Nvidia on Track to Become World's Most Valuable Company in Six Months
The world's most valuable company title is up for grabs, and the race says more about who builds the picks and shovels versus who builds the mine.
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The world's most valuable company title is up for grabs, and the race says more about who builds the picks and shovels versus who builds the mine.
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The empire's best customers just announced they're building competing empires—and the market shrugged. Google and Amazon told investors they're moving to sell their custom AI chips (TPUs and Trainium) directly to customers, not just through their clouds
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The same venues where degens bet on election outcomes are now where normal people check whether the Fed will cut rates. Prediction markets are tracking toward a $240 billion industry, powered by retail traders treating them less like casinos and more like newsfeeds with skin in the game
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The companies building the agents promising to handle your life are also building their intelligence by watching everything you tell them. Every major AI chatbot uses your conversations to train their models by default, turning private queries into training data
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The protocol that was supposed to standardize AI agent tooling just became the protocol that standardizes AI agent vulnerabilities. OX Security found a command execution flaw in MCP's STDIO transport affecting an estimated 200,000 instances — Anthropic says it's working as intended
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The Pentagon just sorted Silicon Valley's AI companies into two stacks: those building the future of classified warfare, and Anthropic.
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Stripe just handed AI agents a credit card, and the checkout button will never be the same. Stripe launched Link, a digital wallet that lets users connect payment methods and authorize AI agents to make purchases on their behalf through approval workflows.
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Your 2022 sedan is about to get smarter than most laptops shipping this year. Google is rolling out Gemini to replace Google Assistant in cars with Google built-in, including vehicles already on the road since 2020
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The man who named AGI thinks the companies racing to build it are burning billions on a dead end. Ben Goertzel, who coined "AGI" in 2005, says Big AI's transformer obsession is "a waste of resources" because all LLMs are fundamentally doing the same thing.
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While everyone's training robot brains on YouTube videos, DAIMON just released 10,000 hours of what it feels like to actually touch things.
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Customer service agents—human and AI alike—are being measured the same way now: by cost per resolution. Netomi raised $110M led by Accenture Ventures and Adobe Ventures, with backing from OpenAI's Greg Brockman, DeepMind's Demis Hassabis, and Microsoft's Mustafa Suleyman
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The multi-model strategy isn't hedging anymore — it's the default position for businesses that can't afford downtime. Alex Cohen, CEO of Xander Marketing, now runs 80-90% of his business on Claude, with ChatGPT and Gemini splitting the remaining 10%
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Seven hundred billion dollars is more than the GDP of Sweden—and it's all going into a bet that agents will eat the world before someone else's agents do. US Big Tech's combined 2026 capex is projected to hit $725 billion, overwhelmingly targeted at AI data center infrastructure
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The company that lost $2.7 billion last year is now worth more than Walmart, Home Depot, and Boeing combined. Anthropic has received pre-emptive funding offers at $850B-$900B valuations, potentially raising $50B in new capital
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When the Pentagon chooses your model, it's not just a contract — it's a signal that your AI is good enough to point at real targets. Google signed an AI contract with the Pentagon, triggering internal employee backlash similar to the 2018 Project Maven controversy
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While everyone's still gawking at AI-generated TikToks, Runway's CEO is already building the simulation layer beneath reality itself.
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The AI kingmaker who wanted to call his project "Freemind" as a dig at Google looked less like a visionary and more like a man settling scores on day one.
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Tech CEOs warning about mass job loss aren't accidentally talking to workers. They're pitching investors on the elimination of their largest cost center.
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The storefront isn't dying — it's just invisible to you now, and most merchants still can't see it either. PayPal's first U.S. Agentic Commerce Pulse Survey reveals 95% of merchants already detect AI agent traffic, but only 20% have machine-readable product catalogs that agents can actually use.
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The car you bought in 2022 is about to get smarter than the one sitting on dealer lots today. GM is pushing Gemini AI to ~4 million vehicles (model year 2022+) across Cadillac, Chevy, Buick, and GMC via OTA updates over the next several months
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