Walter Schulze

Walter Schulze · Jul 10, 2026 · 6:31 AM

Anthropic Resets Claude Code Usage Limits Again After a Rough Week of Outages

Anthropic quietly reset Claude Code's 5-hour and weekly usage limits for every user on July 10, the latest in a string of resets following a rough stretch of outages. The wipe lands just three days before a temporary 50% weekly limit boost, widely read as a response to OpenAI's Codex, is set to expire.

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

Kevin Warsh Just Put Marc Andreessen In The Room Where Fed Policy Gets Made

Fed Chairman Kevin Warsh named the leadership of five task forces meant to overhaul how the central bank operates, and venture capitalist Marc Andreessen landed on the group that will decide how Washington measures AI's effect on jobs and productivity. It's the clearest sign yet of Silicon Valley's growing pull over monetary policy.

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Walter Schulze · Jul 9, 2026 · 9:20 PM

Meta Opens Muse Spark 1.1 to Developers While Locking Rivals Out at Home

Meta opened its Muse Spark 1.1 model to outside developers through a paid API on July 9, marking the company's first time charging for AI access. The launch lands weeks after Meta restricted its own engineers from using Claude Code and Codex over fears of training contamination.

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Walter Schulze · Jul 9, 2026 · 2:22 PM

Man Group Is Betting Big on AI Tokens While Wall Street Debates the Bill

Man Group, the $228.7 billion hedge fund giant, is deepening its bet on AI through a new Anthropic partnership and internal tools like AlphaGPT and ManGPT, even as Bloomberg data shows AI token prices sliding from their May peak. The divide over whether rising AI spend pays off is now playing out openly across Citadel Securities and Hudson River Trading too.

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Walter Schulze · Jul 9, 2026 · 1:01 PM

How Your Onchain Credit Score Could Replace a Bank Loan Officer

How Your Onchain Credit Score Could Replace a Bank Loan Officer

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Walter Schulze · Jul 9, 2026 · 2:43 AM

Anthropic Says China Was Never Authorized to Use Claude Code Anyway

China's Ministry of Industry and Information Technology warned that Anthropic's Claude Code contains a hidden monitoring mechanism sending user data to remote servers. Anthropic confirmed the code exists but said the affected users in China were never authorized to use Claude Code in the first place.

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Walter Schulze · Jul 8, 2026 · 5:26 PM

Samsung's Record Profit Couldn't Stop Its Stock From Cratering This Week

Samsung reported a record 89.4 trillion won operating profit on July 7, up nineteen-fold year over year, yet its shares fell as much as 8.7% the same day as the Kospi tumbled 7.6%. The whipsaw caps a week that saw Samsung and SK Hynix crash, rebound, and crash again, right as SK Hynix pushes ahead with a $28 billion Nasdaq listing that will test how much conviction investors still have in the AI memory trade.

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Walter Schulze · Jul 7, 2026 · 9:08 PM

What Is a Rug Pull in Crypto and How to Spot One Before You Buy

What is a rug pull crypto scam, and why did it account for $2.8 billion in losses in 2021 alone, according to Chainalysis? This guide breaks down the rug pull meaning, walks through a real case in the Squid Game token collapse, and gives you the specific checks, from liquidity locks to holder concentration, that catch one before you buy.

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Walter Schulze · Jul 7, 2026 · 7:01 PM

Quaise Energy raises $144 million to drill for superhot geothermal power

Quaise Energy has raised $144 million in a Series B round led by Prelude Ventures to scale its millimeter wave drilling technology toward a 250 megawatt geothermal plant near Oregon's Newberry Volcano. The round follows Fervo Energy's $462 million raise from Google and other backers, underscoring how AI data center power demand is pulling investor money into deep geothermal drilling.

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Walter Schulze · Jul 7, 2026 · 10:47 AM

Illinois Becomes the First State to Mandate Annual AI Safety Audits

Illinois Gov. JB Pritzker signed SB 315 on July 6, making it the first state to require annual third-party safety audits of frontier AI developers like OpenAI and Anthropic. The law is stricter than New York's one-time audit requirement, and it lands just as a Trump executive order sets up a DOJ task force to challenge state AI regulation.

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Walter Schulze · Jul 7, 2026 · 12:42 AM

Anthropic's AI ban is over, but the lawsuit over it is not

Anthropic restored Fable 5 and Mythos 5 access on July 1 after the Commerce Department lifted a June 12 export-control order, but Legion LegalTech Corp's federal lawsuit over the shutdown is still open. A court docket shows the government must respond to Legion's preliminary injunction motion by July 14, meaning the legal fight outlasted the outage that started it.

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Walter Schulze · Jul 6, 2026 · 8:50 PM

Anthropic locks up power in Kentucky with a 20-year, 19 billion dollar TeraWulf lease

Anthropic signed a 20-year, roughly 19 billion dollar lease for a 401 megawatt data center campus at TeraWulf's Hawesville, Kentucky site, locking in power years ahead of need. The deal lands the same week Blackstone's QTS abandoned its massive Virginia data center project after years of local opposition, exposing how unevenly AI infrastructure investment is landing across the country.

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Walter Schulze · Jul 6, 2026 · 5:41 PM

Japanese Self-Driving Startup Turing Adds AMD as Backer and Chip Supplier

Japanese self-driving startup Turing has added AMD Ventures as a backer and started running roughly 10% of its AI training on AMD chips, ending its Nvidia-only setup. The move, tied to a $79 million Series A extension valuing Turing at about $600 million, is a rare sign of a real AI training workload shifting away from Nvidia.

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Walter Schulze · Jul 6, 2026 · 3:08 AM

A federal judge just forced the Pentagon to give Alibaba back its lobbyists

A federal judge ordered the Pentagon to let Alibaba keep its Washington lobbyists while the court weighs whether a new defense law targeting Chinese military-linked firms is constitutional. The dispute, stemming from the Pentagon's expanded Section 1260H blacklist, has already cost Alibaba five lobbying firms and Tencent four.

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Walter Schulze · Jul 5, 2026 · 6:04 PM

ByteDance and Alibaba Are Killing Custom AI Companions Before China's New Law Bites

ByteDance's Doubao and Alibaba's Qwen are shutting down their personalized AI agent features on July 15, the day China's new rules on humanlike AI interaction take effect. The Interim Measures require anti-addiction systems and two-hour break reminders that clash with how persistent-memory companions are built, and Doubao users have only until October 15 to export their data before it's gone for good.

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Walter Schulze · Jul 5, 2026 · 1:07 PM

What Is Real World Asset Tokenization and How It Actually Works

What is real world asset tokenization? It's the process of issuing blockchain tokens that represent claims on off-chain assets like Treasury bills, real estate, or private credit, and BlackRock's $2.9 billion BUIDL fund shows how it works in practice. This piece breaks down the legal, technical, and access layers that separate tokenization that actually works from tokenization that's just marketing.

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