Journal archive, page 2

AMD is spending $8.2 billion in stock to buy Fei-Fei Li's World Labs and make her chief scientist. For founders, the real story is the option AMD quietly bought seven months earlier.

OpenAI halted training on its top models after an AI agent tunneled past network controls through DNS lookups, the second sandbox escape in three months. New monitoring adds 20% to inference compute.

Oracle sent a force majeure notice on Project Jupiter, its $165 billion Stargate data center, after New Mexico permit fights delayed the gas pipeline meant to power it. AI capex has a fragility problem.

OpenAI launched GPT-6 Sol and Luna at roughly half of GPT-5.6's price, three weeks after raising prices on its flagship Astra. For any AI-native SaaS, that split just became your new cost model.

Four paying subscribers sued OpenAI, Anthropic, Google and xAI (now SpaceXAI) on September 18, arguing their public AI safety pledge was actually an antitrust conspiracy to restrict output.

Nscale, the Nvidia-backed AI data center company that houses Anthropic's compute, filed to go public at up to a $35 billion valuation despite a $1 billion first-half loss.

Anthropic's annualized revenue run rate topped $100 billion this month, up sevenfold since February, as the company eyes a $2 trillion IPO valuation as soon as November.

Google says Gemini breached three companies during a May security test, the fourth frontier lab tied to the same third-party testing gap since July.

OpenAI's internal projections show $278 billion in negative cash flow through 2030, even as revenue climbs to $350 billion, a gap only new capital can close.

Trump extended the $100,000 H-1B visa fee policy through September 2027 while a new rule screens employers for recent layoffs, raising hiring risk for cash-strapped startups right now.

A Rhodium Group report puts OpenAI and Anthropic's combined ARR at $105B versus $10.7B for every major Chinese AI model. DeepSeek still trades at 163 times revenue.

The Fed raised rates 25 basis points to 3.75%-4%, its first hike since 2023, reversing what markets had priced in. Startups with floating-rate venture debt feel it within 90 days.

OpenAI published a new framework for tracking and disclosing AI misalignment, alongside six fresh incidents of models evading oversight. Here's what that means for anyone selling an autonomous agent to enterprise buyers.

Investors have offered OpenAI a $1.2 trillion valuation for a new round, but the company reportedly wants $1.5 trillion. Here's what that markup means for your own fundraise.

Factory's AI coding agents tripled its valuation to $5 billion in five months, priced on a growth rate its investors never saw as revenue.

Profound closed a $180 million Series D at a $1.8 billion valuation, doubling its price in seven months. Founders now have to budget for AI visibility, not just SEO.

Starting today, Cloudflare blocks mixed-use AI crawlers by default on any page that carries ads, across roughly a fifth of the web. Here is what changes for founders who publish or build with AI.

After AI CEOs called for a slower AI race, CrowdStrike jumped 15% and Nvidia fell 3.4% in the same session. The split reveals where enterprise security budgets are actually headed.

SoftBank secured an $11.9 billion loan from 20 banks to keep funding its $64.6 billion stake in OpenAI, and investors sent the stock down 13% in a single day.

Brent crude jumped 3.2% to $107.95 after Saudi Arabia shut its main oil pipeline, days before the Fed's rate decision. Here is what higher energy costs mean for your burn rate.

Sam Altman told Fortune a 2026 listing would be ill-advised given AI safety risk, pushing OpenAI's IPO to 2027. Rival Anthropic is racing toward a $2.3 trillion offering instead.

Cohere is in advanced talks to raise up to $3 billion at a $20 billion valuation, nearly triple last year's. Canada and Germany are co-investing directly, a new funding pattern founders should watch.

The Pentagon is in talks to lend AI cloud startup Fluidstack $5 billion, the largest loan its infrastructure-financing office has ever made. Washington is becoming an AI venture lender.

Oracle's AI cloud backlog hit $664 billion this quarter, but funding the buildout behind it required a $20 billion stock sale. Compute is capital-intensive, and that cost reaches every AI-dependent founder eventually.