• The big robotics stories usually come from Boston or San Francisco. A startup demo. A warehouse deployment. A quadruped dog trotting across a conference stage to polite applause. The geography of where robotics gets built the actual physical manufacturing, the supply chains, the factory floors has been a quieter story. It is getting louder. AMC…

  • For years, running OpenAI’s models meant paying NVIDIA. Every query, every API call, every ChatGPT response ran on NVIDIA hardware. NVIDIA set the price, NVIDIA set the terms, and the entire AI industry essentially paid a GPU tax on every piece of intelligence it consumed. That arrangement just got a lot more complicated. OpenAI has…

  • There is a problem at the heart of the artificial intelligence boom that no amount of money has yet solved. Building AI requires computing. Computing requires electricity. Electricity requires power infrastructure. And the power infrastructure of the United States and most of the world was not designed to absorb the kind of demand that training…

  • For the past two years the story of AI and geopolitics has been told mostly in one direction. America restricts chip exports to China. America adds Chinese AI companies to blacklists. America tightens controls on the technology that powers artificial intelligence. China responds with public statements, accelerated domestic investment, and diplomatic protests. That framing changed…

  • Four years ago Getty Images looked at what AI was doing to the photography industry and decided to fight back hard. It banned AI generated art from its entire platform. It launched a lawsuit. It told the world that what these AI companies were doing amounted to theft taking the work of hundreds of thousands…

  • If you opened Claude this morning and noticed something felt different, you are not imagining it. Today June 23, 2026 Anthropic officially moved Claude Fable 5 behind a paywall. The model that was supposed to be free for 13 days on every paid Claude plan is now sitting behind a usage credits wall, and if…

  • There are investment deals. And then there is whatever DeepSeek just pulled off. The Chinese AI company that scared Silicon Valley half to death in January 2025 just closed its first ever outside funding round $7.4 billion, the largest private AI financing in Chinese history. The investors who wrote those enormous cheques include some of…

  • Every few weeks someone in Silicon Valley says we are on the edge of the most important moment in human history. Then the next week someone else says that is complete nonsense. Both of them have PhDs. Both of them have read the same research. And both of them are talking about the same thing…

  • Tokenmaxxing was supposed to be the path to staying competitive. Then Uber burned through its entire year of AI budget in four months. Then Meta’s internal leaderboard became a cautionary tale. Then Microsoft quietly revoked developer licenses. And suddenly the hottest productivity trend in Silicon Valley became the thing everyone is trying to explain away.…

  • Google spent billions keeping its best AI researchers. In 48 hours, two of them walked out anyway and one of them just won a Nobel Prize. John Jumper leaves Google DeepMind for Anthropic, and on the surface that sounds like corporate gossip one researcher moving to another lab. But when you dig into who John…