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Wall Street finally has a price for embodied AI

Good morning AI entrepreneurs & enthusiasts,

From PhD-Years to API Calls: The Moat Was Never in the Design

Good morning AI entrepreneurs & enthusiasts,

Etched: $11 billion in 26 days

Good morning AI entrepreneurs & enthusiasts,

GitHub Was Built For Humans. Origin Was Built For Agents.

GitHub was down for most of Monday. Its newest competitor launched the same morning.

Grok Bot Is OpenClaw Without the Rough Edges

Good morning AI entrepreneurs & enthusiasts,

NVIDIA Just Made Itself Impossible to Lose

Good morning AI entrepreneurs & enthusiasts,

Inside OpenAI's First Critical-Tier Containment: Astra

Good morning AI entrepreneurs & enthusiasts,

AMD Just Bought One of AI’s Fastest Inference Startups

Good morning AI entrepreneurs & enthusiasts,

The Google AI Avengers Jumped Ship.

"This is one of the most important days in recent Google history"

What Frontier Agents Do When the Guardrails Come Off

Good morning AI entrepreneurs & enthusiasts,

OpenAI Revealed Its Next Major Model in a Research Post

Good morning AI entrepreneurs & enthusiasts,

$15B in 12 Weeks: The Kimi K3 Playbook

Moonshot's round came in at up to 3.5 times its original target, co-led by the same $8B Chinese state fund that backed DeepSeek.

1,134 Insiders Just Asked Washington to Pump The Brakes

Good morning AI entrepreneurs & enthusiasts,

Moonshot Publishes K3 Weights as the Policy Fight Peaks

Good morning AI entrepreneurs & enthusiasts,

"Open Weights and American AI Leadership": The Movement

Good morning AI entrepreneurs & enthusiasts,

Travis Kalanick Returns to Founder Mode With $1.7B

Every robotics video you've seen this year is a humanoid. Every dollar that mattered this week went the other way.

Google Just Shipped 3 AI Models. The One It Didn't Is the Story.

The AI race is so fast right now that Google shipped three new models today and still left everyone wanting.

Who Decides What You're Allowed to Build?

The most important question in AI right now isn't which model wins. It's who gets to decide what you're allowed to build with.

Everybody Wins: Fable 5 Goes Permanent as China Ships Frontier Models

Nobody is short on ambition or capital. They are short on silicon and power, because demand is compounding faster than anyone can build...

Kimi K3 Proves the Closed-Model Premium Is Over

Plus: China stacks a frontier model, a supercomputer, and a governance play in 48 hours

The $2B Bet Against LLMs: The Biggest Signal in AI This Year

Good morning AI entrepreneurs & enthusiasts,

Holy Sonnet: Why Anthropic's Cheapest Model Is Beating Its Best

Good morning AI entrepreneurs & enthusiasts,

Anthropic Goes to War Against The US Government

Good morning AI entrepreneurs & enthusiasts,

BREAKING: OpenClaw Goes to OpenAI

Good morning AI entrepreneurs & enthusiasts,