AI
Anthropic vs Meta: Two Compute Signals, One Confusing Week
Two headlines landed within days of each other and appear to point in opposite directions: Anthropic locking up two decades of dedicated data-center capacity, while Meta suggesting it has AI compute to spare -- analysts, investors, and the companies themselves haven't settled on one story.
Hedge funds dumped chip stocks for a fourth week as AI shares sold off - Week of July 6, 2026
U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs. Do you think the rally is over?
Meta’s AI Cloud Pivot: Monetization Strategy or Overbuild Signal?
Bloomberg (July 1) - Meta is reportedly developing a cloud infrastructure business that would sell access to AI computing power and models to outside customers. The plan could put Meta into a new competitive lane against cloud leaders such as Amazon Web Services, Microsoft Azure, and Google Cloud. The business would
Meta's Zuckerberg says AI agent tech progressing slower than expected
Zuckerberg’s AI Agent Reality Check: The Payoff Is Taking Longer
How a Magnet Shortage Is Throttling Western Humanoid Ambitions
In April 2025, Elon Musk revealed that Optimus production had stalled over a magnet problem: Tesla was waiting on a Chinese export license for the rare-earth magnets that drive one of the robot's arm actuators. It was an unusually specific admission, and it pointed at a dependency
OpenAI proposes handing Trump administration 5% stake
According to FT, Sam Altman’s start-up in early talks for a public ownership deal as political pressure rises.
Is Anthropic “Tech”? Read the Fine Print Behind a Market
Anthropic looks obviously “tech,” but Kalshi’s sector market turns that assumption into a probability puzzle.
Uber, Waymo end robotaxi partnership in Phoenix
June 29 (Reuters) - Uber and Alphabet's Waymo have ended their self-driving partnership in Phoenix, Arizona, as the ride-hailing giant prepares to launch a new autonomous vehicle collaboration in the city.
SK Hynix Nasdaq IPO: Gunning for Micron or Recoiling From the Korea Discount?
SK Hynix, one of the leading manufacturers of DRAM and NAND, will list American Depositary Receipts on Nasda. Here's our thoughts:
OpenAI defers public rollout of GPT‑5.6 as US seeks early access to frontier AI models
June 26 (Reuters) - OpenAI said on Friday it was delaying a full public launch of GPT‑5.6 at the U.S. government's request, limiting the AI model's initial access to a small group of vetted partners whose details were shared with the authorities. Will GPT-
Mark Zuckerberg Directed Meta to Create a Prediction Markets App
The experimental app, internally called “Arena,” would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction markets. Will Meta launch Prediction Markets App by end of 2026? Yes - it shipsResult57.14%No - quietly killedResult42.86%7 PollsEnded What would actually get
Fable 5 Shutdown Was Never About the Jailbreak
On June 9, Anthropic released Claude Fable 5, an AI model that comfortably beat OpenAI’s GPT 5.5 on agentic-coding benchmarks by more than twenty points. However, the revolutionary model’s shelf life was only fleeting! At around 5:21 p.m, eastern time, Friday, June 12, the
