138 articles
Everyone sees the data center boom as a strain on the US grid. I see it as the biggest forced infrastructure upgrade since the interstate highway system. Here's who profits and what most people
Anthropic's IPO filing isn't really about AI safety or model benchmarks. It's about switching costs, multi-year enterprise contracts, and a protocol designed to make leaving expensive. Here's what every business leader and investor needs
xAI just dropped a 7-minute preview of Odyssey, its fully AI-generated film. The entertainment industry is staring at a direct threat to its business model and most investors are missing the financial angle entirely.
More than 500 AI startups have shut down since 2023. The billions burned in the AI graveyard follow a predictable pattern, and understanding that pattern tells you exactly where the next opportunity is hiding.
OpenAI announced it will no longer train its AI models on the live internet, citing significant risks. The real story is not about safety. It is about who owns the data and who gets
OpenAI is targeting a $1.25 trillion valuation through a $30 billion fundraise before going public. The revenue is real but the multiple is historically extreme. Here's what retail investors need to understand before the
Blackstone's Jas Khaira says fears over AI buildout debt are overblown. With data center vacancy below 3% and multiyear contracts backing most of the spending, the bubble narrative doesn't hold up. Here's what smart
Anthropic wants a federal law that could block AI models before launch if they pose mass casualty risk. The 50-person threshold sounds like a safety floor. It will function as a market wall. Here's
Hugging Face's policy chief is drawing a hard line: embedded AI evaluators share the same blind spots as the models they're supposed to check. Companies cutting human oversight budgets based on vendor promises are
Anthropic pledged 5% of its shares to a public benefit fund as part of its Public Benefit Corporation conversion. The other 95% now carries uncapped investor returns. Here is what the structure really means