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14:58
2026-06-11
cautiousoptimism.news
artificial-intelligence

AI ate the newsletter

The Iran-USA war escalates as President Trump threatens strikes on Kharg Island, risking oil supply disruption and higher prices. The conflict threatens a critical IPO and adds macroeconomic pressure …

17:05
2026-06-10
cautiousoptimism.news
artificial-intelligence

Anthropic just added a velvet rope to the AI club

Anthropic has introduced a tiered access system for its AI models, creating a 'velvet rope' that limits access to certain users. The move comes as the company seeks to manage demand and prioritize hig…

15:51
2026-06-09
cautiousoptimism.news
artificial-intelligence

Everyone hates AI now

OpenAI filed confidentially for an IPO, joining SpaceX and Anthropic in the public-market pipeline, as the AI industry faces growing public skepticism. The filing raises questions about revenue recogn…

18:49
2026-06-08
cautiousoptimism.news
artificial-intelligence

Bending Spoons is the anti-AI play

Bending Spoons filed for an IPO, positioning itself as an anti-AI play in a market where tech stocks fell on Friday due to a strong labor report raising interest rate concerns. Meanwhile, OpenAI is ex…

14:10
2026-06-04
cautiousoptimism.news
ai-startups

Your boss has token regret

SpaceX set a proposed IPO price of $135 per share, valuing the company at $1.7 trillion on a fully diluted basis, according to Renaissance Capital. The space launch and AI company plans to make up to …

16:20
2026-06-03
cautiousoptimism.news
artificial-intelligence

Microsoft, I owe you an apology, I wasn’t familiar with your game

Microsoft released a staggering set of AI products at its Build conference, demonstrating it can compete without OpenAI. The company unveiled new AI agents, Copilot features, and infrastructure tools,…

13:52
2026-06-02
cautiousoptimism.news
artificial-intelligence

Five questions for AI’s biggest IPO

Alphabet plans to sell $80 billion in stock, including a $10 billion private placement to Berkshire Hathaway, to finance AI infrastructure and global compute spending as its free cash flow falls short…

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