Fireworks raised $1.5bn in Series D funding at a $17.5bn valuation to build specialized AI models for companies, arguing that businesses will build their own intelligence rather than rent it from big …
Anthropic confidentially filed for an IPO on 1 June, with Polymarket putting the chance of a 2026 listing at 65%, and investor Gavin Baker estimating on the All-In podcast that Anthropic would trade a…
Star tech investor Gavin Baker, managing partner of Atreides Management, said Michael Burry's bearish Substack commentary on the AI boom is a 'godsend' because it provides credible warnings that help …
Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infr…
Orbital data centres are emerging as a real investment opportunity as terrestrial AI expansion faces grid, cooling, and land constraints, with multiple startups and at least one hyperscaler pursuing p…