The Big Tech selloff isn't just a dip — it's the market pricing in a world where infrastructure matters more than interfaces. Tech stocks are selling off as investors question whether we've hit a structural turning point in how markets value technology companies
Continue reading ›
Software's bloodbath has just started, and AI agents are the reason why. Dan Niles says software stocks are "nowhere near the bottom" despite recent tech selloffs tied to Iran conflict volatility The catalyst isn't geopolitics. It's agentic AI systematically replacing software seats
Continue reading ›
Okta's CEO just admitted he's paranoid about AI killing his $14 billion business, and his survival plan is to make your AI agents get a corporate badge.
Continue reading ›
While everyone's building smarter agents, ScaleOps just raised $130M to make sure those agents don't bankrupt their creators. ScaleOps closed a $130M Series C to automate Kubernetes infrastructure optimization in real time, targeting the GPU shortage and exploding AI compute costs
Continue reading ›
Meta just shed $310 billion in market cap in a week, and the panic isn't about missed earnings or ad revenue dips. Meta lost 11% of its value last week, erasing $310 billion in market cap despite starting 2026 as the hottest Big Tech stock
Continue reading ›
Goldman Sachs' CIO just told us what 18 months of real AI deployment looks like inside a bank, and the pace of change is faster than the headlines suggest.
Continue reading ›
China's industrial robot maker Inovance is raising up to $2 billion in Hong Kong, and the timing tells you everything about who's winning the manufacturing automation race.
Continue reading ›
The cheap AI darling just learned an expensive lesson: you can't scale on duct tape and prayers. DeepSeek's chatbot went down for over seven hours, the longest outage since the Chinese AI lab shocked the world with its cost-efficient model in January 2025.
Continue reading ›
Tencent just threw $5.2 billion at AI agents, and it's not because they're feeling generous. Tencent plans to more than double AI spending to $5.2 billion in 2026, riding 13% sales growth from its gaming business
Continue reading ›
Visa and Coinbase just showed you two futures for AI agent payments, and only one of them lets you own the rails. Visa and Coinbase are both building payment infrastructure for AI agents, but Visa's is traditional card rails while Coinbase is building on crypto
Continue reading ›
While crypto worries about bear markets, traditional software companies face something worse: AI that writes their products for free. Ravi Tanuku, CEO of Kraken-backed KRAKacquisition Corp, argues crypto's bear cycle is trivial compared to AI's existential threat to software companies
Continue reading ›
Databricks just turned $5 billion into a shopping spree, buying two AI security startups to plug the holes that enterprise AI keeps creating. Databricks acquired Antimatter and SiftD.ai fresh off a $5B raise, rolling them into a new AI security product
Continue reading ›
Anthropic just accidentally announced its most dangerous AI yet, and the leak itself proves exactly why they're worried. Anthropic's unreleased "Capybara" model leaked via an unsecured data cache, revealing capabilities the company itself labels as carrying "unprecedented" cybersecurity risks
Continue reading ›
OpenAI just killed its erotica chatbot, video app, and shopping feature in the same week, and the pattern tells you everything about where AI money actually lives.
Continue reading ›
Anthropic just leaked an AI model that's apparently very good at breaking things, and the market is pricing in a world where software security just got exponentially harder.
Continue reading ›
A White House veteran who builds AI operating systems for government just told regulators to pump the brakes on agent rules. Joe Scheidler, CEO of Helios and former White House/State Department advisor, warns that over-regulating agentic AI workflows could backfire
Continue reading ›
Someone just built a production AI agent that runs on a server cheaper than a Netflix subscription and uses IRC, a chat protocol from 1988. Developer George Larson deployed two AI agents on a $7/month VPS using IRC as the transport layer, with the public-facing binary weighing just 678 KB
Continue reading ›
Tencent just went all-in on OpenClaw because it's losing China's AI war, and that tells you everything about how agent frameworks have become the new battleground.
Continue reading ›
BlackRock's data center play just got $2.6 billion in institutional capital, and the smart money is betting infrastructure beats models.
Continue reading ›
Mistral just put voice agent infrastructure in your pocket, and the enterprise AI voice market is about to get crowded. Mistral released an open-source speech generation model small enough to run on a smartwatch or smartphone
Continue reading ›