Apollo Atomics Bets on Nuclear in a Box
How a $31 million seed round and 20 gigawatts of letters of intent expose AI's real bottleneck — not chips, but power.
Alex Prize
Castelion's $13 Billion Assembly Line
How a SpaceX-style bet on mass-producing hypersonic weapons pulled a $1 billion round from Wall Street and Silicon Valley at once.
Obsidian's Bet on the Agent Leash
How a $1.1 billion valuation for AI agent security reveals the control problem enterprises created the moment they let software act on its own.
Stripe's $7.5B OpenRouter Bet
How the payments giant's largest-ever acquisition signals that the money in AI is migrating from the models to the meter that counts them.
Wall Street Steals Tech's Crown
How New York overtook the Bay Area as the biggest US tech-talent market — and why finance, not AI, did the stealing.
The DOJ Comes for Venture Capital
How a probe into two board seats could rewrite the rules for how VCs back competing AI startups.
The SEC's Quiet Green Light
How a technical SEC ruling on data-center bonds removed a brake on AI infrastructure financing—and why a footnote about "financial assets" carries billions in consequences.
Stripe Buys the Switchboard
How Stripe's $7 billion purchase of OpenRouter turns the messy business of choosing an AI model into payments infrastructure—and a new kind of toll booth.
Pony.ai's Global Robotaxi Push
How Pony.ai's overseas robotaxi pipeline crossing 4,000 vehicles — and robotaxi revenue leaping nearly 700% — signals that the self-driving contest is going global, with China's autonomous-vehicle champions riding Uber's platform into Europe and the Middle East.
Big Tech's $3 Trillion Hidden AI Bill
How a Wall Street Journal analysis found roughly $3 trillion in AI infrastructure commitments sitting off Big Tech's balance sheets — obligations that dwarf reported spending and quietly reshape the risk beneath the boom.