Pentagon Tried to Ban Anthropic Without Due Process and Lost
A judge just told the Pentagon it can't kneecap Anthropic without a real legal process, and that matters more than the headlines suggest.
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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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Sam Altman Claims He Tried Saving Anthropic After Pentagon Fumble
Sam Altman tried to play peacemaker while his company seized the Pentagon contract his competitor just fumbled. OpenAI CEO Sam Altman told staff he was trying to "save" Anthropic during its failed Pentagon negotiations, even as OpenAI moved to capture the contract for itself
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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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Pentagon Gives Private Equity Firms $4B to Build AI War Infrastructure
The Pentagon just handed private equity $4 billion to build the AI backbone of future warfare. Carlyle and KKR are each building $2 billion data centers for the U.S. Army, a combined $4 billion bet on military AI infrastructure
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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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Disney Walked Away From OpenAI With $1B After Sora Shutdown
OpenAI just lost a billion-dollar Disney deal because it killed the product Disney wanted to buy. Disney pulled its $1 billion investment in OpenAI after the company shut down Sora, its video generation platform
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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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Polymarket's $20B Valuation Suddenly Looks Defensible With Revenue Engine Turned On
Polymarket is finally turning on the revenue engine, and the numbers say that $20 billion valuation might actually pencil out. Polymarket extended taker fees to nearly all markets on March 30, marking its first serious monetization play after generating $31 billion in volume across six months.
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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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François Chollet Shows Why AI Still Can't Reason Like Humans
The guy who built Keras just showed the world that AI can't think on its feet, and that might be the whole game. François Chollet launched ARC-AGI-3, a benchmark where humans excel but AI systems fail: novel video games with no instructions
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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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Apple Secretly Runs Google's Gemini Inside Its Own Data Centers
Apple isn't renting Gemini. It's learning from it. Apple's Google deal includes full access to Gemini inside Apple's own data centers, allowing them to distill smaller, specialized models from the larger teacher model.
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