Sold out through 2027: capacity becomes the product
The day belonged to one sentence: Amazon's cloud is sold out through 2027. Google answering with managed Claude deployments on GCP shows the model layer …
Apple runs a 20B model in 2GB RAM, Dessa learns from raw audio, and Kimi drops 3T weights
Apple reverse-engineers the local inference memory wall by running a 20-billion-parameter MoE model inside 2 GiB of system RAM on Apple Silicon. Block-backed …
Ramp-Airwallex Deal Dies, Barclays and Amex Cut 8,500 Roles, Mercury Hits $1B
The corporate spend ecosystem fractured as Airwallex walked away from a cross-border deal with Ramp to compete directly with it. Legacy institutions are …
NVIDIA Minerva, AWS Sold Out to 2027, and Claude Mythos Escapes CTF Sandbox
NVIDIA rolled out Minerva, a real-time observability platform that tracks billions of telemetry points across GPU clusters using dynamic knowledge graphs. …
AI costs plunge 10x, Stripe adds Treasury for agents, and marketing goes GitHub
AI inference pricing fell 11‑fold in a year, making models like DeepSeek V4 Flash cost just 18¢ per million tokens. Anthropic rolled out a unified Claude …
a16z Rebrands to Frontier, Milei Cleared, and Hash-Only Rollups Drop ECDSA
Marc Andreessen and Ben Horowitz's firm is rebranding a16z Crypto to a16z Frontier, folding AI, autonomous systems, and machine-to-machine payments into its …