Bits
State
Zuck's AI manifesto — with Chinese characteristics
Labs
A new kind of computer from OpenAI
Bits
Founders are ditching their startups
State
Texas installs a gatekeeper on its grid
Dry Powder
Sequoia's $6bn bet on a court decision
Labs
How OpenAI ceded video to Google and China
Dry Powder
Apple wants your iPhone back
State
Washington makes the labs partners, not suspects
Dry Powder
Why NVIDIA can't let the music stop
Dry Powder
Jensen bets on secretive AI lab
Labs
The frontier labs sat this alliance out
Dry Powder
AI learned to bill like a law firm
Dry Powder
Google's best AI bet was on a rival
State
Anthropic wants distillation stopped. It won the case that legalizes it.
Atoms
Can the SpaceX playbook work for nuclear?
State
Germany rearms, and pushes out U.S. VC firms
Dry Powder
How much do AI data centers actually cost?
Bits
The $500M "Everything App"
Atoms
Anduril builds the aircraft nobody ordered
Dry Powder
Open weights, frontier price
State
Nobody ever fought the machine
Energy
Elon Musk bought the bottleneck for himself
State
Frontier AI outruns its paperwork
Bits
The spreadsheet moment for AI
Dry Powder
Nobody will mark down the 2021 vintage
Obituary
Jack Dennis, architect of the computer that never arrived
Labs
What the hell is a harness?
Dry Powder
The shot heard 'round the defense-tech world
Atoms
The moat you can't buy
Energy
Nuclear fusion finally hits the market––underfunded
Labs
The price wars have begun
Atoms
The memory cartel that no longer has to meet
State
China weighs gating its open-model advantage
State
Huawei is losing China's AI labs
Atoms
Even Apple can't build chips alone
Labs
Alex Karp is right
Bits
To own the customer, Microsoft rents an army
Dry Powder
OpenAI's 5% would hand the public little money and no power
Bits
Meta sells 'excess compute' it doesn't have
State
Mark Warner's first-of-its-kind AI-agent bill carries a catch for tech firms
Labs
The cap table became the competition
Bits
Scarcity turns the hyperscalers into gatekeepers
Dry Powder
To earn its multiple, Tesla must start to accept responsibility
Dry Powder
To keep $1trn valuation alive, OpenAI might delay IPO
State
Trump is regulating AI by presidential veto
Bits
Claude wants to steal Slack's secret sauce
State
Bernie's plan to nationalize the AI firms
State
Washington flipped Anthropic's kill switch
Dry Powder
SpaceX and the Infinity Story
Labs
Funding your own replacement
State
AI's big winners draft their own rules
Labs
OpenAI's price cut is a confession
Dry Powder
AI's risk goes off the books, but still lurks
Bits
To beat Apple, Google skips the earbuds
Labs
Anthropic won't sell you its best model
Dry Powder
Wall Street learns to short the AI boom
Bits
Apple rents the brain, keeps the moat
Bits
Meta's $200 agent nobody asked for
Bits
Money for nothing
Labs
Anthropic calls for a pause (sort of)
State
Anthropic's offensive AI lands inside the NSA
Labs
Mayo Clinic gets a frontier model
State
Trump's AI order ties the government's hands
Dry Powder
Even Google is running out of cash
Atoms
NVIDIA hedges against its own data centers
Bits
The cheaper AI got, the more it cost
State
France's nuclear reactors become its AI moat
Dry Powder
Robinhood wants to own agentic trading
State
Google quietly captures the AI trust layer
Energy
Ford's new business is being American
Atoms
Memory leaves the cycle
Energy
CATL closes the loop on AI compute
Labs
Anthropic's cost stack arrived on schedule
Atoms
Humanoid robots join the no-fly list
Dry Powder
Blue Origin's first round, courtesy of SpaceX
Labs
Karpathy will make Claude train Claude
State
South Korea drafts the AI petrostate
Dry Powder
Wispr's vanishing moat
Dry Powder
Blackstone, AI's universal landlord
Labs
OpenAI lawyers up on Apple
State
The Vatican enters AI governance
State
OpenAI traded privacy for a verdict
Dry Powder
Defense tech's borrowed clock
Labs
The $2 Billion Researcher
Dry Powder
Alphabet's spinout machine is the new venture fund
Dry Powder
LPs have bought the wrong multiple
Bits
Amazon's battle over its own search bar
Labs
Mira Murati bets against the autonomous agent
State
The AI summit
State
The Indispensable Pariah
Bits
Is Apple giving up on privacy?
Dry Powder
Ramp's $40bn fundraise is an inside job
State
A tale of two dividends
State
AI's first union arrives in London
Labs
Anthropic builds a vertical-agent factory
Atoms
Arm becomes SoftBank's spine
Bits
SaaS surrenders to the Palantir playbook
Dry Powder
Even AI losers are winners
Labs