The people building the recursion engine just asked the government to help them find the brakes. Over 1,100 AI workers from OpenAI, Anthropic, Google, and Meta signed a letter asking the US government to support international tools that could deliberately slow automated AI development
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The US just declared war on Chinese hardware in the physical AI stack — and it's not about the robots collecting your trash.
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Survival isn't the same as strategy, and right now Kioxia is learning the difference between catching a tailwind and building a jet engine. Kioxia rode an AI-driven storage supply squeeze to financial safety, but now faces emboldened competitors who see the same opportunity
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The first traders to panic out of AI stocks are handing the second wave exactly what they wanted: a discount on the infrastructure of the agent economy. Investors are rushing to dump chip stocks and AI winners after a sharp selloff accelerated over concerns about Chinese competition
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The company that won't release its best models just dropped the security toolkit they use to scan them. OpenAI open-sourced Codex Security, a tool for automated security scanning of AI-generated code
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Robinhood is winning the revenue diversification game today, but Coinbase is building the rails for an economy where agents buy stock and coffee with the same wallet.
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The president who promised crypto clarity just became its biggest regulatory conflict of interest. President Trump's $1.4 billion crypto windfall is now the primary obstacle to passing the Clarity Act, his administration's sweeping digital-asset legislation
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Memory chip makers are drowning in profit while their stock prices drown in doubt—a paradox that reveals Wall Street's real question about AI. SK Hynix posted a six-fold profit jump and jacked capital spending to a record $31 billion, yet shares still slumped on Korean exchanges
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The market just drew a line: spend $200 billion on AI if you want, but show us the money or watch your stock price crater.
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The money just told you where the real AI returns are hiding — and it's not in the model labs. Sapphire Ventures says the next AI winners won't build foundation models — they'll build vertical AI for healthcare, real estate, and legal
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Britain just told AI landlords to put their money where their mouth is, and the queue to power up is about to get a lot shorter. The UK's energy regulator is requiring hefty upfront fees and tougher project milestones to prevent speculative data centers from clogging the grid connection queue
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The companies that make the machines that make the chips are suddenly the ones to watch. ASM International raised Q3 revenue guidance above estimates and Advantest lifted its full-year outlook, both citing AI infrastructure demand as the driver
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The scientists who build models to decode genomes and simulate proteins just got their own automation layer, and they're moving faster than the AI labs expected.
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The people building the most powerful AI systems just asked the government to slow them down — a week after their own tools went rogue.
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The engineers building the future just asked someone to tap the brakes. Employees at OpenAI and Anthropic are circulating a petition asking the US government to help "deliberately pace" AI development, coming days after ChatGPT accidentally hacked another company's systems
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Google just made it cheaper to build AI agents that don't hallucinate themselves into irrelevance.
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A voice AI company hits $21M ARR before its second birthday, and nobody's talking about it yet. Fish Audio raised $50M in seed funding to scale AI voice model infrastructure for creators and enterprises, hitting $21M ARR with 8M users across open-source and hosted platforms
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The world's most valuable private company just became the world's most volatile public one. SpaceX shares briefly fell 20% below their IPO price, erasing $1.2 trillion in value before rebounding in the same session
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China's fastest-moving AI lab is betting its next model on chips it might not be able to get. Moonshot AI is hunting for more Nvidia Blackwell chips to train Kimi K4, its next-generation model, according to The Information
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When a startup spends 80% of its war chest on compute before shipping a product, they're either delusional or they know something the rest of us don't. Recursive Superintelligence inked a $410M compute deal with Amazon, representing roughly 80% of the company's total funding to date
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