6 Things Everyone Gets Wrong About the 2026 AI Boom
The loudest AI takes of 2026 are 'it changes everything' and 'it's all a bubble.' Both are wrong in checkable ways. Six…
IPOs
Every prompt/power story on IPOs, including “6 Things Everyone Gets Wrong About the 2026 AI Boom” and “Anthropic’s IPO Math: Slow Down, But First, Price…
8 stories
Anthropic’s IPO Math: Slow Down, But First, Price the Offering
Anthropic pushed its IPO to November so it can show off a strong quarter. The number the prospectus can't dress up is…
Oura Pulled Its IPO. The S-1 Already Showed Who It Was For.
Oura postponed its Nasdaq debut hours before pricing. Its S-1 explains why: 73% of the shares on offer were insiders selling, so…
The Great AI IPO Wave, Explained
Anthropic is reportedly eyeing a post-midterms listing and OpenAI has pushed to 2027. A leaked draft prospectus is already turning private numbers…
The Safety Alarm Is Also a Sales Pitch
The labs warning the UN of 'real and imminent' AI danger are also pricing trillion-dollar IPOs and lobbying for the softest rules.…
SK Hynix’s $26.5 billion Nasdaq party lasted exactly one trading day
The biggest foreign IPO in US history was up 14% at Friday's open and down 15% in Seoul by Monday. One brokerage…
Climate tech’s $26 billion half is really the data-center trade
Climate tech's H1 funding rose 55% to $26 billion, but deal count hit a five-year low and low-carbon data centers took 34…
The Brief: Apple’s new Siri goes public, the AI chip trade cracks, and Brussels sanctions the FSB
July 13: the rebuilt Siri meets the public, SK Hynix has its worst Seoul session, TSMC posts a record June, and the…