Labs
To retire iOS, OpenAI rebuilds Apple
OpenAI's smartphone effort has gathered the chip suppliers, assemblers, and designers that built the iPhone
// ISSUE-03
May 3, 2026
// The Cover
Dry Powder
Venture, inverted
The capital intensity of frontier AI has compressed late-stage venture into a different shape: smaller portfolios, larger checks, and sovereign money
Read the cover story →
// Labs
01
// State
02
State
How the Pentagon made AI labs replaceable
The Pentagon's classified-AI bench grew to seven providers on Friday, one of which has not yet released a model
State
AI labs told us how to tax them
A New York House candidate's AI tax plan is built almost entirely from the labs' own warnings about job displacement
// Dry Powder
03
// Atoms
04
Atoms
Tokyo, not Detroit, lands the humanoids first
Japan's working-age population has fallen 16% since 1995, and the humanoid pilot map is now tracking that decline
Atoms
Inference splinters the silicon stack
Two thirds of AI compute now runs inference, a workload increasingly served by silicon Nvidia did not design
// Bits
05
// Energy
06
