Capital
Funding, M&A, market dynamics, and investor narratives in the agent economy
Capital
AI engineer salary 2026 — real frontier lab pay
AI engineer salary 2026 looks huge at frontier labs, but the real data shows medians far below the splashy $1M+…
Manus Meta acquisition reversal — founders seek $1B to undo the deal
Manus Meta acquisition reversal puts a $1B buyback at the center of China’s sharpest AI deal intervention yet, with IPO…
Andrej Karpathy joins Anthropic to lead a pre-training accelerator team
Andrej Karpathy joins Anthropic in a high-signal research move that sharpens Anthropic’s bet on Claude-assisted pre-training work.
Unframe Series B — what $50M and $100M TCV mean
Unframe Series B brings in $50M after the company said it topped $100M in 12-month TCV. Here’s what that metric…
AI 2026 layoff split: 92K cut, labs hire
AI 2026 layoff split: 92,000+ tech jobs were cut in five months while frontier labs kept hiring and AI spending…
Stargate Compute Project: What’s Actually Being Built
The Stargate compute project arrived in January 2025 with a headline number large enough to dominate every discussion about AI…
xAI and Grok Timeline: 2023 to 2026
xAI moved from launch to one of the most closely watched AI labs in less than three years. Elon Musk…
Where $100B in AI Compute Went, 2024-2026
At least tens of billions of dollars in AI compute spend from 2024 through early 2026 can be traced to…
The Case for Fewer AI Startups, Not More
I think the AI startup count is too high, not too low. In 2026, the problem is no longer a…
