The 12-month window

A lot of AI startups exist partly because the foundation models haven’t expanded into their category yet. As many jokingly acknowledge, that won’t last forever.

Blue Origin’s New Glenn put a customer satellite in the wrong orbit during its third launch

The first major failure of Blue Origin’s new heavy-launch system could create delays to its ambition to help NASA and the Trump administration return to the Moon.

OpenAI’s existential questions

On the latest episode of Equity, we discuss OpenAI’s latest acquisitions and whether they address “two big existential problems” for the company.

AI chip startup Cerebras files for IPO

In recent months, the company announced an agreement with Amazon Web Services to use Cerebras chips in Amazon data centers, as well as a deal with OpenAI reportedly worth more than $10 billion.

Anthropic’s relationship with the Trump administration seems to be thawing

Despite recently being designated a supply-chain risk by the Pentagon, Anthropic is still talking to high-level members of the Trump administration.

VC Ron Conway says he has a ‘rare form of cancer’

Conway wrote that he “will be stepping back from some of my usual activities,” but he will “continue to support” founders backed by his firm SV Angel.

Blue Origin successfully re-uses a New Glenn rocket for the first time ever

It’s a major milestone for the company’s new mega-rocket system, putting it in position to challenge SpaceX’s dominance of the global launch market.

Tesla brings its robotaxi service to Dallas and Houston

The company now offers robotaxi service in three cities, all of them in Texas, after launching in Austin last year and starting to offer rides without safety drivers in January 2026.

Cracks are starting to form on fusion energy’s funding boom

Fusion startups and investors risk deepening fissures if some key disagreements aren’t settled amicably.

Google’s AI Mode can now help you find products in stock nearby

Although you can already track hotel prices at the city level, the new update lets you do so for a specific hotel that you’re interested in.