AI-designed chips and hardwired models: faster silicon, new moats
What Changed and Why It Matters Inference costs now dominate AI. Power is the bottleneck, not parameters. A new class of chips is attacking both. Edge AI, model-specific silicon, and…
AI-native startups go lean: fewer hires, bigger founder equity
What Changed and Why It Matters AI-native startups are shrinking headcount and growing revenue faster. They’re using modern AI tooling to compress what once took large teams into tight pods…
OpenAI’s $650M bet on Isara and the rise of AI agent swarms
What Changed and Why It Matters OpenAI invested in Isara, a startup building software to coordinate large groups of AI agents. The company raised $94M at a $650M valuation. This…