Archive

Nvidia’s earnings are now an AI market referendum, Exa joins the AI search gold rush, Google’s new AI Search threatens publishers, plus AI smart glasses, political deepfakes, and chatbots spreading el

Karpathy joins Anthropic, banks openly replace workers with AI, Amazon’s Trainium chips gain traction, Meta reshuffles thousands around AI, and Blackstone backs Google’s TPU infrastructure push.

OpenAI’s courtroom battle with Elon Musk exposed how much of the AI race is now driven by power, infrastructure, and trillion-dollar stakes.

Gemini is becoming an AI operating layer, OpenAI moves into personal finance, Anthropic grabs key developer infrastructure, and SpaceX edges closer to a $2T IPO.

Cerebras pulls off the year’s biggest AI IPO, Notion turns into an operating system for agents, and Anthropic is coming after small businesses next