Knowledge catalogue
⚠️⚠️ Seismic shift ⚠️⚠️ It’s a good day to be Mistral. Nobody is going to trust an American AI company that is partly owned by the US Government. Just the way the US doesn’t trust Huawei. After this m
Todd Bishop / GeekWire: Filing: Reid Hoffman, who has served on Microsoft's board since 2017, will not stand for re-election at the company's 2026 annual meeting — Reid Hoffman, the LinkedIn co-founde
Michael Considine / CNBC: OpenAI confirms it will comply with President Trump's EO that asks AI companies to allow the US government to assess their models' capabilities before release — OpenAI has co
CNBC: Source: OpenAI and White House are discussing a government stake in the company, to seed something like the “Public Wealth Fund” that OpenAI outlined earlier — OpenAI CEO Sam Altman and the Whit
1/ 🔥 @NoPriorsPod x @LatentSpacePod chat with @SatyaNadella at @Microsoft Build. He has the sharpest mental models of any public company CEO I've interviewed. $MSFT is at its heart still a tools compa
Fireworks was named to @Redpoint's InfraRed 100 which recognizes the companies building the foundation for the next wave of AI. We're just getting started. Come build with us: https://fireworks.ai/car
its been such fun befriending Pari and seeing him completely reinvent his company for the agentic era, WHILE having the most insanely stacked customer base I've ever seen in the hardest engineering do
NOTUS: Sources: US officials have held talks with AI companies about the government acquiring shares; Sam Altman first pitched the concept directly to Trump in 2025 — Senior U.S. officials have held p
Julian E. Barnes / New York Times: Internal documents: Chinese company Geedge is working to build AI tools to predict those who could pose a political risk, but US chip controls hampered its work — Ne
Three companies are about to IPO at a higher combined value than all 2,600 dot-com IPOs from 1995 to 2000 combined. – SpaceX, OpenAI, Anthropic (2026): ~3.75 trillion – Every dot-com IPO from 1995–200
Samantha Subin / CNBC: SentinelOne's stock closes down 8% after the company announced plans to lay off 8% of its workforce and forecasted Q2 and FY revenue guidance below estimates — SentinelOne share
yes, absolutely, many companies are experimenting. but also: most of those experiments are failing to yield significant RoI. (weird for an economist to not even ask or address that question.) Looks li
Becoming an AI-native company is no longer the competitive advantage it was five minutes ago. Now, it’s an empirical obligation, and Dell Technologies Inc. made that case to customers at its annual fl
Fascinating results + Anthropic running away with it right now + So many people want to start their own company + Google over OpenAI + Vercel, Linear, Every, PostHog overperforming A great list if you
Elizabeth Howcroft / Reuters: France's market regulator warns crypto companies they could face blacklisting and lawsuits if they don't have MiCA licenses by the EU's June 30 deadline — France's top ma
Elon Musk’s goal for The Boring Company is to solve one of the most miserable daily experiences on Earth: traffic Cities are three-dimensional But transportation is still mostly trapped in a two-dimen
Jared Perlo / NBC News: Illinois Legislature passes SB 315, a bill requiring annual independent third-party safety audits of leading AI companies; the bill heads to the governor's desk — The measure,
@yoheinakajima is genuinely the coolest power user you can have as an ai company got to talk to him the other day about how he's using cofounder and left thinking about how i coddle my agents too much
Julie Bort / TechCrunch: Atlanta-based e-commerce logistics company Stord raised a 250M Series F led by Strike at a 3B valuation, up from 1.5B after a 200M Series E in May 2025 — E-commerce logistics
Rebecca Torrence / Bloomberg: Sources: Fireworks AI, which helps companies run AI models, is in talks to raise funding at a 15B valuation after being valued at 4B in October 2025 — Fireworks AI, a sta
Gary Marcus criticizes a company's prospectus as containing unserious, empty, and potentially dishonest claims before its inclusion in the S&P 500 index. The post appears to highlight concerns about i
Of all the companies I track, Zoom Communications Inc. might be the most interesting, as it’s evolving in ways that run counter to its traditional peers. When speaking with industry colleagues, includ
Meghan Bobrowsky / Wall Street Journal: A profile of Meta CTO Andrew “Boz” Bosworth, a top lieutenant of Mark Zuckerberg who is leading the gargantuan effort to transform Meta into an AI-first company
Melissa Shin / Bloomberg: Plenary Americas LP, La Caisse's infrastructure arm, agrees to acquire and take private Canadian database company ISC for $872M, expected to close in Q3 — The infrastructure
Emily Nicolle / Bloomberg: Tether buys out SoftBank's ~26% stake in bitcoin treasury company Twenty One Capital, taking Tether's stake to ~71%; SoftBank's stake was worth ~$679M — Tether has bought ou
Natalie Lung / Bloomberg: As the US House probes Airbnb's use of Chinese AI models, CEO Brian Chesky says the company is not sharing data with Chinese firms and uses open-source models — Airbnb Inc. C
Gary Marcus humorously highlights the massive valuation gap for OpenAI, suggesting that the company would need to generate approximately 5 trillion dollars in profit to justify a 4 trillion dollar val
This is collectively the largest financial iceberg ever put in front of the stock market. This is $5 trillion in TOTAL AIR. These companies have never made a dime. SpaceX is literally a government wel
Elon Musk: 'I'm obviously a big fan of Nikola Tesla, since we named the company after him. But I also like Edison. Some people don’t like Edison, but I think he did some pretty impressive stuff. Gener
We’re over a year into the second Trump administration here in the US, and support for climate causes is weak. But climate tech companies are finding ways to survive and even thrive in this new enviro
Katie Paul / Reuters: Internal memo: Mark Zuckerberg told employees that he does not expect more company-wide layoffs this year — Meta (META.O) CEO Mark Zuckerberg told employees in an internal memo o
Dina Bass / Bloomberg: Socket, which helps companies safeguard open-source code against hackers, raised 60M led by Thrive Capital at a 1B valuation — Socket, a cybersecurity startup that sells technol
three of the things we are most excited about: 1. AGI accelerating research 2. AGI accelerating companies 3. personal AGI accelerating everyone in achieving their goals today it was great to announce
Brent D. Griffiths / Business Insider: A look at a new class of jobs created by AI companies, including AI storytellers or “evangelists”, forward deployed engineers, AI chiefs, and AI gig workers — -
Jamie John / Financial Times: Companies running bug bounty programs are tightening background checks and building AI agents to triage a flood of low-quality reports generated by AI — ‘Bug bounty’ prog
Emily Birnbaum / Bloomberg: How gambling companies like FanDuel and DraftKings, as well as Meta and a16z's founders, are pouring millions into state-level election campaigns via super PACs — With Cong
Jason Schreier / @jasonschreier.bsky.social: In a town hall, PlayStation studio business CEO Hermen Hulst told staff that the company's narrative single-player games will now be PlayStation exclusive
Golnar Motevalli / Bloomberg: Iranian media: Iran launches “Hormuz Safe”, a Bitcoin-backed insurance service for shipping companies transiting the Strait of Hormuz; ~1,500 ships are trapped — Iran has
Alison Weissbrot / Adweek: Publicis agrees to acquire LiveRamp, which allows companies to share and build new data sets and models that can power agentic frameworks, for 2.2B in cash — Publicis Groupe
Amy Thomson / Bloomberg: Bill Ackman says his fund has taken a new stake in Microsoft after the company's recent share price decline; Ackman says investors have underestimated Microsoft — Bill Ackman
Agentic AI might be outrunning the one thing it needs most — an AI trust layer. That challenge is reshaping the ambitions of companies long anchored in data protection. Veeam Software Group GmbH, whic
Atsuko Fukase / Bloomberg: Alphabet sold 3.6B of bonds in its debut yen-denominated bond sale, the largest by a non-Japanese company, as AI-driven capital spending accelerates — Alphabet Inc. sold ¥57
William Sandlund / Financial Times: China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% — Tenc
counterpoint: i have no interest in a company that says we will roll everything out to anybody regardless of how dangerous it is. boris cherny recently says that, 'anthropic has no plans to roll out m
Amber Tong / Bloomberg: Metis TechBio, a biotech company using AI to deliver and formulate drugs, surged as much as 185% in its Hong Kong market debut after raising ~$270M in its IPO — Shares of Metis
Alex Heath / Sources: Sources: Sam Altman recently discussed launching an AI compute company that is majority-owned by OpenAI, similar to Stargate's original data center initiative — Sources say Sam A
Connie Loizos / TechCrunch: The US' Centers for Medicare & Medicaid Services is testing ACCESS, an outcome-based payment model for AI-driven medical care, with 150 tech companies — Neil Batlivala has
Compute is scarce and has to be bought years in advance, before companies know whether revenue will ever catch up. That is exactly the nature of the largest gamble in history. Heaven help the global e
Introducing the OpenAI Deployment Company, which will help businesses maximally succeed with their deployments of AI. Starting with 150 Forward Deployed Engineers and Deployment Specialists, and $4 bi
Reuters: OpenAI launches the OpenAI Deployment Company with a 4B+ investment to help organizations build and deploy AI systems, and acquires AI consulting firm Tomoro — OpenAI said on Monday it is set
openai's new $10b forward deployed company is so locked in they can't even bother to server side render properly (jk congrats, nice win for UK AI 🇬🇧) We’ve also agreed to acquire Tomoro, which will br
Bloomberg: How SpaceMob, an online community of ~50,000, has fueled a meme-stock-like rally in satellite networking company AST, which is up ~6,000% over a 22-month period — Championed by a guru known
Bloomberg: Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital — Isomorphic Labs, an AI-powered drug di
Bloomberg: Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government — The Trump administration i
Christopher Kuo / Wall Street Journal: FanDuel CEO Amy Howe departs after five years, succeeded by President Christian Genetski, as parent company Flutter reports MAUs fell 3% YoY to 14.4M in Q1 2026
The Information: Source: Alphabet is in talks with Blackstone, KKR, and EQT to give their portfolio companies AI model access, after OpenAI's and Anthropic's JVs with PE firms — Private equity firms B
What’s going on in semis is not sustainable per GS Everyone spending on AI is losing money except for semiconductor companies and the dynamic is “unprecedented and unsustainable” “Something has to cha
Anhata Rooprai / Reuters: CRM software company Freshworks said it plans to cut 11% of its workforce, or ~500 jobs, as it deals with AI's impact; FRSH has dropped ~26% in 2026 — Freshworks (FRSH.O) sai
Important new development. AI company employees have an enormous amount of power — far more than they realize. Absent legislation, AI co worker power is one of the key levers to shaping what the indus
Digital native companies often face significant challenges in scaling AI systems beyond initial proof-of-concept stages, despite their technical advantages and cloud infrastructure. The article examin