The market is about to price the future of intelligence for the first time, and nobody knows what number to write down. Three of the six MANGOS companies—Anthropic, OpenAI, and SpaceX—are heading to public markets this summer, replacing FAANG as the new market-moving acronym
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The first person to hit a trillion dollars in net worth did it by selling investors on the idea that AI needs to live in orbit. SpaceX went public Friday in what's being called the largest IPO ever, with options trading starting Tuesday, likely making Elon Musk the first trillionaire.
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A Sequoia alum just put $400M into UK tech, and his first demand isn't more models or compute — it's cheaper electricity. Matt Miller, ex-Sequoia partner and founder of £400M UK VC fund Evantic Capital, says Britain's AI ambitions are stalled by power costs
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Elon Musk is about to let regular people buy shares in the company that makes reusable rockets, and the entire structure of this deal is designed to ensure they get crushed.
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The first real enterprise customer for Grok just went public, and it's a delivery app most people have never heard of. Gopuff built its AI shopping assistant on xAI's Grok models, citing cost and quality as deciding factors over competitors
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The slowest part of AI isn't training the model anymore — it's teaching it what to do when it gets to work.
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Apple just built the most powerful personal assistant ever—and then told 450 million Europeans they can't have it because their own regulators won't let them keep it safe.
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Anthropic's attempt to lock down Claude tighter than Fort Knox just backfired spectacularly, exposing the impossible tightrope every AI lab must walk between safety theater and shipping product people actually want to use.
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The bottleneck to AI dominance isn't code—it's concrete, copper, and the fact that America doesn't have enough people who know how to work with either.
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The labs aren't building coding agents to sell seats—they're building them to recursively improve themselves toward AGI. OpenAI, Anthropic, and Google are betting heavily on AI coding tools not just for revenue, but as a potential path to artificial general intelligence.
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The same week a scooter guy raised $5 million to put servers in orbit, one of the world's biggest data center investors called it a science project—and he's betting gigawatts on Earth instead.
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Apple spent $14 billion building what everyone else needed $670 billion to chase, and the gap tells you which companies actually believe their own hype.
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When your workplace collaboration app becomes a battleground for corporate AI strategy, someone's head rolls. Alibaba replaced the head of Dingtalk, its enterprise collaboration platform, following internal conflict over how the product fits into the company's AI ambitions.
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Two founders who failed at groceries are now backed by Nvidia to reinvent how humans collaborate with math — the kind of unsexy infrastructure play that actually matters when AI needs to do more than generate text.
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While other AI CEOs are adding layers of direct reports to handle hypergrowth, the man running one of OpenAI's fiercest competitors is managing exactly one person.
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The enterprise AI deal just got simpler: use the cloud credits you already negotiated to buy the models you actually want. OpenAI models, including GPT-4 and o1, are now available through Oracle Cloud Infrastructure, letting enterprises apply existing Oracle cloud commitments to AI model usage
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OpenAI just turned Oracle's cloud into a distribution engine for enterprise AI, while simultaneously acquiring the security layer that makes it safe for corporations to actually use.
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The AI infrastructure gold rush just hit its first margin squeeze. Oracle's quarterly capital expenses came in higher than Wall Street expected, triggering an after-hours sell-off as investors questioned whether the company's AI infrastructure bet is actually profitable.
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Amazon is borrowing money in Canadian dollars because the AI arms race costs more than even Amazon's cash flow can handle. Amazon just raised C$14 billion ($10 billion) in Canadian dollar bonds, the largest such offering on record, and followed it with $17.5 billion in bank loans.
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The richest company on Earth just borrowed more than most countries' GDP to stay in the AI race. Amazon secured a $17.5B loan facility specifically earmarked for AI infrastructure expansion, joining a broader Big Tech debt surge
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