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Why Every AI Giant Now Wants Its Own Chip

Why Every AI Giant Now Wants Its Own Chip

How Meta, OpenAI, Google, Amazon and Microsoft all reached the same conclusion within months of each other: renting Nvidia's silicon is no longer enough
John Karpentar Chips 5 min read
Félix Bets $200 Million That WhatsApp Is a Bank

Félix Bets $200 Million That WhatsApp Is a Bank

How a chatbot-only remittance startup convinced a16z and General Catalyst that Latino immigrants will trust loans and savings to the same app they use to text family back home
John Karpentar Fintech 4 min read
Nvidia Just Became a Cybersecurity Vendor, Sort Of

Nvidia Just Became a Cybersecurity Vendor, Sort Of

Nvidia and CrowdStrike's new SafeMind security models, built on Nemotron, show Nvidia extending its platform strategy from training AI models to defending the agents already running on them.
John Karpentar Nvidia 5 min read
Europe's Rocket Bet Doesn't Depend on One Launch Working

Europe's Rocket Bet Doesn't Depend on One Launch Working

HyImpulse raised over €50 million before its first orbital launch, with Germany's DLR joining as an equity investor — a sign Europe is funding sovereign launch capacity through failure, not just success.
John Karpentar Funding 5 min read

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