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Meta’s $17 billion loss and the growing revolt against big tech and AI
US states have forced Meta into a massive settlement over alleged harm to children, signaling a broader backlash against big tech and the AI gold rush. Here’s w…
Why two AI labs could soon control most of the world’s compute
Over the next few years, a huge share of the world’s new computing power is likely to flow into just two frontier AI labs. This article explains how that happen…
How Uber uses AI to charge different riders different prices
Uber’s shift to AI-powered upfront pricing has quietly transformed how your ride is priced, what drivers earn, and how much Uber keeps. Here’s how the algorithm…
What Leopold’s final portfolio reveals about the next wave of AI investing
A wave of new 13F filings just revealed how top investors are positioning around AI—from Leopold Aschenbrenner’s leveraged memory bet to Berkshire’s quiet Googl…
Why tech CEOs are quietly cancelling their AI plans
Big Tech is pouring hundreds of billions into AI infrastructure, yet many of the flashiest AI projects are being shut down. Legal risk, insurance exclusions, we…
Is the AI stock selloff finally over?
Recent volatility has hammered AI and semiconductor names, but a sharp rebound suggests the worst of the selloff may be behind us. Here’s a breakdown of what dr…
Why AI credit spreads are suddenly flashing 2008-style warning signs
The AI boom has mostly been framed as a stock market story, but the real stress is now showing up in debt markets. Rising credit default swap costs, weaker bond…
Nasdaq jitters, China’s AI push, and what the tech sell-off really means
A sharp pullback in chip and AI stocks is colliding with rising geopolitical risk and a fast-moving AI race with China. Here’s what’s really driving the volatil…
Why IBM’s $67 billion crash is really about AI
IBM just suffered the worst single-day stock drop in its 115-year history, wiping out $67 billion in value. Behind the headlines is a deeper story about how the…
The hidden accounting mismatch powering AI and semiconductor profits
AI infrastructure is minting profits for chipmakers while many AI users and model companies are still losing money. This article breaks down why, where the acco…
