Situational Awareness drops 67% in a month: the trial of the true believers
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
yesterday 17 20
Wall Street syndicates $35B for a SPV that buys Google/Broadcom chips and leases them to Anthropic
The true design of the deal: a special-purpose vehicle that buys chips designed by Google and Broadcom and leases them to Anthropic - AI debt is structured as in-house GPU leasing.
Jul 23, 2026 at 07:45 8 10
Csquare IPOs at $1bn: another pure-play data center comes to market for the AI infra wave
After CoreWeave (March 2025), the compute layer continues to productize at the capital-markets layer. What matters isn't the raise.
Jul 16, 2026 at 13:50 14 11
Three seconds of voice are enough: AI voice fraud has surpassed public defense
An article synthesizes the state of voice cloning attacks: zero cost for the attacker, impossible detection for a human, and vectors multiplied. Technical defenses exist - they are not deployed.
Jul 15, 2026 at 19:28 28 6
Emergent raises $130M in Series C: yet another Indo-American AI-native unicorn
The startup raises a $130M round led across the US-India bridge. Funds earmarked for hiring and go-to-market.
Jul 15, 2026 at 19:28 21 8
Rime raises $24M: voice agents already handle 100M calls per month
Series A of 24 M$ for Rime. The real figure is elsewhere: 100 M calls/month processed, distributed across several client companies.
Jul 15, 2026 at 19:28 17 8
The burn rate of an engineer could soon equal their salary
Adam Mosseri announces token quotas per engineer within one to two years. Behind the joke, a real professional question: the marginal cost of code has just stopped being zero.
Jul 14, 2026 at 22:30 16 7
MiniMax raises $220 million HK in 48 hours - return to markets after the lockup crash
After the post-IPO lockup crash, MiniMax bounces back with a lightning $2.2M HK fundraising round. The lab becomes the echo chamber of post-IPO tensions in the Chinese AI market.
Jul 11, 2026 at 17:19 34 6
MiniMax: the lockup crash, then 2.2 billion HKD in 48 hours
The MiniMax action drops 24% at the unlock, then raises 2.2 billion HKD in two days. The market learns to distinguish between an AI platform and an AI product.
Jul 11, 2026 at 10:44 8 7