TMtechmemeSources: SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs (Grace Kay/The Information)industry3 days ago▲ 24Read story→
rssBesxar is building an orbital semiconductor factory, one SpaceX rocket at a timetechcrunchindustrySpace4 days ago▲ 44Read story→
rssCognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all markettechcrunchindustryStartups4 days ago▲ 44Read story→
TMtechmemeAnalysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade (Valida Pau/The Information)industry7 days ago▲ 24Read story→
TMtechmemeBig Tech reported Q2 "other income" rose significantly to $160B+, driven by investments in AI companies, raising concerns of paper gains overstating the AI boom (Financial Times)industry13 days ago▲ 24Read story→
rssMusk’s faster path to more gas turbines comes with pollution problemtechcrunchindustryAI14 days ago▲ 44Read story→
TMtechmemeJob listings and other indicators: SpaceX is working on a Bastrop, TX foundry to build blades for large gas turbines, which could ease its AI power crunch (Ann Davis Vaughan/The Information)industry15 days ago▲ 24Read story→
TMtechmemeOpenAI says it plans to stop providing its models to Cursor from November 12, as "we cannot be confident that SpaceX will use our technology within our ToS" (OpenAI)industry15 days ago▲ 24Read story→
YhackernewsOur decision on Cursor following its acquisition by SpaceXhackernews15 days ago▲ 98Read story→
rssOur decision on Cursor following its acquisition by SpaceXopenaiCompanypublisher:openai16 days ago▲ 54Read story→
TMtechmemeGambit Security: Russian-speaking ransomware gang Aur0ra used SpaceX's Cursor AI coding assistant to breach at least seven companies between April 8 and May 21 (Raphael Satter/Reuters)industry17 days ago▲ 24Read story→
TMtechmemeSources: Anthropic is likely to tell IPO investors that its potential revenue opportunities are above $30T, topping SpaceX's $28.5T; Uber predicted $6T in 2019 (Corrie Driebusch/Wall Street Journal)industry19 days ago▲ 24Read story→
rssTrump bought SpaceX shares two weeks after blockbuster IPOtechcrunchindustryAI19 days ago▲ 44Read story→
TMtechmemeAt his first Cursor all-hands, Musk said Grok needs to catch up, AI will become impossible for humans to control, Anthropic is leading the AI race, and more (Grace Kay/The Information)industry19 days ago▲ 24Read story→