2026-04-20
NOOOOOOOOOOOOOOOOOOOO “new Mac Studio is now expected around October”
Bloomberg
Sources: the glowing “26” in Apple's WWDC invite is teasing a revamped Siri, memory shortages may push Mac Studio and touch MacBook Pro launches by a few months
Also: Memory shortages could push back new Macs. — Apple's WWDC 2026 teaser provides a glimpse of the revamped Siri interface coming in iOS 27.
2026-04-19
Anthropic generated enormous attention for their “we're the good guys” ruse and even got famed AI model technology expert Christine Lagarde to chime in. [image]
Financial Times
Sources suggest Anthropic is holding off from a wider Mythos release until it can reliably serve it to customers; Anthropic has suffered outages in recent weeks
Oh look! Anthropic's entire “we are delaying Mythos” narrative was marketing hogwash. Kudos to FT for confirming what was obvious. Anthropic simply doesn't have the compute. FT: “Multiple people with knowledge of the matter suggested Anthropic was holding back from a wider [image]
Financial Times
Sources suggest Anthropic is holding off from a wider Mythos release until it can reliably serve it to customers; Anthropic has suffered outages in recent weeks
2026-04-18
Anthropic generated enormous attention for their “we're the good guys” ruse and even got famed AI model technology expert Christine Lagarde to chime in. [image]
Financial Times
Sources suggest Anthropic is holding off from a wider Mythos release until it can reliably serve it to customers; Anthropic has suffered outages in recent weeks
Dario Amodei met with Susie Wiles despite lawsuits over whether AI lab is a national security threat
Oh look! Anthropic's entire “we are delaying Mythos” narrative was marketing hogwash. Kudos to FT for confirming what was obvious. Anthropic simply doesn't have the compute. FT: “Multiple people with knowledge of the matter suggested Anthropic was holding back from a wider [image]
Axios
White House says a meeting between Chief of Staff Susie Wiles and Dario Amodei had been “productive and constructive”; source: Scott Bessent joined the meeting
Treasury Secretary Scott Bessent joined a meeting on Friday between White House Chief of Staff Susie Wiles …
Oh look! Anthropic's entire “we are delaying Mythos” narrative was marketing hogwash. Kudos to FT for confirming what was obvious. Anthropic simply doesn't have the compute. FT: “Multiple people with knowledge of the matter suggested Anthropic was holding back from a wider [image]
Financial Times
Sources suggest Anthropic is holding off from a wider Mythos release until it can reliably serve it to customers; Anthropic has suffered outages in recent weeks
Dario Amodei met with Susie Wiles despite lawsuits over whether AI lab is a national security threat
2026-04-16
HFT biz must be going good “Jane Street Signs $6 Billion AI Cloud Agreement With CoreWeave” [image]
Bloomberg
Trading firm Jane Street takes an additional $1B stake in CoreWeave and plans to spend ~$6B to access CoreWeave's Nvidia Vera Rubin chips to build and deploy AI
It made for good entertaining pod and maybe he's just playing devil's advocate but @dwarkesh_sp was way too Anthropic point-of-view pilled (AI is uranium/nuclear weapons! Mythos! Zero day!)
Dwarkesh Podcast
Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
WAT “Allbirds, Inc. .. Announces Expansion into AI Compute Infrastructure” “NewBird AI expects to use initial capital from the Facility to acquire high-performance GPU assets, which will be deployed to serve customers requiring dedicated access to AI compute capacity. NewBird [image]
Financial Times
Shoe company Allbirds, which sold last week for $39M after its valuation fell from $4B+ in 2021, says it aims to become an AI compute provider; BIRD jumps 800%+
Ah, zeitgeist: — Allbirds is a San Francisco maker of wool trainers that was once valued at more than $4bn.
2026-04-15
WAT “Allbirds, Inc. .. Announces Expansion into AI Compute Infrastructure” “NewBird AI expects to use initial capital from the Facility to acquire high-performance GPU assets, which will be deployed to serve customers requiring dedicated access to AI compute capacity. NewBird [image]
Financial Times
Shoe company Allbirds, which sold last week for $39M after its valuation fell from $4B+ in 2021, says it aims to become an AI compute provider; BIRD jumps 800%+
Ah, zeitgeist: — Allbirds is a San Francisco maker of wool trainers that was once valued at more than $4bn.
Wow. The Snap big layoff rumors were true
Sources
Sources: a Snap-Perplexity AI search deal calling for Perplexity to pay Snap $400M has fallen apart; Snap is set to announce significant layoffs on Wednesday
Mass layoffs land tomorrow, the Perplexity deal is dead, and Specs are launching soon. Also: OpenAI has a cyber model too …
It made for good entertaining pod and maybe he's just playing devil's advocate but @dwarkesh_sp was way too Anthropic point-of-view pilled (AI is uranium/nuclear weapons! Mythos! Zero day!)
Dwarkesh Podcast
Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
HFT biz must be going good “Jane Street Signs $6 Billion AI Cloud Agreement With CoreWeave” [image]
Bloomberg
Trading firm Jane Street takes an additional $1B stake in CoreWeave and plans to spend ~$6B to access CoreWeave's Nvidia Vera Rubin chips to build and deploy AI
Jane Street Group, a trading firm, has taken an additional $1 billion stake in AI cloud services provider CoreWeave Inc. and plans …
2026-04-14
OpenAI: “The opportunity ahead is massive, and our biggest constraint right now is not demand. It is capacity. That is why talent remains a top priority in Q2.” “We have everything we need to extend our lead from here. We have the compute. We have the products.” [Next model]
The Verge
Internal memo: OpenAI's Chief Revenue Officer says Anthropic is “grossing up rev share with Amazon and Google”, which overstates its “run rate by roughly $8B”
OpenAI's chief revenue officer, Denise Dresser, sent a four-page memo to employees on Sunday …
2026-04-13
It's almost as if there is overwhelming, accelerating demand for AI compute and the mainstream media is finally covering what I have been pounding the table on and writing about for many months regarding Nvidia, OpenAI, and Anthropic $NVDA WSJ: “Over the past few months, demand
Wall Street Journal
Ornn Compute Price Index: renting one Nvidia Blackwell GPU for one hour now costs $4.08, up 48% from $2.75 two months ago, driven by rising agentic AI demand
AI companies are rationing offerings and products, rankling users—a warning sign for a boom that depends on rapid adoption
The Wall Street Journal covers the Anthropic compute capacity problems and issues “Anthropic, the maker of popular chatbot Claude and viral coding app Claude Code, has been plagued recently by frequent outages. The company has begun metering computing supply to users during peak
Wall Street Journal
Ornn Compute Price Index: renting one Nvidia Blackwell GPU for one hour now costs $4.08, up 48% from $2.75 two months ago, driven by rising agentic AI demand
AI companies are rationing offerings and products, rankling users—a warning sign for a boom that depends on rapid adoption
2026-04-11
It's almost as if there is overwhelming demand for AI compute. “CoreWeave Announces Multi-Year Agreement With Anthropic” “With the addition of Anthropic, nine of the leading ten AI model providers now leverage CoreWeave's platform, reflecting the growing demand for infrastructure that can support AI at scale.”
Bloomberg
CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers
2026-04-10
It's almost as if there is overwhelming demand for AI compute. “CoreWeave Announces Multi-Year Agreement With Anthropic” “With the addition of Anthropic, nine of the leading ten AI model providers now leverage CoreWeave's platform, reflecting the growing demand for [image]
Bloomberg
CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers
Anthropic PBC agreed to rent data center capacity from CoreWeave Inc. as part of efforts to handle increasing demand for its artificial intelligence services.
“Key Context reviewed a memo sent to OpenAI's investors Wednesday with the subject line: ‘Compute is the ballgame.’ OpenAI said: “scale is now a real differentiator,” adding they have already identified over 8 gigawatts of capacity and “are planning 30GW by 2030.” According to a
Bloomberg
An OpenAI note to investors after Anthropic announced Mythos says OpenAI's early push to increase computing resources gives it a key advantage over Anthropic
OpenAI told investors this week that its early push to dramatically increase computing resources gives it a key advantage …
I am told the big takeaway from this CoreWeave deal is providing large scale inference capacity to Meta amid incredible demand (I mean, yeah that's in the sub-head too)
CNBC