Walter Schulze

Walter Schulze · Apr 30, 2026 · 8:23 AM

Thomas Reardon is betting AI's next bottleneck is power

Thomas Reardon's Flourish is raising at a possible $2.5 billion valuation to build more energy-efficient AI, signaling that investors think the next major AI bottleneck may be power and inference economics rather than model intelligence.

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Walter Schulze · Apr 30, 2026 · 6:06 AM

Masayoshi Son is trying to turn his AI spending spree into a public company

SoftBank is planning to create and list a company called Roze in the United States at a target valuation of $100 billion, combining AI, robotics and data center development as Masayoshi Son attempts to turn his sprawling AI spending into a publicly tradeable asset.

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Walter Schulze · Apr 30, 2026 · 3:47 AM

Alphabet is finally showing the AI receipts investors wanted

Alphabet's Q1 beat, led by Google Cloud's 63% growth to $20.03 billion and a backlog above $460 billion, gives investors a clearer sign that AI demand is already turning into revenue rather than just future capex.

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Walter Schulze · Apr 29, 2026 · 11:13 PM

Mistral is trying to make open-weight AI feel enterprise-grade again

Mistral's Medium 3.5 launch, paired with Vibe 2.0, is a push to make open-weight AI feel enterprise-grade again by offering a dense, self-hostable flagship for reasoning, coding and agentic workflows.

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Walter Schulze · Apr 29, 2026 · 8:53 PM

IBM's Chicago plan shows AI and quantum are becoming a local jobs strategy

IBM plans to add 750 AI, quantum computing, cybersecurity and data science jobs in Chicago, underscoring how governments are using tax credits, university ties and anchor tenants to build regional frontier-computing clusters.

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Walter Schulze · Apr 29, 2026 · 7:40 PM

Shapes wants to turn AI companionship into a group chat product

Shapes emerged from stealth with $8 million in seed funding for a social AI app where humans and AI characters share group chats, signaling a shift from solo chatbots to community-native AI products.

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Walter Schulze · Apr 29, 2026 · 5:41 PM

Aftermath Finance's Sui exploit shows how fast a small accounting bug can become a real DeFi run

Aftermath Finance's perps protocol on Sui was drained of roughly $1.1 million in USDC across 11 transactions after an attacker exploited negative builder code fees, prompting a pause, a targeted investigation, and precautionary limits across adjacent Sui products.

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Walter Schulze · Apr 29, 2026 · 2:53 PM

The AI companies said to kill office demand are now signing London's biggest leases

Anthropic took 158,000 square feet, OpenAI signed its first permanent London office, and AI firms have collectively leased over a million square feet in the city since early 2025, with CBRE forecasting 4 million square feet of AI-led take-up by 2033.

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Walter Schulze · Apr 29, 2026 · 12:14 PM

AI is learning to find pancreatic cancer before anyone feels sick

A new AI model trained on routine health records can identify pancreatic cancer risk up to three years before diagnosis, offering a realistic path to earlier surveillance for one of the deadliest cancers in medicine.

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Walter Schulze · Apr 29, 2026 · 9:45 AM

MIT's VibeGen just changed how scientists think about designing proteins from scratch

MIT's VibeGen model inverts traditional protein engineering by designing sequences from vibrational fingerprints rather than static structures, while related CSAIL advances in interpretability and cost-efficient reasoning are quietly reshaping the foundations of applied AI science.

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Walter Schulze · Apr 29, 2026 · 6:45 AM

SpaceX is asking public investors to believe in something that isn't in the numbers yet

SpaceX's June IPO targets a valuation of up to $2 trillion, implying a 100x trailing revenue multiple that requires decade-long 40% annual growth just to break even, raising hard questions for public market investors.

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Walter Schulze · Apr 29, 2026 · 3:07 AM

France raids X's Paris office and Musk faces EU subpoenas in the biggest trans-Atlantic free speech clash yet

French police raided X's Paris offices while US Republicans accused the EU of decade-long censorship, producing a regulatory conflict that makes simultaneous compliance structurally impossible for any platform.

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Walter Schulze · Apr 29, 2026 · 1:27 AM

Polymarket has been hacked twice in three months and its third-party login problem is still unresolved

Polymarket's December 2025 third-party auth breach and February 2026 nonce manipulation attack reveal a DeFi security crisis in the ecosystem layer, not the protocol.

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Walter Schulze · Apr 28, 2026 · 11:47 PM

Google grabs the Pentagon's AI business after Anthropic drew its red lines

Google launched Pentagon Agent Designer the day after Anthropic sued the Trump administration, splitting military AI into a market with limits and one without.

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Walter Schulze · Apr 28, 2026 · 9:46 PM

Amazon's $25 billion Anthropic bet turns AWS into the enterprise AI compute king

Amazon $25B Anthropic $33B total $100B AWS spend Trainium enterprise AI compute.

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Walter Schulze · Apr 28, 2026 · 7:47 PM

Festus voters wipe out half their city council for approving a $6 billion data center

Festus council ousted data center secret approval, national backlash delays 66% projects.

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