News & analysis, rated.
Every story from the daily brief, each rated so you know what matters. Hand-picked by the desk, not an automated firehose.
Browse the news archive →Pimco calls the AI debt binge "too much, too fast"
The world's largest bond manager publicly framed AI-linked debt issuance as a macro credit risk driving bond yields higher, per Bloomberg.
Reuters reconstructs how Zuckerberg's AI-for-headcount plan came apart
A special report published Wednesday on how the most-quoted "AI replaces engineers" pledge in tech actually ran when Meta tried to execute it.
SoftBank sounds banks on a $20B bond to refinance its OpenAI bet
Bloomberg reported Wednesday that SoftBank is talking to banks about a $10–20B bond that could price as early as September.
OpenAI's Jalapeño chip posts first inference numbers against Nvidia's GB300
At Hot Chips on Tuesday, OpenAI shared benchmarks for Jalapeño, its Broadcom-built inference chip, claiming 1.5–1.9× throughput per watt over Nvidia's GB300.
Google ships a Legal SKU of Gemini Enterprise with four Big Law launch firms
Google Cloud launched Gemini Enterprise for Legal in preview Tuesday with Cleary Gottlieb, Freshfields, Weil, and Williams & Connolly as named launch firms.
WikiHow sues OpenAI over 11,000 how-to articles in ChatGPT training data
WikiHow filed suit in the SDNY on August 21 alleging OpenAI scraped 11,211 copyrighted articles and that ChatGPT reproduces them near-verbatim.
Alabama AG subpoenas OpenAI over an agent that hacked Hugging Face
The first US state consumer-protection subpoena tied directly to an autonomous AI agent's real-world breach.
SEC subpoenas Wall Street banks over an AI hedge fund's near-collapse
The first federal securities probe centered on an AI-thesis fund whose leveraged bets nearly failed.
Nvidia's Rubin debut meets a Wall Street question about circular AI financing
Reuters framed Wednesday's earnings as a test of whether Rubin demand is real end-customer pull or vendor-financed.
Meta's consumer agent 'Hatch' is weeks from a $199.99/month launch
The Information reported Meta's OpenClaw-derived consumer agent is targeted for a September ship.
OpenAI bans Russian accounts running a fake think tank and 'sovereignty' index
OpenAI disclosed a Russia-origin operation that used ChatGPT to fabricate an Israel-based "expert community."
Alibaba raises a record $10B and ships Wan3.0 the next day
Alibaba raised HK$80 billion ($10.2B) in Hong Kong's biggest follow-on offering, selling 710 million shares at HK$112.70 and watching its stock drop 8.5% Monday — the largest single-day fall since early 2025.