Cerebras’ IPO will test how much investors want a second AI chip story
Cerebras is seeking up to $3.5 billion in a Nasdaq IPO, turning the public market into a referendum on whether AI chip demand can support credible alternatives to Nvidia.
Latest from the industry
AI music is turning streaming into a spam problem
Deezer says AI-generated tracks now account for 44% of new uploads, while Spotify is leaning on labels and spam takedowns. The real fight is over incentives, not just disclosure.
Ubuntu’s outage shows security communication is infrastructure too
Canonical’s web outage complicated communication around a serious Linux vulnerability, even as mirror updates kept working. The lesson is bigger than one DDoS incident.
Meta’s next New Mexico fight is bigger than a $375 million verdict
After a $375 million child-safety verdict, New Mexico is pushing a public nuisance case that could force operational changes to Meta’s platforms.
Apple’s strong quarter buys it time in the AI race
Apple beat expectations with record March-quarter revenue and a stronger outlook, but the bigger question is whether hardware momentum can keep investors patient on AI.
Microsoft is putting a legal AI agent directly inside Word
Microsoft’s new Legal Agent for Word shows enterprise AI moving into narrow, auditable workflows instead of generic chat boxes.
Musk v. Altman is turning OpenAI’s origin story into a business risk
The first week of testimony put OpenAI’s nonprofit roots, for-profit ambitions, and xAI competition in the same courtroom.
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Quick takes on 6 tools.
The launcher became an OS. At $8/mo, it replaces five menu bar apps and never breaks a sweat on macOS.
Good first attempt, but feature parity with Webflow is at least 18 months out. Fine for landing pages, not for production.
Innovative and beautiful, but still unstable after two years of promises. Your bookmarks deserve a browser that won't lose them.
A Notion-shaped CRM with real relational data. If Airtable is your current CRM, this is what you actually wanted.
Meeting notes that actually capture the nuance. The best AI tool we tested this quarter, and it is not close.
The AI scheduler is clever on paper, but the app crashes daily and eats your calendar entries. Hard skip until v4.