Apple After Cook
How John Ternus inherits a foldable iPhone launch, an unfinished AI strategy, and a management bench built for someone else's tenure.
Topic
Big Tech
How Apple, Google, Microsoft, Amazon and Meta are competing on AI — the strategy behind each acquisition, partnership and platform shift.
Nvidia's $12.9 Billion Bet on Open Source
How buying Hugging Face would let Nvidia own both ends of the AI supply chain — the chips and the place developers go to find models to run on them.
Nvidia's Earnings Reset the AI Growth Story
How a single earnings call turned four straight quarters of post-earnings selloffs into a $400 billion single-day gain.
SoftBank's OpenAI Bet Moves to the Bond Market
The AI capex cycle just took its next logical step — model companies need equity, and their biggest backers need cheap public debt to keep writing the checks.
Meta's $16.68 Billion Reckoning
A bipartisan coalition of states just turned two hours of daily screen time and a midnight lockout into a legal template the rest of the industry will be pressed to copy.
Nvidia's $6 Billion Bet on Not Buying Poolside
Nvidia is licensing Poolside's AI model-building software and hiring its 109 engineers for $6 billion — without buying the company. Here's why the structure matters more than the price.
OpenAI Taps the Brakes on Astra
How a sentence OpenAI could not disprove stopped a frontier model, and why cyber was the threshold that broke first.
OpenAI Builds a Walled Garden for Teens
How ChatGPT for Teens and automatic age prediction turn a product-safety problem into a permanent feature of how OpenAI operates.
SpaceX's Coding Land Grab
How a rocket company's $60 billion move into AI software — and its rebuffed approach to Cognition — is redrawing the map of who owns the tools that write code.
Google's Button for a Broken Bargain
How Google's new Preferred Sources button tries to patch the publisher economy its own AI search is dismantling.