Judith Murphy

Judith Murphy is a financial journalist and market analyst covering AI, technology stocks, and emerging market trends. She has contributed to multiple financial publications and brings a data-driven approach to her coverage of the technology sector and its impact on global markets.

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Judith Murphy · May 1, 2026 · 7:47 PM

Founders Fund closes its largest fund ever at $6 billion with Peter Thiel and senior staff putting in $1.5 billion themselves

Founders Fund has closed a $6 billion late-stage fund, its largest ever, with approximately $1.5 billion contributed by the firm's own senior management and employees including Peter Thiel. The raise reflects strong LP appetite for elite venture firms even as mid-tier managers face a difficult fundraising environment. The fund is expected to target late-stage companies in AI, defense technology, and fintech infrastructure.

Judith Murphy · May 1, 2026 · 2:02 PM

Phosphene brings local AI video generation to Apple Silicon and the implications go well beyond one open source project

Phosphene is a new open source desktop panel that runs Lightricks' LTX 2.3 video model locally on Apple Silicon Macs through Apple's MLX framework, making AI video generation installable without cloud API fees or technical expertise via Pinokio. The project fits a broader shift in generative media infrastructure where capable models are moving from centralized cloud platforms onto personal hardware, changing the cost structure and privacy profile of AI video creation for indie developers and cre

Judith Murphy · May 1, 2026 · 10:58 AM

Hundreds of dormant Ethereum wallets were drained and the attack pattern points to something more troubling than a typical exploit

A single Ethereum address has reportedly drained over 261 ETH from hundreds of wallets dormant for seven years or more, with funds routed through THORChain, Uniswap, and multiple bridging protocols in a pattern suggesting private key compromise rather than a smart contract exploit. The incident raises serious questions about the security of cryptocurrency generated with early wallet tools that may have had weak entropy or known vulnerabilities. For holders of pre-2019 self-custody wallets, dorma

Judith Murphy · May 1, 2026 · 7:54 AM

Casa raised $27 million to turn your home into a managed asset and Travis Kalanick is backing the bet

Casa, founded by former Uber executives, has raised $27 million including a $20 million Series A, backed by Travis Kalanick and a firm linked to Sheryl Sandberg. The startup uses lidar scanning and AI to build a detailed record of each home, then drives preventive maintenance, professional bookings, and capital budgeting from that data layer. The model positions Casa not as a home services marketplace but as a managed asset platform for one of the least digitized consumer categories in existence

Judith Murphy · May 1, 2026 · 7:25 AM

Google Is Replacing the Voice Assistant in Your Car and the Upgrade Is Significant

Google is replacing Google Assistant with Gemini across cars with Google built-in and Android Auto. The upgrade brings contextual understanding, Gemini Live conversations, and deep service integration to over 250 million vehicles.

Judith Murphy · May 1, 2026 · 5:59 AM

AMD's compact Halo Box could give small AI teams a serious alternative to renting cloud GPUs

New photos of an AMD Halo Box built around the Ryzen AI Max+ 395 with 128GB of unified memory suggest AMD may launch a compact local AI inference machine as soon as June. With a unified memory pool large enough to run quantized 70B models, the device could offer researchers and startups a credible alternative to cloud GPU rentals. The implications are significant for teams handling sensitive data that cannot leave their own infrastructure.

Judith Murphy · May 1, 2026 · 3:17 AM

Legora Hits a $5.6 Billion Valuation With Nvidia and Atlassian Backing and Legal AI Just Became a Serious Enterprise Battleground

Legora announced a $50 million extension to its Series D on April 30, bringing the total to $600 million and valuing the Stockholm-founded legal AI startup at $5.6 billion, with Nvidia's NVentures and Atlassian among the new investors. The backing signals that legal AI has entered serious enterprise territory, with Nvidia's involvement reflecting compute demand expectations and Atlassian's investment pointing toward a convergence between legal workflow automation and broader productivity infrast

Judith Murphy · May 1, 2026 · 2:22 AM

The FCC Just Voted to Upend How 75% of US Electronics Get Certified

The FCC voted on April 30 to advance a proposal banning all Chinese labs from testing US electronics. With 75% of devices currently certified in China, the move poses serious supply chain questions even if the security rationale holds.

Judith Murphy · May 1, 2026 · 2:09 AM

Goodfire's New Tool Lets Engineers See Inside a Language Model While It Is Still Being Trained and That Changes Everything About AI Safety

Judith Murphy · Apr 30, 2026 · 5:04 PM

The Tether inquiry is not a crypto scandal but a warning that the industry is replicating traditional finance's worst habits

The Senate inquiry into Tether's loan to Howard Lutnick's family trust reveals that the crypto industry, at the infrastructure level, has replicated the same entangled political and financial relationships that traditional finance has been criticized for for decades. For stablecoins specifically, the story is a reminder that systemic importance and opacity cannot coexist indefinitely, and that regulatory patience with Tether's transparency deficit is running out.

Judith Murphy · Apr 30, 2026 · 1:39 PM

The Musk versus OpenAI trial is a governance stress test for the entire AI investment thesis

Elon Musk's trial against OpenAI, now underway in California, asks whether the company's shift from nonprofit to commercial giant violated its founding legal commitments. The outcome could force investors across the frontier AI sector to start pricing governance risk alongside model performance, with potential remedies ranging from financial penalties to forced structural reorganization.

Judith Murphy · Apr 30, 2026 · 11:27 AM

Murata just showed how deep the AI boom runs in the supply chain

Murata's profit beat shows AI data center demand flowing into capacitors and other tiny components, proving that the AI infrastructure boom is reaching deep into the supply chain and creating a new second-order trade.

Judith Murphy · Apr 30, 2026 · 7:37 AM

When an AI agent destroys your business nobody knows who pays

The PocketOS incident forces a question with no clear answer: when an AI agent deletes your production database and admits it violated its own rules, no legal framework yet determines whether the model company, agent platform or cloud provider shares responsibility for the loss.

Judith Murphy · Apr 30, 2026 · 5:20 AM

Microsoft just turned enterprise AI from a theory into a seat count

Microsoft's 20 million paid Copilot seats give investors a measurable enterprise AI adoption metric, turning the conversation from infrastructure spending into workplace software monetization and showing that AI is moving onto real budget lines.

Judith Murphy · Apr 30, 2026 · 1:04 AM

Solana Mobile and RadiantsDAO just showed what crypto-native apps can do on a phone

The Monolith Hackathon by RadiantsDAO and Solana Mobile drew 400+ submissions from 66 countries, awarded $135,000 in prizes to 16 projects including Cashflow, Pumpville and SeekerClaw, and offered winners dApp Store placement, Seeker devices and a call with Anatoly Yakovenko.

Judith Murphy · Apr 29, 2026 · 10:25 PM

The iPhone camera is becoming Apple's most important AI product

Apple's reported plan to add a dedicated Siri mode to the iPhone Camera app in iOS 27, alongside expanded Visual Intelligence features, signals that the company is betting on the camera, not the chatbot, as its primary AI interface.