LLMs, robotics, ML infrastructure, and AI applications.

Hassabis tried to buy DeepMind out of Google for $1B with Reid Hoffman backing. Google said no. Three years later, that failed escape might be the best thing that happened to him.











IBM built a model that reads government forms at 85.5% accuracy. The real story is the 1.5 million-chart dataset underneath it — and what that means for the humans who currently do the same work for a living.
Disney had committed $1 billion to an OpenAI partnership built around Sora. Less than an hour before the public shutdown announcement, that deal was dead — and Google was watching.
DNA screening tools caught 23% of AI-generated toxins before upgrades, and 72% after. Meanwhile AI designed genomes 7% divergent from anything in nature — and they worked in the lab.
While $3B poured into Israeli startups in Q1, the real signal was $171M across four AI-security companies in a single month: the country at war is also becoming a lab for the non-human identity problem.
3,000 internal assets. Two independent researchers. One configuration error. And an AI Anthropic now says could reshape the cyber threat landscape by 2026.
Amazon conditioned $35 billion of its check on keeping the cloud partnership alive. If it ends, that equity vanishes. SoftBank borrowed $40 billion to write a $30 billion check. That is the actual architecture of the biggest funding round in Silicon Valley history.
0.37% — the best any frontier AI scored on a new benchmark. Humans given the same novel tasks solved every single one.
Three of those groups asked to have their names removed after learning OpenAI was the sole funder behind a coalition that presented itself as a grassroots child safety initiative.
Anthropic’s best agent finished 24% of real office tasks. OpenAI’s managed 8.6%. Now a $65M bet says enterprises will pay for the infrastructure layer anyway.
DeepMind has 7,000 papers, three Nobel citations, and a parent that prints cash. Everyone else is still scrambling for the same thing Hassabis bought in 2014.
OpenAI killed Sora burning up to 15M/day at peak against ~2M lifetime revenue. Disney got one hours notice on a 1B deal. And the 852B valuation rests partly on contingent capital that may never arrive.