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News On Demand, For Those On The Go
Google’s AI Breakthrough Hits Chip Stocks, Meta Bets on A $9Tn Future, Courts Rein in Pentagon as Crypto Mortgages Go Mainstream
The AI race is starting to reshape everything, from chip demand to executive pay and even government power. Alphabeth as unveiled a breakthrough that could dramatically cut memory usage in AI models , sending shockwaves through chipmakers like Samsung and Micron Technology . Meanwhile, Meta Platforms is tying massive executive payouts to an ambitious $9 trillion valuation target , underscoring just how high the stakes have become in the AI arms race. In Washington, a fed
6 min read
The Council of Tech Advisors Convenes; Arm Debut In-House Chip; Bitcoin’s Worst Days Are Behind It; and BigTech’s Big Tobacco Moment
Power is shifting in Washington , Silicon Valley , and the markets all at once. Trump has stacked his new science-and-technology council with Mark Zuckerberg , Larry Ellison , and Jensen Huang to weigh in on AI policy and emerging tech , while Arm has crossed a 35-year Rubicon by launching its first in-house chip with Meta as its debut customer. At the same time, Bitcoin is hovering near $71,000 as Bernstein says the token “ looks bottomed ,” and a Los Angeles jur
5 min read
SpaceX’s Imminent $75 Billion IPO, Meta's $375M Fine In New Mexico, OpenAI Retreats from Video AI & Huel's Billion Dollar Exit
SpaceX is racing toward what could be the largest IPO in history, aiming to raise over $75 billion and cement its position as a trillion-dollar space-and-AI powerhouse. At the same time, Meta Platforms is staring down a $375 million legal blow over user safety , signaling intensifying regulatory pressure on social media giants. Meanwhile, OpenAI is pulling back from its high-profile video ambitions, shutting down Sora and ending its partnership with The Walt Disney Com
5 min read
Anthropic Accuses Chinese AI Firms of Data Theft, OpenAI Strikes Consulting Deals, IBM Shares Plunge, and £40m Aircraft Fraud Ends in Jail
The global AI race is escalating into open confrontation after U.S. startup Anthropic accused Chinese rivals of industrial-scale intellectual property theft , alleging millions of exchanges were used to extract capabilities from its Claude chatbot . At the same time, OpenAI is deepening its enterprise push with multiyear partnerships with top consulting firms, aiming to embed AI agents into corporate workflows. Meanwhile, shares of IBM tumbled after Anthropic signaled it
6 min read
The Economics of Snowfall
A Deep Dive Into Who the Economic Winners and Losers are during Snowfall "The weather outside is frightful.” Frank Sinatra I was working from home on a random weekday when I took a break to look at the view from my apartment and let my mind wander. Whilst I watched people penguin walk and cars all but crawl, I settled on an interesting thought: who benefits and suffers the most financially when it snows? That question led me down an incredibly fascinating rabbit hole, t
16 min read
Your "Investment" Is Probably a Gamble. Here's How to Know for Sure.
The Differences between Dice, Deals & Dividends; "The market can remain irrational longer than you can remain solvent.” John Maynard Keynes I commonly get consulted for investment proposals, whereby people are asking of me where I believe is best for them to deploy their capital in order to get a financial return, and the first thing that I ask [after strongly indicating that I am not a financial advisor, and the entire conversation isn’t financial advice] what their time
22 min read
Venture Capital
Venture Capital (VC) News Sherweb , a cloud distributor and marketplace, raised a $125M minority equity investment from Investissement Québec FinSMEs Nvidia -backed Reflection AI is in talks to raise $2.5B at a $25B valuation from JPMorgan , Disruptive , and others Wall Street Journal Granola raised a $125M Series C at a $1.5B valuation led by Index Ventures as it expands from meeting notetaker to enterprise AI app TechCrunch Rocketlane , an AI-powered pro
1 min read
Google’s AI Breakthrough Hits Chip Stocks, Meta Bets on A $9Tn Future, Courts Rein in Pentagon as Crypto Mortgages Go Mainstream
The AI race is starting to reshape everything, from chip demand to executive pay and even government power. Alphabeth as unveiled a breakthrough that could dramatically cut memory usage in AI models , sending shockwaves through chipmakers like Samsung and Micron Technology . Meanwhile, Meta Platforms is tying massive executive payouts to an ambitious $9 trillion valuation target , underscoring just how high the stakes have become in the AI arms race. In Washington, a fed
6 min read
The Council of Tech Advisors Convenes; Arm Debut In-House Chip; Bitcoin’s Worst Days Are Behind It; and BigTech’s Big Tobacco Moment
Power is shifting in Washington , Silicon Valley , and the markets all at once. Trump has stacked his new science-and-technology council with Mark Zuckerberg , Larry Ellison , and Jensen Huang to weigh in on AI policy and emerging tech , while Arm has crossed a 35-year Rubicon by launching its first in-house chip with Meta as its debut customer. At the same time, Bitcoin is hovering near $71,000 as Bernstein says the token “ looks bottomed ,” and a Los Angeles jur
5 min read
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