GUEST INTERVIEWS

• 'Carried No Interest' warns of a looming 2028-2029 software PE debt crisis accelerated by AI disruption
• Palantir CTO Shyam Sankar launches 'Mobilize': America needs 800 days of weapons stockpile, has 8
• Gili Raanan of Cyberstarts: AI will double all of human technology within 25 years — and that's the threat
• Ceramic AI wants to slash web search costs from $5–15 to 5 cents per thousand queries
• Gecko Robotics lands $71M Navy contract, says wall-climbing robots could add 15-20 GW to US power grid

NEWS

• OpenAI pivots to enterprise and coding, declares war on 'side quests'
• Jensen Huang: Nvidia is building data centers in space with Vera Rubin Space One
• David Zaslav's Warner Bros Discovery payout could top $800M after Paramount deal
• Midjourney hits $500M ARR with zero outside funding
• SF housing market roars back: rents up 14%, single-family home prices up 23% YoY
• Microsoft reorgs Copilot, unifies consumer and enterprise teams under one EVP
• China cracks down on executives linked to Meta's $2B Manus acquisition, restricts departures