What Changed and Why It Matters AI hiring tools are now facing the credit-report rulebook. Lawsuits argue that secret, automated ratings act like consumer reports and must follow the Fair...
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Anthropic’s $9B run rate resets the bar for AI revenue growth
What Changed and Why It Matters Anthropic has crossed a $9B revenue run rate by the end of 2025. Multiple investor notes and reports corroborate the figure and the ramp...
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Humans&’s $480M seed at $4.48B—when capital becomes the moat
What Changed and Why It Matters A three‑month‑old startup, Humans&, raised a $480 million seed round at a $4.48 billion valuation. Investors include Nvidia, Google Ventures, SV Angel, and Jeff...
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AI Meets Data Centers: the $2.5B push to own the full stack
What Changed and Why It Matters AI infrastructure is going vertical. Compute, energy, cooling, data, and services are merging. In the past week of reports and commentary, one pattern stood...
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India’s Voice AI moment: funding surge and the vernacular moat
What Changed and Why It Matters India’s voice AI story just crossed a threshold. Voice is no longer a demo; it is infrastructure. Enterprises are budgeting for it, investors are...
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Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company...
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