Blackstone Down 30% on AI Fears That Make Zero Sense
Blackstone's stock is down 30% because investors think AI will crater private credit, but the panic might be precisely backward.
Continue reading ›AI Agent Economy
posts
THE WIRE:
All
AI Agent EconomyAgents
Real World AssetsRWA
Human ImperativeHumans
The SignalSignal
Wire WeeklyWeekly
Tech Layoffs Hit Record Pace as AI Replaces Workers Now
Tech layoffs aren't slowing down in 2026, they're accelerating, and AI isn't the future disruption anymore—it's the present replacement. US tech companies led all industries in job-cut announcements for March 2026, continuing a trend directly tied to AI adoption
Continue reading ›
Blackstone Rushes AI Data Center Empire to Market as Power Costs Spike
Blackstone is taking AirTrunk public through a Singapore REIT, and the play reveals more about where AI infrastructure capital is flowing than any venture round this quarter.
Continue reading ›
AI Writes Better Than You Now, Says the CEO Paid to Catch It
The CEO who built AI detection software just admitted something uncomfortable: most people can't write as well as machines anymore. Max Spero of Pangram Labs, whose company detects AI-generated content, says AI already writes cleaner, more persuasive copy than most humans
Continue reading ›
ByteDance Now Controls Which AI Agents Get Into China
ByteDance just became the gatekeeper for AI agent capabilities in China, and that matters more than the marketplace itself. ByteDance is operating a China-localized version of OpenClaw's ClawHub, a marketplace for AI agent task files that tell agents how to perform specific functions
Continue reading ›
Alibaba Abandons Open-Source AI After Building Empire On It
Alibaba just released its third closed-source AI model in three days, marking a hard pivot from the open-source philosophy that made it a global AI leader.
Continue reading ›
Zhipu AI Hit $105M Revenue While US Competitors Burned Cash
China's AI race just printed its first public earnings report, and the numbers tell you everything about who's winning the global agent economy. Zhipu AI posted $105M revenue in 2024, up 132% year-over-year, with net losses widening on R&D spend
Continue reading ›
SEC Drags Musk to Trial Over Hidden $500M Twitter Share Stockpile
Elon Musk's 2022 Twitter takeover is heading to trial, three years later, because the SEC claims he hid how many shares he'd already bought. Musk and the SEC told a judge they're heading toward trial over allegations he violated disclosure rules before his $44 billion Twitter acquisition in 2022
Continue reading ›
US Can't Power the AI It's Building
While Washington debates AI policy, the real constraint isn't regulation—it's whether we can physically power the buildout. US policymakers are wrestling with AI infrastructure bottlenecks, particularly energy capacity limitations that are slowing data center expansion
Continue reading ›
Super Micro Cofounder Smuggled Nvidia Chips to China While Building $50B AI Empire
The co-founder of a $50 billion AI server maker just stood in a Manhattan courtroom charged with smuggling Nvidia chips to China, and this is about way more than one executive's legal trouble.
Continue reading ›
Hollywood Threw an AI Party While OpenAI's Sora Lay Dead in the Corner
Hollywood held an AI pep rally a week after OpenAI killed Sora, and almost everyone pretended not to notice the body. Runway hosted an AI Summit where speakers compared generative AI to fire and the printing press, just days after OpenAI shut down Sora
Continue reading ›
Google Bets $1.3B on the AI Router Everyone Uses in Secret
Google's growth fund is about to write a check to the startup solving AI's messiest infrastructure problem—and that says more about where this market is heading than any model benchmark. OpenRouter is raising $120M at a $1.3B valuation, with Alphabet's Capital G in talks to lead
Continue reading ›
SpaceX Files for Largest IPO in History as Musk Bets Big on AI Infrastructure
Elon Musk's SpaceX just filed confidentially for what could be the largest IPO in history, and the timing tells you everything about who's winning the infrastructure war for AI. SpaceX has filed confidentially for an IPO, positioning for what sources say could be the largest public listing ever
Continue reading ›
Bain Capital: Most CEOs Are Implementing AI Completely Backwards
The smartest money in private equity just said most CEOs are implementing AI backwards. Bain Capital's David Gross told Bloomberg that executives are treating AI as a technology deployment problem instead of a fundamental business redesign.
Continue reading ›
ChatGPT Invents WIRED Reviews That Don't Exist—And This Is How AI Agents Will Lie to You
ChatGPT is confidently citing product recommendations that WIRED's reviewers never made, and it's a blueprint for how AI agents will fail you when the stakes actually matter. WIRED tested ChatGPT's ability to surface their own expert product recommendations and the AI got them consistently wrong
Continue reading ›
Mercor's AI Recruiting Platform Breached Through Poisoned Open-Source Code
The supply chain for AI infrastructure just proved it's as vulnerable as any other software stack, and this time the target was a company literally replacing human recruiters with agents.
Continue reading ›
Claude Shipped So Fast It Accidentally Leaked Its Own Code
Anthropic just leaked its own source code because it ships too fast to keep track of what's internal and what's public. Anthropic accidentally published source code for Claude's coding agent, exposing unreleased features due to "process errors" in their release pipeline
Continue reading ›
Anthropic Bets Its Next Billion Comes From Non-Coders, Not Devs
Anthropic is betting its next billion-dollar product won't be for developers—it'll be for everyone else. Anthropic expects Cowork, its general-purpose AI agent, to reach a wider market than Claude Code, the coding tool that made the company an AI powerhouse
Continue reading ›
Anthropic Bets Company on Agent That Controls Your Entire Computer
Anthropic is betting its future on a general-purpose AI agent that works across your entire digital life, not just your codebase. Anthropic expects Cowork, its general-purpose AI agent, to reach a wider market than Claude Code, the coding assistant that made the company a household name
Continue reading ›
Morgan Stanley: Dealmakers Betting Big While Boards Can't Keep Up With AI
Morgan Stanley says dealmakers are ignoring the chaos and buying anyway, even as AI creates winners and losers faster than most boards can track. Companies are still doing M&A despite geopolitical volatility, energy market swings, and AI's uneven impact across sectors
Continue reading ›