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SEC Chair Atkins Lays Out How Federal Securities Laws Apply to Crypto
Policy & Regulation

SEC Chair Atkins Lays Out How Federal Securities Laws Apply to Crypto

SEC Chair Paul Atkins issued an interpretation distinguishing securities from commodities in crypto. What is actually binding vs. what is guidance.

Nadia Rao
Two Active Exploitation Stories This Week, Both With CISA Deadlines
Cybersecurity

Two Active Exploitation Stories This Week, Both With CISA Deadlines

Ivanti EPMM and Palo Alto PAN-OS both have active-exploit advisories with imminent due dates. What is confirmed vs. what is speculation.

Nadia Rao
Amazon's $11.6 Billion Globalstar Buy Is a Satellite-First AWS
Big Tech

Amazon's $11.6 Billion Globalstar Buy Is a Satellite-First AWS

Amazon is buying Globalstar at $90/share, $11.57B total. The strategic logic runs through Kuiper-AWS integration and Globalstar's spectrum.

Sam Whitaker
Marvell's $540M Buy of XConn Is About the AI Interconnect Bottleneck
Hardware & Devices

Marvell's $540M Buy of XConn Is About the AI Interconnect Bottleneck

Marvell is acquiring XConn Technologies for $540M to bolster high-performance interconnect. Why interconnect is becoming the next AI infrastructure constraint.

Maya Iverson
Anthropic Just Locked In SpaceX's Entire Colossus 1 Data Center
AI & ML

Anthropic Just Locked In SpaceX's Entire Colossus 1 Data Center

Anthropic signed an agreement for the full capacity of Colossus 1: 300 MW and 220,000 Nvidia GPUs in a single-tenant facility.

Maya Iverson
Bitcoin's Run to $80k Is Pricing in CLARITY Act Passage
Crypto & Web3

Bitcoin's Run to $80k Is Pricing in CLARITY Act Passage

Bitcoin crossed $80k, up 19% in a month on CLARITY Act momentum. The asymmetric trade sits in Kraken's IPO discount.

Jordan Beck
Anthropic Is Gating the Cyber-Capable Model It Disclosed Last Week
Cybersecurity

Anthropic Is Gating the Cyber-Capable Model It Disclosed Last Week

Anthropic launched Project Glasswing, restricting access to Mythos Preview. The "thousands of zero-days" figure is Anthropic's own and covers identification, with working exploits a separate bar.

Nadia Rao
The CLARITY Act's Stablecoin Compromise Is the First Real Crypto Markup Likely to Pass
Policy & Regulation

The CLARITY Act's Stablecoin Compromise Is the First Real Crypto Markup Likely to Pass

Senate Banking marks up the CLARITY Act on May 14 with a stablecoin yield compromise. The agreed text is committee-level draft language with three procedural steps still ahead.

Nadia Rao
Anthropic's Annual Revenue Just Passed OpenAI's
Markets & Money

Anthropic's Annual Revenue Just Passed OpenAI's

Anthropic's $30B ARR just passed OpenAI's $24B for the first time, after growing roughly 6× in 18 months against OpenAI's 2×.

Sam Whitaker
Nvidia Has Quietly Become a $40 Billion Strategic Investor
Big Tech

Nvidia Has Quietly Become a $40 Billion Strategic Investor

Nvidia is up to $40B in strategic equity bets across its supply chain and customers in 2026, about half a year of free cash flow. The photonics names show where it expects the next bottleneck.

Sam Whitaker
China's Hanyuan-2 Is the First Dual-Core Neutral-Atom Quantum Computer
Hardware & Devices

China's Hanyuan-2 Is the First Dual-Core Neutral-Atom Quantum Computer

CAS Cold Atom launched Hanyuan-2, a 200-qubit dual-core neutral-atom quantum computer. The two-array architecture is the development to watch, and the qubit count is modest.

Maya Iverson
Four Chinese Labs Just Hit Frontier-Class Coding in 12 Days
AI & ML

Four Chinese Labs Just Hit Frontier-Class Coding in 12 Days

DeepSeek V4, GLM-5.1, MiniMax M2.7, and Kimi K2.6 all shipped open-weights coding models in 12 days at frontier capability, each with lower inference cost than Claude or GPT.

Maya Iverson