×512 matrix, FLOPs decreased from 2.533×10^8 to 8.831×10^7. [arXiv]

Why is it important?

Muon is gaining attention as an optimizer to replace AdamW. It trained GPT-2 XL for $175 and is also used in Kimi K2. [Keller Jordan] But Newton-Schulz iteration is a bottleneck.

UNSO broke this bottleneck. It doesn’t just reduce iterations, it eliminates them altogether. Orthogonalization error was also reduced by 96x. Error accumulation is a cause of learning instability, and this solves it.

What will happen in the future?

Muon is officially included in PyTorch 2.10. [PyTorch] NVIDIA NeMo also supports it. [NVIDIA] UNSO is likely to be absorbed quickly.

Frequently Asked Questions (FAQ)

Q: Can I use UNSO now?

A: Yes. The authors have released the code on GitHub. It can be used in a PyTorch environment to replace the existing Muon. However, self-benchmarking is recommended before production application.

Q: Should I use Muon instead of AdamW?

A: It depends on the situation. Muon is only applied to the hidden layer. AdamW is required for embedding or output layers. Combining the two optimizers is standard.

Q: How much does the actual training time decrease?

A: It is 3.4 times faster in the orthogonalization stage. The total training time depends on the model size. The greater the proportion of orthogonalization, the greater the benefit of UNSO.

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Reference Materials

VfL Wolfsburg Adopts ChatGPT Enterprise: Empowering All 350 Employees with AI Capabilities

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Bundesliga First: AI Diagnoses Even Turf Diseases

  • VfL Wolfsburg Enhances AI Capabilities of 350 Employees by Introducing ChatGPT Enterprise
  • Immediately Applied to Practical Tasks from Turf Disease Diagnosis to Translation and Administrative Automation
  • The Next Step for the Club That Published the Bundesliga’s First Generative AI White Paper

What Happened?

German Bundesliga club VfL Wolfsburg announced on February 4, 2026, that it would be adopting OpenAI’s ChatGPT Enterprise across the company.[VfL Wolfsburg] Approximately 350 employees will utilize this AI tool.

Wolfsburg has been experimenting with generative AI since 2023, and in June 2024, it published the Bundesliga’s first generative AI white paper.[VfL Wolfsburg] This ChatGPT Enterprise adoption is an extension of that.

What Exactly Are They Doing?

The areas of application are interesting. These include turf disease diagnosis, translation, information structuring, and automation of repetitive administrative tasks.[VfL Wolfsburg]

Turf disease diagnosis? Considering how important football field turf management is, it makes sense. It’s like AI assisting in what experts previously judged with the naked eye.

The club plans to designate an internal AI coordinator to ensure that innovation is actually delivered to each department. The goal is to make AI a standard component of daily work, not just a separate tool.

Why Is It Important?

It is still rare for a professional sports club to adopt AI across the company. While it is common to use AI for player video analysis or scouting, providing ChatGPT Enterprise to all 350 employees is on a different level.

Business Director Michael Meeske said, “AI is no longer a topic of the future in football. It’s a real competitive advantage.”[VfL Wolfsburg]

Personally, I think this is the key. It’s a declaration that they will use AI as a competitive edge right now, rather than viewing it as “future technology.” Other clubs will have no choice but to move as well.

What Will Happen in the Future?

Wolfsburg has a precedent of creating an AI white paper in collaboration with Deloitte. A systematic approach is their strength. Rather than simply throwing tools at them, they are building customized applications for each department and an internal training system together.

Other European football clubs are likely to follow suit. In particular, Premier League clubs with financial resources are expected to make similar announcements.

Frequently Asked Questions (FAQ)

Q: What is the difference between ChatGPT Enterprise and regular ChatGPT?

A: It is a version for enterprises. It does not use conversation content for AI learning and provides a SOC 2 certified secure environment. Features necessary for corporate operations such as single sign-on, administrator dashboard, and unlimited usage are added. It is a step above the general version in terms of security and management.

Q: How is AI used to diagnose turf diseases?

A: It is estimated that it analyzes symptoms and suggests disease types and coping methods by uploading turf photos. Image analysis capabilities have greatly improved since GPT-4 Vision. It is expected to play a role in primary screening and information provision rather than replacing expert judgment.

Q: Are other football clubs using AI?

A: Many clubs use AI for player video analysis, opponent team tactics analysis, and injury prediction. However, a company-wide adoption like Wolfsburg, which provides ChatGPT Enterprise to all employees, is still rare. Seattle Reign FC has also used ChatGPT to develop defensive tactics.

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Reference Materials

AI Bots Account for 52% of Web Traffic: More Than Humans

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Over Half of Web Traffic is AI Bots — 3 Key Numbers

  • 52.3% of all web traffic originates from AI bots[AI CERTs]
  • LLM training crawler traffic increased 4x in 8 months, from 2.6% to 10.1%[2026 AI Bot Impact Report]
  • Meta AI bots account for 52% of all AI crawler traffic, dwarfing Google (23%) and OpenAI (20%)

What Happened?

In 2026, AI bots have taken over the majority of internet traffic. According to the 2026 AI Bot Impact Report, 52% of all web traffic comes from bots, surpassing human user traffic (47.7%).[2026 AI Bot Impact Report]

In particular, LLM training crawlers have surged. As AI companies like OpenAI, Anthropic, and Google DeepMind collect data from the web on a massive scale for model training, this sector alone accounts for 35% of traffic.[AI CERTs]

OpenAI’s GPTBot grew by 305% during the tracking period, and user behavior crawling that executes JavaScript also increased 15-fold in 2025.[2026 AI Bot Impact Report]

Why Does It Matter?

Frankly, this is a sign that the fundamental economic structure of the internet is shaking.

Websites operate on advertising revenue. But what if more than half of the visitors are bots that don’t see ads? The advertising model itself is threatened. Personally, I think the impact this will have on the entire content industry is still underestimated.

More serious is the server load. AI bots consume up to 70% of dynamic resources, exacerbating the “noisy neighbor” problem in shared hosting environments. One site’s bot traffic degrades the performance of other sites on the same server.

Companies like Cloudflare are releasing AI crawler blocking tools, and some publishers are starting to adopt a “pay-per-crawl” model. The era of scraping content for free is coming to an end.

What Will Happen in the Future?

AI bot traffic is expected to continue to increase. The demand for model training from AI companies shows no signs of decreasing, and the emergence of AI agents is increasing the number of cases where bots directly explore websites.

Website operators are at a crossroads. There is data that blocking AI crawlers reduces traffic by 75%.[2026 AI Bot Impact Report] Blocking them is a concern for search exposure, and allowing them increases server costs.

Ultimately, a new agreement between AI companies and content creators seems necessary. The current free-riding structure is unsustainable.

Frequently Asked Questions (FAQ)

Q: Does AI bot traffic affect my site speed?

A: Yes. AI crawlers request far more pages quickly than regular users. If you use shared hosting, your site may also slow down due to bot traffic from other sites on the same server. If your Core Web Vitals score drops, it will negatively impact your SEO.

Q: Will blocking AI crawlers lower my search ranking?

A: Search engine crawlers like Google and Bing are different from AI training crawlers. Blocking GPTBot or Anthropic crawlers does not directly affect Google search rankings. However, exposure in AI search services may decrease.

Q: How do I check AI bot traffic on my site?

A: You can analyze the User-Agent in the server logs. Look for strings like GPTBot, ClaudeBot, Google-Extended. If you use a CDN like Cloudflare, you can view AI crawler traffic separately in the bot management dashboard.

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References

Warren Raises Concerns About “Surveillance Pricing” at Gemini Shopping Checkout — Congressional Investigation Possible

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Senator Warren Raises Concerns About “Surveillance Pricing” in Gemini Shopping

  • Elizabeth Warren Officially Raises Privacy Concerns About Google Gemini Checkout
  • Consumer Groups Warn “AI Can Sell at Higher Prices Using Chat Data”
  • 84% of Americans Concerned About AI Price Manipulation

What Happened?

Senator Elizabeth Warren has officially questioned the impact of Google Gemini’s shopping checkout feature on user privacy.[The Verge] Warren criticized it as “clearly wrong,” pointing out that Google is tricking consumers into spending more money.[Yahoo News]

This follows Lindsay Owens of Groundwork’s warning in January that Google’s UCP enables “surveillance pricing.”[TechCrunch]

Why is it Important?

Google announced in January the ability to checkout directly from the Gemini app.[The Register] Shopify, Target, and Walmart are participating as partners.

Owens warned on X that “Google can sell at higher prices using chat data.” The idea is that if AI analyzes shopping patterns and determines “this person will buy even if it’s expensive,” it can show higher prices.

Google countered that it “prohibits offering higher prices than on its own site.”[Search Engine Journal]

What Happens Next?

It is highly likely to lead to a congressional investigation. Frankly, I’m more worried about the future than the present. It is questionable whether the current safeguards will be maintained if Google’s advertising-dependent model is strengthened.

Frequently Asked Questions (FAQ)

Q: What is Gemini Shopping Checkout?

A: It is a feature that allows you to search for products in the Gemini app and checkout directly without leaving the Google platform. It uses Google Pay and is being piloted in some US retailers.

Q: What is surveillance pricing?

A: It is when AI analyzes user data to sell the same product at different prices to different people. For example, it may show a higher price if you are accessing from a wealthy neighborhood.

Q: Can I prevent my data from being used?

A: Gemini Personal Intelligence is opt-in. You can stop saving your conversation history by turning off Gemini Apps Activity in your Google settings.

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References

ElevenLabs Raises $500 Million at $11 Billion Valuation

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Sequoia-Led, Company Value Triples in 1 Year

  • $500 Million Investment Attracted Led by Sequoia Capital
  • Company Value $11 Billion – Tripled in 1 Year
  • Largest Investment in Voice AI Field

What Happened?

Voice AI startup ElevenLabs has attracted a $500 million investment led by Sequoia Capital.[TechCrunch] The company value is $11 billion. Sequoia’s partner Andrew Reed will join the board of directors.

ElevenLabs was founded in 2022 by Polish founders. It provides text-to-speech, voice cloning, and AI dubbing.[Wikipedia]

Why is it Important?

12 months ago, the company value was $3.3 billion. It reached $6.6 billion in September 2025 and now $11 billion.[Sacra] It has more than tripled in one year.

Eleven v3, released in June 2025, supports more than 70 languages. It is being used in various industries such as YouTubers, game developers, and publishers. It also targets the enterprise market with a real-time voice agent platform.

What Will Happen Next?

The funds are expected to be invested in R&D and global expansion. It remains to be seen whether it can maintain its voice quality advantage in competition with big tech companies such as OpenAI and Google.

Frequently Asked Questions (FAQ)

Q: What kind of company is ElevenLabs?

A: It is a voice AI company founded in 2022. It provides text-to-speech, voice cloning, AI dubbing, and voice agent platforms. It achieved a company value of $11 billion in just 3 years since its founding.

Q: Who are the existing investors?

A: a16z, Sequoia, and ICONIQ Growth are major investors. It joined the unicorn ranks in January 2024 and has continued to grow since then through Series C.

Q: What is ElevenLabs’ main technology?

A: The Eleven v3 model is the core. It supports more than 70 languages and enables emotional expression and multi-speaker conversations. Scribe v2 has the highest level of voice-to-text conversion accuracy in the industry.

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Reference Materials

Roblox 4D: Creating ‘Moving’ 3D Objects with AI

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Roblox 4D: Creating ‘Moving’ 3D Objects with AI

  • Roblox Launches 4D Creation Open Beta
  • Generates Interactive Objects Beyond Static Models
  • Based on Cube 3D, Achieved 1.8 Million Object Creations

What Happened?

Roblox has released the 4D Creation feature in open beta. It allows you to create objects that actually work, not just static 3D models.[TechCrunch]

Roblox released the open-source AI model Cube 3D in March 2025. It has been used to generate over 1.8 million 3D objects.[TechCrunch]

Why is it Important?

Existing tools focused on creating static models. 4D is different. Furniture, vehicles, and accessories actually move. Doors open and wheels roll.

It changes the way creators work. There’s no need to create 3D models and code interactions separately. AI handles it all in one go.

What Happens Next?

Roblox is a platform with 80 million daily active users. The official release of 4D is expected to change the UGC ecosystem. Complex interactions can be implemented without coding.

Frequently Asked Questions (FAQ)

Q: What is the difference between 4D and Cube 3D?

A: Cube 3D only created static models. 4D adds interaction. AI automatically implements door opening, button operation, etc. It has evolved from a ‘viewing’ model to a ‘using’ object.

Q: Is it available to everyone?

A: Yes. As of February 4, 2026, all Roblox developers can use it. Previously, only early access was available. You can use it directly in Roblox Studio without a separate application.

Q: What kind of objects can I create?

A: Various objects such as furniture, vehicles, and accessories. These include opening drawers, moving cars, and wearable hats. AI analyzes the shape and gives appropriate interactions.

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Reference Materials

GitHub Agent HQ: Manage 6 AI Agents in One Place

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GitHub Agent HQ: 6 AI Agents in One Place

  • Integration of Claude, Codex, Jules, etc.
  • Simultaneous management with Mission Control
  • Launching this week for Copilot Pro+ users

What Happened?

GitHub announced Agent HQ.[1] Claude, Codex, and Jules operate within GitHub. Agents are directed with Mission Control.[2]

Why Does It Matter?

The AI coding agent market is fragmented. Agent HQ solves this. Anthropic CPO said, “Claude receives issues and responds to PRs.”[3]

What’s Next?

Pro+ users will use Codex starting this week. Claude and Jules will be released within this year.

Frequently Asked Questions (FAQ)

Q: Is it free?

A: No. A paid Copilot subscription is required.

Q: Where can I use it?

A: It is used identically on the web, VS Code, mobile, and CLI.

Q: What is AGENTS.md?

A: It is a file for setting organization coding standards.

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References

Mistral Voxtral: Shaking Up Big Tech Voice AI at ₩0.1 Per Minute

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Mistral Voxtral: Shaking Up Big Tech’s Voice AI at $0.001 Per Minute

  • Mistral AI Releases Open-Source Voice Model Voxtral
  • Higher Accuracy at Half the Price of Whisper
  • Two Versions Available: 24B and 3B

What Happened?

Mistral AI has released Voxtral, an open-source speech recognition model.[Mistral AI] The API costs $0.001 per minute, half the price of Whisper.

Small (24B) is for production, and Mini (3B) is for edge use.[Hugging Face]

Why is it Important?

It’s a price disruption in the voice AI market. Voxtral Small outperformed Gemini 2.5 Flash and GPT-4o-mini.[Slator] Supports 13 languages, including Korean. Real-time mode has latency under 200ms.

What Happens Next?

A powerful alternative has emerged in open source. OpenAI and Google’s response is noteworthy.

Frequently Asked Questions (FAQ)

Q: How is it different from Whisper?

A: Half the price, higher performance. The Whisper ecosystem is more mature.

Q: Can it be run locally?

A: Possible with Mini (3B). It has an Apache 2.0 license.

Q: Is Korean supported?

A: Included in the official 13 languages.

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References

Tinder Turns to AI to Solve Swipe Fatigue

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Tinder AI Introduction: 3-Line Summary

  • Tinder launches ‘The Game Game’ based on the OpenAI API, allowing users to practice flirting with a chatbot.
  • Testing ‘Chemistry,’ a personalized matching tool, providing customized matches instead of endless swiping.
  • 78% of dating app users experience burnout, with the entire industry seeking a breakthrough with AI.

What happened?

Tinder has unveiled two new AI-powered features. The first is ‘The Game Game,’ a voice chatbot utilizing the OpenAI Realtime API.[eMarketer] Users can practice virtual first-meeting scenarios with AI. The second is a matching tool called ‘Chemistry,’ which provides curated matches daily based on prompts and personal data.[Global Dating Insights]

Hillary Payne, VP of Product at Tinder, stated that “efficiently connecting users to connections and sparks is a better experience.”[Global Dating Insights]

Why is it important?

The dating app industry is facing a serious crisis. According to a Forbes Health survey, 78% of users experience emotional and mental exhaustion while using apps. 79% of Gen Z feel burnout. This is a natural result considering the average user spends more than 50 minutes a day swiping.

Tinder’s performance is also declining. Paid users decreased by 7% year-over-year to 9.2 to 9.3 million as of Q3 2025. The number of MAUs in the US plummeted from 18 million in early 2022 to approximately 11 million. Competitors such as Bumble (-16%) and Hinge are in similar situations.

AI has emerged as a solution to this problem, offering fewer but more accurate matches instead of endless swiping. Bumble has announced the launch of an AI product in 2026, and Grindr has already introduced an AI recommendation feed.

What will happen next?

There is an interesting signal. In Tinder’s year-end report, the word users chose most often to describe dating in 2026 was ‘hopeful,’ not ‘fatigue’ or ‘guidance.’ If AI improves the user experience, there is an opportunity for a rebound.

However, there is also a paradoxical situation. According to a late 2025 study, singles want less technology and more offline meetings. No matter how much AI improves the in-app experience, it is uncertain whether it can solve the fundamental desire to ‘leave the app itself.’

Frequently Asked Questions (FAQ)

Q: How does Tinder’s The Game Game work?

A: It is a voice chatbot feature that utilizes the OpenAI Realtime API. Users can practice virtual first-meeting scenarios with AI through voice. It is designed to improve conversation skills before actual matching. You can try flirting without pressure in a gamified format.

Q: What is swipe fatigue?

A: It is the emotional and mental exhaustion caused by the endless swiping mechanism of dating apps. According to a Forbes Health survey, 78% of users have experienced it. The causes include swiping for an average of more than 50 minutes a day, low matching quality, and repeated failures. It is particularly severe among Gen Z.

Q: Are other dating apps adopting AI as well?

A: AI adoption is accelerating across the industry. Bumble has announced the launch of a new AI-based product in 2026. Grindr is already operating an AI recommendation feed. Hinge is refining its matching algorithm. The common goal is to provide matches with higher quality over quantity.

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References