Bits
Labs
Claude's downtime reveals a deeper issue
Dry Powder
The great AI roll-up has begun
Labs
Are we all this stupid?
Energy
The Iran war is squeezing AI's power supply
State
America is winning the AI frontier and losing the AI floor
Labs
Anthropic and OpenAI are racing to IPO before the window slams shut
Dry Powder
Harvey's $11 billion borrowed moat
State
Bernie and AOC search for AI's off switch
State
Silicon Valley went to Washington and found consensus
Energy
Microsoft and Nvidia want AI to break nuclear power's paperwork problem
Labs
OpenAI kills Sora
Atoms
Arm is becoming the chipmaker it never wanted to be
Dry Powder
Venture's record quarter was mostly four big checks
State
China's OpenClaw obsession
Labs
The race for a digital employee
State
Anduril secures $20B Army contract
Dry Powder
JPMorgan wants to be your startup's bank
State
Commercial satellites go dark over Iran
State
Why aren't the Navy's robot ships clearing the Strait of Hormuz?
Dry Powder
Venture capital's fund structures were not built for the trillion-dollar era
Energy
Big Tech is building a shadow grid
Bits
Apple's $1B AI toll booth
State
The best drone killer in the world exists — the Pentagon won't buy it
Atoms
Amazon bets the phone is still the future
State
Trump's AI framework tells states to stand down
Bits
The Metaverse is no more
Atoms
Can Elon's Terafab actually work?
Dry Powder