The $2 Billion Escape Plan That Beijing Didn't See Coming
Meta's $2B Manus deal triggered reviews by three Chinese agencies. The 'China shedding' playbook for AI startups faces its first test.
The world's richest man wants $134 billion from OpenAI for a $38 million donation. The math is absurd. That's the point. As trial approaches, unsealed documents reveal both sides have something to hide.
Cloudflare acquired Human Native, a startup that licenses web content to AI developers. A day later, they bought web framework Astro. The deals look unrelated until you see the pipeline: content creation to AI licensing, with Cloudflare taking a cut at every step. Publishers should pay attention.
OpenAI burned $8 billion in six months. Only 5% of its 800 million users pay. Sam Altman once called advertising "a last resort." On Friday, OpenAI reached for it. The era of free-and-delightful ChatGPT is over.
The Trump administration wants PJM to hold an emergency power auction where only data center operators can bid. Fifteen-year contracts, no exit clauses. The grid operator wasn't invited to the announcement.
San Francisco | January 16, 2026 The story at Thinking Machines was never about ethics. It was about a company that
The Thinking Machines exodus isn't about one CTO firing. More employees resigned after Thursday's all-hands meeting. The $50B funding round is stalling. A source reveals the deeper problem: the founders never agreed on what to build.
Amjad Masad built a $3 billion company that lets anyone publish iOS apps by typing a sentence. Revenue grew 15x. But security researchers found vibe-coded apps ship with critical vulnerabilities. The friction he removed wasn't just bureaucracy.
Attackers already use AI. Novee just handed defenders the same weapon. Three Unit 8200 veterans built an AI pen tester, raised $51.5M in eight months, and signed customers faster than most startups hire engineers. The race is on.
Wikipedia turns 25 and announces enterprise deals with Microsoft, Meta, and Amazon. The checks are finally arriving, but the nonprofit still won't say how much.
AWS just became the first buyer of American-mined copper in over a decade. The source? Bacteria eating rock in an Arizona desert. As AI data centers consume 47 tonnes of copper per megawatt, Amazon is securing supply chains before the squeeze hits.
TSMC's Q4 profit jumped 35% to a record $16 billion. CEO C.C. Wei declared "AI is real" and backed it with $56 billion in 2026 capex, the largest semiconductor investment in history. Intel and Samsung are scrambling to catch up. They're not close.
San Francisco | January 15, 2026 Barret Zoph told Mira Murati he was going back to OpenAI. Her response: fire him
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.