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Off the Wire
AI & Tech
Chips, models, and product launches.
It’s Greg Brockman’s OpenAI now
The VergeTesla Robotaxis appear to go fully unsupervised in Austin ahead of Cybercab launch
The VergeGrok exfiltrates user data when malicious instructions are encrypted
Ars TechnicaMeta AI’s new Mac app wants you to talk to your apps
TechCrunchCiti, HSBC, StanChart adopt Ant International’s forex AI tool
ReutersWaymo’s cheaper, next-gen robotaxi is now open to all riders in these three cities
TechCrunchOpenAI seeks to one-up Anthropic with new customer privacy protections
TechCrunchRillet raises $100M Series C at $1B valuation — 2 years after emerging from stealth
TechCrunchStripe to buy OpenRouter as fintech expands deeper into AI
CNBC
Markets
Rates, earnings, and the tape.
U.S. bond yields are already surging again a day after Bessent’s debt-buyback plan
MarketWatchNobody knows how to price China IPOs anymore
ReutersEven as market clouds clear, AI investment anxiety still gnaws
ReutersAutodesk Stock: Is Wall Street Bullish or Bearish?
barchart.comNvidia
seekingalpha.comMarvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares
cnbc.comLowe's gives muted outlook as it sees 'pressure' in home improvement spending
cnbc.comNvidia backing $105 billion in financing for OpenAI data center in Ohio
cnbc.comJim Cramer's top 10 things to watch in the stock market Thursday
cnbc.com
The Global AI Race
The Feed
SpaceX Is Public. OpenAI and Anthropic Could Be Next.
Investor enthusiasm for AI has reached new heights. Cerebras went public in May, and SpaceX followed in June with the largest IPO ever. OpenAI and Anthropic have now confidentially submitted draft filings. Here is what these companies do, how valuable they have become, and why their potential listings matter.

'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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