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Analysts say 40% of agent projects will fail. Nvidia, Google, and Amazon just bet hundreds of billions otherwise. Who's right?

Two mega-rounds last week. Six of the top 25 fit the old framework. The other nineteen don't.

Last week's Anthropic announcements signal a bigger ambition: going somewhere software could never reach. The financial services agents.

While all eyes are on compute partnerships, things are moving fast on the agentic commerce side — and it looks very much ready.

Last week's Q1 earnings from Amazon and Google left investors with a problem they couldn't quite name. By every observable signal, the hyperscalers are winning.

SpaceX claims a $26.5 trillion AI TAM and lines up a $60 billion Cursor acquisition it plans to pay for with IPO stock.

Half of 2026's planned data centers won't be built. States are banning them. Two of the winners just filed to go public.

Ramp just launched Ramp AI Spend Intelligence, a tool to help companies track their AI costs across model subscriptions, API spend, and tool sprawl.

Anthropic overtook OpenAI on ARR, Sam Altman got a brutal New Yorker profile, and both labs are racing toward IPO

Nasdaq will change the rules for its flagship index to let newly public companies join within 15 trading days, down from three months currently.

Anthropic accidentally leaked a draft blog post revealing its next flagship model, Claude Mythos

The money first: $122 billion closed at an $852 billion valuation — its largest round ever. Amazon, Nvidia, and SoftBank anchored it at $50 billion, $30 billion, and $30 billion respectively.