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.
Aug 2, 2026 at 15:17 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 18 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 17 13
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