Walter Schulze

Walter Schulze · Jun 22, 2026 · 6:21 PM

Robinhood raises $2 billion in convertible notes as it builds a war chest for its next phase of growth

Robinhood Markets is raising $2 billion through convertible senior notes due 2029, using the proceeds for share repurchases, dilution protection, and strategic acquisitions. The deal arrives as the fintech pursues an aggressive global expansion spanning Canada, Indonesia, and prediction markets, even as Q1 2026 crypto revenue fell 47% year-over-year. The structure signals management confidence in a higher stock price by 2029.

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Walter Schulze · Jun 22, 2026 · 12:02 PM

Bain is vibecoding replicas of software acquisition targets and the results are rewriting M&A

Bain & Company is now vibe-coding functional AI replicas of software acquisition targets before committing capital, a practice that has fundamentally rewritten the due diligence playbook. As the SaaS sector has shed close to $2 trillion in market value since early 2026, acquirers need proof of data lock-in and workflow depth, not just feature differentiation. Founders who cannot explain why their product is the only version that matters are walking into meetings where the buyer already has a wor

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Walter Schulze · Jun 22, 2026 · 3:09 AM

Micron's sold-out HBM books and 81% gross margins make the June 24 earnings report its biggest test yet

Micron Technology reports fiscal Q3 2026 earnings on June 24 with its entire year's HBM production sold out under multi-year contracts and gross margins guided near 81%, a combination that makes this one of the most consequential prints in the company's history. Analysts forecast $34.5 billion in revenue and $19.72 EPS, but the real debate is whether Micron's locked-in contract structure signals a durable AI infrastructure supercycle or peak demand priced into a stock already up 70% in 2026.

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Walter Schulze · Jun 22, 2026 · 1:23 AM

How to build a go to market strategy for B2B SaaS that actually scales

A go to market strategy for B2B SaaS is where most founders lose momentum after finding product-market fit. The fix isn't a better framework: it's discipline about channel selection, ICP definition, and sales motion, and the companies that get it right tend to focus ruthlessly on one thing at a time before scaling to ten.

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Walter Schulze · Jun 21, 2026 · 10:05 PM

OpenAI's Pentagon deal the morning after Anthropic's ban signals how Washington now picks AI winners

When the Trump administration banned Anthropic from federal use in February 2026 and OpenAI announced a Pentagon deal hours later, the sequence exposed something direct: Washington now picks AI vendors through political relationships as much as technical merit. With Cohere merging with Aleph Alpha at a $20 billion valuation and the Pentagon's classified AI network now shared by eight approved companies, the competitive landscape has been redrawn.

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Walter Schulze · Jun 21, 2026 · 6:17 PM

A Colorado startup's robotic spacecraft is days away from attempting to rescue a NASA telescope from falling to Earth

Katalyst Space Technologies is launching its LINK robotic spacecraft on June 27 to dock with NASA's Neil Gehrels Swift Observatory and boost it out of orbital decay. The $30 million mission would be the first time a commercial robot captures and services a government satellite not built for servicing, opening a new market for in-space rescue and life-extension.

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Walter Schulze · Jun 21, 2026 · 1:51 PM

Researchers have finally worked out why AI models keep inventing the same fake names

New research explains why AI models don't just hallucinate randomly but converge on the same invented names repeatedly. The pattern stems from how LLMs compress training data and how reinforcement learning rewards confident answers, with consequences ranging from fabricated legal citations to a new class of supply chain attack called slopsquatting.

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Walter Schulze · Jun 21, 2026 · 9:25 AM

CZ wants to freeze Satoshi's Bitcoin to stop quantum thieves and the debate goes far deeper than one wallet

Binance founder CZ proposed freezing Satoshi Nakamoto's estimated 1 million BTC after a future quantum-resistant Bitcoin upgrade, arguing dormant legacy coins are a theft vector once quantum computers mature. The debate touches a far bigger problem: as many as 7 million BTC, roughly a third of total supply, sit in quantum-vulnerable addresses, and a Coinbase advisory report published in June 2026 warns the exposure is real and growing.

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Walter Schulze · Jun 21, 2026 · 3:05 AM

Microsoft is rewriting the economics of enterprise AI and the bill shock is just getting started

Microsoft is rewriting the economics of enterprise AI and the bill shock is just getting started

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Walter Schulze · Jun 20, 2026 · 8:50 PM

Space-based AI data centers are racing to orbit and the economics are still deeply uncertain

A cluster of well-funded startups including Starcloud, Cowboy Space, and a16z-backed Orbital are racing to commercialize solar-powered AI data centers in orbit, but independent analysis shows orbital compute still costs three to four times more than terrestrial alternatives and requires a fifteen-fold reduction in launch costs to reach parity. The race raises a sharper question: whether Big Tech will acquire these startups or simply build competing infrastructure through SpaceX relationships the

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Walter Schulze · Jun 20, 2026 · 2:30 PM

Kalshi's $2 billion revenue run and IPO ambitions reveal prediction markets have become real financial infrastructure

Kalshi's annualized revenue has hit $2 billion, triple its November 2025 level, and the prediction market leader is in early IPO talks at a $22 billion valuation. A Kentucky lawsuit alleging unlicensed sports betting , which may account for up to 90% of revenue , is the central risk to any public listing, even as Charles Schwab's move into event contracts via Cboe signals Wall Street's broader acceptance of the category.

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Walter Schulze · Jun 20, 2026 · 10:04 AM

Aether AI raises $20 million to bet the next AI ceiling is causality, not compute

Aether AI, founded by UCSD professor Biwei Huang, closed a $20 million seed round on June 18, 2026 to build causal world models that understand cause-and-effect relationships rather than statistical correlations. The round was led by MPCi, with the company targeting Physical AI and robotics as its first commercial deployments. The bet is that the next ceiling in AI isn't compute but the inability of correlation-trained models to reason reliably when the environment changes.

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Walter Schulze · Jun 20, 2026 · 4:57 AM

Bland raised $50 million after 180 investors said phone calls were a dying medium

Voice AI startup Bland closed a $50 million Series C led by Dell Technologies Capital after co-founder Isaiah Granet was rejected by 180 investors during Y Combinator who claimed phone calls would be dead within a year. The company, which runs exclusively on proprietary voice models and handles calls averaging 30 to 45 minutes, now processes more than 3.5 million calls per week across 250 enterprise customers.

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Walter Schulze · Jun 20, 2026 · 12:34 AM

Norway bans AI from primary classrooms and the rest of Europe may not be far behind

Norway's Prime Minister Jonas Gahr Stoere announced a near-total ban on generative AI in elementary schools on June 19, 2026, with tiered restrictions extending through secondary education. The move is one of the most sweeping government-level AI restrictions in K-12 education globally and signals serious regulatory risk for EdTech startups betting on school system adoption across Europe.

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Walter Schulze · Jun 19, 2026 · 8:46 PM

UnitedHealth Group is betting $3 billion on AI agents that call your doctor before you do

UnitedHealth Group has committed $3 billion to AI with $1.5 billion deploying in 2026 alone, building autonomous agents that handle 26 million consumer calls and will manage over half of all contact by year-end. The insurer's Avery companion is live for 6.5 million members and expanding to 20.5 million, while AI already processes claims, flags fraud, and selects billing codes. But the company is simultaneously fighting a class action lawsuit alleging its AI denied Medicare patients necessary car

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Walter Schulze · Jun 19, 2026 · 4:58 PM

The Senate has roughly 31 days to give crypto its clearest rules ever or leave the industry guessing until 2027

The Digital Asset Market Clarity Act, which splits crypto oversight between the SEC and CFTC and carves out DeFi safe harbors, is closer to becoming law than any crypto regulation in US history. But with roughly 31 Senate session days before the August recess and a 60-vote threshold to clear, the floor vote remains uncertain, and a delay pushes crypto legal clarity into a harder 2027 political environment.

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