Obituary
State
The cloud heads for cover
Dry Powder
We're all just reselling tokens
Dry Powder
Nvidia's customer changed
State
Silicon Valley is tackling the US missile shortage
Labs
Meta unveils Muse, a personal agent to run your life
Labs
OpenAI solves 90-year-old math problem and reveals the leak that matters
Labs
The labs are leaving their landlords
State
To keep its chips, G42 goes American
State
Revolut's US bank charter is a license to mine data
Dry Powder
Nvidia buys the demand it cannot make
Dry Powder
Trust in AI finds a new paymaster
Atoms
Tesla can build the car faster than the driver
Labs
The fastest unicorn has a half-life
Labs
The AI that works while you sleep just got cheaper
Bits
Google takes aim at Canva
Bits
To survive AI, Salesforce disappears its own app
Atoms
Is hardware eating the world?
Energy
What the Army's $2bn nuclear bet actually buys
Bits
Applied Compute has Palantir's problem, on a clock
Dry Powder
The autonomy bet actually making money
Energy
Emerald sells capacity the grid already owns
Atoms
Humanoids are for marketing, robots are the real business
The robots are learning from us
Labs
Starved of compute, Poolside sold itself to Nvidia
Bits
Harvey builds its moat on rented ground
Labs
Running the companies they barely own
State
Does a VC board seat violate antitrust?
Dry Powder
Stripe turns AI inference into a toll road
Labs
We don't need frontier models anymore
Bits
SpaceX builds a digital employee
State
Zuck's AI manifesto — with Chinese characteristics
Labs
A new kind of computer from OpenAI
Bits
Founders are ditching their startups
State
Texas installs a gatekeeper on its grid
Dry Powder
Sequoia's $6bn bet on a court decision
Labs
How OpenAI ceded video to Google and China
Dry Powder
Apple wants your iPhone back
State
Washington makes the labs partners, not suspects
Dry Powder
Why NVIDIA can't let the music stop
Dry Powder
Jensen bets on secretive AI lab
Labs
The frontier labs sat this alliance out
Dry Powder
AI learned to bill like a law firm
Dry Powder
Google's best AI bet was on a rival
State
Anthropic wants distillation stopped. It won the case that legalizes it.
Atoms
Can the SpaceX playbook work for nuclear?
State
Germany rearms, and pushes out U.S. VC firms
Dry Powder
How much do AI data centers actually cost?
Bits
The $500M "Everything App"
Atoms
Anduril builds the aircraft nobody ordered
Dry Powder
Open weights, frontier price
State
Nobody ever fought the machine
Energy
Elon Musk bought the bottleneck for himself
State
Frontier AI outruns its paperwork
Bits
The spreadsheet moment for AI
Dry Powder
Nobody will mark down the 2021 vintage
Obituary
Jack Dennis, architect of the computer that never arrived
Labs
What the hell is a harness?
Dry Powder
The shot heard 'round the defense-tech world
Atoms
The moat you can't buy
Energy
Nuclear fusion finally hits the market––underfunded
Labs
The price wars have begun
Atoms
The memory cartel that no longer has to meet
State
China weighs gating its open-model advantage
State
Huawei is losing China's AI labs
Atoms
Even Apple can't build chips alone
Labs
Alex Karp is right
Bits
To own the customer, Microsoft rents an army
Dry Powder
OpenAI's 5% would hand the public little money and no power
Bits
Meta sells 'excess compute' it doesn't have
State
Mark Warner's first-of-its-kind AI-agent bill carries a catch for tech firms
Labs
The cap table became the competition
Bits
Scarcity turns the hyperscalers into gatekeepers
Dry Powder
To earn its multiple, Tesla must start to accept responsibility
Dry Powder
To keep $1trn valuation alive, OpenAI might delay IPO
State
Trump is regulating AI by presidential veto
Bits
Claude wants to steal Slack's secret sauce
State
Bernie's plan to nationalize the AI firms
State
Washington flipped Anthropic's kill switch
Dry Powder
SpaceX and the Infinity Story
Labs
Funding your own replacement
State
AI's big winners draft their own rules
Labs
OpenAI's price cut is a confession
Dry Powder
AI's risk goes off the books, but still lurks
Bits
To beat Apple, Google skips the earbuds
Labs
Anthropic won't sell you its best model
Dry Powder
Wall Street learns to short the AI boom
Bits
Apple rents the brain, keeps the moat
Bits
Meta's $200 agent nobody asked for
Bits
Money for nothing
Labs
Anthropic calls for a pause (sort of)
State
Anthropic's offensive AI lands inside the NSA
Labs
Mayo Clinic gets a frontier model
State
Trump's AI order ties the government's hands
Dry Powder
Even Google is running out of cash
Atoms
NVIDIA hedges against its own data centers
Bits
The cheaper AI got, the more it cost
State
France's nuclear reactors become its AI moat
Dry Powder
Robinhood wants to own agentic trading
State