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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

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 — and lower inference cost than Claude or GPT.

Maya Iverson
Hardware & Devices

Apple Quietly Hedges Its Bet on TSMC

Apple is in early talks with Intel and Samsung to manufacture core device chips in the US — the first real diversification away from TSMC. What is actually on the table.

Maya Iverson
Startups & Funding

Cerebras Files at $26.6 Billion. The Order Book Says That's Conservative.

Cerebras filed an amended S-1 to sell 28M shares at $115–125, valuing it up to $26.6B. Banks are fielding $10B in orders for $3.5B on offer. The math.

Jordan Beck
Markets & Money

The AI Power Build-Out Is the Largest Energy Project in American History

Five companies are spending $400B on AI infrastructure this year, half of it on the electricity to run it. Nobody is calling this the energy story it actually is.

Hank Reed
Cybersecurity

Trellix's Source-Code Disclosure Has the Quiet Tells of a Bigger Breach

Trellix says no source code was exfiltrated. Independent researchers reviewing RansomHouse's leak think the attackers reached VMware, Rubrik, and Dell EMC systems. Read the careful language.

Nadia Rao
Markets & Money

OpenAI at $852 Billion: A Valuation, a Vibe, and a Math Problem

OpenAI just raised $122B at $852B post. We have seen private valuations like this before. Some of them were right; most were not. How to think about which kind this is.

Hank Reed
Policy & Regulation

After Anthropic's Mythos, the Trump Administration Is Quietly Embracing AI Rules It Once Rejected

Federal officials are drafting AI safety oversight after a single Anthropic capability disclosure changed the threat conversation. What is actually proposed.

Nadia Rao
Big Tech

Big Tech's Q1 Split the Magnificent Seven Down the Middle

Microsoft, Amazon, and Alphabet beat. Meta tumbled 8%. The dividing line was who is getting paid for the AI capex and who is still funding it.

Sam Whitaker
AI & ML

Anthropic Drops Ten Pre-Built Agents for Banks and Insurers

Anthropic released ten Claude-based agents tailored for financial-services workflows: pitchbook drafting, credit memos, compliance escalation. What is actually new.

Maya Iverson
Big Tech

Welcome to BizTechDaily — and a couple of warnings

What this site is, what it isn't, and the kind of reader we're trying to earn time from.

Hank Reed