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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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 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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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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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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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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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 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 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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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 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 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 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'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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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 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 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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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 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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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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