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Wrtn Technologies co-founder and chief product officer Djay Lee. Photos courtesy of Wrtn Technologies.
AI Agenda

An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales

By Juro Osawa · Apr 2, 2026 7:00am PDT
Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s experience suggests there are plenty of lucrative consumer niches to be served.Seoul-based Wrtn Technologies says it’s generating more than $8 million in revenue a month from operating AI storytelling apps for hardcore anime and game fans in South... Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s...
Giga Energy cofounders Brent Whitehead and Matt Lohstroh. Photo courtesy of Giga.
AI Agenda

Meet Giga, a AI Data Center Developer That Has Barely Raised Capital

By Stephanie Palazzolo · Mar 19, 2026 7:00am PDT
Startups developing data centers to power AI are among the most capital-hungry businesses around right now. Many are raising billions of dollars in equity and debt to build complicated facilities.There are few like Houston-based Giga Energy, however. Founded in 2019 by two Texas A&M juniors studying finance and industrial distribution, Giga... Startups developing data centers to power AI are among the most capital-hungry businesses around...
The Stargate AI data center in Abilene, Texas. Photo by Kyle Grillot/Bloomberg via Getty Images.
AI Infrastructure

The ‘Bragawatt’ Data Center Era Brings Reality Checks—and Energy Breakthroughs

By Ann Davis Vaughan · Dec 15, 2025 9:30am PST · 8 comments
Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping the energy sector and turning Silicon Valley into a rising industrial power.Ann Davis Vaughan has covered the intersection of energy and technology as both an investment analyst and journalist for two decades, including 14 years at The Wall Street... Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping...
Sam Altman. Photo by Justin Sullivan/Getty Images
AI Agenda

Why OpenAI Is Doubling Down on Enterprises

By Stephanie Palazzolo · Jan 26, 2026 7:00am PST
The circular funding party continues! This morning, Nvidia announced that it’s invested $2 billion into cloud provider CoreWeave, who said it’ll use that capital to build more than five gigawatts in AI data center capacity by 2030. CoreWeave also said that it’ll be an early adopter of Nvidia products like its AI chips and software. This is just... The circular funding party continues! This morning, Nvidia announced that it’s invested $2...
Art by Clark Miller; Image via Getty.
The Weekend

LeBron’s AI Blunder, Tech’s Fortunate Bet on Trump

By Abram Brown · Jul 26, 2025 7:00am PDT
Welcome, Weekenders! In this newsletter:• The Big Read: Sports execs’ favorite pastime? Venture capital• The Top 5: The best new startup accelerators • Plus, our Recommendations: “Autocracy in America,” “I Regret Almost Everything” and “Star Trek: Strange New Worlds” LeBron James would like the internet to behave itself. Of course, it won’... Welcome, Weekenders! In this newsletter:• The Big Read: Sports execs’ favorite pastime? Venture...
Art by Mike Sullivan
Applied AI

Why Some AI Buyers Might Need to Hire More Engineers, Not Fewer

By Jon Victor · Mar 27, 2025 10:00am PDT
Many companies shelling out cash for artificial intelligence may be counting on the technology to reduce the number of software engineers they need. That’s not the case at Vanta, which sells compliance software to enterprises.As the $2.5 billion–valuation startup uses more AI to aid its 300-person sales organization, it’s hiring more engineers... Many companies shelling out cash for artificial intelligence may be counting on the technology to...