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All 16 stories →01
Your Chatbot Can Now Spend Your Money at 130 Million Merchants. The Fraud Protection You Assume You Have Might Not Cover It.
Finance · 57d ago
02
153,000 Tech Layoffs, $725 Billion in AI Capex. Both Stories Everyone Tells About Them Are Wrong — and the Math Proves It.
Finance · 57d ago
03
Meta Started Charging for AI the Same Season OpenAI Made It Free. The Catch: Meta Is an Ad Company, So It's Betting Against Itself.
Finance · 58d ago
04
Lindy's AI Bill Got Bigger Than Its Payroll. It Cut That 90% by Leaving Claude for a Chinese Model Hosted in America. The IPOs Are Priced on the Old World.
Finance · 58d ago
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All 16 stories →Finance
AMD Promised OpenAI Almost 10% of the Company in Penny Warrants. The '6 Gigawatt Deal' Doesn't Obligate OpenAI to Buy a Single Chip.
58d ago
Finance
OpenAI Wants a $1 Trillion IPO Valuation. It Lost $1.22 for Every Revenue Dollar Last Quarter. The CFO Knows 2027 Works Better. So Does the Math.
62d ago
Finance
Amazon's $50 Billion OpenAI Bet Has an Expiration Date. So Does Any Pretense of Competitive Neutrality.
62d ago