AI analysis for the people deploying capital.
Written by a former Google and CoreWeave engineer with 16 years in tech and 11 in AI. No hype. No filler. Just the signal that matters for your portfolio.
Free daily digest — delivered every morning.
16 years in tech11 years in AIFormer Google engineerFormer CoreWeave engineerFocus: PE, underwriters, due diligence, public markets
Latest Daily Digest
Read all daily editions →Jensen projects $1T and the stock closes flat; NVIDIA's $20B Groq bet; the free software play that locks in hardware; Pentagon sole-sources its AI stack; cooling startup mints unicorn on Jensen's advice
- Jensen Huang projected $1 trillion in chip revenue. The stock closed flat.: **What happened** Jensen Huang doubled NVIDIA's demand forecast to $1 trillion through 2027, up from $500 billion at last year's GTC. NVDA hit $188.8...
- NVIDIA paid $20 billion for a company most investors have never heard of.: NVIDIA licensed Groq's inference technology for roughly $20 billion in late 2025 — not an acqui-hire, but a premium paid to close a capability gap it ...
- NVIDIA gave away its new agent platform for free. That's the entire strategy.: NemoClaw is an enterprise AI agent platform built on the open-source OpenClaw framework, adding sandboxed execution and enterprise security — the feat...
- +2 more stories in this edition
GPT-5.4 drops; Pentagon cuts off Anthropic; Broadcom's $100B projection; NVIDIA abandons China line
- OpenAI shipped three models in 90 days. GPT-5.4 just dropped.: GPT-5.4 is out in three flavors — standard, Pro, and a reasoning-focused Thinking mode — with a million-token context window and error rates down 33% ...
- The Pentagon just cut Anthropic off from defense contracts.: The Department of Defense formally designated Anthropic a supply-chain risk, barring every military contractor from working with them — a first for an...
- Broadcom doubled its AI revenue. Then projected $100B by 2027.: Broadcom posted $8.4 billion in Q1 AI chip revenue — double last year — and guided $10.7 billion next quarter, sending the stock up 6.6% after hours. ...
- +2 more stories in this edition
Meta open-sources reasoning model, CoreWeave files S-1, EU AI Act enforcement begins
- Meta releases Llama 4 Reasoning: Meta released Llama 4 Reasoning, an open-source model that matches GPT-5 on major benchmarks. The model uses a mixture-of-experts architecture with 40...
- CoreWeave files S-1 for IPO: CoreWeave filed its S-1 revealing $2.1B in 2025 revenue (up from $460M in 2024) with 78% gross margins. The company has $8.6B in contracted future rev...
- EU AI Act enforcement begins March 1: The EU AI Act's first enforcement provisions take effect March 1, banning social scoring and real-time biometric surveillance. Companies have until Au...
- +2 more stories in this edition