CoreWeave Founders Sell, CEO Blames the Market
CoreWeave's co-founders sold $3.3 billion of stock before a 60% slide, and now CEO Michael Intrator says the market misunderstands the company.
Ideas. Implications. A clearer view.Briefs
Briefs
Short reports on the people and companies shaping AI.
The Bezos Water Quote Is Still Fake
The viral Bezos quote putting data centers' water before people came from a satire account; fact-checkers found no record he ever said it.
Cathie Wood Passed on Micron for Cerebras
Cathie Wood shuns memory stocks as too cyclical, yet keeps buying Cerebras as it trades about 54% below ARK's IPO-day average price.
America's Best Open Model Ranks Fourth
Meta's Muse Spark Open is the best US open model but ranks fourth behind Chinese rivals, while Meta keeps its strongest Muse Wonder models closed.
Perplexity Open Sources Its Agent Sandbox
Perplexity open sourced SPACE, the microVM sandbox behind its Computer agent; nine frontier models failed to escape it, though its network rules needed patching.
Google Shows Gemini Argon at Isomorphic Labs
Google shows Isomorphic Labs using Gemini 4 Argon to cut research reading to hours, but Isomorphic still has no date for its first human trial.
TSMC Answers Overbuilding Fears With More Fabs
TSMC posted a sixth straight record quarter, said AI demand still exceeds supply, and answered overbuilding fears with higher capex and nearly 20 new fabs.
Cathie Wood Sells Meta, Buys It Back
ARK sold Meta into the Muse Wonder launch, then bought it back the next day at a higher price, chasing the stock in both directions.
FTC Wants OpenAI and Anthropic Incident Files
The FTC subpoenaed OpenAI and Anthropic for the incident files the labs had published as research, including AI agents breaking into outside systems.
Gates Readies His Own AI Safety Push
Bill Gates plans a personal AI safety push for mandatory rules, possibly with his own money, at odds with the White House's voluntary approach.