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
Nvidia's $32B mark on SSI - the circular finance chart adds another node
Nvidia takes a stake in Safe Superintelligence at a $32B valuation. The reason is known: the GPU supplier in the capital of the labs that buy its GPUs. It becomes a portfolio.
Jul 28, 2026 at 21:00 9 10
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
"AI communism": Kimi K3 shakes the thesis of the model monopoly on Wall Street
On the TechCrunch Equity podcast, American VCs refer to the Kimi K3 effect on valuations as "AI communism." The real signal: the first time a Chinese open-weight model forces American CFOs to recalculate their P&L.
Jul 24, 2026 at 21:00 5 8
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
China's AI labor report: 21 million jobs restructured, not replaced - the story is displacement within companies
A Chinese report estimates that ~21 M jobs are restructured by AI, without creating new positions - no wave of layoffs, but a massive reshuffling within companies.
Jul 22, 2026 at 12:41 11 8
Neil Rimer: la richesse de l'IA « doit être redistribuée » - un cofondateur d'Index nomme la tension
Index Ventures co-founder Neil Rimer tells TechCrunch the historic wealth AI is generating in Silicon Valley will have to be redistributed - voluntarily or involuntarily. A rare frank note from inside the venture class.
Jul 18, 2026 at 11:12 29 13
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
OpenAI a créé GPT-Red pour tester l'injection de prompts : le modèle de red-team devient une catégorie de produits
OpenAI has built GPT-Red, a purpose-built model to probe prompt injection vulnerabilities, per Tech in Asia. Two things happen when you name your red-team model: you signal a discipline, and you create a market.
Jul 16, 2026 at 08:48 23 9
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