AI and chip stocks shed roughly $1.3 trillion on Friday, the semiconductor sector’s worst day since 2020, after a hot jobs report spiked interest-rate fears and Broadcom’s outlook rattled the chip trade. The sharpest people in finance flatly disagree on ...
Microsoft used its own developer conference to show it can live without OpenAI, Florida’s attorney general sued OpenAI and went after Sam Altman personally, researchers and a new Workday product made plain that nobody trusts AI agents yet, and Alphabet ...
Anthropic raised $65B at a $965B post-money valuation and shipped Claude Opus 4.8. NVIDIA used GTC Taipei to open Cosmos 3, ramp Vera Rubin into production, and put a 1-petaflop AI box on developer desktops. Google shuts Gemini 2.0 Flash ...
Anthropic confidentially filed a draft S-1 with the SEC today for a proposed public offering. The company also shipped Claude Opus 4.8 last week with a 4x code-reliability gain. NVIDIA used GTC Taipei to open Cosmos 3, ramp Vera Rubin ...
This was the week the AI-and-work conflict broke into the open simultaneously across four jurisdictions. Wikipedia editors are organizing a strike over Wikimedia layoffs. Amazon employees gamed its internal AI ranking into uselessness. Chinese courts began enforcing a framework that ...
Anthropic released Mythos to the public, collapsing the wall between cleared-contractor frontier AI and developer-grade frontier AI in a single press release. DeepMind’s Demis Hassabis moved his AGI timeline from “five to ten years” to “a real possibility by 2029” ...
Over the weekend: Musk, Zuckerberg, and Sacks killed Trump’s draft AI safety executive order in three Wednesday-night phone calls. Anthropic closed a $30B+ round the same Saturday — while Microsoft quietly cancelled its internal Claude Code pilot after token billing ...
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 ...
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 ...
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 ...
September 11th, 2026