Sources: Sam Altman told OpenAI staff of three AI endgames: an IAEA-style regulator, a CERN-like lab merger, or one lab using RSI to “melt everyone else's GPUs” — OpenAI CEO Sam Altman last week told employees about three proposals the industry has discussed for how to safely develop AI …
Sources: Nscale is in talks for a second deal with Anthropic worth ~$45B to deliver 460MW of computing power at its West Virginia campus using Vera Rubin chips — Nscale Ltd., the AI cloud computing firm, is in talks to sell computing power to Anthropic PBC in a deal that could be worth about $45 billion …
Developers and vibe coders are using AI tools like Claude Code to get rid of sponsored ads on their smart TVs, disable tracking features, and more — The latest use case for AI? Dumbing down your smart TV to get rid of the bloat. A number of developers and vibe coders have recently …
SF-based home insurer Stand, which uses digital twins of homes to price wildfire risk and insures $10B+ of property, raised a $70M Series C at a $1B valuation — Matt DiStefano shares his screen and rotates a gray 3D model of a California neighborhood. He zooms in on one house and overlays a heat map.
Sources: Nscale faces investor pushback on its ~$30B IPO valuation, with some urging a lower valuation of $16B to $19B, as Microsoft exits a UK data center deal — Nscale Ltd. is facing opposition to the valuation target it's pursuing in its initial public offering, according to people familiar …
Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases — How many young AI cloud providers can the market, and Nvidia, support? — That's one of the big questions after a week …
Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise — Today, we're committing a portion of Anthropic's shares to the Anthropic Public Benefit Fund, a new entity with a structure that increases the stake as the company grows.