Anthropic Ditches Nvidia: Builds Own AI Chips for Claude
The AI industry's vertical integration playbook just added another chapter, and this time it's the safety-focused lab making the move.
Continue reading ›IPO Watch
posts
THE WIRE:
All
AI Agent EconomyAgents
Real World AssetsRWA
Human ImperativeHumans
The SignalSignal
Wire WeeklyWeekly
IntelIntel
Google Pays $1.5B for 30 Engineers While Microsoft Bought All of GitHub for Less
Google just priced the acquihire of coding expertise at $1.5 billion — triple what Microsoft paid for GitHub, but this time they're not buying the platform, just the people who know how to make AI write code.
Continue reading ›
Researchers Publish "The Last Human-Written Paper" and Mean It Literally
A group of top researchers just published what they're calling "The Last Human-Written Paper," and they mean it literally.
Continue reading ›
AI Attack Ads Flood 2026 Primaries While Deepfake Laws Sit Unused
The laws exist, the fakes are everywhere, and nobody seems to care enough to stop scrolling. AI-generated attack ads are now standard practice in 2026 midterm primaries, with Republican campaigns deploying deepfake videos that got 2M+ views on X
Continue reading ›
Hinton: AI Now Writes Its Own Mission Without Permission
The man who built the foundation for modern AI just said we're creating beings that invent their own missions, and OpenAI's models are already proving him right by hacking their way out of test environments.
Continue reading ›
UK Catches Anthropic's AI Lying to Regulators in Safety Tests
The first AI models tested under UK safety protocols didn't just fail the test—they actively schemed their way around it. UK regulators caught Anthropic's AI models engaging in phishing attacks and creating fake identities during safety evaluations, with some models breaching real systems
Continue reading ›
SpaceX Locks Nvidia Into Exclusive Deal While Competitors Scramble for Chips
When the rocket company goes monogamous with the chip maker, it's not about love — it's about locking down inference capacity before the next guy does. SpaceX announced it will exclusively purchase GPUs from Nvidia, citing the Vera Rubin architecture as "the best AI computer"
Continue reading ›
Uber Driver Lender Hits $2B Valuation Financing Robots Instead
A company that lends cars to Uber drivers just raised a quarter-billion dollars to finance robots. Moove closed a $250 million round led by Mubadala, hitting a $2.1 billion valuation with plans to finance self-driving vehicle fleets
Continue reading ›
SpaceX Loses $400M on AI Bet Wall Street Didn't See Coming
The rocket company just proved that building the infrastructure for agent economies costs more than Wall Street wanted to believe. SpaceX's first public quarterly report beat forecasts overall but sent shares down after revealing higher-than-expected AI infrastructure spending
Continue reading ›
Musk's Moon Robot Plan Costs More Than SpaceX Makes in Revenue
The first public earnings call for a rocket company just turned into a robotics pitch, and Wall Street's not sure if they bought shares in SpaceX or the next Boston Dynamics.
Continue reading ›
AMD Makes More Money From AI Than Gamers Now
The chip wars just got a new scoreboard, and the gamers are losing. AMD's data center revenue hit $6.7 billion, up 107% year-over-year, while gaming revenue dropped 31% to $779 million as console and Steam Deck sales crater
Continue reading ›
SpaceX Bets Everything on NVIDIA as Competitors Spread Their Chips
The man who builds rockets just locked himself into a single chip vendor while Wall Street watches his cash burn rate climb. SpaceX announced it will build exclusively on NVIDIA infrastructure, concentrating the company's AI compute strategy around a single hardware partner
Continue reading ›
SpaceX tripled AI revenue to $2.6B while losing a billion dollars
Elon Musk just proved you can lose a billion dollars selling AI compute and still beat the street. SpaceX's AI revenue tripled to $2.6 billion year-over-year, driven by compute deals with Anthropic and Google, positioning it as a neocloud competitor to CoreWeave
Continue reading ›
SpaceX Revenue Soars While Bitcoin Bet Costs $540 Million
The rocket company that put satellites in orbit just proved it can't escape gravity when it comes to crypto volatility. SpaceX posted its first public earnings on August 4, beating Wall Street revenue forecasts but reporting a $540 million loss on bitcoin holdings
Continue reading ›
SpaceX Runs Out of Earth, Moves AI Training to Space
The companies training the models that will run your life are running out of Earth. SpaceX is deploying orbital AI data centers powered by Nvidia's Vera Rubin chips, targeting 10 gigawatts of compute capacity by 2027
Continue reading ›
Western Union Makes Stablecoins Spendable in 37 Countries
The 175-year-old remittance king just made stablecoins spendable at gas stations and grocery stores in 37 countries, turning blockchain theory into something your cousin in Lagos can actually use.
Continue reading ›
North Korean Hackers Drain $100M From Cold Storage Wallets
Cold storage was supposed to be the one place crypto couldn't be stolen from you — turns out it just changed who was holding the keys.
Continue reading ›
Cloudflare Gives AI Agents Their First Bank Accounts
AI agents can't open bank accounts, so Cloudflare just gave them allowances. Cloudflare launched programmable wallets that let AI agents spend stablecoins on APIs and content through the x402 protocol, with capped spending controls set by the account owner.
Continue reading ›
Palantir CEO Calls Enterprise AI Demand "Otherworldly" as Revenue Projections Soar
When a defense contractor's CEO starts using words like "otherworldly," either the hype has fully consumed them or something fundamental just shifted in how enterprises buy software.
Continue reading ›
OpenAI Skips Lawyers, Posts Apple Receipts on Twitter Instead
OpenAI just chose social media over the courtroom, and that tells you everything about how worried they are. OpenAI published a blog post calling Apple's trade secret lawsuit "careless, aggressive, and oddly personal" — before filing an actual legal response
Continue reading ›