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22IssuesUpdated MAY 28

Compute, Rented From the Competition

Anthropic is renting 300 megawatts of Colossus 1, xAI's Memphis data center, for $1.25 billion every month through May 2029. The compute behind Claude Enterprise now flows from a direct competitor on a 90-day exit clause.

Compute, Rented From the Competition
Energy Joins the Stack

Energy Joins the Stack

NextEra Energy's $66.8 billion all-stock acquisition of Dominion is a layer of the AI stack quietly consolidating.

Where AI Risk Lives Now

Where AI Risk Lives Now

Trump pulled a fully negotiated AI security executive order Thursday, hours before signing.

Infrastructure Is the Moat

Infrastructure Is the Moat

SpaceX's S-1 makes the explicit case that physical infrastructure, not model capability, decides the AI economy.

56 Cents on the Dollar

56 Cents on the Dollar

Anthropic is reportedly on track for its first operating profit this quarter, $559 million on $10.9 billion of Q2 revenue, two years ahead of its own prior guidance.

Anthropic's October Is the Story

Anthropic's October Is the Story

Anthropic is reportedly closing a $40-50 billion round at a $900 billion valuation, passing OpenAI and opening a potential IPO as early as October.

Fools & AI Scores

Fools & AI Scores

As AI spreads, Goodhart’s Law gets harsher: the same systems can generate work, grade it, and justify misleading scores that reward optimization of metrics over reality.

When Bug-Finding Outruns Bug-Fixing

When Bug-Finding Outruns Bug-Fixing

Anthropic’s decision to restrict release of its new Mythos model signals that frontier AI has reached a serious offensive cyber threshold.

In Whose Image

In Whose Image

“In Whose Image” examines how competing visions from AI leaders like Sam Altman, Elon Musk, Dario Amodei.

The Blind Spot Economy

The Blind Spot Economy

As AGI makes measurable cognition cheap, economic value shifts to people who can define intent, detect hidden failures.