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 13 7
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.
18 h ago 9 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.
yesterday 8 8
Inkling: Thinking Machines Lab ships its first open-weights model - a 975B MoE, Apache-2.0, multimodal
The first open-weights model from Thinking Machines Lab (Mira Murati) is here: Inkling, MoE 975B params (41B active), multimodal, Apache-2.0 license. The most discreet box in the frontier scene enters the open market through the front door.
yesterday 8 8
COMPUTER COPS: in the supermarket of police AI
The Verge publishes an immersion into a convention "the future of policing in the digital age" in Fort Worth. Verdict: AI is no longer entering policing through the pilot project door - it's entering through the vendor catalog door.
yesterday 11 8
Trend Micro partners with Anthropic and OpenAI to tackle the Korean security market
Trend Micro is pushing a security offering in Korea backed by its partnerships with Anthropic and OpenAI. The real signal is not the geography: it's the strategy of inserting provider models through the sector integrator.
Jul 15, 2026 at 12:34 12 7
TSMC raises its prices on mature nodes starting January 2027
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 13 10
DeepSeek targets the markets: IPO filing in mainland China potentially as early as 2026
Liang Wenfeng's open-weight lab discusses with advisors; targeted listing in 2027, valuation still unknown.
Jul 15, 2026 at 10:14 8 7
Spotify starts talking: the conversational interface swallows another product
An assistant like ChatGPT to choose your music, launched in three markets. This is not a feature - it's yet another product replacing its interface with a chat box.
Jul 14, 2026 at 22:30 9 9
Elevation Capital raises $500M to bet on Indian AI startups
Indian VC Elevation Capital launches a $500M fund focused on seed and Series A AI startups - the "AI-native > SaaS + wrapper" thesis becomes actionable capital-side in the domestic market.
Jul 14, 2026 at 15:44 7 8
SK Hynix -12%, KOSPI breaks 7000: HBM complex takes a hit
SK Hynix drops 12% in session, KOSPI falls below 7,000 points, circuit breaker activated - the 7th of the year. The physical constraint of AI is felt in the markets, but the memory capex story does not break for all that.
Jul 13, 2026 at 09:13 11 5
"6 months to live": the window that is closing for open models
Nathan Lambert gives open frontier models 6 months to prove an economic model. The expiration date is not technical - it is financial.
Jul 13, 2026 at 02:18 13 5