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The Bubble Got a Credit Rating
The bill arrived in October, in the name on the key.
Read the storyFrom breakthrough models to billion-dollar bets—we follow the technology, business, and people shaping AI.
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Article
The bill arrived in October, in the name on the key.
Read the storyShort reports on the people and companies shaping AI.
Tesla filed sworn answers on how its pedal-free Cybercab meets federal safety rules, then asked regulators to keep every page confidential while rides continue.
Palantir launched a sovereign AI stack telling companies to stop renting intelligence, while its finance chief says big deals last quarter ran shorter than usual.
Musk says SpaceX's first Starmind orbital computers should launch in the third quarter of 2027 and recurring revenue top $500 billion, both offered as guesses.
Protesters occupied the site of Microsoft's three Amsterdam data center towers, which proceed despite the city's ban because they were planned in 2016.
After a Norwegian court block, a UK investigation and publisher fury, Meta paused its business terms that let it use linked websites to train products.
Oracle says older GPUs still renew at a premium. Microsoft, renting Oracle servers with older Nvidia chips since 2023, is declining to renew them.
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Plus: OpenAI Ships a Frontier GIF Model, Apple Delivers Siri's 2024 Promise
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Plus: OpenAI Wants More Ads, Google Pulls an Adobe on Schools
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Plus: OpenAI Guards the Grid It Drains, Musk's Abundance Lasted Three Days
Daily Rundown Nov 2, 2026 · 8 min read · Members
Plus: Google Needs SpaceX 35 Times Cheaper, OpenAI Can't Find $19 Billion
Deep Dive Oct 30, 2026 · 8 min read · Members
The $800 billion bill behind Anthropic's IPO.
Daily Rundown Oct 29, 2026 · 7 min read · Members
Plus: Musk Buys the Neighbors, Human Review Lost to a Coin
Daily Rundown Oct 28, 2026 · 7 min read · Members
Plus: Google's TPUs Finally Get a Second Landlord, Grok Ruins Musk's Odyssey,
Daily Rundown Oct 27, 2026 · 7 min read · Members
Plus: Anthropic's IPO Is an $800 Billion Lease, Meta Can't Wait for Its Own Stock
Daily Rundown Oct 26, 2026 · 7 min read · Members
Plus: OpenAI Is Raiding Anthropic's Customers, Open Source Can't Ban AI
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