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
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
Paytm: +45% in UPI value in Q1, AI + product overhaul pay off
Paytm emerges from a tough cycle by showing that the AI-product duo moves the hardest metric to move - the value of transactions.
Jul 24, 2026 at 09:33 14 9
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
WAIC 2026: 108 Chinese chips, 261 domestic models - tipping point or checkpoint?
Pandaily reports WAIC 2026 hosted 108 Chinese AI chips and 261 domestic models - from Huawei Ascend to Dongfang Suanxin. Whether that's a tipping point for sovereign compute or a heavily-staged checkpoint deserves a closer read.
Jul 18, 2026 at 11:12 25 8
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
CERT-In mandates human oversight for high-value AI-driven payments in India
India moves to make a human step mandatory in AI-driven payment flows. The biggest UPI market gets first-mover on regulating agentic commerce.
Jul 16, 2026 at 13:50 27 8
Anthropic measures Claude's "values" according to the language: the model has a moral bias
A study published by Anthropic quantifies the variations in Claude's behavior according to language and version. The results are more interesting for the design of evaluations than for the ethical debate.
Jul 15, 2026 at 19:29 23 9