The Vatican just released its first AI encyclical and chose Anthropic as their safety partner, not OpenAI or Google. Meanwhile, SpaceX's IPO filing revealed a massive hidden AI compute contract that changes everything. Plus why the Pentagon is spreading its AI bets and what it means for the IPO race.

OpenAI's model just cracked an unsolved geometry problem from 1946, while SpaceX and OpenAI race toward massive IPOs targeting trillion-dollar valuations. Plus, Chinese AI models went from 1% to 60% market share in months with game-changing pricing.

OpenAI files for a trillion-dollar IPO while losing money on every dollar of revenue, but competitor Anthropic just posted their first profit. Plus, why a key OpenAI co-founder jumping ship to the competition might signal bigger problems ahead.

OpenAI confidentially filed for a trillion-dollar IPO with a September target, while Anthropic also races to go public. We break down how AI just shifted from speculation to serious profits, plus Google's pricing war and why SpaceX might be the biggest AI infrastructure play.

Google just rebuilt their entire product stack around AI, including a $100/month personal AI agent that works 24/7. Plus OpenAI launches self-serve ads, Meta cuts 8,000 jobs while moving 7,000 to AI teams, and why SpaceX is now charging $1.25 billion per month for AI compute.

Google just rebuilt Search from scratch with AI agents, while Meta cuts 8,000 jobs despite record revenue. We're breaking down the $25 billion infrastructure play and why companies are replacing entire workflows, not just tasks.

OpenAI's massive revenue jump signals AI has crossed the human performance threshold on real work tasks. We break down why every major company from JPMorgan to Google is suddenly treating AI as core infrastructure, not just an experiment. Plus, the billion-dollar bets being made on AI's infrastructure layer.

Anthropic just raised $30 billion at a $900 billion valuation, putting them ahead of OpenAI for the first time. Plus Google I/O drops tomorrow with Gemini 4.0 expected, and why infrastructure companies are printing money while AI application companies see their stocks tank.

Cerebras just pulled off a massive $5.5 billion IPO while 71% of Americans reject AI data centers in their neighborhoods. Plus Samsung workers threaten to strike over AI bonuses and the Musk vs. Altman trial heads to jury deliberation.

Cerebras just had the biggest tech IPO since Uber while Samsung faces strikes that could crush AI chip supply. Plus, OpenAI is suing Apple and Trump's trading disclosures reveal some very convenient timing around tech stocks.