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LATEST ISSUES
Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA
New funding and a new model. On the same day. Dario spoils us.
OpenAI
+16
Issue #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment
Subsea cables were built as public goods. Four American companies turned them into private infrastructure.
OpenAI
+18
Issue #106: Cerebras IPOs, OpenAI Buys a $4B Consulting Army, & Fermi Burns $189M Without a Tenant
NVIDIA still owns training. This week the market priced the bet against it owning anything else.
OpenAI
+11
Issue #103: SpaceX Options Coding Platform Distilled from Chinese Model the White House Accused China of Stealing for $60B, Anthropic Hits $30B Revenue, & 3 Frontier Models Ship
Distillation is apparently theft when China does it to American models and a $60 billion acquisition target when an American company does it to Chinese ones.
DeepSeek
+12
