Bits
Bits
SaaS surrenders the 80% margin
Dry Powder
The smart money won't sell
Energy
AI privatizes the grid
Atoms
Tokyo, not Detroit, lands the humanoids first
Dry Powder
Charity on trial
State
How the Pentagon made AI labs replaceable
Energy
Meta books a gigawatt for nothing
State
AI labs told us how to tax them
Labs
OpenAI rents the channel it never built
Atoms
Inference splinters the silicon stack
Labs
Anthropic ends the rationing era
State
Anthropic's principles, on retainer
Dry Powder
Blackstone buries growth equity
Atoms
An end-run around the AI memory shortage
Bits
AGI gets a sunset clause
Dry Powder
The distribution problem
Dry Powder
The AI trader era begins in finance
State
Washington preempts states on AI one lawsuit at a time
Labs
Why frontier models ship in waves
Labs
The most expensive coding project in history
Labs
Anthropic's absent image model is the strategy
State
Trump administration moves export controls to the API
Energy
X-energy trades ratepayers for royalties
Bits
The design-tool war is about distribution
Dry Powder
The AI investor hedges with a ballpark
Atoms
American humanoids cost $260m to ship
Labs
DeepSeek's concession
State
Beijing has the founders, but Meta has the business
Bits
Big software wins AI by selling to itself
Energy
The AI boom runs on gas
State
Elite law firm automated the wrong work
Atoms
The satellite race becomes a spectrum race
Bits
At Meta, workers train their replacements
Bits
The operator-CEO era ends with Cook
Atoms
To rival Nvidia, Google surrenders the moat
Labs
OpenAI paid $6.5 billion for a Jony Ive smart speaker. The real product is you.
Labs
Claude's compute crunch
Dry Powder
Silicon Valley's favorite metric is measuring the wrong business
Bits
Alpha School's billion-dollar experiment has never been graded
State
The AI backlash has a physical address
Labs
OpenAI just entered the AI drug discovery trade
Labs
Microsoft Copilot is why most professionals still think AI is overhyped
Energy
Bring your own electrons
State
The data centers will be built somewhere
Energy
Can the U.S. catch up to China in energy?
Bits
OpenAI's "once-in-a-decade" browser only got three weeks
Dry Powder
Does "Kingmaking" actually work?
Atoms
Is Amazon's Zoox taxi even remotely safe?
Labs
Project Glasswing: Anthropic builds a hacker's dream weapon
Atoms
Intel's comeback is being crowdsourced
State
Jamie Dimon is funding the AI boom and wants Washington to provide the safety net
Labs
OpenAI's CFO isn't sure the math works
Dry Powder
Venture capital's middle is vanishing
Labs
Meta's billion-dollar bet on talent finally pays off
Bits
Hollywood is training its own replacement
Labs
OpenAI's fixer rebuilt the company in eight months — then walked away
Labs
Wall Street is handing Elon Musk's xAI its most valuable training data yet
Labs
Microsoft decides being second in AI is no longer the strategy
Labs
OpenAI bought a talk show — and put its political guy in charge
State
The 'everything app' needs an everything government
Bits
Google proved it can pick crypto's lock
Bits
Oracle is firing 30,000 people to pay for data centers that may already be obsolete
Bits
Microsoft's $13 billion bet was never about loyalty to one model
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