The Nasdaq-100 fell 6.4% Thursday, erasing $2.3 trillion in market value, as Anthropic’s reported $1.5 trillion IPO faces valuation pushback.
Artificial Intelligence
November 6, 2026
A Democratic Congress changes the negotiations over national AI rules. The terms matter more than the promise of certainty.
November 4, 2026
November 3, 2026
October 29, 2026
October 28, 2026
October 23, 2026
October 21, 2026
October 20, 2026
October 9, 2026
October 7, 2026
October 6, 2026
October 2, 2026
Paul Smalera
Cursor's revenue doubled to $2B ARR in just three months — the kind of trajectory that rewrites venture math. Reflection AI is reportedly seeking $2B+ at a $20B valuation just five months after its last raise. Meanwhile, Musk is cleaning house: X and xAI plan to repay $17.5B in debt ahead of a potential SpaceX IPO. And MongoDB's 24% post-earnings plunge is the latest signal that even strong growth can't save you when forward guidance disappoints.
Enterprise Software
March 3, 2026
SpaceX's float went from 4.9% to 11.8% in a single day, and the market reacted.
Aerospace & Defense
August 7, 2026
OpenAI reportedly had no debt as of March 31. Its long-term contracts tell a more complicated story.
Deep dive
August 6, 2026
Max Melmed
Augment Staff
Alyssa Hollawell
Hardware
01/03/2026
Artificial intelligence
By 2026, the conversation has shifted from "what can AI say?" to "what can AI do?" We are moving past simple chatbots toward Agentic AI—autonomous systems capable of planning, reasoning, and executing complex workflows across multiple platforms.