27 articles · Page 2
The first wave of GPU financiers is moving $400M into inference chips. The training era is over and the inference gold rush is here. Here is what smart money knows that most investors are
OpenAI launched a $230 keyboard for Codex while tied up in a hardware legal dispute. Most people will ignore it. Smart builders will see it for what it is: a bet on dependency, not
Emergent, an Indian AI coding startup, crossed the $1 billion valuation mark after closing a $130 million Series C. The real story isn't the money. It's what this signals about the future of coding,
The people who don't need the money are working the hardest right now. In 2026, serial founders who already cashed out are back building from scratch. Here's the real reason why, and what it
The people who don't need money are working the hardest right now. More than 40 repeat founders from the last tech wave launched new companies in the past 18 months. Here's what their moves
Microsoft cut nearly 5,000 jobs across Xbox and commercial sales this month. The financial press framed it as belt tightening. I think it's a reallocation map for where profit lives in the next decade.
An e-scooter startup founder just raised $5 million to put data centers in orbit. With Anthropic's revenue up 422% in six months, the demand for AI compute has never been stronger. Here's why looking
The federal government could soon be a shareholder in OpenAI, valued at $300 billion. I break down why this could be the smartest or most expensive political move Washington has ever made, and what
AirTrunk is pouring $30 billion into 5 gigawatts of AI data center capacity in India, backed by Blackstone. This isn't just a finance story. It's a signal that the center of AI compute power
Anthropic is heading toward one of the biggest IPOs in tech history and President Daniela Amodei isn't backing down from critics questioning AI's returns. With a $60 billion valuation and Fortune 500 clients already