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AI Agenda

Claude Code Leak Reveals Always-On ‘Kairos’ Agent

By Rocket Drew, Stephanie Palazzolo and Aaron Holmes · Apr 1, 2026 7:00am PDT
Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues. After accidentally publishing a blog post last week containing details of its next flagship AI model, Claude Mythos, the company on Tuesday said it had accidentally leaked some of the source code powering its popular Claude Code coding agent.In... Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues....
OpenAI CEO Sam Altman. Anna Moneymaker/Getty Images.
The Briefing

OpenAI’s Fundraising; The (Dismal) IPO Class of 2021

By Martin Peers · Mar 31, 2026 5:00pm PDT
Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran war. Don’t get too comfortable—things are likely to change quickly. In fact, the Iranians are threatening to attack U.S. tech facilities in the Middle East. Meanwhile, we got news today on a variety of fronts concerning Microsoft, Nvidia and Anthropic... Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran...
Traders on the New York Stock Exchange floor. Michael Nagle/Getty Images.
The Briefing

Nvidia Stock is Cheap—What That Signals

By Martin Peers · Mar 30, 2026 5:00pm PDT · 3 comments
Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a multiple of earnings, was during the 2008 financial crisis, according to Koyfin data. Indeed, Amazon’s stock is so cheap that it’s trading at a discount to Walmart for the first time ever. Considering that Amazon’s revenue is growing at roughly... Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a...