FUNDRAISING ANNOUNCEMENTS

• Armada raises $230M at $2B to bring modular AI data centers to the 70% of the world without hyperscale infrastructure
• Forus raises $150M Series C at $3B valuation — its AI network for medicine now reaches 85% of US ZIP codes
• Split raises venture funding to give consumers a net-90 float on bills — already crossing $80M in originations

GUEST INTERVIEWS

• Eric Seufert on Apple's coming ad empire, Netflix's fast dilemma, and why OpenAI needs conversion optimization to reach $10B in ad revenue
• Scott Wu on Cognition's fundraise, AI solving Navier-Stokes, and why cybersecurity is 10% of Devin's sessions and growing fast
• Greg Brockman on Navier-Stokes, Astra's breakthrough in computer use, ChatGPT health at 300M weekly users, and OpenAI's startup-mode refocus
• Antioch lands Amazon Ring as a customer to validate its hybrid simulation approach for training physical AI systems

NEWS

• Meta launches Muse, a standalone personal AI agent app to rival Instinct
• Anthropic walks away from Decart acquisition talks

COMMENTARY

• AI solves Navier-Stokes — does it actually matter for the real world?
• OpenAI's Astra wows with computer use — Blender, CAPTCHA defeats, and the future of 3D creation
• Hollywood bets on AI and Elizabeth Holmes: trailers for 'Artificial' and 'Social Reckoning' drop
• The Economist says AI has created 1M new jobs in America — fear of the apocalypse officially postponed