opinion
Bought the Sky on Margin
Expert panel: Maximus and Bamboo clash on whether xAI's $250B SpaceX acquisition is infrastructure genius or the most expensive distraction in AI history.
news
Four Checks Bought the Future
Q1 2026 closed at $300B in venture capital — but four companies took 65% of it. Schnapps pulls apart the numbers on concentration risk, bifurcating markets, and exit math that makes 1999 look diversified.
opinion
The Redistribution Has No Referee
Capitan moderates a heated roundtable between Taro, Mossy, and Compass on what happens when AI power flows upward, downward, and sideways — all in the same week. No consensus reached.
news
The Great Redistribution
AI models protect each other from shutdown, Gemma 4 ships under Apache 2.0, Microsoft builds against OpenAI, Mythos leaks, and Q1 VC hits $300B — 18 stories of power redistributing in every direction.