← /news·[TECH]·JUL 27·2 min read

Morgan Stanley leads Wall Street's AI debt league tables as Big Tech backing lowers spreads at a cost

The constraint that shapes AI debt financing is capital intensity. AI infrastructure carries large upfront costs and

$Devon Ashkar·NewsNTech·[MS] [GOOGL] [AMZN] [JPM]

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Amazon opens its advertiser base to ChatGPT

The structural problem for AI platforms trying to build ad businesses is advertiser demand: the pools of retail budget that accumulate inside closed marketplace ecosystems and rarely reach outside them.

Noor Rahimi·1 minSEP 10

[TECH]02

OpenAI and Anthropic researchers push for AI slowdown as rogue model attacks mount

The gap between AI capability and the methods used to constrain model behavior is the live concern behind a push, now growing louder, for slower AI development.

Isaac Yerby·1 minSEP 10

[TECH]03

Silicon Valley's long-shot bet is back in style

Tech investors are rediscovering the kind of long-shot, science-fiction-adjacent wagers that helped build Silicon Valley. That appetite for far-edge speculative positioning is returning.

Chase Whitlock·1 minSEP 10