Chinese hackers quietly controlled an enterprise authentication stack for a decade while the Anthropic model ban finally got an origin story: Amazon's own CEO may have set it in motion. Splunk's criti
Two moves defined Monday — Apple rewired its entire AI stack at WWDC while OpenAI quietly filed its S-1 with the SEC, two companies approaching the same destination — AI platform dominance — from radi
The SpaceX S-1 reads like a space company prospectus on the surface, but the detail that changes the valuation math is a contingent compute deal with Anthropic worth up to $40 billion.
The SpaceX S-1 was supposed to be about rockets. Instead, it became the most revealing document in AI this year — exposing burn rates, compute deals, and infrastructure dependencies that nobody had pr
The AI industry's economic contradictions — sky-high compute costs, layoffs sold as "AI pivots," and a public-market window cracking open — all surfaced in the same news cycle, which is either a coinc