1. Big Tech Will Spend $700 Billion on AI This Year
    Technology

    Big Tech Will Spend $700 Billion on AI This Year

    Combined hyperscaler capex is jumping from $410B in 2025 to nearly $700B in 2026. Meta alone is now budgeting $145B. Q1 capex across the four hyperscalers cleared $130B. The largest infrastructure buildout since the railroads has no defined finish line.

    ·5 min read
  2. OpenAI Just Hit $25 Billion in Annualized Revenue
    Technology

    OpenAI Just Hit $25 Billion in Annualized Revenue

    OpenAI is at $25B in annualized revenue with a public listing being framed at up to a $1 trillion valuation. Anthropic is at $19B and growing 10x year-over-year. The AI capital cycle has officially crossed into public-market territory.

    ·3 min read
  3. Google launches TPU 8t for training and TPU 8i for inference
    Technology

    Google launches TPU 8t for training and TPU 8i for inference

    For ten years, AI accelerators have been general-purpose silicon. Google's eighth-generation TPU launch ended that. The TPU 8t is for training, the TPU 8i is for inference, and the rest of the industry now has to pick a side.

    ·3 min read
  4. Ineffable Intelligence raises $1.1 billion seed round, the largest in European history
    Technology

    Ineffable Intelligence raises $1.1B seed at $5.1B valuation

    Ineffable Intelligence launched with a $1.1 billion seed round and a central thesis that the future of AI isn't large language models — it's something architecturally different.

    ·3 min read
  5. China Blocks Meta's $2 Billion Acquisition of Manus, Citing Tech Transfer Concerns
    Technology

    China Blocks Meta's $2 Billion Acquisition of Manus, Citing Tech Transfer Concerns

    China blocked Meta's $2 billion acquisition of Manus, ordering both parties to withdraw in a rare tech-transfer ruling that signals a new era of AI deal scrutiny.

    ·2 min read
  6. Microsoft and OpenAI Restructure Partnership: Multi-Cloud Access, Capped Revenue Share, End of Exclusivity
    Technology

    Microsoft and OpenAI Restructure Partnership: Multi-Cloud Access, Capped Revenue Share, End of Exclusivity

    The most consequential exclusivity deal in commercial AI is over — OpenAI is now free to serve customers on any cloud, and Microsoft's IP license through 2032 is no longer exclusive.

    ·2 min read
  7. Americans Scored Six AI Platforms 73 Out of 100 — Their Biggest Fear Isn't Losing Their Jobs
    Technology

    Americans Scored Six AI Platforms 73 Out of 100 — Their Biggest Fear Isn't Losing Their Jobs

    A new ACSI study scores six AI platforms at 73/100 — placing them alongside energy utilities. The most cited consumer concern isn't job loss. It's losing human connection.

    ·1 min read
  8. How Uristocrats Can Own the AI Infrastructure Boom
    Technology

    How Uristocrats Can Own the AI Infrastructure Boom

    The real AI infrastructure bet isn't that AI gets big — the market already priced that in. It's that the physical and electrical buildout cycle is longer and more capital-intensive than current valuations reflect.

    ·6 min read
  9. The Intelligence Premium Is Narrowing. Here's What That Means for You.
    Technology

    The Intelligence Premium Is Narrowing. Here's What That Means for You.

    A Citrini Research thought experiment about AI wiping out white-collar work went viral on finance Twitter — and briefly moved markets. Here's what the Intelligence Displacement Spiral means for the top 20%.

    ·6 min read
  10. RentAHuman.ai Launches Platform for AI Agents to Hire Humans for Physical Tasks
    Technology

    RentAHuman.ai Launches Platform for AI Agents to Hire Humans for Physical Tasks

    RentAHuman.ai flips automation on its head — AI agents can now hire humans to touch grass on their behalf, paying in stablecoins for errands, installs, and real-world tasks.

    ·1 min read
  11. Anthropic Doubles Fundraising Target to $20 Billion at $350 Billion Valuation
    Technology

    Anthropic Doubles Fundraising Target to $20 Billion at $350 Billion Valuation

    Anthropic nearly doubled its valuation to $350 billion after strong investor demand pushed its fundraising target from $10B to $20B — with backers like Sequoia and Amazon lining up as an IPO looms.

    ·1 min read
  12. Gemini offers free SAT practice
    Google

    Gemini offers free SAT practice

    Ask Gemini 'I want to take a practice SAT test' and you're in — Google's AI assistant now delivers free, full-length SAT prep through The Princeton Review, complete with instant feedback.

    ·1 min read