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Robotics is a bipartisan issue even after the midterms, says Agility Robotics CEO
9 calls: why a strategist is only dipping into the AI selloff, Microsoft's frustration with neoclouds, Shield AI's Echodyne deal and Zipline's Walmart…
3 hrs ago
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40%-plus growth for 2 more years, backed by a $580B backlog — AWS CEO
7 numbers: A $184B business growing 39%, an AI chip installed every 14 seconds, Trainium sold outside AWS from next year, and why Anthropic's AWS bill…
Oct 31
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90% of Anduril's US-made laptop is sourced from the US and allies, its founder finds
12 takeaways: why Anduril builds its own computers, what Meta's $98B raise and Anthropic's $80.7B half-year loss say about AI funding, and how much AI…
Oct 28
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Kleiner Perkins partner: late-stage deals took over 80% of $400B in venture through June
10 takeaways: why AI agents like Instinct are the first consumer moment beyond ChatGPT, the trillion-dollar markets open to physical AI, and why…
Oct 10
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1,350 F-35s already fly, and Lockheed wants the next jet unmanned, Bloomberg Tech finds
8 takeaways: why Lockheed now pitches tech before the Pentagon asks, the $50M round behind a startup it backs, and why Musk and Luckey now help decide…
Oct 3
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Crusoe CEO on water: "roughly the same water footprint as about 10 single family homes"
18 takeaways: Why data center contracts run 15 to 20 years while GPU clusters run months, what SoftBank borrowed to fund OpenAI, and the tax base one…
Sep 19
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AI extinction fear is "much more science fiction than science" — Google Brain's founder
12 takeaways: OpenAI discloses six cases of its models misbehaving, Databricks' CEO puts the existential risk near zero and the cyber risk very high…
Sep 18
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Aidan Gomez: the evaluators being proposed share funders with Anthropic
5 calls: Why an antitrust exemption is the part he objects to, what he wants instead of a lab-written rulebook, and the argument he is making against…
Sep 15
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Dave Baszucki: Roblox games will ship as standalone apps on phones and consoles
4 takeaways: What creators earned on the platform last year, the gaming version of a coding harness, and why Roblox is letting its own games leave the…
Sep 15
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Parmy Olson: pacing is not slowing, and she does not expect a slowdown at all
4 predictions: What the word pacing is doing in Anthropic's essay, the agreement she expects within weeks, and why a US-China pact on AI is not coming
Sep 15
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Peter Elstrom: SoftBank fell about 11% because OpenAI's listing just moved
4 insights: What Beijing's foreign ministry said about the slowdown, why China's labs are not the ones being asked to pace, and how the news reached…
Sep 15
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Rayan Krishnan: his index puts models past human AI researchers by August 2027
4 arguments: What the recursive self-improvement index actually measures, the one conflict that would break an embedded evaluator, and why he is more…
Sep 15
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