Walter Schulze

Walter Schulze · Jun 9, 2026 · 9:34 PM

Lovable’s $500 million run rate makes vibe coding harder to dismiss

Lovable says it has surpassed $500 million in annualized revenue run rate and is seeing one million new projects created each week. The numbers suggest vibe coding is moving from novelty to a serious challenge for SaaS, no-code and traditional software development tools.

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Walter Schulze · Jun 9, 2026 · 3:43 PM

China turns AI infrastructure into a state-backed compute race

China is preparing a roughly $295 billion state-backed AI data center plan that would heavily favor domestic suppliers such as Huawei. The move accelerates the split between Chinese and Western compute stacks while changing the investment calculus for Nvidia, AMD and global AI infrastructure players.

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Walter Schulze · Jun 9, 2026 · 10:05 AM

ASML is pushing back as Brussels tries to steer Europe's chip future

ASML CEO Christophe Fouquet has warned Brussels against steering strategic chip projects too closely. The dispute shows how Europe's AI ambitions depend on scarce EUV equipment, private supply chain control and whether policy can speed investment rather than slow it.

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Walter Schulze · Jun 9, 2026 · 3:43 AM

Tools for Humanity cuts staff as World chases bigger identity deals

Tools for Humanity is facing staff cuts and senior departures while World pushes its iris-based identity system into mainstream partnerships. The next test is whether World ID can become useful infrastructure beyond crypto, especially as Sam Altman's attention shifts deeper into OpenAI's IPO path.

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Walter Schulze · Jun 8, 2026 · 11:42 PM

SpaceX's record IPO order book shows investors are ready to pay up

SpaceX's IPO has reportedly drawn about $150 billion in institutional orders against a $75 billion raise. The demand shows investors are willing to pay for Starlink cash flow, AI ambitions and scarcity, but the lockup structure and Musk's voting control still matter for retail buyers.

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Walter Schulze · Jun 8, 2026 · 3:18 PM

Go prices Japan's biggest 2026 IPO at the top of its range

GO Inc. priced its Tokyo IPO at ¥2,400 a share, the top of its range, making it Japan's biggest announced listing of 2026 so far. The deal shows that public investors are still willing to back growth-stage mobility platforms when scale and profitability are visible.

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Walter Schulze · Jun 8, 2026 · 12:06 PM

Texas grid tests put AI data center growth on notice this summer

ERCOT says several large data center and crypto mining facilities failed voltage ride-through assessments ahead of peak summer demand. The failures show how AI compute growth is turning grid stability, not just power supply, into a central test for Texas infrastructure investment.

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Walter Schulze · Jun 8, 2026 · 9:17 AM

xAI’s Claude workaround puts Grok’s coding race under scrutiny

xAI reportedly used Claude outputs to train Grok coding models and kept access going after Anthropic cut it off. The dispute shows how model distillation is becoming one of the sharpest legal and competitive fights in AI.

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Walter Schulze · Jun 8, 2026 · 5:18 AM

Forbes AI 50 shows AI startups are moving beyond model size

Forbes' 2026 AI 50 list shows a market still dominated by OpenAI and Anthropic, which account for roughly 80% of total funding. The more important shift is the rise of new companies building efficient, deployable and domain-specific AI businesses.

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Walter Schulze · Jun 7, 2026 · 8:54 PM

Omnilert now faces a liability test over AI gun detection

A survivor of the Antioch High School shooting has sued Omnilert, alleging its AI gun detection system failed despite marketing claims about early firearm detection. The case could force AI security vendors to confront tougher questions about product limits, warranties and liability.

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Walter Schulze · Jun 7, 2026 · 2:54 PM

Microsoft is turning enterprise AI agents into platform plumbing

Microsoft IQ brings Work IQ, Fabric IQ, Foundry IQ, and Web IQ into a shared context layer for enterprise agents. The bigger story is Microsoft's push to own the runtime and data plumbing behind agentic AI workflows.

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Walter Schulze · Jun 7, 2026 · 12:06 PM

South Korea puts a Naver veteran at the center of its AI push

President Lee Jae-myung nominated former Naver CEO Han Seong-sook as South Korea’s next prime minister on June 7. If confirmed, her appointment would put a technology operator and startup-policy official at the center of the country’s AI strategy.

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Walter Schulze · Jun 7, 2026 · 6:53 AM

OpenAI is bringing Lockdown Mode to ChatGPT users as security risks grow

OpenAI is rolling Lockdown Mode out to eligible personal and business ChatGPT users to reduce prompt injection data exfiltration risk. The feature disables or limits connected tools such as Deep Research, Agent Mode, live browsing, Canvas networking, and file downloads, creating a clear tradeoff between capability and security.

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Walter Schulze · Jun 7, 2026 · 1:52 AM

Solana falls near $60 as crypto selloff tests ETF demand

Solana fell toward $60 after a broad crypto liquidation event tied to stronger U.S. jobs data and higher rate expectations. The move puts pressure on the 2026 institutional adoption story built around spot SOL ETFs, corporate demand and network activity.

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Walter Schulze · Jun 6, 2026 · 8:11 PM

The ECB rate outlook is tightening the funding window for risk assets

Eurozone inflation has pushed the ECB back toward rate hikes, with markets now expecting tighter conditions through 2026. That raises pressure on crypto trading, DeFi yields and European startups that need capital at a moment when AI spending is already stretching balance sheets.

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Walter Schulze · Jun 6, 2026 · 12:54 PM

McDonald’s gives drive-thru AI another cautious test

McDonald’s is testing drive-thru voice AI again with Google, but only in five locations after its earlier IBM pilot drew customer complaints. The new test shows how cautious large companies must be when moving AI into high-volume customer service workflows.

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