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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. What makes this different from a standard cloud contract.

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. Kraken's IPO discount is the asymmetric trade — not BTC itself.

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" claim deserves careful reading.

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 CLARITY Act on May 14 with a stablecoin yield compromise. What is actually agreed vs. what the press is calling it.

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. The trajectory matters more than the cross.

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 — half a year of free cash flow. Where they're betting and why.

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 architecture matters more than the qubit count.

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 — and lower inference cost than Claude or GPT.

Maya Iverson
Apple Quietly Hedges Its Bet on TSMC
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
Cerebras Files at $26.6 Billion. The Order Book Says That's Conservative.
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
The AI Power Build-Out Is the Largest Energy Project in American History
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
Trellix's Source-Code Disclosure Has the Quiet Tells of a Bigger Breach
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