The AI Industry Has a $98 Billion Problem. It Lives in Zoning.
Local opposition halted $98 billion in U.S. data center projects in Q2 2025. With 50+ groups active in 17 states, zoning is now AI's binding constraint.
Thesis-driven reporting on the forces reshaping AI, tech, and power. We trace the money, the leverage, and the decisions that move markets before the consensus catches up. Not what happened, but what it means and who benefits.
Marc Andreessen says Elon Musk's management playbook produces impossible results—but he can count on one hand the founders who could execute even 10% of it. As AI hardware startups raise hundreds of millions, that gap matters more than ever.
Nvidia commits $100 billion to fund OpenAI's expansion—money that flows right back to Nvidia through chip purchases. Smart strategy or dangerous circular financing? Analysts split on whether it's brilliant or bubble territory.
Oracle's Larry Ellison is assembling an unprecedented media empire spanning TikTok, CBS, and potentially CNN while maintaining close ties to Trump. This cross-platform consolidation could reshape how political power, algorithms, and journalism intersect in America.
A 23-year-old ex-OpenAI researcher just raised $1.5B predicting AGI by 2027—with zero investment experience. History shows fever dreams burn billions while real breakthroughs start small. Are we watching the next Amazon or the next Theranos?
Privacy-focused email promised liberation from Big Tech surveillance. Reality delivered Bridge daemon crashes, mobile search gaps, and calendar sync headaches. A year later, deadline-driven pragmatism wins over ideological purity.
First survey of 283 AI benchmarks exposes systematic flaws undermining evaluation: data contamination inflating scores, cultural biases creating unfair assessments, missing process evaluation. The measurement crisis threatens deployment decisions.
Trump swaps Intel's CHIPS grants for 9.9% equity stake worth $8.9B—largest federal ownership since 2008. But former program architects warn: Intel needs customers, not capital. Will government ownership solve foundry crisis or create new conflicts?
Trump administration eyes equity stake in struggling Intel to accelerate domestic chip production. The move would mark Washington's first ownership of a leading-edge chipmaker, potentially reshaping pricing and procurement across the industry.
AI is compressing SaaS margins and shifting value to platforms. Traditional software vendors face a choice: differentiate on proprietary data and workflows, or watch core features get commoditized by "good enough" AI assistants.
OpenAI's GPT-5 beats every benchmark with 74.9% bug-fixing accuracy and 96.7% tool-calling success. But a 56.8% prompt injection rate and hidden reasoning costs reveal the gap between impressive metrics and production reality.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.