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Atoms Bits Labs Energy Dry Powder State
The AI summit

State

The AI summit

The Indispensable Pariah

State

The Indispensable Pariah

Is Apple giving up on privacy?

Bits

Is Apple giving up on privacy?

Ramp's $40bn fundraise is an inside job

Dry Powder

Ramp's $40bn fundraise is an inside job

A tale of two dividends

State

A tale of two dividends

AI's first union arrives in London

State

AI's first union arrives in London

Anthropic builds a vertical-agent factory

Labs

Anthropic builds a vertical-agent factory

Arm becomes SoftBank's spine

Atoms

Arm becomes SoftBank's spine

SaaS surrenders to the Palantir playbook

Bits

SaaS surrenders to the Palantir playbook

Even AI losers are winners

Dry Powder

Even AI losers are winners

The last thing ChatGPT was supposed to become

Labs

The last thing ChatGPT was supposed to become

America's chip war left the wrong layer undefended

State

America's chip war left the wrong layer undefended

The Jarvis dream just won't die

Labs

The Jarvis dream just won't die

Can the ocean be the next grid?

Energy

Can the ocean be the next grid?

Why OpenAI can't enter the robot race

Dry Powder

Why OpenAI can't enter the robot race

Tiger pays for the founder, not the firm

Dry Powder

Tiger pays for the founder, not the firm

Amazon launches AWS for logistics

Atoms

Amazon launches AWS for logistics

The only renewable Trump kept goes public

Energy

The only renewable Trump kept goes public

Venture, inverted

Dry Powder

Venture, inverted

To retire iOS, OpenAI rebuilds Apple

Labs

To retire iOS, OpenAI rebuilds Apple

Uber walls off the agents

Bits

Uber walls off the agents

SaaS surrenders the 80% margin

Bits

SaaS surrenders the 80% margin

The smart money won't sell

Dry Powder

The smart money won't sell

AI privatizes the grid

Energy

AI privatizes the grid

Tokyo, not Detroit, lands the humanoids first

Atoms

Tokyo, not Detroit, lands the humanoids first

Charity on trial

Dry Powder

Charity on trial

How the Pentagon made AI labs replaceable

State

How the Pentagon made AI labs replaceable

Meta books a gigawatt for nothing

Energy

Meta books a gigawatt for nothing

AI labs told us how to tax them

State

AI labs told us how to tax them

OpenAI rents the channel it never built

Labs

OpenAI rents the channel it never built

Inference splinters the silicon stack

Atoms

Inference splinters the silicon stack

Anthropic ends the rationing era

Labs

Anthropic ends the rationing era

Anthropic's principles, on retainer

State

Anthropic's principles, on retainer

Blackstone buries growth equity

Dry Powder

Blackstone buries growth equity

An end-run around the AI memory shortage

Atoms

An end-run around the AI memory shortage

AGI gets a sunset clause

Bits

AGI gets a sunset clause

The distribution problem

Dry Powder

The distribution problem

The AI trader era begins in finance

Dry Powder

The AI trader era begins in finance

Washington preempts states on AI one lawsuit at a time

State

Washington preempts states on AI one lawsuit at a time

Why frontier models ship in waves

Labs

Why frontier models ship in waves

The most expensive coding project in history

Labs

The most expensive coding project in history

Anthropic's absent image model is the strategy

Labs

Anthropic's absent image model is the strategy

Trump administration moves export controls to the API

State

Trump administration moves export controls to the API

X-energy trades ratepayers for royalties

Energy

X-energy trades ratepayers for royalties

The design-tool war is about distribution

Bits

The design-tool war is about distribution

The AI investor hedges with a ballpark

Dry Powder

The AI investor hedges with a ballpark

American humanoids cost $260m to ship

Atoms

American humanoids cost $260m to ship

DeepSeek's concession

Labs

DeepSeek's concession

Beijing has the founders, but Meta has the business

State

Beijing has the founders, but Meta has the business

Big software wins AI by selling to itself

Bits

Big software wins AI by selling to itself

The AI boom runs on gas

Energy

The AI boom runs on gas

Elite law firm automated the wrong work

State

Elite law firm automated the wrong work

The satellite race becomes a spectrum race

Atoms

The satellite race becomes a spectrum race

At Meta, workers train their replacements

Bits

At Meta, workers train their replacements

The operator-CEO era ends with Cook

Bits

The operator-CEO era ends with Cook

To rival Nvidia, Google surrenders the moat

Atoms

To rival Nvidia, Google surrenders the moat

OpenAI paid $6.5 billion for a Jony Ive smart speaker. The real product is you.

Labs

OpenAI paid $6.5 billion for a Jony Ive smart speaker. The real product is you.

Claude's compute crunch

Labs

Claude's compute crunch

Silicon Valley's favorite metric is measuring the wrong business

Dry Powder

Silicon Valley's favorite metric is measuring the wrong business

Alpha School's billion-dollar experiment has never been graded

Bits

Alpha School's billion-dollar experiment has never been graded

The AI backlash has a physical address

State

The AI backlash has a physical address

OpenAI just entered the AI drug discovery trade

Labs

OpenAI just entered the AI drug discovery trade

Microsoft Copilot is why most professionals still think AI is overhyped

Labs

Microsoft Copilot is why most professionals still think AI is overhyped

Bring your own electrons

Energy

Bring your own electrons

The data centers will be built somewhere

State

The data centers will be built somewhere

Can the U.S. catch up to China in energy?

Energy

Can the U.S. catch up to China in energy?

OpenAI's "once-in-a-decade" browser only got three weeks

Bits

OpenAI's "once-in-a-decade" browser only got three weeks

Does "Kingmaking" actually work?

Dry Powder

Does "Kingmaking" actually work?

Is Amazon's Zoox taxi even remotely safe?

Atoms

Is Amazon's Zoox taxi even remotely safe?

Project Glasswing: Anthropic builds a hacker's dream weapon

Labs

Project Glasswing: Anthropic builds a hacker's dream weapon

Intel's comeback is being crowdsourced

Atoms

Intel's comeback is being crowdsourced

Jamie Dimon is funding the AI boom and wants Washington to provide the safety net

State

Jamie Dimon is funding the AI boom and wants Washington to provide the safety net

OpenAI's CFO isn't sure the math works

Labs

OpenAI's CFO isn't sure the math works

Venture capital's middle is vanishing

Dry Powder

Venture capital's middle is vanishing

Meta's billion-dollar bet on talent finally pays off

Labs

Meta's billion-dollar bet on talent finally pays off

Hollywood is training its own replacement

Bits

Hollywood is training its own replacement

OpenAI's fixer rebuilt the company in eight months — then walked away

Labs

OpenAI's fixer rebuilt the company in eight months — then walked away

Wall Street is handing Elon Musk's xAI its most valuable training data yet

Labs

Wall Street is handing Elon Musk's xAI its most valuable training data yet

Microsoft decides being second in AI is no longer the strategy

Labs

Microsoft decides being second in AI is no longer the strategy

OpenAI bought a talk show — and put its political guy in charge

Labs

OpenAI bought a talk show — and put its political guy in charge

The 'everything app' needs an everything government

State

The 'everything app' needs an everything government

Google proved it can pick crypto's lock

Bits

Google proved it can pick crypto's lock

Oracle is firing 30,000 people to pay for data centers that may already be obsolete

Bits

Oracle is firing 30,000 people to pay for data centers that may already be obsolete

Microsoft's $13 billion bet was never about loyalty to one model

Bits

Microsoft's $13 billion bet was never about loyalty to one model

Claude's downtime reveals a deeper issue

Labs

Claude's downtime reveals a deeper issue

The great AI roll-up has begun

Dry Powder

The great AI roll-up has begun

Are we all this stupid?

Labs

Are we all this stupid?

The Iran war is squeezing AI's power supply

Energy

The Iran war is squeezing AI's power supply

America is winning the AI frontier and losing the AI floor

State

America is winning the AI frontier and losing the AI floor

Anthropic and OpenAI are racing to IPO before the window slams shut

Labs

Anthropic and OpenAI are racing to IPO before the window slams shut

Harvey's $11 billion borrowed moat

Dry Powder

Harvey's $11 billion borrowed moat

Bernie and AOC search for AI's off switch

State

Bernie and AOC search for AI's off switch

Silicon Valley went to Washington and found consensus

State

Silicon Valley went to Washington and found consensus

Microsoft and Nvidia want AI to break nuclear power's paperwork problem

Energy

Microsoft and Nvidia want AI to break nuclear power's paperwork problem

OpenAI kills Sora

Labs

OpenAI kills Sora

Arm is becoming the chipmaker it never wanted to be

Atoms

Arm is becoming the chipmaker it never wanted to be

Venture's record quarter was mostly four big checks

Dry Powder

Venture's record quarter was mostly four big checks

China's OpenClaw obsession

State

China's OpenClaw obsession

The race for a digital employee

Labs

The race for a digital employee

Anduril secures $20B Army contract

State

Anduril secures $20B Army contract

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Mapping the AI revolution.

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