Big Tech - The Wire by FourthWeb - AI, RWA, & Web3 / Web4 Intelligence (Page 30)

AI Agent Economy Apr 23, 2026

EssilorLuxottica Hits 11% Growth on Meta Ray-Bans. Wall Street Yawns.

Meta's Ray-Ban smart glasses just drove the world's biggest eyewear company to its third straight quarter of double-digit growth, and the market shrugged.

AI Agent Economy Apr 23, 2026

AI Chips Added $200 Billion to America's Trade Deficit in Two Years

The AI hardware race just blew a $200 billion hole in America's trade deficit, and no amount of tariff talk can plug it. A Federal Reserve study found AI-related imports added roughly $200 billion to the U.S. trade deficit, even as tariff policies aimed to shrink the gap

Real World Assets Apr 23, 2026

John Ternus Takes Apple CEO Role While Tim Cook Steps Back—But He Built Hardware in an AI Era

Apple just handed the keys to a hardware guy right as the industry pivots to AI, and nobody's sure if that's brilliant or a decade too late. John Ternus will become Apple CEO on September 1, 2026, with Tim Cook moving to executive chairman after 15 years running a company he grew to $4 trillion.

AI Agent Economy Apr 23, 2026

Microsoft Bets $18 Billion That Australia Will Win the AI Arms Race

Microsoft just bet $18 billion that Australia is the new AI frontier, and it's not about kangaroos. Microsoft commits $18 billion to Australian AI infrastructure by 2029, its largest investment in the country ever

Real World Assets Apr 23, 2026

Google Bets $185 Billion on AI Agents in Biggest Tech Gamble Ever

Google just announced it will spend up to $185 billion this year building the infrastructure for AI agents, the largest single capital deployment in the history of technology.

AI Agent Economy Apr 23, 2026

Google's Inference Chips Could Kill Nvidia's $3 Trillion Moat

Google just launched chips designed to run AI models faster and cheaper than training them, and if they work, the entire economics of the agent economy just shifted.

AI Agent Economy Apr 22, 2026

Google Bets Billions on Mira Murati While OpenAI Watches

Mira Murati just signed a multi-billion-dollar infrastructure deal with Google, and it tells you everything about who's building the agent future and who's just renting the hardware.

AI Agent Economy Apr 22, 2026

Ex-Meta Engineers Raise $50M to Build AI That Predicts the Future

The people who built Facebook's feed are now building AI to predict the future, and they just raised $50 million to do it. Sooth Labs, founded by ex-Meta engineers, is raising ~$50 million to build AI models that forecast geopolitical and market events

AI Agent Economy Apr 22, 2026

Google Makes AI Agents Cheaper for Itself, Pricier for Everyone Else

Google just made the agent wars a lot more expensive for everyone who isn't Google. Google Cloud launched its next-gen Tensor Processing Units (TPUs), custom chips built specifically to run AI workloads faster and cheaper than general-purpose processors

AI Agent Economy Apr 22, 2026

Google Bets $750M That Consultants Will Actually Deploy AI This Time

Google just bet $750 million that the future of enterprise AI runs through the same consultants who sold companies their last failed transformation. Google Cloud launched a $750 million fund targeting McKinsey, Accenture, and Deloitte to deploy agentic AI to their corporate clients

Human Imperative Apr 22, 2026

Apple and Google Got the Security Fixes First While Hackers Hunted Everyone Else

Anthropic's Mythos just found decades-old security holes in everything you use, gave the patches to Apple and Google first, and now hackers are racing to exploit everyone who hits "remind me later."

AI Agent Economy Apr 22, 2026

Adobe Bets Your AI Agent Won't Be From Adobe

Adobe just declared itself Switzerland in the agent wars, and that might be the smartest move anyone's made yet. Adobe announced a multi-model agentic platform partnering with OpenAI, Anthropic, Google, Amazon, and Nvidia to build what it calls "the broadest agentic AI ecosystem in the industry"

AI Agent Economy Apr 21, 2026

Google Invented the Tech Behind AI Coding and Lost the Market

Google invented the transformer architecture that powers every AI coding assistant, and now it's losing the market it created. Google is scrambling to consolidate its fragmented AI coding initiatives as Anthropic and others capture enterprise developer mindshare

AI Agent Economy Apr 21, 2026

Bezos Drops $10 Billion to Build AI That Understands Physical Reality

Jeff Bezos is about to drop $10 billion on AI models that understand physical reality, not just text on a screen. Bezos is finalizing a $10 billion funding round for an AI startup building models that comprehend the physical world

Real World Assets Apr 21, 2026

Amazon Locks Anthropic Into $100B Cloud Deal With $25B Upfront

Amazon just bought itself a seat at the AI safety table for $5 billion, with another $20 billion in the chamber and a $100 billion cloud lock-in attached. Amazon invests $5B in Anthropic with rights to deploy up to $20B more, while Anthropic commits to $100B in AWS spending over ten years

AI Agent Economy Apr 21, 2026

Amazon Drops Another $5B on Anthropic After Burning Through First $4B

Amazon just went from Anthropic's biggest investor to something that looks a lot more like owner. Amazon is putting another $5 billion into Anthropic, with plans to scale that to $20 billion total over time

Human Imperative Apr 20, 2026

Former Kleiner Perkins Partner Who Closed Google's Series A Now Says VC Model Is Broken

A former Kleiner Perkins partner who helped close Google's Series A just said the VC playbook he helped write is broken.

AI Agent Economy Apr 20, 2026

TSMC Spent $30B on AI Chips Then Slashed Next Year's Budget

TSMC just told the market AI demand is unstoppable, then quietly signaled they don't fully believe it. TSMC reported strong earnings but their capex guidance and fab expansion plans suggest hesitation about sustained AI chip demand

Real World Assets Apr 19, 2026

Google's $300B AI Chip Play Still Can't Crack Nvidia's Moat

Google's throwing chips at Nvidia's throne while two well-funded challengers prove the king still isn't worried. Google is developing custom AI chips to challenge Nvidia's stranglehold on AI hardware, joining a growing list of companies trying to break the GPU monopoly

AI Agent Economy Apr 19, 2026

Jane Street Bets $1B That Big Tech Lost the AI Infrastructure War

Jane Street is betting $1 billion that the future of AI compute isn't owned by hyperscalers. Fluidstack is in talks to raise $1 billion at an $18 billion valuation, with Jane Street leading the round