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Crusoe CEO Chase Lochmiller. Photo via Getty
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OpenAI’s Data Center Partner Nears $120 Million Stock Sale For Its Employees

By Anissa Gardizy, Natasha Mascarenhas and Sri Muppidi · Nov 5, 2025 11:28am PST
Crusoe, a startup developing a large data center in Texas for Oracle and OpenAI, is arranging an employee share sale that values the seven-year-old firm at around $13 billion, according to two people with knowledge of the transaction. The deal involves selling around $120 million worth of employee shares and would value them at a 30% premium to... Crusoe, a startup developing a large data center in Texas for Oracle and OpenAI, is arranging an...
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AI Agenda

How Anthropic’s Claude Code Helped Brex Write 80% of a New Codebase

By Stephanie Palazzolo · Nov 5, 2025 7:00am PST
Coding and financial services are two of the most common domains that people cite when I ask about the most promising applications of artificial intelligence. Now we have an example that combines both of them.Wednesday morning, corporate card issuer Brex announced a series of new “agentic” products, powered by Anthropic’s Claude models, that aim... Coding and financial services are two of the most common domains that people cite when I ask...
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OpenAI’s Commerce and Apps Efforts Divide Consumer Firms

By Ann Gehan and Catherine Perloff · Nov 5, 2025 6:00am PST
In October, Thumbtack, a firm that helps people book home services professionals, agreed to make its app available through ChatGPT, as have a number of commerce firms eager to reach the chatbot’s 800 million weekly users. But Marco Zappacosta, Thumbtack’s CEO, isn’t worried that ChatGPT will replace his own app. “Booking a car on Uber is... In October, Thumbtack, a firm that helps people book home services professionals, agreed to make...
Art by Mike Sullivan

Stock Market’s Crypto Rally Boosts Private Companies

By Yueqi Yang · Oct 31, 2025 6:00am PDT
Stock market investors fell in love with crypto this year, setting off a big rally in public markets. Now the buying frenzy has rebounded back to privately held companies like crypto exchange Kraken and payments firm Ripple, whose valuations have soared. Kraken, one of the oldest crypto exchanges, is raising money at a $20 billion valuation,... Stock market investors fell in love with crypto this year, setting off a big rally in public...
Art by Clark Miller.

How Crypto Upended Financial Markets and What Comes Next

By Yueqi Yang · Sep 22, 2025 6:00am PDT · 1 comment
Crypto stormed into the traditional financial system over the past four months, wedging itself deeper than ever into banking and the stock market. The head-spinning changes created billions in profits for the industry and added more risks for investors and regulators. The changes came so fast that they were hard to keep straight. We’ve rolled... Crypto stormed into the traditional financial system over the past four months, wedging itself...
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Creator Economy

TikTok, Instagram May Worsen Streaming Ad Market’s Woes

By Kaya Yurieff · Jul 1, 2025 2:00pm PDT
The TV streaming market is getting awfully crowded! Last week, Kalley and I broke the news that Instagram and TikTok are both working on versions of their video apps better suited for TV screens, following YouTube’s success in the living room.It’s easy to understand why these social media companies want to get in the game. Advertisers generally... The TV streaming market is getting awfully crowded! Last week, Kalley and I broke the news that ...