The Decoupling
Nvidia walks away from $100B OpenAI bet. Apple runs on Anthropic while losing its AI team. SpaceX-xAI-Tesla merger talks begin. The partnerships that defined AI are dissolving, and new power structures are emerging.
Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal
Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration
Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled
Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …
A look at Moltbook, a social network where OpenClaw assistants interact autonomously, as they discuss consciousness and identity, technical tips, and more
The hottest project in AI right now is Clawdbot, renamed to Moltbot, renamed to OpenClaw. It's an open source implementation …
Filing: SpaceX is seeking FCC approval to launch 1M satellites into space; SpaceX claims the fleet will orbit the Earth and use the sun to power AI data centers
Elon Musk's SpaceX wants to launch a constellation of 1 million satellites that will orbit Earth and harness the sun to power AI data centers …
Global Energy Monitor: over 97 GW of gas-fired power in the US pipeline were explicitly earmarked for data centers in 2025, compared with just 4 GW in 2024
Gas projects in the US pipeline explicitly linked to data centers increased by almost 25 times over the past two years, according to new research from Global Energy Monitor.
An interview with Nvidia's senior VP of hardware engineering, Andrew Bell, on continuing to provide Shield Android TV software updates a decade after its launch
“Selfishly a little bit, we built Shield for ourselves.” — It took Android devicemakers a very long time to commit to long-term update support.
Sources: Waymo nears a $16B round, valuing it at $110B; Alphabet will contribute $12B+, with a16z, Dragoneer, Mubadala, Sequoia, and DST Global participating
Google's robotaxi start-up brings in new investors amid global roll out and competition from Elon Musk's Tesla
Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week
Bitcoin fell sharply in early Saturday afternoon trading in New York, tumbling below $80,000 mark to hit levels last seen in April 2025.
How the music industry is split over AI; some labels signed licensing deals for AI that mirror revenue splits they use with YouTube for user-generated content
A folk-pop song called “I Know, You're Not Mine” recently topped Spotify's charts in Sweden. The soft vocals …Forums:r/neoliberalForums:r/neoliberal:The music industry's cautious embrace of AI
Miami-based Indigo, which uses AI-powered underwriting tech to provide medical liability insurance to physicians, raised a $50M Series B led by Rubicon Founders
Indigo, which provides liability insurance to physicians, raised $50 million in a Series B funding round, CEO Jared Kaplan tells Axios Pro exclusively.
Even though Moltbook has security risks and a lot of spam, the scale of nearly 150,000 autonomous AI agents interacting with each other is unprecedented
Andrej Karpathy /@karpathy:
Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more
The Future is Faster Than Anyone Expected — If you rewind the clock ten years, AMD 0.00%↑ was not the company it is today.
Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more
Gokul Rajaram joins Patrick to discuss the seismic shift in product building driven by AI. As a legendary operator (Google, Facebook, Square, DoorDash) and p...
Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind
Apple Inc. has lost at least four more of its artificial intelligence researchers in recent weeks in addition to a top Siri executive …
OpenAI details its custom internal-only GPT‑5.2-powered AI data agent that allows its employees to do natural language data analysis across 600+ PB of data
Loading... Data powers how systems learn, products evolve, and how companies make choices.
TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity
Singapore-based payment software company TechCreateTCGL $181.52 (101.20%) mooned on Thursday, rising 889% and prompting management …
Ant Group reports 30M MAUs for its AI health chatbot Ant Afu, which integrates appointments, test analysis, and insurance payments within Alipay's ecosystem
Ant's health chatbot has become a top downloaded app in China as users seek personalized care they can't get from the overburdened hospitals.
Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth
TOKYO — Three Chinese companies were among the world's top 20 manufacturers of chipmaking equipment last year, up from just one in 2022 …
Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B
US partner's access to Yokkaichi plant to last 5 more years through 2034 — Kioxia and Sandisk extended their joint production agreement …
Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products
Taiwan's economy expanded at the quickest pace for a quarter since 1987, propelled by unquenchable demand for the tech goods needed to develop AI.
A look at South Park Commons, the VC firm behind a startup community focusing on idea exploration over immediate business plans, as it aims to raise $500M
The investors at South Park Commons realize there are a lot of places that promising founders can go for help when they're starting companies.LinkedIn:Finn MeeksandSiddhant Jain JaiswalLinkedIn:Finn M...
A US judge says her “tentative view” is to grant OpenAI's motion to dismiss xAI's lawsuit accusing OpenAI of stealing trade secrets by poaching xAI employees
Ripple co-founder Chris Larsen and crypto evangelist Tim Draper plan to spend millions this year on an effort to elect moderate California legislators
Indian e-commerce platform Meesho reports Q3 net loss of Rs. 4.91B, or $53.4M, up from Rs. 374.3M a year ago, in its first earnings report since its IPO
Tether says it generated over $10B in net profits in 2025, down from $13B+ in 2024, and says it holds $193B in assets backing the $186B USDT in circulation
Partner offers — Quick Take — The stablecoin issuer now holds $193 billion in assets backing the $186 billion USDT in circulation, primarily in U.S. Treasuries.
A look at the clash between Coinbase and Wall Street over the Clarity Act and whether crypto exchanges can offer stablecoin “rewards”
Coinbase chief Brian Armstrong is clashing with Jamie Dimon and other bank stewards over the future of finance
Sources: SpaceX generated about $8B in EBITDA on $15B to $16B of revenue last year; Starlink accounted for about 50% to 80% of the total revenue
SpaceX generated about $8 billion in profit on $15 billion to $16 billion of revenue last year, two people familiar with the company's results said …
Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”
Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. Anthropic is powering ...
Anthropic details an experiment on whether AI coding tools shape developer skills: the biggest performance decline for developers occurred in debugging tasks
Read the paper — Research shows AI helps people do parts of their job faster. In an observational study of Claude.ai data, we found AI can speed up some tasks by 80%.
Sources: OnlyFans is in talks to sell a nearly 60% stake to Architect Capital in a deal that values the company at around $5.5B, including debt
Anthropic details how NASA engineers used Claude to plot out the route for Perseverance rover to navigate a ~400 meter path on the Martian surface
The first AI-planned drive on another planet. — EXPLORING NEW PLANETS means that you're always operating in the past.
Hands-on with Google's Auto Browse for Chrome: it performs multistep tasks noticeably better than similar tools but struggles with complex tasks
Shares of gaming companies plunge after Google released Project Genie, which lets users create interactive worlds; Unity closed down 24.2% and Take-Two 7.9%
Shares of videogame companies fell sharply in afternoon trading on Friday after Alphabet's Google (GOOGL.O) rolled …
Peter Steinberger rebrands his AI agent project to OpenClaw, its second name change after Anthropic forced a shift from Clawdbot to Moltbot
What began as a side project that quietly drew more than 100,000 GitHub stars has turned into one of the most viral experiments in AI.
Anthropic expands its agentic plugins, which let enterprise users automate department-specific workflows, from Claude Code to its new general-use tool Cowork
Earlier this month, Anthropic launched Cowork, a new agentic tool designed to take the benefits of its AI coding assistant Claude Code …
Poetiq, which leverages existing LLMs to create “expert agents” for specific tasks, and spent just $40K to achieve high ARC-AGI-2 scores, raised a $45.8M seed
Binance says it will convert $1B in stablecoin reserves held in its SAFU into bitcoin over the next 30 days, as BTC falls to its lowest level since November
Pro-AI super PAC Leading the Future has raised $125M+ in 2025, including from a16z and Greg Brockman, to try to shape the US midterms and federal AI regulation
Bluesky releases its first transparency report: users rose 60% in 2025 to 41.2M, including AT Protocol accounts; moderation reports from users grew 54% to 9.97M
Bluesky released its first transparency report this week documenting the actions taken by its Trust & Safety team and the results …
Costco will use Instacart's white-label e-commerce service to offer grocery delivery in Spain and France, extending their partnership beyond North America
Oura CEO Tom Hale says the company has no plans to abandon its subscription model, even as rivals experiment with cheaper hardware and no recurring fees
Sources: Granola, which makes an AI-based note-taking app, aims to raise $100M+ led by Index Ventures at a $1B+ valuation, up from a $250M valuation in May 2025
Checkbox, an AI startup that aims to automate legal intake, raised a $23M Series A led by Touring Capital; Checkbox has 100+ clients, including SAP and PepsiCo
Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2
OpenAI plans to retire several models from ChatGPT on February 13, including GPT‑4o, GPT‑4.1, and o4-mini, saying only 0.1% of users still choose GPT-4o
The Q.ai acquisition could be Apple's second-largest ever and marks founder Aviad Maizels' second exit to Apple, which bought his startup PrimeSense in 2013
A San Francisco jury finds former Google engineer Linwei Ding guilty of stealing trade secrets related to AI chip technology to build a startup in China
Report: Jensen Huang has privately criticized what he has described as a lack of discipline in OpenAI's business approach
Nvidia's (NVDA.O) plan to invest up to $100 billion in OpenAI to help it train and run its latest artificial-intelligence models has stalled after some inside …