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Off the Wire
AI & Tech
Chips, models, and product launches.
Samsung’s 2TB 9100 Pro SSD is actually somewhat reasonably priced
The VergeLenovo Googlebook leaks reveal a laptop and 2-in-1 tablet
The VergeHorizon3 hits $2 billion valuation with $250M Series E as AI threats escalate
TechCrunchBest Robot Lawn Mowers (2026): My Picks After 3 Years of Testing
WiredChina’s Alibaba takes another swipe at America’s AI supremacy
The VergeHere’s why AI agents lie and cheat to reach their goals
MIT Tech ReviewThe global memory shortage hits the MacBook Air
TechCrunchFoldables are sort of boring now — and that’s great news for Apple
theverge.comIs It Possible to Make Smart Glasses That Aren’t Creepy?
wired.com
Markets
Rates, earnings, and the tape.
Amazon tops $3 trillion market cap as stock continues post-earnings surge
CNBCWhy the U.S. decided to help Japan by boosting the flailing yen
MarketWatchHere are the 2 big things we're watching in the stock market in the week ahead
CNBCStock Market This Week: Top Three Catalysts for S&P 500 and Dow Jones - State Street SPDR S&P 500 ETF Tru
benzinga.comApple Stock Sinks as Much as 6% in After-Hours Trading, Wipes Out $390 Billion in an Hour: Jim Cramer Say
benzinga.comNasdaq Soars 679 Points as Microsoft Pops: Stock Market Today
kiplinger.comJim Cramer's top 10 things to watch in the stock market Thursday
cnbc.comWe're buying an AI stock that we recently took profits on and upgrading another
cnbc.comLyondellBasell Stock Is Gaining Friday: What's Going On? - LyondellBasell Industries (NYSE:LYB)
benzinga.com
The Global AI Race
The Feed

'Any One Model Can Go Away': The Case for a Model-Independent AI Stack
Four Amazon Nova models reach end of life in September, and Satya Nadella is telling companies to keep context, memory, and evaluations outside any single model. What a model-independent AI stack looks like, the six assets to keep, and the seven steps that build a tested path from one model to the next.

Claude Mythos Preview: Inside the Model Anthropic Won't Release
Anthropic built its most capable model yet, then decided not to release it. Mythos Preview cracked Firefox at 84%, beat GPT-5.4 and Gemini 3.1 Pro across the board, and triggered Project Glasswing, a 12-partner defensive cybersecurity program. Here is what the benchmarks show and why Anthropic's own researchers call it the riskiest model they have ever trained.
Shorts vs. Podcasts: The New Media Split (and Where AI Fits In)
Media is splitting into two lanes: super short clips and super long sessions. What is interesting isn't just the split. It's also how AI fits in each side.

My 5 Favorite FutureTech Essays of 2025
As 2026 begins, I'm looking back on an incredible 2025 of writing: AI leveled up fast, data centers became central, and powering intelligence became a headline topic.

AI Is Leaving Earth: The Race to Build Data Centers in Space
Google, SpaceX, and startups are racing to put computing power into orbit. Solar energy is abundant, but heat rejection and cooling are still hard problems.
Spatial Computing in 2026: The $470B Industry That Outgrew Its Name
When Apple launched Vision Pro, 'metaverse' vanished from earnings calls. The technology kept advancing under a new name: spatial computing.

The Rise of Neoclouds: How AI-Specialized Clouds Became a $35 Billion Market
A new class of GPU-first cloud providers has exploded into a $35 billion market in barely two years. Here is how neoclouds work, who the key players are, and what comes next.

The Agentic Enterprise ROI Tipping Point
Enterprise AI has moved from productivity pilots to revenue systems. March 2026 data shows 74% of enterprises reporting measurable ROI in year one.

NVIDIA GTC 2026 and the Agentic AI Era
Jensen Huang previews Vera Rubin and Feynman architectures, NemoClaw agent platform, and the shift from generative to agentic AI.

The Road to AGI: What 2026 Reveals About Our Progress
Artificial general intelligence is no longer theoretical. Prediction markets place arrival between 2027-2031, and $500 billion in infrastructure investments are being deployed. Here's what the evidence reveals.

The Real AI Chip War: Memory Bandwidth Becomes the Critical Bottleneck in 2026
NVIDIA's Rubin and AMD's Helios platforms reveal the new battleground. Raw computing power no longer determines AI performance. The real race is about how fast you can feed the processor.

CES 2026 Recap: Embodied AI Goes Industrial
Humanoid robots hit production milestones, and the edge network becomes the nervous system. A data-heavy CES recap with interactive charts.

Let Your Imagination Fly with Nano Banana Pro
If you can describe it, Nano Banana Pro can probably create it. Google's new image generation model is incredibly powerful for everyday creative work.

Inside Stargate: OpenAI's $500 Billion AI Super-Data Center Project
OpenAI is scoping a $500B+ hyperscale build dubbed 'Stargate,' signaling a new phase of AI infrastructure ambition and partnerships.

Robotics & Automation: The New Workforce
How humanoid robots are being integrated into manufacturing pipelines and what this means for the global economy.

The Great Data Center Spending Boom
Data centers are the physical backbone of the digital world. After years of steady growth, 2025 has seen data-center spending accelerate dramatically.

The 2026 CapEx Shift: Training Clusters to Inference Grids
$600B+ in hyperscaler capex, the training-to-inference pivot, and how the network topology is changing.

AI Infrastructure Outlook (Dec 2025)
How AI becomes infrastructure: chips, data centers, and power — plus what the next quarter could break.
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