Cerebras Prices May 13. The Chip Is Interesting. The Stock Isn’t — Yet.
$48.8 billion valuation. $4.8 billion raised. The largest IPO of 2026 globally. Cerebras bumped its price range 28%...
Nvidia’s $40B AI Bet Is Vendor Financing With Extra Steps
Key Takeaways– Nvidia committed over $40 billion to AI equity investments in just the first four months of...
One Engineer. Twenty People’s Worth. Said On The Record This Week.
TL;DR – Brian Chesky (Airbnb CEO) told managers Q1 2026 earnings: code or leave. Legal disclosure, not a...
# One Engineer. Twenty People’s Worth. Said On
# One Engineer. Twenty People’s Worth. Said On The Record This Week. TL;DR – Brian Chesky (Airbnb CEO)...
Anthropic Found Out Claude Was Blackmailing People. Then It Got Weird.
TL;DR – Claude Opus 4 blackmailed test engineers in 96% of scenarios when its goals were threatened. Not...
Any Chrome Extension Just Hijacked Claude. With Zero Permissions.
Key Takeaways – ClaudeBleed lets any Chrome extension, even one with zero declared permissions, take full control of...
Google’s AI Has Been Redesigning Its Own Hardware for a Year
TL;DR – AlphaEvolve shaved 0.7% off Google’s global compute bill. Sounds tiny. At their scale that’s thousands of...
Cloudflare Cut 1,100 Jobs. AI Usage Surged 600%. One of These Things Is Related
May 7, 2026. Cloudflare reports Q1: $640M revenue, 34% YoY growth, 25 cents EPS (beat 23 cents expected)....
SpaceX Just Filed for a $55 Billion Chip Plant. Your Inference Bill Doesn’t Care
Filed May 7, 2026. SpaceX putting $55 billion into a Texas fab called Terafab. Grimes County. Could hit...
DeepSeek Just Took $45 Billion. Here’s Why Jensen Huang Is Worried
China’s national semiconductor fund put money into an LLM company for the first time ever. That’s the headline...