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.

Meta's $240B ad revenue gets plowed straight into AI infrastructure while Wall Street panics. Plus Nvidia chips head to China, the biggest education hack ever hits 275M users, and why companies are choosing sides in the infrastructure arms race.

Defense tech company Anduril's massive funding round signals that autonomous weapons are moving from theory to reality. Plus, SoftBank's entire Vision Fund performance now depends on OpenAI, and Amazon kills a 300 million user product to focus on AI shopping agents.

Google caught criminals using AI to find and weaponize security vulnerabilities in hours, not months. Plus, Sam Altman testifies about Elon's 90% OpenAI equity demand, and the AI layoff wave accelerates as companies replace humans at unprecedented speed.