Walter Schulze

Walter Schulze · Jun 6, 2026 · 9:27 AM

Meta makes Louisiana the new test case for AI infrastructure

Meta's Hyperion campus in Louisiana shows how the AI race is becoming an infrastructure race. The state is now trying to turn one massive data center bet into a broader strategy for attracting hyperscale compute projects.

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Walter Schulze · Jun 6, 2026 · 6:22 AM

Monterey Park has made AI infrastructure a ballot box fight

Monterey Park voters overwhelmingly backed Measure NDC, creating a citywide ban on new data centers and turning AI infrastructure into a direct local political issue. The result signals a new kind of risk for operators, founders and investors trying to build the physical backbone of AI.

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Walter Schulze · Jun 6, 2026 · 4:04 AM

Greece is bringing crypto gains into its tax code

Greece is preparing a 15% capital gains tax on cryptocurrency profits, with the first €500 of gains expected to be exempt. The move fits a broader European push to make crypto trading easier for tax authorities to track as MiCA, DAC8 and OECD reporting rules take effect.

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Walter Schulze · Jun 6, 2026 · 1:46 AM

New York is testing how far AI infrastructure rules can go

New York lawmakers passed a one-year moratorium on permits for large data centers, putting AI infrastructure expansion directly in the path of state politics. The bill now goes to Gov. Kathy Hochul and could reshape how developers plan power, water and community costs.

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Walter Schulze · Jun 5, 2026 · 11:51 PM

Revolut’s next share sale puts private fintech on notice

Revolut is weighing a secondary share sale that could value the company at about $115 billion. The move shows how late-stage fintechs are using private liquidity events to delay IPOs while still rewarding employees and early investors.

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Walter Schulze · Jun 5, 2026 · 9:33 PM

Reid Hoffman is leaving Microsoft's board as AI scrutiny rises

Reid Hoffman will not stand for re-election to Microsoft's board at the company's 2026 annual shareholder meeting. His exit comes as Microsoft's AI partnerships and Silicon Valley board ties face sharper scrutiny from investors and regulators.

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Walter Schulze · Jun 5, 2026 · 6:53 PM

South Korea tests whether Polymarket is trading or gambling

South Korean police are investigating domestic Polymarket users over suspected illegal gambling, turning a regulatory question into a criminal process. The case could shape how Asian authorities treat decentralized prediction markets built on smart-contract infrastructure.

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Walter Schulze · Jun 5, 2026 · 4:12 PM

Comfy Desktop makes ComfyUI easier for commercial AI builders

Comfy Org is rolling out Comfy Desktop as a single app for managing ComfyUI environments across local, remote, portable and cloud setups. The release matters because it lowers operational friction for one of the most active open-source AI creative tools.

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Walter Schulze · Jun 5, 2026 · 12:05 PM

AI designed vaccines are moving from theory into human trials

Researchers at the University of Cambridge and DIOSynVax have reported early human trial results for an AI-designed pan-sarbecovirus vaccine candidate. The study is still early, but it gives AI biotech investors a clearer proof point to watch as the field moves from discovery tools toward clinical products.

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Walter Schulze · Jun 5, 2026 · 9:23 AM

Apple gives Poke a rare lane into iMessage for AI agents

Poke is the first AI agent approved for Apple Messages for Business, giving it a native path into iMessage without requiring a separate app. The move could make Apple’s approval process a new gatekeeper for consumer AI agent distribution.

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Walter Schulze · Jun 5, 2026 · 6:42 AM

OpenAI is making ChatGPT memory more automatic with Dreaming

OpenAI is rolling out Dreaming, a new ChatGPT memory system that automatically synthesizes useful context from past conversations. The feature starts with Plus and Pro users in the United States and is expected to reach more users over the coming weeks.

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Walter Schulze · Jun 5, 2026 · 4:23 AM

OpenAI gives ChatGPT a memory system that can keep preferences current

OpenAI is rolling out a new dreaming-based memory system for ChatGPT that can synthesize context across conversations and keep preferences current. The update makes personalization more useful, but it also puts more pressure on OpenAI's privacy controls and user transparency.

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Walter Schulze · Jun 5, 2026 · 1:43 AM

Anthropic’s Mythos puts AI engineering economics under pressure

Claude Mythos Preview is still restricted, but its reported 52x speedup on training-code optimization points to a new phase in AI-assisted engineering. For founders, the real question is how quickly faster technical iteration turns into lower costs, tighter workflows and new access divides.

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Walter Schulze · Jun 4, 2026 · 11:25 PM

Databricks is choosing patience over a 2026 IPO

Databricks CEO Ali Ghodsi says 2026 is not the right year for an IPO, even as the company sits at the center of enterprise AI demand. Its private funding gives it room to keep building without public-market pressure.

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Walter Schulze · Jun 4, 2026 · 2:21 PM

Netflix is making AI search its next streaming advantage

Netflix is testing generative AI and voice-led discovery tools to help subscribers choose what to watch faster. The move could strengthen retention, reshape content economics, and give Netflix another edge in licensing talks.

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Walter Schulze · Jun 4, 2026 · 10:48 AM

Alphabet is turning the AI race into a capital markets test

Alphabet has upsized its AI-focused equity raise to about $84.75 billion, turning the infrastructure race into a capital markets story. The deal shows that even the strongest Big Tech balance sheets are being reshaped by the cost of compute.

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