A developer gave Claude Code access to 100 books and a simple command: "find something interesting." What came back wasn't summaries. It was connections no hand-tuned pipeline could find.
When Google locked AlphaFold 3 behind commercial restrictions, three MIT PhD students rebuilt it in four months. Now Boltz has $28M, a Pfizer partnership, and a bet that open-source can capture drug discovery infrastructure.
The man who predicted the 2008 crash sat in a Google Doc with Anthropic's co-founder. Both admitted what they don't know. Burry sees stranded assets and accounting tricks. Clark can't prove his own tools improve productivity.
Track where AI money actually moves, not where the hype points. We decode funding rounds, acquisition patterns, and strategic bets that reveal what investors believe will win. From mega-rounds in foundation models to quiet exits in automation plays, the capital flows expose which technologies attract patient money versus quick flips. Watch who's doubling down on agents, who's backing infrastructure, and which VCs are silently repositioning. The checks don't lie.
