AI and the Ro Khanna Trap
Welcome, Weekenders! In this newsletter:• Predictions 2026: Sutskever’s fate, OpenAI’s next acquisition, the next hit robot—and 12 more things we think will happen in 2026• The Arena: Sports...
Microsoft CEO Satya Nadella is now blogging about AI slop
Now that Microsoft CEO Satya Nadella has appointed a new CEO to run Microsoft's biggest businesses, he has a little more time on his hands for other adventures. Beyond focusing on Microsoft's t...
2026 Predictions: Microsoft Will Buy an AI Coding Startup
Two years ago, Microsoft dominated the market for AI coding tools, which automatically generate code for developers.
That’s because it got early access to OpenAI’s models through its partnership ...
Four AI research trends enterprise teams should watch in 2026
The AI narrative has mostly been dominated by model performance on key industry benchmarks. But as the field matures and enterprises look to draw real value from advances in AI, we’re seeing paralle...
Investors Look for Protection in Nvidia-Groq Type Deals
Welcome back! Nvidia’s Christmas Eve deal for Groq made for a happy holiday for the AI chip startup’s investors and employees, who were paid out at a very festive $20 billion valuation. That has...
Nvidia Looks to Acquire Israeli AI Startup AI21 Labs
Nvidia is reportedly in advanced discussions to acquire Israeli artificial intelligence (AI) startup AI21 Labs.
The company is among the few startups in Israel working on a large-scale la...