Walter Schulze

Walter Schulze · May 31, 2026 · 10:02 AM

Circle's Zama freeze shows privacy tokens still answer to courts

Circle froze about $12.6 million inside Zama's confidential USDC wrapper after a court order tied to the Overnight Finance dispute. The case shows that privacy-preserving DeFi can still inherit the compliance controls of regulated stablecoins.

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Walter Schulze · May 31, 2026 · 6:58 AM

Rivian says AI will make CarPlay less important in its EVs

Rivian is doubling down on its refusal to support Apple CarPlay and Android Auto, arguing that AI agents can create a better in-car experience. The bet could strengthen Rivian’s software strategy, but only if drivers trust voice control more than the phone interfaces they already use.

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Walter Schulze · May 31, 2026 · 4:40 AM

Stable Audio Studio brings local AI sound generation into focus

Stable Audio Studio is a community-built local interface for running Stable Audio models, arriving days after Stability AI released Stable Audio 3.0. The launch points to a broader shift in creative AI, where privacy, latency, licensing, and workflow control may matter as much as raw generation quality.

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Walter Schulze · May 31, 2026 · 2:22 AM

Utah is raising the price of AI data center ambition

Utah Gov. Spencer Cox signed a new order setting tougher review standards for large data centers after public backlash over Kevin O'Leary's proposed Stratos project. The move shows how water, power, ratepayer costs and local consent are becoming material risks for AI infrastructure investors.

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Walter Schulze · May 30, 2026 · 10:55 PM

Defense officials now see AI risk as a front-line security threat

Defense officials at Singapore's major security forum are treating advanced AI as a central strategic risk, not just a technology issue. The pressure now falls on AI labs, cloud providers and infrastructure operators as national security concerns move closer to the core of the AI business.

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Walter Schulze · May 30, 2026 · 2:36 PM

Software stocks just posted their best month since 2001 and the SaaSpocalypse is looking less apocalyptic

U.S. software stocks closed May 2026 with a 21% monthly gain , the iShares Tech-Software ETF's best performance since October 2001 , as institutional investors unwound the SaaSpocalypse thesis that AI agents would hollow out SaaS revenues. Snowflake's blowout quarter and $6 billion AWS deal led the charge, but the recovery is split sharply between infrastructure winners and application-layer laggards still navigating structural headwinds.

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Walter Schulze · May 30, 2026 · 7:30 AM

Singapore's new silver futures contract challenges COMEX's grip on global price discovery

Abaxx Exchange launched its Silver Singapore (SSP) futures contract on May 22, 2026 , a USD-denominated, physically deliverable instrument targeting Asia's industrial silver users and challenging COMEX's dominance in global silver price discovery. Built for 0.9999 fineness delivery into Singapore vaults, the contract addresses the structural gap between Western paper-based benchmarks and the physical needs of Asian solar, electronics, and EV manufacturers. China imported a record 836 tonnes of s

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Walter Schulze · May 30, 2026 · 12:59 AM

Ohio pulls the welcome mat on data center tax breaks as AI infrastructure costs spiral past $1.6 billion

Ohio Governor Mike DeWine suspended the state's data center sales tax exemption program this week after its costs exploded from a projected $136 million to nearly $1.6 billion in a single year. The move, effective June 1, halts new applications while a legislative committee reviews the program amid a citizen-led push to ban hyperscale data center construction entirely. Similar fiscal shocks are emerging in Virginia and Georgia, signaling the end of the era when states absorbed AI infrastructure

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Walter Schulze · May 29, 2026 · 4:52 PM

ElevenLabs Dubbing v2 bets that AI can finally crack the global localization market at scale

ElevenLabs has launched Dubbing v2, an AI dubbing model that preserves a speaker's emotional performance across 90-plus languages. Released days after Music v2, the product signals ElevenLabs is building a full-stack audio platform , and targeting the multi-billion-dollar global content localization market dominated by slow, expensive human workflows.

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Walter Schulze · May 29, 2026 · 2:48 PM

Tokenized real world assets are finally starting to look like a market

Tokenized RWAs nearing 33.8B show that institutional adoption has moved beyond pilots, with Treasury products leading because yield and compliance now matter more than crypto hype.

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Walter Schulze · May 29, 2026 · 10:59 AM

Meta Copies Snapchat's Homework Again With Instagram Plus

Meta is rolling out Instagram Plus, Facebook Plus, and WhatsApp Plus subscriptions starting at 2.99to2.99to3.99 per month, directly following Snapchat Plus's successful playbook as the company builds toward a broader Meta One subscription ecosystem that includes AI and creator tiers.

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Walter Schulze · May 29, 2026 · 8:46 AM

Time Out shows the right way to survive a crisis

Time Out rebranded to 'Time In' during the pandemic and proved that crisis moments demand brand-building, not retreat. Here is why that strategy works.

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Walter Schulze · May 29, 2026 · 6:28 AM

Dell's AI Server Boom Sends Stock Up 40%

Dell's 88 percent revenue surge and raised $60 billion AI server outlook sent shares up 40 percent after-hours, signaling that enterprise AI infrastructure spending is accelerating, not peaking.

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Walter Schulze · May 28, 2026 · 11:34 PM

BYD unveils China's first 4nm self-driving chip

BYD's self-developed 4nm Xuanji A3 chip enters mass production, supporting L3/L4 autonomous driving as China's EV war shifts from batteries to custom silicon.

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Walter Schulze · May 28, 2026 · 9:44 PM

Apple is preparing Siri for its biggest AI reset yet

Apple is testing a standalone Siri app and a broader AI overhaul that could put the assistant in closer competition with ChatGPT and Gemini.

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Walter Schulze · May 28, 2026 · 6:17 PM

Morgan Stanley sees AI putting European bank jobs under pressure

Morgan Stanley says more than 200,000 European banking jobs could be at risk by 2030 as AI adoption accelerates, raising fresh questions about regulation, profitability, and consolidation.

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