Walter Schulze

Walter Schulze · Jun 3, 2026 · 11:11 AM

Special turns DOGE cost cutting into an AI acquisition strategy

Special, a new venture from former DOGE staffers Nate Cavanaugh and Justin Fox, is trying to turn AI-driven cost cutting into a private acquisition strategy. The company has Musk-aligned backers and a sharp pitch, but its DOGE baggage could be either an asset or a liability.

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Walter Schulze · Jun 3, 2026 · 8:45 AM

Megaport is raising $594 million to turn AI demand into infrastructure

Megaport is raising A$827.3 million, about $594 million, after landing four AI infrastructure contracts worth roughly A$458.9 million. The move pushes the Australian network-as-a-service company deeper into Nvidia GPU ownership and the fast-growing market for enterprise AI inference infrastructure.

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Walter Schulze · Jun 3, 2026 · 6:21 AM

Microsoft is making AI behavior testing easier for developers

Microsoft has released ASSERT, an open-source framework that turns plain-language AI behavior requirements into executable evaluations. The move signals that policy-specific testing and regression checks are becoming essential for startups building production AI agents.

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Walter Schulze · Jun 3, 2026 · 3:57 AM

Uber puts AI coding agents on a monthly budget

Uber has capped employee spending on AI coding tools after usage ran ahead of budget. The move shows agentic AI is becoming a variable infrastructure cost that enterprises will need to manage with real controls.

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Walter Schulze · Jun 3, 2026 · 1:34 AM

Google will warn Android users when scammers fake a contact’s call

Google’s Phone app is adding fake call detection that can warn Android users when scammers spoof someone in their contacts. The feature uses an encrypted device-to-device confirmation signal, but its usefulness depends on broad adoption of Phone by Google and related Android services.

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Walter Schulze · Jun 2, 2026 · 11:09 PM

Partiful is turning party invites into a payments business

Partiful has launched built-in ticketing in the U.S., letting hosts sell paid event tickets directly inside the app. The move turns a viral invite tool into a payments business and puts it closer to Eventbrite at the casual end of paid events.

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Walter Schulze · Jun 2, 2026 · 8:22 PM

Andrew Yang's Noble Mobile buys Helium Mobile as free wireless gets expensive

Andrew Yang's Noble Mobile has acquired Helium Mobile as Helium prepares to move Zero Plan users to a $15 monthly plan. The deal tests whether decentralized wireless infrastructure can survive inside a conventional MVNO business.

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Walter Schulze · Jun 2, 2026 · 4:54 PM

STMicroelectronics nearly doubles its data center revenue target as AI infrastructure demand reaches chipmakers far beyond the GPU giants

STMicroelectronics raised its 2026 data center revenue outlook to approximately $1 billion on June 2, nearly doubling prior guidance, sending shares to a 25-year high. Fueled by a strategic multi-billion-dollar AWS partnership and surging demand for silicon photonics and power chips, the upgrade signals that AI infrastructure spending is flowing well beyond GPU suppliers into the broader semiconductor supply chain. Texas Instruments and Analog Devices are showing similar momentum, pointing to a

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Walter Schulze · Jun 2, 2026 · 2:40 PM

Alaska joins the sound money movement by stripping all state taxes from gold and silver

Alaska signed HB 1 into law on May 29, 2026, recognizing gold and silver specie as legal tender and eliminating local sales taxes on precious metals transactions. The bill passed with near-unanimous support, joining a growing list of states , including Kansas and Iowa , that have moved to treat gold and silver as money rather than taxable commodities. The momentum raises real questions about how long federal tax treatment of precious metals can stay out of step with the states.

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Walter Schulze · Jun 2, 2026 · 10:23 AM

SpaceX is carving out 5% of its IPO for insiders and waiving lock-up rules for them while everyone else waits

SpaceX has reserved up to 5% of its IPO shares for employees and executive-selected individuals, exempting them from standard post-listing lock-up periods under a directed share program. The carve-out, revealed in a June 1 filing, creates a class of holders who can begin selling as soon as the company reports its first post-IPO earnings. With SpaceX targeting a $1.75 trillion valuation and a potential record-breaking raise, the structural asymmetry could test the market's patience almost immedia

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Walter Schulze · Jun 2, 2026 · 5:01 AM

Luma AI opens its physical AI lab to the public as the video generation startup bets its world model advantage translates to robotics

Luma AI opens its physical AI lab to the public as the video generation startup bets its world model advantage translates to robotics

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Walter Schulze · Jun 1, 2026 · 9:35 PM

AI weather startups are turning forecasting into a private market

AI weather startups are pushing into a market once dominated by public agencies and supercomputer models. The opportunity is large, but the strongest companies will need to prove measurable accuracy gains in real commercial workflows.

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Walter Schulze · Jun 1, 2026 · 6:54 PM

Strategy sells Bitcoin as treasury management enters a new phase

Strategy sold 32 Bitcoin for about $2.5 million, its first confirmed sale since December 2022. The move is tiny compared with its holdings, but it signals a more active phase for corporate Bitcoin treasury management.

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Walter Schulze · Jun 1, 2026 · 4:13 PM

Bain says AI savings are still missing the profit line

Bain says many companies are seeing AI productivity gains without turning them into meaningful cost savings. The finding raises tougher questions for AI startups, enterprise vendors, and investors relying on margin expansion stories.

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Walter Schulze · Jun 1, 2026 · 1:56 PM

Cognitive debt is becoming AI's hidden business cost

Companies are spending heavily on AI, but the harder question is whether those tools are creating durable capability or hidden cognitive debt. The risk is that faster output masks weaker understanding, leaving businesses with more work to check and fewer people able to explain it.

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Walter Schulze · Jun 1, 2026 · 10:52 AM

TSMC investors in Taiwan are catching up with Wall Street on AI

TSMC’s Taiwan-listed shares are closing the valuation gap with its US ADRs as local investors buy into the AI demand story. The move suggests Taiwan’s market may now be a stronger signal for semiconductor sentiment, not just a follower of Wall Street.

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