Congress Uses Super Micro Indictment to Tighten China's AI Chip Access
Congress just weaponized the Super Micro indictment to tighten the AI chip export chokehold on China.
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VCs Are Closing Deals at the Gym Before You Even Pitch
The best VCs are closing deals on the mat now, and if you think that's about Jiu-Jitsu, you're missing the point. The Information profiled 15 rising VC partners poised to become general partners, revealing how deal-making has fundamentally changed
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Pentagon Tried to Blacklist Anthropic for Speaking Out. Judge Said No.
A federal judge just ruled that the Pentagon can't blacklist an AI company for criticizing it in public. Judge Rita F. Lin granted Anthropic a preliminary injunction blocking the Pentagon's blacklist while the case proceeds, effective in seven days
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Pony AI Turns First Profit Without Carrying a Single Passenger
Pony AI just posted its first profitable quarter, but the money didn't come from driving people around. Pony AI reported its first profitable quarter, driven by gains from an early investment, not robotaxi revenue
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Judge Blocks Trump From Blacklisting Anthropic As Security Threat
A federal judge just stopped the Trump administration from labeling Anthropic a supply-chain risk, and the timing tells you everything about how fast AI regulation is colliding with business reality.
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Anthropic Eyes October IPO, Racing OpenAI to Public Markets
Anthropic is eyeing an October IPO, turning the AI foundation model race into a public market showdown. Anthropic is considering going public as soon as October 2026, racing OpenAI to the public markets
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Pentagon Tried to Blacklist Anthropic and Lost in Court
The Pentagon tried to blacklist Anthropic as a supply chain risk, and a federal judge just told them to pump the brakes.
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Trump's AI Czar David Sacks Quits After 100 Days
The Valley's main line into Trump's AI policy just went dark. David Sacks stepped down as White House AI and Crypto Czar after hitting the 130-day limit for special government employees Sacks had been in the role more than a year, raising questions about how the SGE time limit actually worked
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Trump's AI Ban Blocked Hours After He Signed It
The Trump administration tried to ban Anthropic's Claude from government use, and a federal court just hit pause on that ban. Anthropic won a court order blocking the Trump administration's ban on government use of its Claude AI chatbot, claiming billions in potential lost revenue.
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Apple Pays iPhone Designers to Not Join OpenAI
Apple just paid iPhone designers to stay, which tells you everything about who's winning the AI hardware war. Apple awarded rare bonuses to iPhone hardware designers to counter a wave of departures to AI startups
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Anthropic Eyes $60B Public Debut Before Year's End
Anthropic might IPO by Q4 2025 at a $60B+ valuation, and the timing tells you everything about where we are in the AI race. Anthropic executives are discussing a potential IPO as soon as Q4 2025, with bankers expecting a raise north of $60 billion
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Google Builds ChatGPT Escape Hatch as AI Wars Turn Desperate
Google just made switching AI assistants as easy as changing email providers, and that tells you everything about how commoditized the chatbot wars have become.
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Meta Quietly 6.6x'd Its El Paso Data Center Budget to $10B
Meta just silently 6.6x'd its El Paso data center budget to $10 billion, and the company won't say why. Meta increased its El Paso data center investment from $1.5 billion to $10 billion, announced in a blog post just five months after the original October reveal
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BlackRock Bets $2.6B on Data Centers Over AI Models
BlackRock's data center play just got $2.6 billion in institutional capital, and the smart money is betting infrastructure beats models.
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Microsoft Freezes Hiring in the Two Divisions Funding Its AI Bet
Microsoft just froze hiring across Azure and sales, the two engines supposed to fund its AI spending spree. Microsoft told managers at Azure cloud and North American sales divisions to suspend new hiring in recent weeks
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Meta and Google Just Lost the First Social Media Addiction Trial
A jury just ruled that Meta and Google are liable for a user's social media addiction and mental health harm—the first domino in thousands of similar cases.
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Congress Uses Super Micro Indictment to Tighten AI Chip Exports
Congress just weaponized the Super Micro indictment to harden the AI chip export wall. A House panel advanced legislation requiring Commerce to force chipmakers into stricter AI export controls after Super Micro's co-founder was indicted for allegedly smuggling Nvidia processors to China
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OpenAI Kills ChatGPT Adult Mode After Announcing It
OpenAI shelves its adult content plans, revealing more about corporate AI governance than anyone's libido. OpenAI indefinitely postponed ChatGPT's planned "adult mode" after CEO Sam Altman teased it last October
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Novo Nordisk's AI Agents Cut Clinical Trial Time by Months, Unlocking $500M Per Drug
Novo Nordisk is using AI agents to cut months off clinical trial timelines, and the math is staggering: hundreds of millions in revenue per drug, fewer humans per trial.
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Warner Wants AI Data Centers to Pay Displaced Workers Directly
A U.S. senator just proposed taxing the infrastructure of AI to pay for the workers it displaces. Sen. Mark Warner is floating a tax on data centers as compensation for AI-driven job losses
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