Foundation Capital: AI Won't Take Your Job, It'll Restructure Your Entire Company
The smartest money in Silicon Valley is betting that AI won't automate your job away—it'll reorganize the entire company around you.
Continue reading ›OpenAI
posts
THE WIRE:
All
AI Agent EconomyAgents
Real World AssetsRWA
Human ImperativeHumans
The SignalSignal
Wire WeeklyWeekly
IntelIntel
80% of Companies With AI Agent Security Can't Stop a Rogue Agent
Companies are grading their AI security on a curve while 80% can't actually stop a rogue agent. VentureBeat research found 53% of enterprises have had an agentic security incident or near-miss, yet those hit rated their security tools higher (4.39/5) than those spared (4.13/5)
Continue reading ›
OpenAI Losing AI Talent War to Anthropic Despite Bigger Paychecks
The AI talent war isn't going how Silicon Valley expected — and the reasons why tell you everything about what actually matters to people who build things.
Continue reading ›
Microsoft Bets Billions on AMD to Break Nvidia's AI Stranglehold
The GPU monopoly just got its first credible challenger, and Europe is the battleground. Microsoft will deploy AMD's next-gen Instinct MI455X GPUs and EPYC Venice processors in Azure, breaking NVIDIA's stranglehold on AI compute infrastructure
Continue reading ›
Meta Signed Away Louisiana's Power Grid for AI and Nobody Noticed
Meta just signed the energy equivalent of annexing a small state — and Wall Street financed the whole occupation. Meta is building a 7.5-gigawatt AI data center in rural Louisiana, powered by 10 new natural gas plants in one of the largest private capital deals ever assembled
Continue reading ›
Sony and Warner Sue Claude's Maker for Billions Over Song Lyrics
The company that just paid publishers $1.5 billion is now staring down a music industry lawsuit that could cost several billion more. Sony Music and Warner Chappell filed suit against Anthropic in Northern California federal court, claiming copyright violations on "tens of thousands" of works
Continue reading ›
A16z Bets $1.1B That AI's Real Problem Isn't Software
The smart money just told you exactly where the AI economy breaks down: it's not the models, it's the metal. Andreessen Horowitz raised $1.1B for its Machine Age Fund targeting AI infrastructure: chips, data centers, and robotics, not LLMs or software layers
Continue reading ›
Anthropic Quietly Raised Claude Limits While Raising $10 Billion More
While everyone watches the usage cap bump, Wall Street just bet $10 billion that Anthropic's real product isn't Claude—it's the IPO. Anthropic is raising Claude's weekly usage limits by 25% starting September 14, addressing computational capacity constraints while user demand outpaces infrastructure
Continue reading ›
Open Source AI Doesn't Exist—And That's Reshaping Who Controls the Future
The semantics matter because they determine who builds the next economy. LLMs fall into three distinct categories: proprietary (GPT, Claude, Gemini), open weight (Meta's Llama), and open source (fully auditable code and training data).
Continue reading ›
China Plans $100B Bet Against Nvidia by 2028
Beijing is building an AI stack that doesn't need Nvidia, doesn't trust OpenAI's secrecy, and doesn't care if Silicon Valley thinks it's impossible. China aims to train frontier AI models on fully domestic hardware by 2028, ending reliance on US chips and accelerating indigenous AI development
Continue reading ›
Creators Are Getting Canceled for Using AI—And It's Just Starting
The first wave of AI backlash isn't hitting the labs — it's hitting the messengers. Emma Orhun, an Ottawa-based creator and former Shopify designer, got "micro-canceled" for a paid Claude promotion, with followers calling AI "bad for the earth" and threatening to unfollow
Continue reading ›
OpenAI and Anthropic Just Broke Ranks to Warn You About This
When your biggest competitors co-sign your emergency broadcast, the emergency is real. OpenAI and Anthropic, fierce rivals, joined 100+ organizations in an open letter warning that AI-enabled cyberattacks will become "far more widespread and sophisticated" in coming months
Continue reading ›
OpenAI Kills Cursor Access After Musk Companies Break Contract
The Altman-Musk cold war just got its first corporate casualty — and it's developers who'll feel the shrapnel. OpenAI is terminating Cursor's API access on November 12, not because Cursor violated terms, but because SpaceX owns it and OpenAI doesn't trust Musk companies to follow contracts
Continue reading ›
OpenAI Cuts Off Cursor Hours After SpaceX Acquisition
The AI arms race just ate one of its favorite customers. OpenAI is terminating its API contract with Cursor after SpaceX acquired the AI-powered code editor The move signals OpenAI views Elon Musk's expanding AI empire as a direct competitive threat, not just a customer relationship
Continue reading ›
Anthropic Aims for IPO While Burning $2.7B Annually on Claude
The company that gave us Claude is about to find out if the market believes AI agents are worth more than oil companies. Anthropic is eyeing an IPO this year with whispers of a $1T–$2T valuation, potentially raising more than $86B in what could be the largest public offering in history.
Continue reading ›
A16z Bets $1.1B That AI's Real Winners Build Shovels Not Models
While everyone fights over whose model is smarter, a16z just bet $1.1 billion that the real winners build the shovels. Andreessen Horowitz raised $1.1B for its Machine Age Fund, targeting chips, data centers, and robotics infrastructure.
Continue reading ›
Salesforce Stock Explodes 19% After Ditching OpenAI for Anthropic
The enterprise software dinosaur just proved it won't go extinct—by betting its future on someone else's brain. Salesforce stock surged the most since 2020 after announcing strong revenue guidance and an expanded partnership with Anthropic, the AI lab behind Claude
Continue reading ›
Meta's 8B Model Beats Claude Opus at 1% of the Cost
Meta just proved you don't need a $2-per-million-token frontier model to build agents that actually work in production.
Continue reading ›
Andreessen Horowitz Bets $1.1 Billion AI Will Eclipse Crypto
The world's loudest crypto VC just put $1.1 billion into picks and shovels, and it's not for blockchain. Andreessen Horowitz closed a $1.1 billion fund dedicated entirely to AI infrastructure, marking its largest AI-specific vehicle to date
Continue reading ›
OpenAI Poaches Meta's India Chief While Regulators Circle Zuckerberg
While Meta navigates regulatory heat in India, OpenAI just poached the executive who ran the entire region. OpenAI hired Sandhya Devanathan, a longtime Meta executive, to lead Southeast Asia and Australia operations
Continue reading ›