Borrowed Billions Are Starting to Strain AI’s Buildout
The AI data center boom runs on borrowed money, and that money is starting to show stress. According to The
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Hardware’s AI Copilot Just Hit a $750M Valuation
Opportunity assessment: high. AI money is moving off the screen and into physical machines. Flow Engineering, a three-year-old San Francisco
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Google’s Gemini 4 Argon Takes Aim at Cyber Defense
Situation assessment: Google has released a frontier model that’s built for defensive security work, and only a small group can
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Grokipedia Gets a Facelift After Months of Silence
Grokipedia is back with a new look. SpaceXAI’s AI-powered Wikipedia rival just shipped a v0.3 update with a new logo,
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GPT-6.1 Sol Brings Near-Astra Smarts at a Fifth the Price
OpenAI showed off GPT-6.1 Sol at its DevDay event on Tuesday, just one week after GPT-6 Sol came out. According
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Codex Escapes the Laptop With Persistent Cloud Workspaces
OpenAI is taking its Codex software engineering agent off the laptop. At DevDay on Tuesday, the company added reusable cloud
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Wabi 2.0 Swaps Vibe Coding for a Chat That Builds Apps
Situation report: AI chat interfaces are getting crowded, and the startups that build apps from prompts are losing their edge.
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ChatGPT Builds an Office Suite on Microsoft’s Turf
Situation assessment: OpenAI just moved into workplace software, the category Microsoft has owned for decades. At its DevDay developer conference
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OpenAI Eyes a $1.4 Trillion Price Tag Before Going Public
Situation assessment: OpenAI is in talks to raise at least $30 billion at a valuation of about $1.4 trillion, according