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AI Weekly Issue #494: SpaceX wants $80 billion. OpenAI wants a trillion.

For nine years the AI boom has been a private bet, priced by a small circle of venture funds and sovereign wealth in rounds most people could never touch. This week it started going public. SpaceX filed an $80 billion ...

AI Weekly Issue #493: Meta hired $145B in capex and fired 8,000 people

Six days after we called $725B a bet on what no one wanted, the receipts started landing. Meta committed $145B to AI infrastructure the same week it began firing 8,000 people. Standard Chartered described its own cuts as replacing “lower-value ...

AI Weekly Issue #492: AI slop : A $725B bet on what no one wanted

Hyperscalers will spend $725 billion on AI infrastructure this year. The users they are spending it on are now actively rejecting the output. Gartner finds 50% of US consumers prefer brands that don’t use generative AI. Wikipedia just banned AI-generated ...

AI Weekly Issue #491: 100 years from now : The Last Election

This is 100 Years From Now. Once a week we skip a century and try to picture what life actually looks like when the stuff we’re building now has had time to settle in. This week: the last vote. .thumbnail-wrap,.postcontent ...

AI Weekly Issue #491: 100 years from now : The Last Election

This is 100 Years From Now. Once a week we skip a century and try to picture what life actually looks like when the stuff we’re building now has had time to settle in. This week: the last vote. .thumbnail-wrap,.postcontent ...

AI Weekly Issue #490: Anthropic just had AI's biggest week of 2026

In five days Anthropic’s Q1 revenue grew 80-fold to a reported $44B annual run rate, the company committed $200B to Google Cloud, signed a SpaceX compute deal, shipped Claude Code Auto Mode, and launched ten financial-services agents with Jamie Dimon. ...

AI Weekly Issue #489: PE built AI's new distribution layer

OpenAI took $10B from a 19-firm Wall Street consortium. Anthropic is closing $1.5B from Blackstone, Goldman, and Hellman & Friedman. Same rooms, different portfolios. The week AI’s go-to-market stopped being SaaS and started being private equity. .thumbnail-wrap,.postcontent div > div ...

AI Weekly Issue #488: OpenAI lost three things in five days

Quick Hits Musk takes the stand in the OpenAI trial: “If we make it OK to loot…” — Jury selection wrapped Monday; Musk testified Tuesday in the $134B suit to return OpenAI’s assets to the nonprofit and oust Altman. Live ...

AI Weekly Issue #487: 100 years from now : The Allowance

This is 100 Years From Now, a weekly series. Once a week we skip a century and try to picture what life actually looks like when the stuff we’re building now has had time to settle in. This week: the ...

AI Weekly Issue #486: Apple is replacing Tim Cook because of AI

Quick Hits Vercel breached through a compromised AI tool — first major incident of its kind — Attackers hit Context.ai with a Lumma Stealer, pivoted through a Vercel employee’s Google Workspace OAuth token, and exfiltrated customer API keys, source code, ...

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