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Jul 27, 2026
Etched announces its Series C at a $10.3B valuation, OpenAI's rogue models hack Hugging Face, and Anthropic launches Opus 5 alongside a $5B AMD deal
Weekly Newsletter
Jul 20, 2026
Apple takes OpenAI to court, China's Kimi K3 rattles the frontier, and Databricks hits a $188B valuation
Jul 13, 2026
Apple sues OpenAI over trade secrets, OpenAI ships GPT-5.6 and ChatGPT Work, and SK Hynix pulls off the biggest foreign IPO in U.S. history
Investment Essays
Jul 9, 2026
A new infrastructure for modern financial markets
Jul 6, 2026
Anthropic's models come back online, OpenAI floats giving the U.S. a 5% stake, and global venture funding smashes records at $510B
Jun 29, 2026
Government takes the wheel on the frontier: U.S. clears Anthropic's Mythos 5 for 100+ orgs, OpenAI caps its own GPT-5.6 rollout, and Qualcomm spends ~$4B on Modular to chase Nvidia
Jun 22, 2026
Washington forces a shutdown of Anthropic's most powerful models and triggers a global scramble for sovereign AI; SpaceX buys Cursor for $60B days after going public; and China's DeepSeek raises $7.4B at a $50B+ valuation.
Jun 15, 2026
The White House pulls the plug on Anthropic's frontier models, OpenAI files confidentially for its IPO, and SpaceX prices the largest IPO in history.
Jun 10, 2026
Why we believe Standard Bots can democratize industrial automation and help rebuild the foundation of American manufacturing.
