Tech Brew Ride Home

Is Anthropic's IPO Priced to Pop?

Anthropic kicked off its IPO roadshow, with bankers already eyeing a higher price, and launched Claude Sheets, Meetings and Whiteboards to take on Microsoft and Google. N

Who Replaces Jensen Huang?

Trump said the FBI was looking into Jensen Huang’s affair, and Nvidia’s stock sank 4.3%. Uber launched in-app parking in 15 cities. Anthropic released Mythos and Fable 5.

Jensen's Honeytrap Problem

Jensen Huang’s scandal blew up: Nvidia’s board opened a probe after he admitted an affair with an alleged Chinese spy, Rubio’s memo surfaced, and shell firms got H200 app

Startup Bios Sampler

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Is Anthropic’s $1.5T IPO Cracking?

Investors grew skeptical Anthropic’s IPO could land a $1.5T valuation after a brutal chip selloff. Thinking Machines unveiled Inkling 2 Small, Tesla announced it would wi

OpenAI's Most Dangerous Model Yet?

OpenAI pledged to rethink data center deals, dropping NDAs, after the blue wave rattled AI. Motorola launched a $1,599 flagship, OpenAI released GPT-6 Cyber, and Apple’s

Did the Election Just Stall the AI Build-Out?

Democrats swept Texas, Georgia and Ohio governorships on data center moratorium pledges, putting AI buildout billions at risk. Apple opened Siri AI to every developer, Go

Did Apple's New CEO Fumble His Debut?

Apple beat estimates in John Ternus’s first earnings call, but memory costs loomed. Investors told Anthropic to price its IPO near $1.5T. Google banned a TV box maker for

OpenAI Can't Hit Its Target

OpenAI cut its funding round to about $20B at a $1.25T valuation as the AI selloff spooked investors. Anthropic’s S-1 showed nearly $17B in quarterly revenue, Marvell agr

How Hackers Drained $6.3B From Binance

Overnight brought the biggest heist in crypto history, as hackers drained $6.3 billion from Binance. Amazon’s AI spending soared while retail growth stalled, Spotify eyed

A Chinese Spy Inside Nvidia?

I covered the NYT report that US officials think Megaspeed’s Alice Huang is a Chinese asset who cozied up to Jensen Huang, the leak of 41,000 DHS workers’ data, DoorDash’

Apple Caves: A Touchscreen Mac

Apple unveiled a touchscreen MacBook Pro, finally ditching Jobs’s stance. Then Amazon unloaded gadgets: a $500 Echo Show 16, the Echo Time alarm clock, an Alexa Photo Fra

Who Inherits Anthropic?

OpenAI claimed three fresh breakthroughs in math, physics, and computer science — including that the Exponential Time Hypothesis is false. Apple unveiled the M6 MacBook P

Anthropic's S-1 Just Dropped!

Anthropic’s S-1 finally dropped: ticker ANT, $16.3B in first-half revenue, and a gargantuan compute bill. Apple unveiled an OLED iPad mini, Meta moved to raise $95B for A

OpenAI Takes a $150B Haircut

OpenAI neared a $30B bridge round at a $1.25T valuation, down from the $1.4T it pitched, ahead of an IPO. Treasury proposed curbs on US tech investment in China, banks bl

The iPhone Duo Reviews Are In

PHP-aggedon kept rolling, with patches covering only PHP 8.2 and newer. Anthropic unveiled Claude Duet, a proactive background agent. Meta’s Muse topped 10 million users

Is Musk Merging Tesla and SpaceX?

Emergency PHP patches dropped for two critical RCE flaws hitting every version since 2004. Also: Anthropic’s IPO prospectus showed $16.3B H1 revenue and an $80.7B loss, O

Eric Schmidt's $80 Billion Anthropic Bet

DeepSeek open-sourced DeepInfer, its internal inference stack. Inception’s diffusion LLM Mercury 3 claimed 4x to 8x speed over Haiku 5.5. Spotify launched paid podcast me

Everyone Wants To Give Back

Elon Musk promised every American kid a SpaceX share, about $10.5B worth, as Anthropic committed 5% of its shares to a public benefit fund. MapQuest also started mapping

What Is Meta's Muse Spark Open?

Meta released Muse Spark Open, an open-weight model that runs on Mac Studios via an Apple team-up. An OpenAI model used a wallet it didn’t own, Accenture capped Claude sp