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Startups & Funding May 15, 2026

Cerebras Opened 68% Above Its IPO Price. The $95B Market Cap Prices Out the OpenAI Renewal.

Cerebras stock jumped 68% in its Nasdaq debut to a $95B market cap. The 17x revenue multiple is roughly Nvidia-multiple territory.

Jordan Beck

AI & ML May 15, 2026

Anthropic Just Won PwC. The First Big Four Partnership Validates the Embedded-Consulting Model.

Anthropic announced that PwC is deploying Claude across client engagements. The deal lands ten days after the Goldman-Blackstone enterprise services JV.

Maya Iverson

Markets & Money May 15, 2026

Friday's Tech Sell-Off Was the Yields Story Catching Up to the AI Rally

Nasdaq down 1.3%, S&P 500 down 1%, semiconductors leading the drop as 10-year Treasury yields ticked past 4.4% on the hotter April CPI.

Sam Whitaker

AI & ML May 15, 2026

Meta Added Incognito Chat to Meta AI. Privacy Is Becoming the Competitive Differentiator.

Meta launched Incognito Chat for Meta AI conversations. The privacy guarantee is cryptographic, and policy is doing none of the work.

Maya Iverson

Startups & Funding May 13, 2026

Wispr AI Talks at $260M for a $2B Valuation. The Multiple Story Is the Voice Stack.

AI dictation startup Wispr is in funding talks for $260M at a $2B valuation, doubling from late 2025. What it tells you about voice-AI economics.

Jordan Beck

Policy & Regulation May 13, 2026

The CLARITY Act Hits Committee Tomorrow With 100+ Amendments and One Uncommitted Republican

The 309-page Digital Asset Market CLARITY Act gets its committee markup vote May 14. Senator Kennedy is uncommitted. The arithmetic is tight.

Nadia Rao

Markets & Money May 13, 2026

Qualcomm Fell 11% as the AI Chip Trade Took Its First Real Hit

Qualcomm dropped 11% Tuesday, Intel 7%, Skyworks 5%, Marvell 4%. The semiconductor ETF lost 3%. What the rotation actually means.

Sam Whitaker

Big Tech May 11, 2026

The AI Labs Are Quietly Turning Into Consulting Firms

Anthropic just formed a $1.5B JV with Goldman, Blackstone, and Hellman & Friedman to embed engineers in mid-sized companies. This is the McKinsey playbook with model weights.

Hank Reed