Intel just bet its comeback on building chips for Musk's AI empire. Intel is joining Elon Musk's Terafab project, a chip manufacturing effort designed to supply Tesla, SpaceX, and xAI with custom semiconductors
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The world's largest derivatives exchange just bet on two alt-L1s most retail hasn't heard of. CME Group is adding Avalanche and Sui futures contracts to its crypto derivatives suite, pending regulatory approval
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EY just killed the traditional path to becoming an accountant, and they're admitting the transition will hurt. EY launched a global AI agent framework embedded in its Canvas platform, targeting 100% of audit activities by 2028 across 130,000 auditors.
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Jack Dorsey's Block just shipped an AI agent that runs parts of your business before you realize there's a problem. Block launched Managerbot, an AI agent embedded in Square that proactively monitors seller businesses, flags problems, and proposes solutions without being asked.
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The companies that could finally restart the IPO market might be the same ones that make going public irrelevant. SpaceX, OpenAI, and Anthropic are positioned to potentially reopen the IPO market, but their massive private valuations create a paradox for smaller startups
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A pro golfer just bought the AI that analyzes his swing, and that tells you everything about where sports tech is headed. Bryson DeChambeau is leading an investor group to acquire Sportsbox AI, a company that turns smartphone cameras into 3D motion capture systems for athletes
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Eclipse just raised $1.3 billion to bet on companies building things you can touch, not just things you can prompt. Eclipse, the VC firm behind Cerebras, closed a $1.3 billion fund targeting AI infrastructure, manufacturing, robotics, and defense startups
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The website is dying, and the brands that built their moats around design systems and conversion funnels are about to find out their castle has no walls.
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Claude just ate a trillion dollars of SaaS market cap and most people still think it's just another chatbot. Anthropic's Claude, launched publicly in July 2023, briefly surpassed ChatGPT in App Store downloads after releasing Cowork in January 2026
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Someone just gave AI agents a direct line to Google's NotebookLM, and they unlocked features Google didn't bother building into the actual interface. notebooklm-py is an unofficial Python API that gives programmatic access to Google's NotebookLM, including features the web UI doesn't expose
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A marketing CEO just cut his staff in half because clients started using AI themselves, and he's calling it the best thing that could have happened to his business.
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A two-person telehealth startup did $401 million in revenue last year using AI-generated fake doctors to sell weight-loss drugs on Facebook.
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Bitcoin options traders are loading up on downside protection while whales quietly accumulate, a split that signals either the best buying opportunity in months or a cliff edge nobody wants to admit they see.
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A consulting firm just quantified which software companies are about to get eaten by AI, and the answer is: most of them. AlixPartners analyzed 500 software companies and built an "AI Disruption Score" showing only 14% have strong defenses against AI displacement
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Anthropic just locked in hundreds of billions in chip capacity with Google and Broadcom while hitting $30 billion in annualized revenue, and the real story is what it signals about who controls the infrastructure layer of Web4.
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OpenAI just asked two state attorneys general to investigate Elon Musk for trying to kill their for-profit conversion, and this legal cage match is actually about who controls the AI supply chain.
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OpenAI is buying credibility it can't earn, and the numbers explain why. OpenAI's revenue growth is slowing, complicating its IPO story while Anthropic may overtake them in revenue The company acquired media properties to control the narrative, which only highlights they've lost control of it
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Anthropic just tripled its revenue run rate in three months and locked in custom silicon from Broadcom and Google, the strongest signal yet that foundation model companies are becoming infrastructure plays.
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Anthropic's February updates just broke Claude Code for the engineers who need it most. Engineers report Claude Code became "unusable for complex engineering tasks" after February updates, sparking 387+ comments and 607 points on Hacker News
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The people who built the thing are now betting on what comes after it. Zero Shot, a new VC fund founded by OpenAI alums, is raising $100 million and has already deployed capital into early-stage companies.
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