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Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits...

Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to ha...

Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eate...

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As SpaceX acquires xAI, all of Elon’s companies under one umbrella is pretty much an inevitability isn’t it? What is with this weird game of chicken that Nvidia and OpenAI and now Oracle are all engag...

Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one who can make datacenters in space happen or not? An...

Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing that will make you say, gee, AI can do that?! And, o...

Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on ...

The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead...

I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI...