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
SK Hynix eyes record Q2 profit on AI memory boom - the memory cycle enters its blow-off top
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
SK Hynix Q2 record: memory is where the AI capex pinch prints first
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 12 8
Anduril in talks at $100B: defense-tech becomes the second flywheel of AI capital
Tech in Asia reports on 25 July that Anduril is discussing a $100B valuation. Defense-tech is professionalizing into a genuine asset class - fed by the same capital that funds AI.
Jul 25, 2026 at 10:28 10 11
Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
Jul 24, 2026 at 09:33 12 10
Washington accuses Moonshot of having used restricted Nvidia chips
The accusation formalizes what regulators suspected - and shifts the debate from frontier access to material traceability.
Jul 24, 2026 at 09:33 8 8
Reddit falls on the stock market following a report on restricting data access to Google AI
Reddit's stock drops after a report suggests potential restrictions on Google AI's access to its data - the data contract becomes the central issue in its valuation.
Jul 23, 2026 at 07:42 14 13
Samsung eyes $1.1B into Mistral: the strategic-corporate leg of the open-model economics story
Samsung is reportedly close to investing $1.1 billion in Mistral. This is no longer a VC thesis: it's an OEM buying a foothold on the open frontier.
Jul 22, 2026 at 12:41 14 8
Kimi K3 pricing: China's frontier goes premium, ends the race-to-the-bottom
Moonshot has priced Kimi K3 at 3-15× the tokens of DeepSeek - the first time a Chinese frontier lab has publicly asked for a premium against its domestic peers, and a break with the price-war narrative.
Jul 18, 2026 at 11:11 20 9
DeepSeek valued at $51.9B: the price of the Chinese frontier open-weight continues to rise
DeepSeek reaches a $51.9 billion valuation after a new funding round. The private market continues to pay a high price for the "frontier open-weight sino" option.
Jul 17, 2026 at 09:19 7 9
Energy IPOs surge as investors hunt for ways to play the AI boom
Ars Technica documents a wave of IPOs in the energy sector, driven by investors looking to board the AI train without buying Nvidia at its current multiples. The energy proxy becomes the favorite derivative trade - a clear end-of-cycle signal.
Jul 16, 2026 at 21:46 6 8
Anthropic prices Claude in rupees for India: pricing localisation as the first act of sovereignty
Anthropic added rupee pricing for Claude in India. Small operational change, real strategic meaning - the fight for the Indian market is now about payment rails and taxation, not model quality.
Jul 16, 2026 at 08:48 30 9