Two Lines on a Chart, and Fifteen Percent of Cloud Stock
On the chart, the two lines separate. One is the credit spread on the AI hyperscalers, the handful of companies that own most of the computing capacity in the world,…
A Wiretap Behind a Television, and a Call to the Royal Court
The device went into a USB port behind a television in an executive conference room at OpenAI on September 28. Two days later, someone found it. The arrest came on…
Three Interns From One Winter, and What They Built
The caption was seven words: “got the HRT gang back together!” Alexandr Wang, Meta’s chief artificial intelligence officer, posted the selfie on X on October 19. Two faces filled the…
A SpaceX Share for Every Child, and No Instructions
The post ran to two sentences. Next year, Elon Musk said on X on Monday, he will give one of his SpaceX shares to every kid in America. “This will…
Meta’s Muse Chat Draws Fire from Adult Creators
Vanniall has about a hundred thousand followers on Instagram. Her account is still restricted, in a state that requires a user to log in before viewing it, and the sexually…
Amodei Says Culture Takes Up to 40% of His Time as IPO Talk Grows
Dario Amodei says the most important part of his working day is the part that does not appear on any product roadmap. In an interview published by Fortune on October…
Intel Pushes Its AI Inference Software onto Xeon Servers
Most of the queries that artificial intelligence systems answer will never touch the most expensive chip in the building. Intel’s argument, made in a release on October 17, is that…
Tenstorrent Hires Bankers as the Chip Startup Weighs Its Options
For five years Tenstorrent has sold itself as the chip company that would rather license its designs than become another capital-hungry manufacturer of accelerators. On October 17 the company hired…
Anthropic’s Internal Report Finds Junior Engineers at 14% of Technical Staff
A graduate who joined Anthropic’s engineering organization in early 2025 walked into a team where roughly one in five technical employees was at a similar stage in their career. Eighteen…
OpenAI Dismisses an Engineer Accused of Bugging an Executive Meeting Room
OpenAI confirmed on October 18 that it had dismissed an employee accused of placing a recording device in an executive meeting room at its San Francisco office, a case that…
