Anthropic made its S-1 public on Monday, and we took an extra day to read it. This issue digs into the revenue, compute commitments and shareholder rights, along with the risks Anthropic lays out.
Artificial Intelligence
October 28, 2026
OpenAI is reportedly working to raise up to $30 billion at a $1.25 trillion pre-money valuation, per TechCrunch’s summary of a CNBC report that cites unnamed sources.
October 23, 2026
October 21, 2026
October 20, 2026
October 9, 2026
October 7, 2026
October 6, 2026
October 2, 2026
October 1, 2026
September 29, 2026
September 25, 2026
September 24, 2026
Paul Smalera
Cursor's revenue doubled to $2B ARR in just three months — the kind of trajectory that rewrites venture math. Reflection AI is reportedly seeking $2B+ at a $20B valuation just five months after its last raise. Meanwhile, Musk is cleaning house: X and xAI plan to repay $17.5B in debt ahead of a potential SpaceX IPO. And MongoDB's 24% post-earnings plunge is the latest signal that even strong growth can't save you when forward guidance disappoints.
Enterprise Software
March 3, 2026
SpaceX's float went from 4.9% to 11.8% in a single day, and the market reacted.
Aerospace & Defense
August 7, 2026
OpenAI reportedly had no debt as of March 31. Its long-term contracts tell a more complicated story.
Deep dive
August 6, 2026
Max Melmed
Augment Staff
Alyssa Hollawell
Hardware
01/03/2026
Artificial intelligence
By 2026, the conversation has shifted from "what can AI say?" to "what can AI do?" We are moving past simple chatbots toward Agentic AI—autonomous systems capable of planning, reasoning, and executing complex workflows across multiple platforms.