Plain-language reactions to the headlines, IPOs, filings, and rates that move markets.
AGI Is Coming Soon, Say the CEOs. The Forecasters Aren't So Sure.
Altman says end of 2026, Amodei says 2026 to 2027, and forecasters put the odds in the single digits. What the numbers say and why the gap matters.
Anthropic's Leaked IPO Prospectus: The Numbers Behind a $2 Trillion Bet
Explosive growth, a $42 billion loss, and $518 billion in compute commitments. What the leaked numbers say, what they don't, and how to read them.
Chipotle Is Piloting Palantir to Score Food Safety Risk. What It Could Mean for Both Stocks.
A small, unsized pilot with two very different stocks attached. The AI read on what it could mean for Chipotle and Palantir.