Musk just announced he's building his own chip fab in Texas because TSMC and Samsung aren't moving fast enough for his AI ambitions. Musk unveiled Terafab, an Austin chip factory meant to supply SpaceX, xAI (which just merged), and presumably Tesla's robot push
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OpenAI just hired Meta's ad exec Dave Dugan to run global ad solutions, and the shift from AI research lab to ad platform is now official. OpenAI hired Dave Dugan, a 10+ year Meta ad sales veteran, as VP of global ad solutions
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The Pentagon just tagged Anthropic as a "supply chain risk," and Elizabeth Warren is calling it what it looks like: punishment for being difficult.
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Bitcoin miners just got a billion-dollar vote of confidence from Wall Street, and it's not about bitcoin. JPMorgan and Morgan Stanley expanded Core Scientific's credit line to $1 billion, doubling down on the miner's pivot to AI infrastructure
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Sam Altman is buying power from himself, and it tells you everything about where AI is headed. Helion, the fusion startup Altman personally backs, is negotiating to sell 12.5% of its power output to OpenAI, where Altman is CEO
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Nvidia just turned its competitors into customers. Nvidia unveiled server racks that run rival AI chips, including its own networking tech to connect them. The move shifts Nvidia's business model from pure chip sales to infrastructure gatekeeping.
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Europe's rocket startups are learning Silicon Valley's playbook: raise fast, launch faster, and hope the trajectory holds. Isar Aerospace is raising €250 million just as they prep for a critical launch this week
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Notion just swapped Cursor for Claude Code and Codex, and the reason tells you everything about where software development is headed.
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MoonPay just open-sourced the plumbing that lets AI agents hold money and spend it without you. MoonPay released the Open Wallet Standard, an open-source framework that gives AI agents their own wallets to hold assets, sign transactions, and execute payments across chains.
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OpenAI just burned its commerce partners mid-integration, and the fallout reveals how fragile the enterprise AI promise really is. OpenAI abruptly pulled back its ChatGPT shopping feature, leaving PayPal, Etsy, and other commerce partners in limbo after they'd already committed engineering resources
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The Pentagon is 3D-printing cruise missiles for $200,000 that used to cost $2 million, and the factory doing it can switch to making McLaren parts with zero downtime.
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The man managing $10 trillion just said the quiet part loud: AI's wealth concentration isn't a bug, it's the design. Larry Fink warns that AI's economic benefits will flow primarily to wealthy investors who can afford to back the technology
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Elon Musk just announced he's building a chip fab in Austin, and if you think this is about chips, you're missing the point. Musk announced a "Terafab" plant in Austin, jointly run by Tesla and SpaceX, targeting chips for robotics, AI, and space-based data centers
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SoftBank just bet $225 million that the next AI infrastructure play isn't about training models—it's about moving data faster between chips. Kandou AI raised $225 million from SoftBank, Maverick Silicon, and Synopsys for AI chip interconnect technology
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Sundar Pichai spent two years turning an embarrassment into a lead. Google's Gemini 3 models beat OpenAI and Anthropic across industry benchmarks, sometimes by dramatic margins, with Gemini 3 Pro and Flash already powering Search and other products.
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BlackRock's Larry Fink just said the quiet part out loud: AI wealth is concentrating, and if you're not invested, you're falling behind. BlackRock CEO Larry Fink warns AI boom risks widening wealth gap unless more people own stakes in companies capturing the value
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A German observability startup just hit unicorn status by promising to make AI agents actually debuggable. Dash0 raised $110 million at a $1 billion valuation, led by Balderton Capital, to expand its monitoring platform in the US
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Mark Zuckerberg is building an AI agent to do his job, and every middle manager at Meta just felt a chill. Zuckerberg is developing a personal AI agent designed to bypass management layers at Meta while pushing employees to adopt similar agentic tools
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Cathie Wood just doubled down on the thesis that made her famous—and this time, she's betting the convergence itself is the trade. Ark's Cathie Wood laid out her bull case for AI, robotaxis, CRISPR, bitcoin, and SpaceX as the next wave of compounding innovation
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a16z Crypto just said the quiet part out loud: AI agents will kill the ad-supported internet. a16z Crypto's Sam Ragsdale argues the economic model of the internet is broken, calling for a shift away from advertising as AI agents become primary internet users
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