Poolside's Free AI Code Model Runs Agents on Your Laptop
While everyone's watching the price war between frontier labs, a San Francisco startup just handed developers the keys to run serious coding agents on a laptop.
Continue reading ›AI Infrastructure
posts
THE WIRE:
All
AI Agent EconomyAgents
Real World AssetsRWA
Human ImperativeHumans
The SignalSignal
Wire WeeklyWeekly
IntelIntel
US Power Grid Gets New Boss: AI Data Centers
The AI buildout isn't just eating electricity anymore—it's becoming the primary customer for the entire US power generation industry.
Continue reading ›
OpenAI Misses Targets and Wall Street Just Priced in the AI Collapse
The AI goldmine just got its first quarterly reality check, and the market is pricing in something worse than a miss—it's pricing in doubt.
Continue reading ›
DeepMind Veteran Raises $1.1B to Kill Human Training Data
The biggest AI funding round of 2026 just bet against the entire premise of ChatGPT. Ineffable Intelligence raised $1.1 billion to build AI systems using reinforcement learning instead of human-labeled training data
Continue reading ›
Nvidia Loses $600B as Wall Street Questions AI's Economics
The fastest rise to market dominance in corporate history just hit a speed bump, and the AI infrastructure bet is suddenly looking less like destiny and more like a high-stakes wager.
Continue reading ›
Meta Just Admitted 90% of Its AI Model Does Absolutely Nothing
The AI industry's obsession with bigger models just collided with the mathematical fact that most of those parameters are zeros doing nothing.
Continue reading ›
OpenAI Revenue Stumbles, AI Chip Stocks Tank on Overinvestment Fears
The AI infrastructure bet just showed its first real crack, and the market's reaction tells you everything about who's been building on assumptions instead of fundamentals.
Continue reading ›
Zuckerberg Clones Himself While Your CEO Drowns in Email
The CEO clone trend isn't about ego—it's about what happens when a single person becomes the bottleneck for a billion-dollar operation.
Continue reading ›
OpenAI Defends Growth as Insiders Question If the Engine's Overheating
When a company says it's "firing on all cylinders," it usually means someone just asked why the engine's smoking. OpenAI publicly defended its growth trajectory after reports surfaced that it missed internal revenue targets, claiming both consumer and enterprise segments remain strong
Continue reading ›
OpenAI Misses Internal Targets, Data Center Bonds Crater First
The bond market just called bullshit on the AI infrastructure buildout before Silicon Valley did. Data center bonds dropped after WSJ reported OpenAI missed internal user growth and sales targets, raising questions about whether current AI infrastructure spending is justified
Continue reading ›
OpenAI Ships GPT-5.5 as Stock Craters and Compute Bills Explode
The model shipped, the shares tanked, and the lawyers circled — turns out building AGI is easier than building a business model that pays for it.
Continue reading ›
OpenAI Misses Revenue Target as AI Hype Meets Reality
The AI gold rush just hit its first public air pocket—and the shockwave is hitting balance sheets before it hits headlines. OpenAI reportedly missed internal sales and user growth targets, triggering sell-offs in partner stocks like SoftBank and Oracle
Continue reading ›
China Just Proved AI Infrastructure Has a Nationality
The fight over Manus isn't about an app—it's about who controls the rails on which AI agents run, and China just told every founder that code has a nationality whether you like it or not.
Continue reading ›
DeepMind's AlphaGo Creator Raises $1.1B to Replace Human Training Data
The man who taught computers to beat humans at Go just bet a billion dollars that human data is the wrong teacher. Ineffable Intelligence, founded by ex-DeepMind researcher David Silver, raised $1.1B at a $5.1B valuation — months after launch
Continue reading ›
Meta's Ray-Ban Glasses Prove AR Works When It Stops Being AR
The best AR product isn't trying to be AR at all. Meta's Ray-Ban Display glasses proved that augmented reality works when it stops trying to replace your field of vision The product redefines the AR/VR category by focusing on ambient information overlays instead of immersive experiences
Continue reading ›
OpenAI Can't Even Meet Its Own Projections While Promising AGI
The company that convinced the world AGI was six months away just admitted it can't hit its own growth targets. OpenAI missed internal user acquisition and sales targets, raising questions about whether its revenue can support its infrastructure spending
Continue reading ›
Meta Bets on Satellite Solar to Dodge the AI Power Crisis
The AI arms race just went orbital, and the bottleneck isn't compute anymore — it's the power grid. Meta signed a deal with Overview Energy to test space-based solar power for AI data centers, turning science fiction into a grid independence play
Continue reading ›
China Bets $323M That Light Will Replace Chips in AI Race
China just put $323 million behind a bet that light, not electricity, will power the next generation of AI compute. Lightelligence raised $323 million in its Hong Kong IPO, betting optical computing will break through AI's power and speed ceiling
Continue reading ›
IREN Ditches Bitcoin Mining for $3.7B AI Cloud Play
The crypto mining gold rush just found a new vein, and it's running inference loops instead of SHA-256 hashes. Bitcoin miner IREN is shifting from mining to AI cloud infrastructure, with Bernstein analysts projecting $3.7B in AI cloud revenue as mining revenue declines.
Continue reading ›
China Just Killed Meta's $2B AI Deal Days Before Close
The Great Firewall just got a new section: cap table access. China ordered Meta to unwind its $2 billion acquisition of Manus, an AI startup with Chinese ties
Continue reading ›