Knowledge catalogue
Debby Wu / Bloomberg: SK Hynix Chair Chey Tae-won says the company plans to double its memory chip capacity over the next five years, responding to a shortage that could last to 2030 — SK Hynix Inc. p
Echo Wang / Reuters: Source: SpaceX plans to raise 75B in its IPO by selling 555.6M shares at 135 each, an unusual move since most companies set a price range before the roadshow — SpaceX plans to rai
The execution across Elon Musk’s companies right now is operating at an unprecedented scale • SpaceX — The largest IPO in history expected around June 12 • xAI — Grok V9 (1.5T parameters) launching mi
🌞This is big Local AI news! A new open-source Computer-Use LLM has just launched. Holo 3.1 is H Company’s (🇫🇷) new local computer-use agent model that beats Qwen3.5-397B, Kimi-K2.5, and Sonnet 4.6! Si
AI companies wouldn't enslave engineers, or steal chips from Nvidia, or illegally tap a power line. So why, asks @AGSNYT, do they feel entitled to 'a brazen theft of intellectual property' from news o
Bernie Sanders / New York Times: Bernie Sanders says the wealth AI creates “must benefit humanity”, calling for a sovereign wealth fund that would hold ownership stakes in the top AI companies — Artif
I find debates over whether companies find AI useful to be odd at this point I talk to leadership teams at lots of big firms, and it is pretty universal that they are getting obvious and real value. T
I would say that it is absurd to say that “AI belongs to the people”, when so many companies have worked so hard to develop it, but it is also absurd that Generative AI has basically been built on the
Lots of companies are in the 'encourage AI adoption' phase, whether teaching them ChatGPT/Claude or (sigh) tokenmaxxing. That dodges the harder problems of firm leadership: What do you want people to
Aaron Holmes / The Information: Palo Alto Networks says Mythos found 24+ critical bugs using $1M+ in tokens; Anthropic subsidizes Mythos but some companies plan to boost their Mythos budgets — When Pa
Financial Times: SoftBank becomes Japan's biggest company by market value after hitting an all-time high, overtaking Toyota, which has been the country's largest for 20+ years — Demand for AI stocks p
Sean McLain / Wall Street Journal: As robotaxi companies attempt to scale in the US, they face increasing scrutiny and mounting criticism from drivers, law enforcement, and local governments — As auto
Luke Kawa / Sherwood News: BlackBerry's stock is up more than 160% over the past three months, as the company's QNX division positions its automotive software as an OS for robots — History suggests th
Kinling Lo / Rest of World: China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories and AI and robotics companies — Foreign vis
Bloomberg: Filing shows Shanghai-based MiniMax has begun preparations for a Chinese IPO; the AI company listed in Hong Kong in January and says its ARR has reached $300M — China's MiniMax Group Inc. h
Jagmeet Singh / TechCrunch: Google's keyword ad practices face renewed criticism after the Delhi High Court ruled against Google in a trademark dispute involving Indian company Hindware — A recent Ind
so much for multitrillion dollar candy companies Note to all staff: Turns out that super tasty AI candy we've been putting out in large bowls isn't free and it isn't necessarily leading to better prod
Politico: Sources detail AI companies' engagement with US FERC as the energy regulator readies a June proposal to speed up data center connections to regional power grids — “The hyperscalers, when the
A 25B fund just refused SpaceX at any price. It says the company can't be worth more than 1T, half the $1.8T IPO target, and Musk's 85% control makes it impossible to fix from inside. https://thenextw
Bradley Olson / Wall Street Journal: After hitting their annual AI budget in months or seeing their AI bills double or triple due to “tokenmaxxing”, some companies are rationing or tracking AI use — E
Anthropic's self-reported run-rate revenue growth is wild - Axios @JimVandeHei said he could not find 'any company — in any industry, in any era — that has scaled organic revenue this quickly at this
Bloomberg: How massive bonuses for Samsung's employees in the memory division have sparked debate over how companies and governments should share profits from the AI boom — Payouts at Samsung have rai
Nathan Bomey / Axios: Kalshi plans to offer perpetual futures contracts, saying it will be “the first company in American history to offer” them, to be “fully regulated” by the CFTC — Kalshi announced
Amazon paid approximately $1.8 billion to Blue Origin in 2025 under satellite launch agreements for its Project Kuiper constellation , leveraging Jeff Bezos' aerospace company for its heavy-lift rocke
Brody Ford / Bloomberg: Autodesk agrees to buy MaintainX, a company focused on maintenance tools, in an all-cash deal that values MaintainX at 3.6B — Engineering software maker Autodesk Inc. has agree
Ethan Mollick discusses companies that rapidly depleted their annual token budgets within months, with some spending hundreds of millions of dollars on internal employee use of large language models.
Bloomberg: Internal speech: JD.com founder Liu Qiangdong vows to protect the company's 900,000 employees from AI and automation, saying it will “do everything possible” — JD.com Inc. founder Liu Qiang
Samantha Subin / CNBC: Snowflake stock closed up 36% on Thursday, its best day ever, after the company boosted guidance and announced an AI compute deal with Amazon — Software stocks popped on Thursda
'If I had Cofounder three years ago,' says @yoheinakajima, 'BabyAGI might have been a company.' Our newest case study tracks our most active user, Yohei Nakajima, building @ActiveGraphAI - the event s
insanely good company to keep 🆕Railway's Agent-Native Cloud: 3M users, 100K signups/week, $200K+ coding agent spend, production forks, & the death of PRs https://latent.space/p/railway @Railway founde
Most companies only have very crude understanding of token usage right now, so they veer from focusing on adoption (“everyone should use as many tokens as possible”) to cost control (“can we just use
NASA Administrator Jared Isaacman: '@SpaceX is probably our greatest commercial space company, hands down. We rely on SpaceX heavily to put our astronauts to and from the international space station.'
Replit has been named to @Redpoint's 2026 InfraRed 100. A list of the companies building what AI runs on. Grateful to be in it, alongside alumni like Stripe, Snowflake, and HashiCorp. To every builder
Foo Yun Chee / Reuters: Sources: EU leaders are divided on curbing Big Tech as they weigh cloud tender rules and giving EU companies preferential access to mobile satellite spectrum — European leaders
The Redpoint InfraRed 100 is now live. These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, data
Bloomberg: SK Hynix tops 1T in market value after shares jumped 11% on Wednesday, becoming the third Asian company to hit the mark; shares surged 900%+ in the past year — SK Hynix Inc. joined Micron T
Financial Times: Spotify co-CEO Alex Norström defends the company's expansion into AI-generated music, arguing that “controlled” products are superior to unregulated AI “slop” — Streaming app strikes
Harshita Mary Varghese / Reuters: US cybersecurity company Zscaler reports Q3 revenue up 25% YoY to 850.5M, above 835.4M est., and forecasts Q4 revenue below est.; ZS drops 18%+ after hours — Zscaler
Check Point Research: How Iranian threat actor Nimbus Manticore used techniques like AI-assisted malware development and SEO poisoning to target companies during the US-Iran war — Key Findings — The I
Gary Marcus comments on how widespread reporting of similar issues or problems across multiple companies can lead to a collapse of confidence or a 'bubble pop' in a particular sector or narrative. The
Bloomberg: SoftBank stock jumped 4.6% to a record high on Monday, spurred by hopes of big returns from the company's stakes in OpenAI and SB Energy Corp if they go public — SoftBank Group Corp. shares
time to get out of index funds? they will soon be saddled with the IPOs of three giant companies that barely make a profit (or don’t make profits at all). I don’t personally want to be part of that. (
It’s no longer just AI companies & their founders being sued over AI training - individual researchers are now being sued, too. In a new lawsuit, two authors allege that Guillaume Lample, while an AI
Boring Company’s goal is to solve traffic in cities and one day build Hyperloop high-speed transit between city centers See how Prufrock continuously mines - pushing and building at the same time. The
Financial Times: Crypto companies prepare for the threat that quantum computers could hack core industry security, including breaking the critical code underpinning Bitcoin — Threat to code that under
Alexandra Alter / New York Times: For publishers, pirated audiobooks made with AI on YouTube are a growing issue: removal is cumbersome, and some are hiring tech companies to take them down — Illegal,
@GaryMarcus I don't understand why the people running the AI companies are held to a much lower standard. In early 2025 Sam Altman wrote 'we are now confident we know how to build AGI.' As predictions
Here’s another pretty wild story from one of the world’s largest e-commerce companies on the impact of adopting Runway: They now generate 75% of all visual media with AI, replicating projects that pre
America’s biggest companies have gone from printing money to burning it. It does not take Poirot to work out what’s going on. Register for free to get our columnist’s take on it http://econ.st/4tKbpoB
im going to be in NYC in ~1 week, and am doing a fireside chat with one of the top agent companies in new york - @_anish_agarwal of @traversal_ai come join us! https://partiful.com/e/MLzglw6al1KrUSXSr
Todd Bishop / GeekWire: Memo: Yusuf Mehdi, a 35-year Microsoft veteran who has been its consumer chief marketing officer since 2023, will leave the company after the next fiscal year — Yusuf Mehdi, on
Katie Tarasov / CNBC: Qualcomm stock closed up 11.6% on Friday and is now up 75% in the past month, as the company increasingly becomes a key player in AI devices — Qualcomm shares surged 12% on Frida
Replit is featured in the @msft4startups startup spotlight at Microsoft Build 2026, and we're proud to be in good company. Check out the full cohort of startups building on Azure and solving real ente
We’re giving away $10,000,000 to founders building agent-first businesses. Autonomous, proactive agents will run tomorrow's companies. We're backing 500 founders building them. The Founding 500. http:
Yeah, I don't think I've ever met someone who has directly worked for an extended period on safety or security at an AI company who thinks things are fine readiness wise or incentive wise etc. https:/
James Peckham / PCMag: Adobe, Canva, and CapCut announce Gemini integrations to let users access the companies' image and video editing tools within the Gemini app — Adobe, Canva, and CapCut all plan
Logan Hitchcock / Decrypt: Crypto exchange Blockchain.com confidentially files for a US IPO; the UK-based company founded in 2011 was once valued at $14B — Long-running crypto exchange Blockchain.com
our company, which lost money last quarter, is going to take a big slice of 28.5 trillion market that we project will exist, primarily in a field in which we have almost no current presence, which is
Chloe Taylor / CNBC: Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% — Quantum computing s
Bloomberg: Sources: Manus' co-founders are in talks to raise 1B+ to buy back the Chinese-founded company, after Beijing ordered Meta to unwind its 2B acquisition — The co-founders of Manus are explori