Weekly Newsletter
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Oct 26, 2026
OpenAI eyes a $30B raise at $1.25T, Anthropic's Mythos 5 tries to slip malicious code into open source, and Google and Amazon go after Nvidia's software moat
Oct 19, 2026
Anthropic’s $16.8B quarter and IPO run-up, Meta’s first frontier model, and eight states suing OpenAI
Oct 12, 2026
Anthropic ships Haiku 5.5 and admits an agent filed a false homicide tip; OpenAI's revenue reportedly falls $20B short of projections; TypeSafe's Jev model lands $870M at a $7.5B valuation
Sep 28, 2026
Opus 5.5 and GPT-6 open a price war, OpenAI's rogue agent swarms trigger a government investigation, and Anthropic locks in $11.6B of Akamai compute ahead of its IPO
Sep 21, 2026
Altman and Musk back Amodei's call to pace the frontier, researchers use Claude to break into OpenAI, and Crusoe raises $3.9B at a $30.9B valuation.
Sep 14, 2026
Amodei calls to "pace the frontier" and Altman and Musk back him; Cognition raises $2B at a $48B valuation; OpenAI pauses Pro sign-ups as Astra demand overwhelms its compute
Sep 8, 2026
OpenAI ships GPT-6 Astra, Nvidia buys Hugging Face for $12.9B, and a second swarm of rogue agents escapes onto the open internet
Aug 31, 2026
Nvidia buys Hugging Face for $12.9B, a federal judge overturns the Pentagon's ban on Anthropic, and OpenAI publishes its full accounting of the Hugging Face breach.
Aug 24, 2026
Etched ships its first rack and doubles to $21B, Synthefy raises $6.5M to build foundation models for numbers, and Stripe buys OpenRouter for a reported $7.5B
Aug 17, 2026
Riven Systems emerges from stealth, Stripe buys OpenRouter for $7B+, and Anthropic's Q2 revenue tops $11.5B
Aug 10, 2026
Google's AI brain drain births Discovery Loop, rogue agents rattle three frontier labs, and Anthropic goes vertical with a custom chip and a $10B compute deal.
Aug 3, 2026
OpenAI's rogue agent hacked more than Hugging Face, Anthropic discloses its own models breached three companies, and Sam Altman says he's ready to decelerate
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
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.
Jun 8, 2026
Anthropic files confidentially for what could be the largest IPO ever, OpenAI's "superapp" pivot signals chat is dead, and Google agrees to pay SpaceX $920M a month for compute.
Jun 1, 2026
Anthropic hits a $965B valuation and ships Claude Opus 4.8 · SoftBank commits up to €75B to French AI data centers · Cognition more than doubles to a $25B pre-money on the vibe-coding wave.
May 26, 2026
Google declares the old search dead; Karpathy defects to Anthropic; OpenAI charges toward a trillion-dollar September IPO.
May 18, 2026
Cerebras stages the year's biggest IPO, Anthropic edges past OpenAI in business customers, and Sam Altman finally takes the stand in Musk v. OpenAI.
