Desk
Early-stage companies in the AI stack.
Israel has more riding on Nvidia's leadership than almost anywhere outside the US, and its investors are making a sober bet that the opening for rival chipmakers is real but narrow.
Nvidia's two internal emails are short, careful and almost entirely about continuity, and what they leave out tells us as much about the company's next month as what they say.
OpenAI bought a five-month-old AI travel agent and shut it down. What it really acquired is a travel-industry founder, and a sharper hint that ChatGPT wants to book the trip, not just plan it.
Cutting inference cold starts from minutes to seconds sounds like an ops footnote, but it changes how quickly AI capacity can follow demand and recover from failure.
NVIDIA's Korean startup checks look small next to its giant deals, but the picks show where it wants to own the stack: chip interconnect, open-weight models, robot hands and enterprise document work.
Perplexity's Teammates are always-on work agents that juggle roles inside a workspace — but they live behind the $200-a-month Max plan, a steep ticket next to OpenAI Dots and Claude Duet.
Meta just bought Conductor, a young agentic coding startup, as Muse Code and Muse agents race to catch up — and Conductor’s cloud shuts down on November 20.
Trajectory is betting that the people who know what good work looks like, such as lawyers, analysts and doctors, should be able to teach a model directly, without a research team in between.
Another senior Meta AI leader walks out, and this one is betting a three-person team can rethink the office file itself, not just bolt a chatbot onto spreadsheets.
Nvidia is putting money into software that helps customers buy fewer of its chips, which tells us the AI market's next fight is about running models efficiently.
Recursive's first model is small, free and runs on a laptop, but the real release is a proof of concept for AI that helps build the next AI.
A brain implant that listens for tumors and fights back could be a genuinely important medical idea; the harder question is why AI money is suddenly so interested in brain data.