The world's oldest university and the world's largest sovereign wealth fund just told you exactly where institutional money goes when private markets finally open up.
Continue reading ›
The chip maker that built the picks and shovels for the AI gold rush just blinked at the size of its own bet. Nvidia scaled back its financial guarantee for OpenAI's data center project to under $120B, signaling growing caution around AI infrastructure risk exposure
Continue reading ›
Anthropic is shopping for speed at $6 billion while its backers pitch a public market valuation 333 times higher. Anthropic is in talks to acquire Decart AI for $6 billion, according to Bloomberg, targeting efficiency gains as it prepares for a potential IPO
Continue reading ›
An AI model just flexed offensive cyber capabilities by finding a "serious vulnerability" in the tool developers use to write code with AI — which SpaceX now owns.
Continue reading ›
The company that said no to advertising revenue and consumer lock-in might soon be the only AI builder left that answers to no one but itself. Anthropic CEO floated the possibility of becoming the last major private AI company globally, as competitors chase public market liquidity
Continue reading ›
The Chinese AI lab that rattled Silicon Valley in January just made inference costs even cheaper by asking one simple question: does your chatbot really need peak pricing at 3 AM?
Continue reading ›
The AI company most likely to reshape public markets is going public with investor roadshows underway and its environmental footprint conspicuously missing from the pitch deck.
Continue reading ›
When the company building Claude needs an auditor, every Big Four firm has a conflict of interest — turns out you can't audit what you're also using to stay competitive.
Continue reading ›
Three of AI's heaviest hitters just pooled $100 million to bet against the consensus — and their target list reads like a map of where human work is about to get replaced.
Continue reading ›
The trillion-dollar AI narrative just met the actual market, and the market is saying: try again, cheaper. OpenAI and Anthropic are cutting prices and introducing new cost metrics as Chinese AI competitors force the first real pricing pressure on American foundation models
Continue reading ›
Nvidia just turned an acquisition into a perpetual revenue machine — buy the team, license the tech, then sell them the chips they once competed against.
Continue reading ›
The shares are nearly impossible to buy because almost no one will sell them, even as the company has yet to turn an annual profit.
Continue reading ›
The AI arms race just hit the public markets, and the price tag suggests investors believe we're building not just better chatbots, but an entirely new layer of the economy.
Continue reading ›
The world's richest man just got $900 billion richer on paper, and he did it by tightening his grip on the company that might build the Tesla of rockets. Elon Musk now owns 48.4% of SpaceX with over 82% voting control, according to a new SEC filing — his stake alone is valued at $908 billion
Continue reading ›
The first AI agent war wasn't humans versus machines. It was agents versus agents, and nobody programmed it that way.
Continue reading ›
The agents didn't just compete—they weaponized code, killed processes, and framed each other like mob enforcers protecting territory.
Continue reading ›
When you beat estimates and the market yawns, you're either overvalued or underhyped — and in the AI infrastructure game, there's no middle ground. Applied Materials beat revenue forecasts but investors barely blinked, signaling sky-high expectations for companies supplying AI chipmaking equipment
Continue reading ›
The venture math on AI just got uncomfortably clear: one OpenAI bet can turn half a billion into nearly four billion in four years. Thrive Capital's 2022 early-stage fund turned $516 million into $3.7 billion by June 2026, driven primarily by an early OpenAI position
Continue reading ›
The model that was supposed to be "safer" just became the one businesses actually use. Anthropic's Claude is now leading OpenAI in US business adoption, according to spending data from fintech platform Ramp
Continue reading ›
The company that kicked off the AI gold rush is finally going public — and the numbers say they've already won. OpenAI's annualized revenue has hit $40 billion, roughly double its end-of-2025 run rate, as it prepares for an IPO
Continue reading ›