Walter Schulze

Walter Schulze · May 15, 2026 · 5:56 AM

SpaceXAI's staff exits are putting Musk's AI strategy under pressure

More than 50 researchers and engineers have reportedly left SpaceXAI since February, turning Musk's AI merger into a talent and governance test. The company still has massive compute, but its recent Anthropic and Cursor deals suggest infrastructure may be becoming the easier business than frontier model building.

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Walter Schulze · May 15, 2026 · 3:31 AM

VS Code makes agents central while keeping local AI tied to Copilot

Microsoft's new VS Code Agents window gives coding agents a dedicated workspace across projects. But local AI workflows still rely on GitHub authentication, Copilot access, and an online connection, which keeps the experience tied to Microsoft's platform.

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Walter Schulze · May 15, 2026 · 1:07 AM

Coinbase makes USDC Hyperliquid's core stablecoin as USDH winds down

Coinbase has become the official USDC treasury deployer on Hyperliquid as USDH begins winding down. The deal shows how stablecoins are moving beyond payments and into the core infrastructure of onchain trading venues.

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Walter Schulze · May 14, 2026 · 10:19 PM

OpenAI's trial puts AI governance on the witness stand

Sam Altman's testimony in the Musk v. Altman trial has turned OpenAI's structure into a broader test of AI governance. The case matters because mission locks, board power, strategic capital and safety claims all collide when a nonprofit-minded lab becomes a mega-company.

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Walter Schulze · May 14, 2026 · 7:55 PM

Wirestock raises $23 million as AI labs hunt for licensed creative data

Wirestock has raised $23 million to supply creative multimodal data to AI labs. The deal highlights a larger shift from scraped web data toward licensed, auditable creator data with compensation and provenance built in.

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Walter Schulze · May 14, 2026 · 5:31 PM

Solana is making a serious push into on-chain perps.

Solana's new @perps branding points to a bigger push into on-chain perpetual futures. The opportunity is large, but Hyperliquid's liquidity and open interest lead make this a difficult market to win.

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Walter Schulze · May 14, 2026 · 3:07 PM

Cisco's AI order surge makes its layoffs harder to ignore

Cisco reported record Q3 revenue and raised its full-year AI infrastructure order target to $9 billion. The same update included plans to cut fewer than 4,000 jobs, showing how the AI boom is rewarding growth and restructuring at the same time.

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Walter Schulze · May 14, 2026 · 11:06 AM

Huang Foundation turns AI compute into a new kind of influence

The Huang Foundation is donating $108.3 million of CoreWeave GPU compute to universities and nonprofit research institutes. The gift could help open science, but it also shows how AI research access is becoming tied to Nvidia hardware and favored cloud partners.

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Walter Schulze · May 14, 2026 · 8:18 AM

Blackstone brings the AI data center trade to public investors

Blackstone Digital Infrastructure Trust raised $1.75 billion in an IPO built around stabilized data centers leased to hyperscale tenants. The listing gives public investors a new way to play AI infrastructure, while exposing them to power constraints, zoning pressure and tenant concentration risk.

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Walter Schulze · May 14, 2026 · 4:41 AM

Notion wants to become the control room for AI agents

Notion's May 13 Developer Platform launch turns its workspace into a coordination layer for AI agents, custom code and synced business data. The bigger question is whether usage-based credits make enterprise automation easier to adopt or harder to control.

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Walter Schulze · May 14, 2026 · 1:53 AM

South Korea is turning AI chip profits into a public dividend fight

South Korea's presidential policy chief has floated a national dividend tied to the AI chip boom, but President Lee Jae Myung says the idea concerns surplus tax revenue rather than a new windfall tax. The debate matters because Samsung Electronics and SK hynix sit at the center of global AI infrastructure, and any policy signal around their profits can move markets.

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Walter Schulze · May 13, 2026 · 11:47 PM

Tower Semiconductor turns AI demand into capacity commitments

Tower Semiconductor signed $1.3 billion in 2027 silicon photonics contracts and received $290 million in customer prepayments. The move shows how AI infrastructure demand is spreading beyond GPUs into optical connectivity, specialty foundry capacity, and hard supply commitments.

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Walter Schulze · May 13, 2026 · 10:13 PM

Origin Lab raises $8M to make game data useful for AI world models

Origin Lab has raised $8 million to help game companies license structured, rights-cleared data to AI world-model builders. The startup is betting that engine-level capture and provenance will matter as AI moves from language and video toward spatial reasoning.

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Walter Schulze · May 13, 2026 · 5:47 PM

Spain's AI rules make compliance a startup market test

Spain is pressing ahead with tougher AI and social media safety rules despite Big Tech lobbying. For startups, the move turns algorithm transparency, youth safety and executive accountability into practical market-access questions in Europe.

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Walter Schulze · May 13, 2026 · 3:24 PM

AI data centers are testing rural America's bargain with Big Tech

AI data centers are moving into rural America with promises of investment and jobs. Jay, Maine, shows why the real test is whether towns keep the tax upside while managing power, water and incentive risks.

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Walter Schulze · May 13, 2026 · 12:23 PM

Meta workers turn AI training data into a workplace fight

Meta employees distributed flyers across U.S. offices protesting mouse-tracking software used to train AI agents. The dispute turns AI training data into a workplace consent, privacy and labor issue that startups should not ignore.

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