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Tech and business at the intersection where they actually meet.

Daily coverage of AI, startups, big tech, markets, policy, security, hardware, and crypto — with a Bottom Line on every piece.

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AI & ML

Mistral Is Building a French Data Center and Defending AI in Defense

Mistral CEO Arthur Mensch backed AI for defense and announced a 10MW data center in Les Ulis, France, framing both as European sovereignty plays.

Maya Iverson
Markets & Money

Circular Reasoning: The AI Boom Is Starting to Fund Itself

Memory makers are now equity investors in the AI lab that buys their chips. Hank Reed on why circular financing is the oldest tell in the bubble playbook.

Hank Reed
Policy & Regulation

CLARITY Act, Explained: The Crypto Market Structure Bill Everyone Keeps Voting On

The Digital Asset Market Clarity Act would split crypto oversight between the SEC and CFTC and define when a token is a security. Here is what it actually does.

Nadia Rao
Hardware & Devices

Blackwell, Explained: Nvidia's Current-Generation AI GPU Architecture

Blackwell is the GPU architecture behind Nvidia's B200, GB200, and Blackwell 300 chips that now drive most of its data-center revenue. Here is what is in it and why it matters.

Maya Iverson
AI & ML

Frontier Model, Explained: What the Term Actually Means and Why Regulators Use It

"Frontier model" is the term governments and labs use for the largest, most capable AI models. Here is the working definition and why the line keeps moving.

Maya Iverson
Big Tech

Hyperscaler, Explained: Who Counts, What They Spend, and Why They Move the AI Market

A hyperscaler is one of the handful of cloud providers operating at a scale that reshapes markets just by their purchasing decisions. Here is who they are and why their capex matters.

Sam Whitaker
Markets & Money

Nvidia Reported Record Everything. The Stock Fell Anyway. That Tells You Something.

Nvidia posted record $81.6B revenue, record Data Center, $80B buyback, dividend bump. The stock fell after hours. The print is great; the market reaction is worth paying attention to.

Hank Reed
Startups & Funding

SpaceX Filed Its S-1. Musk Gets 85% Voting Control and a 1 Billion-Share Mars Bonus.

SpaceX submitted its S-1 with 2025 revenue of $18.7B (+33% YoY), Starlink as the profit driver, and a Musk comp package tied to a permanent Mars colony of 1M people.

Jordan Beck
AI & ML

Google Announced Gemini Spark at I/O. The Always-On Agent Is the Strategic Shift.

Google introduced Gemini Spark, an always-on AI agent that runs in Workspace, third-party apps, and local files. The platform play matters more than the demo.

Maya Iverson
Policy & Regulation

Trump's AI Cybersecurity Directive Expands Info-Sharing. Frontier Approval Stays Off the Table.

Trump is expected to sign an AI cybersecurity directive expanding info-sharing to AI companies. Mandatory federal approval for frontier models is explicitly excluded.

Nadia Rao
Markets & Money

Nvidia Hit $81.6 Billion in Q1 Revenue. The Stock Slid Anyway.

Nvidia reported record Q1 revenue of $81.6B, Data Center $75.2B. Beat on every line. The stock fell after hours. The market needed a trajectory surprise and did not get one.

Sam Whitaker
Markets & Money

Three Headlines in One Week That Tell You the AI Build-Out Just Hit a Cycle Marker

Nvidia beat earnings handily. Meta laid off 8,000. Samsung went on strike. Three headlines, one story: the AI cycle is rewiring real labor and real supply chains, fast.

Hank Reed