A developer gave Claude Code access to 100 books and a simple command: "find something interesting." What came back wasn't summaries. It was connections no hand-tuned pipeline could find.
When Google locked AlphaFold 3 behind commercial restrictions, three MIT PhD students rebuilt it in four months. Now Boltz has $28M, a Pfizer partnership, and a bet that open-source can capture drug discovery infrastructure.
The man who predicted the 2008 crash sat in a Google Doc with Anthropic's co-founder. Both admitted what they don't know. Burry sees stranded assets and accounting tricks. Clark can't prove his own tools improve productivity.
Tech journalist. Lives in Marin County, north of San Francisco. Got his start writing for his high school newspaper. When not covering tech trends, he's swimming laps, gaming on PS4, or vibe coding through the night.
Mozilla's new CEO promises users can "easily turn off" AI features. Five sentences later, he commits to building an "AI browser." With 34 months of runway and a Google contract renewal looming, the contradiction may not matter for long.
Oracle's bonds carry investment-grade ratings. They trade like junk. Barclays projects the company runs out of cash by November 2026. Behind this single balance sheet sits a $5 trillion industry financing crisis—and a Chinese supply chain nobody wants to discuss.
The administration cut 317,000 federal workers. Now it wants 1,000 tech recruits from Palantir, Amazon, and Microsoft—who keep their stock while shaping government AI. The math is interesting. So are the conflicts of interest.
Oracle says "no delays to contractual commitments" on its OpenAI data centers. But that careful hedge reveals a structural problem in the $300B deal that credit markets have already priced in. Equity investors haven't caught up.
Sam Altman's "Code Red" memo triggered OpenAI's fastest major release ever. Ten days later, GPT-5.2 arrived with doubled benchmarks and 40% higher API costs. The gains are real. So are questions about what got sacrificed for speed.
Google launched a research agent and wrote the test that grades it. Unsurprisingly, Google's tool leads the leaderboard. Competitors must now replicate Google's search infrastructure or accept permanent disadvantage on web research tasks.
42 state attorneys general just gave AI companies a January deadline to fix "sycophantic" chatbots. The letter names OpenAI, Google, and 11 others. It landed the same week Trump moved to block states from regulating AI. Someone's bluff gets called.
Microsoft analyzed 37.5M Copilot conversations. Health queries dominated mobile usage every hour of every day. Programming's share collapsed. The data shows users want a confidant, not a productivity tool. The industry built for the boardroom anyway.
Mistral's Devstral 2 matches trillion-parameter rivals with just 123B parameters. The engineering is real. So is the license that bars companies over $240M revenue from using it freely. Europe's "open source" champion has some explaining to do.
Trump approved Nvidia's H200 chip sales to China with a 25% government cut. One problem: Beijing already rejected weaker chips over security concerns. The deal could be a political win that generates zero revenue.
Tim Cook built Apple's leadership into a monument of stability. In 2025, that monument cracked. Meta poached AI and design chiefs with $25M packages. The chip architect may follow. What broke inside the world's most valuable company?
Chinese hackers operated inside U.S. VMware servers for 17 months undetected. The malware repairs itself when deleted. It hides where most security teams don't look. CISA's December 4 advisory exposes an architectural blind spot in enterprise defense.
