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DigitalOcean CEO: we are not Neo, but we are a real cloud
6 numbers: why a $5B Microsoft capex cut traces to one delayed Texas data center, and how DigitalOcean's CEO answers a 17% stock drop with a…
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Grace Kay: SpaceX built a data center in 122 days, and reliability is slowing that down
3 takeaways: Why SpaceX put rocket engineers in charge of its data centers, the outage that followed within weeks, and what 1,300 volunteers have to do…
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Johan Land: OpenAI threw 10,000+ agents at math's 6 unsolved Millennium problems
8 takeaways: The Navier-Stokes proof he says holds up, the Codex data question behind the fight with Anthropic, and why he calls this the post-AGI era
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Jaya Gupta: Meta's Muse found her an apartment and ran a bake-off for parking
8 takeaways: The rival agent that reset two of her passwords, why Muse refuses to connect to work email, and the single chat thread she says will win…
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Vikas Enti: a $200K robot with his own vision system does a $1M system's work
7 takeaways: Why he refuses to build an assembly line, the 80-plus modules going into a 5-story apartment building this year, and where he thinks robot…
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Ben Moore: the only real fix for social media addiction is a feed that ends
6 takeaways: Why he calls Meta's agreed remedies product specs it could have shipped years ago, what removing the algorithm would cost, and how BeReal…
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Sukhinder Singh Cassidy: Xero will not let its employees use OpenClaw at work
6 takeaways: Why a company that files your payroll taxes blocks an agent tool outright, the 6x jump in its API traffic since January, and her answer to…
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Laura Bratton: outcome-based pricing breaks on proving the AI caused the gain
5 takeaways: What Palantir has done for years that Salesforce just adopted, the 3 ways it now lets a buyer pay, and why the attribution problem may keep…
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Aaron Tilley: OpenAI has bought tens of thousands of Mac minis to run AI agents
6 takeaways: Why Apple's unified memory beats an ordinary PC for local AI, the machine Nvidia built to answer it, and the supply shortage that could end…
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Max Levchin: Affirm has grown 30%-plus for 11 straight quarters, why rate moves barely dent its book, and why he says the consumer is still…
Plus a San Francisco judge ruling the Pentagon violated Anthropic's First Amendment rights, Meta's $18 billion child-safety settlement, and The…
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