Netflix crushed Q1 earnings expectations, then dropped 9% after Reed Hastings announced he would leave the board in June. The real story is what his exit means for Netflix's identity as a builder versus a buyer.
Cursor is raising more than $2 billion at north of $50 billion, doubling its valuation in six months…
TSMC reported a 58% year-over-year profit increase in Q1 2026, with AI and high-performance computing now driving 61%…
Stocks, indices, and the macro tape
Iran declared the Strait of Hormuz completely open for the remainder of the ceasefire.…
Stocks hit fresh records and Brent crude sank more than 10% after Iran declared…
Consumer prices jumped 3.3% year-over-year in March, the highest since May 2024, as the…
SpaceX has filed confidentially for what would be the largest IPO in history, targeting…
The race to build — and regulate — intelligent machines
OpenAI's leaked investor memos accuse Anthropic of inflating revenue by $8 billion and building on "fear and restriction." With both companies valued at over $1 trillion and IPOs…
Product, platform, and the shape of the Internet
Mark Zuckerberg spent $14 billion to bring Alexandr Wang in-house last summer. On Wednesday,…
Intel is repurchasing Apollo's 49% stake in Fab 34, its advanced chip fabrication facility…
Solana-based DeFi trading platform Drift Protocol suffered a catastrophic exploit on April 1, with…
French AI startup Mistral just completed its first major debt raise, $830 million backed…
A federal judge in San Francisco granted Anthropic a preliminary injunction against the Trump…
New court filings reveal a Pentagon official emailed Anthropic CEO Dario Amodei saying the…
Deals, earnings, and corporate strategy
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Open the Tape →Arguments, essays, and deep dives
Futures traders have pushed the probability of a Federal Reserve rate increase by year-end to 52%, the first time it has crossed the 50% threshold. Six months ago, the consensus…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
The tech industry just had its worst quarter for jobs since the dot-com crash.…
Jensen Huang takes the stage at GTC 2026 with 30,000 attendees watching. The Vera…
Advanced Micro Devices just got the kind of validation that money can’t buy. Except…
Amazon's $8 billion investment in Anthropic has evolved from a perceived desperation play into…
Elon Musk combines SpaceX and xAI in a $1.25 trillion deal that dwarfs every…
The headline sounds like a punchline: top engineers at Anthropic and OpenAI say AI…
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