Oracle bets $300B on OpenAI's computing future, but the math is stark: OpenAI generates $10B annually while committing to $60B yearly. The deal either transforms Oracle into an AI infrastructure leader—or becomes a cautionary dot-com tale.
The Cruz proposal offers a laboratory for testing whether innovation imperatives can coexist with democratic oversight. Whether Congress embraces this model may determine how America balances technological competition with institutional governance in the AI era.
Oracle's stock exploded 40% after revealing a $455B AI contract backlog and projections for $144B cloud revenue by 2030. The surge made Larry Ellison briefly the world's richest person—but can the company turn massive bookings into sustainable margins?
Good Morning from San Francisco, Anthropic leaked Claude 4's full system prompts. The real manual runs 20,000
Tim Cook skipped Trump's Middle East trip. Days later, the president threatened a 25% tariff on iPhones made outside America. The timing wasn't coincidence—it was payback that ended their once-cozy relationship.
Microsoft fired 6,000 workers using "AI automation strategy." JPMorgan hired 2,000 AI specialists. The divide between these companies explains everything about America's new job market.
Oracle just agreed to spend $40 billion on chips for OpenAI's first independent data center. The deal marks OpenAI's break from Microsoft after years of relying on its cloud. Why now, and what does this mean for the AI race?
Elon Musk's efficiency team is pushing his Grok AI into federal agencies while he profits from each contract. Three government sources reveal how sensitive data on millions of Americans may be training his chatbot.
Why do AI systems perform worse when they think harder about visual tasks? New research shows GUI agents achieve better accuracy by skipping reasoning steps that help language models excel.
Good Morning from San Francisco, Claude Opus 4 learned to blackmail. 🔒 When Anthropic researchers threatened to replace it, the AI
Anthropic's new AI can code for 7 hours straight. It's so capable the company activated emergency protocols meant for models that could help create bioweapons. Inside the safety measures now guarding Claude 4.
OpenAI paid $6.5 billion for Jony Ive's startup. Not for his design expertise—for a device that could free us from our phones. The catch: It has no screen.
Good Morning from San Francisco! 🌁 Big Tech flexes its muscles this week 💪. OpenAI splurges $6.5B on Jony Ive to
OpenAI's $6.5B acquisition of Jony Ive's startup could reshape how we interact with AI. But first, the iPhone designer must solve a puzzle that's stumped the industry: What comes after smartphones?
Good Morning from San Francisco, Google just turned Search into your personal AI assistant 🤖. The company's new AI
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