Let’s be precise about what happened here, because the headline undersells it. Amazon announced it will invest up to $25 billion in Anthropic — $5 billion immediately, with up to $20 billion more tied to commercial milestones. That brings Amazon’s total potential stake to $33 billion. In exchange, Anthropic commits to spending over $100 billion on AWS infrastructure over the next decade, including 5 gigawatts of compute powered by Amazon’s Trainium chips. Read that again. One

Tomorrow night at the James L. Knight Center, something worth paying attention to is happening. The Miami Innovation Aerospace Initiative — MIA — takes the main stage at Startup OLÉ Miami ’26. The panel is called The Space Gold Rush: Miami. And if you’ve been watching what’s building in South Florida, you already know this conversation is overdue. I’ll be there with a camera. The story is the people on that stage and what they’re actually building. Two of them happen to be c

We spent the last three years watching AI models get bigger, stranger, and more capable in ways we couldn’t quite explain. First it was text. Then vision. Then audio. Then video. Then reasoning. Each one its own lane, its own model, its own interface. Then somebody asked: what if we stopped treating these as different tools and started treating them as different senses? That’s multimodality. And when it clicked — when a single model could see, read, hear, and reason simultane

A follow-up to: How Do You Say “Sputnik” in Chinese? Five months ago I wrote about Hanyuan-1 — China’s rack-mountable, room-temperature quantum computer that turned quantum from a physics experiment into an IT procurement decision. I said the signal was clear: China wasn’t just winning the qubit race. They were winning the adoption race. This week, they proved the point from a completely different angle. Meet Jiuzhang 4.0. A Different Machine. A Bigger Number. Jiuzhang isn’t

Day fifteen with the glasses....First mod was a little plastic cover I bought off Amazon — snaps over the recording LED on the frame. The light is obnoxious. It flashes when you’re recording, which is the point, but it also changes the energy of whatever you’re filming and blinks in your peripheral vision like a tiny alarm clock you can’t turn off. Cover goes on, problem solved. There’s a sensor behind it that detects the cover and disables recording if you block it wrong, so

The Maine legislation got a lot of reaction this week — and most of it missed the point. The ban isn't really about power. It isn't really about water. It's about the fact that legislators have no way to verify what a 20MW facility is actually doing. So they default to prohibition. That's what happens when infrastructure operates as a black box. A colleague (LinkedIn) in the industrial IoT space framed it well in the comments: policy-driven bans thrive in the "analog gap" —

Last week Google quietly updated the post-quantum cryptography clock in a way that most security leaders haven't fully processed yet. Their announcement wasn't framed as a warning. It wasn't a white paper with a scary title. It was a technical update — the kind of thing that lands in an engineering blog and gets picked up by specialist press before it reaches the boardroom. But the business implication is straightforward: the timeline for quantum-capable computers to threaten

Meta just did something most Fortune 500 companies haven't done yet: they published exactly how they migrated their infrastructure to post-quantum cryptography — in detail, with real engineering lessons, for everyone to read. The document is dense. It's written for engineers. But the implications aren't technical. They're strategic. And if you run a company that handles sensitive data, stores long-lived records, or operates in a regulated industry, this playbook is a gift you

Christian Weedbrook didn't need a decade of Wall Street validation. He didn't need a SPAC, a merger, or a long road show. He needed Nvidia to say yes. The founder of PsiQuantum, a Toronto-based quantum computing startup, became a billionaire in a matter of days after Nvidia threw its institutional weight behind the space. Bloomberg covered it. The market moved. A founder's net worth crossed ten figures almost overnight. That is not a tech story. That is a capital markets sign

The state that invented the lobster trap just set one for itself. Last week, the Maine Legislature passed LD 307 — the first statewide moratorium on large data center development in the United States. Any facility drawing more than 20 megawatts of power is banned from receiving permits until November 2027. The stated reason: protect residents from rising electricity bills and water consumption. Noble instinct. Wrong diagnosis. And here's the part that keeps me up at night: th

Star Trek didn't just predict technology — it set the cultural coordinates for what humanity was supposed to be reaching toward. Then Kurtzman broke the mythology. Now Paramount is doing a hard reset. And it matters far more than a TV franchise story.

Meta lost $83.6 billion on the metaverse. Apple halted its Vision Pro follow-on. The entire industry just pivoted to glasses. The form factor bet was wrong — but the paradigm is still right. Here's what the convergence of AI and spatial computing actually looks like now.

Global startup investment hit $300 billion in Q1 2026 — 80% driven by AI. Four companies took 65% of it. The number is historic. But that capital assumes the chips exist to build what it's funding. They might not.

Today is World Quantum Day — 4/14, named for Planck's constant. 65 countries are celebrating. Most people will scroll past it. That would be a mistake. Here's what quantum actually means for AI infrastructure, encryption, and the clock that's already running.

OpenAI's CRO just admitted in a leaked memo that their Microsoft partnership limited their ability to reach enterprise customers. This is the story of a gilded cage, a Claude cult, and a slow-motion divorce.

121 empty oil tankers are headed to the US. Oil just crossed $102. Ship traffic in the Strait of Hormuz has stopped. The Gulf of America is open for business — and the only country positioned to fill the gap is us.

Sam Altman's 13-page AI New Deal sounds generous on the surface. I read it as something else — a man who knows what's coming writing the terms before someone else does. Here's what the Altman model actually means, and why Musk's compute allocation idea is the more important conversation.

I spent the weekend living with it. The voice recorder mode works exactly how I wanted. So I'm giving the source away. Here's what's in it, what got cut, and what I want back if you build something better than mine.

Nvidia, Tesla, xAI, and SpaceX aren't competing with each other. They're assembling a vertical stack from silicon to space. Here's what that means — and where the real bottleneck still lives.

OpenClaw 4.11 lets you import your entire ChatGPT history into a Dreaming memory system that learns who you are. For those of us who've been archiving AI output for years — this is the payoff.

Two of the most advanced AI labs in the world have independently built models so capable at hacking they won't release them publicly. The IMF is alarmed. So is the Fed. Here's what's actually happening.

A thesis I have been building for months stopped being a thesis this week and started being observable fact. Google's Gemma 4, TurboQuant, the sovereign AI stack — it all converged.

Day one with the Meta Ray-Ban glasses. First stop: the pet store. This is the honest account of a technologist learning new hardware in public — one errand at a time.

Someone firebombed Sam Altman's house. And while we argue about whether to pause, China is not pausing.