papers “Why AI-Powered Space Data Centers Are Pushing Elon Musk to Take SpaceX Public” AI Data Centers in Space: Turning Orbit Into the Next Server Farm Artificial intelligence is no longer just a software story confined to Earth. It is increasingly reshaping physical infrastructure and pushing some of the world’s most ambitious technology leaders to look beyond the planet itself. A growing number By Grzegorz Koscielniak • 4 min read
papers Databricks Seeks $5 Billion at $134 Billion Valuation Amid Surging AI-Driven Growth Databricks' Bold Funding Talks: $5 Billion Raise, $134 Billion Valuation Databricks, the data and artificial intelligence platform company, is reportedly in talks to raise up to $5 billion in new funding at a valuation of approximately $134 billion. At that level, investors would be valuing the company at roughly By Grzegorz Koscielniak • 3 min read
papers How To Profit From The AI Revolution AI Investment Strategy and Modern Portfolio Construction AI Investment Strategy and Modern Portfolio Construction: A Comprehensive Guide AI Investing Strategy: Where the Real Action Is Artificial intelligence represents far more than just another "hot sector" – it has become the new backbone of modern investment portfolios. Rather than treating By Grzegorz Koscielniak • 7 min read
papers Robot Gold Rush: Inside Figure AI’s $40 Billion Valuation Frenzy Figure AI's $39.5 Billion Valuation: An In-Depth Analysis Figure AI's $39.5 Billion Valuation: A Comprehensive Analysis of Silicon Valley's Latest Robot Phenomenon The Bold Valuation and What Drives It Figure AI, a three-year-old robotics startup with minimal current revenue, is seeking to By Grzegorz Koscielniak • 4 min read
papers SpaceX Targets Mega 2026 IPO as Wall Street Giants Line Up SpaceX Targets a Mega 2026 IPO SpaceX is preparing for a potential initial public offering in 2026 that could rank among the largest public listings in history. The company is engaging with leading Wall Street investment banks as part of early-stage planning, signaling the scale and complexity of a possible By Grzegorz Koscielniak • 3 min read
papers Mobileye Bets Big on Humanoid Robotics With $900 Million Mentee Acquisition Mobileye's Bold Move Into Humanoid Robotics Mobileye has entered the humanoid robotics market through the acquisition of artificial intelligence startup Mentee Robotics in a transaction valued at $900 million. The deal expands Mobileye’s activities beyond autonomous vehicle technologies into the development of humanoid robots intended for real-world By Grzegorz Koscielniak • 2 min read
papers OpenAI–ServiceNow Deal Brings AI Agents Deep Into Core Business Software OpenAI-ServiceNow Partnership: Transforming Enterprise AI OpenAI–ServiceNow: A Three-Year Bet on AI Teammates at Work OpenAI and ServiceNow have entered into a three-year partnership aimed at integrating advanced AI agents directly into enterprise software environments. Under the agreement, OpenAI’s models will be embedded within ServiceNow’s existing workflows, enabling By Grzegorz Koscielniak • 4 min read
papers Claude Code: The AI Breakthrough Turning Everyone Into a Power User Claude Code's "Claude-Pilled" Moment: When Everyone Becomes a Builder The release of Claude Code marks an important moment in the evolution of applied artificial intelligence, particularly in how advanced AI systems are being adopted beyond traditional developer communities. Users increasingly describe a shift in how they By Grzegorz Koscielniak • 3 min read
papers Nvidia’s H200 AI Chips Win U.S. Approval, Unleashing Surging Demand From China Nvidia's Strategic AI Dominance: China Market Access and Global Expansion Nvidia's Strategic AI Dominance: China Market Access and Global Expansion Nvidia has received approval from the U.S. government to resume exports of its H200 artificial intelligence chips to China, reopening access to one of the By Grzegorz Koscielniak • 3 min read
papers Tesla’s High-Stakes Bet on an Army of Humanoid Robots Elon Musk's Optimus: Tesla's Bold Bet on Humanoid Robots Elon Musk's Optimus: Tesla's Bold Bet on Humanoid Robots Tesla's Strategic Vision for Humanoid Robotics Tesla has identified humanoid robotics as a central element of its long-term strategy, extending beyond its By Grzegorz Koscielniak • 6 min read
papers Databricks’ $1 Billion Neon Deal: Supercharging AI Agents With Instant Databases Databricks' $1 Billion Neon Acquisition: AI Agents and Database Automation Databricks' $1 Billion Neon Bet: Turning AI Agents into "Database Natives" Databricks has agreed to acquire cloud database startup Neon in a transaction valued at approximately $1 billion. The deal reflects the company’s effort to By Grzegorz Koscielniak • 4 min read
papers AI in 2025: From Experiment to Core Economic Infrastructure AI Investment and Infrastructure in 2025 AI in 2025: From Experimental Technology to Essential Economic Infrastructure Global AI Investment Scale and Capital Concentration The year 2025 marked a pivotal transformation in artificial intelligence. AI evolved from an experimental technology into heavy economic infrastructure. Capital is no longer distributed across thousands By Grzegorz Koscielniak • 4 min read
papers Nvidia’s $20 Billion Groq Bet: Creative Cash Deployment to Defend Its AI Moat Nvidia's $20 Billion Strategic Gamble: Navigating AI Dominance Through Creative Deal-Making Nvidia's $20 Billion Strategic Gamble: Navigating AI Dominance Through Creative Deal-Making The Cash Flood Dilemma Nvidia has experienced a sharp increase in free cash flow as demand for its AI chips has expanded rapidly. The By Grzegorz Koscielniak • 3 min read
papers SpaceX Targets Record $800 Billion Valuation as It Preps for Potential 2026 IPO SpaceX Valuation and Business Analysis SpaceX: From Rocket Company to Global Infrastructure Giant Record-Breaking $800 Billion Valuation Target SpaceX is preparing a secondary share sale that could value the company at approximately $800 billion, according to discussions with investors familiar with the process. If completed at this level, the transaction By Grzegorz Koscielniak • 4 min read
papers AI Giants Take the Super Bowl Stage as Chatbot Ad War Intensifies The AI Marketing Wars: OpenAI vs. Anthropic The AI Marketing Wars: How OpenAI and Anthropic Are Fighting for Hearts, Minds, and Market Share OpenAI's High-Stakes Super Bowl Play OpenAI will advertise during the Super Bowl for the second consecutive year, purchasing a 60-second commercial slot during Super Bowl By Grzegorz Koscielniak • 3 min read
papers Anthropic’s $10 Billion Raise Pushes AI Startup Toward $350 Billion Valuation and 2028 Profitability Anthropic's $10 Billion Megadeal: How Claude's Creator Is Rocketing to a $350 Billion Valuation Anthropic, the developer of the Claude AI assistant, is raising approximately $10 billion in a new funding round that would value the company at around $350 billion. The proposed valuation is nearly By Grzegorz Koscielniak • 3 min read
papers Nvidia Races Ahead With Vera Rubin: A New Generation of Faster, Cheaper AI Chips AI Hardware Revolution: Nvidia and AMD's Race for the Future AI Hardware Revolution: The Race to Power Next-Generation Computing Nvidia's Revolutionary Vera Rubin Systems Nvidia has announced its next-generation AI server systems and GPUs, branded as Vera Rubin, earlier than originally expected. The company presented the By Grzegorz Koscielniak • 3 min read
papers OpenAI and SoftBank Pour $1 Billion Into SB Energy to Power AI Data Center Expansion OpenAI–SoftBank: A $1 Billion Bet on the Future of AI Power OpenAI and SoftBank have each committed $500 million to SB Energy, SoftBank’s energy and infrastructure subsidiary, in a transaction totaling $1 billion. The investment is intended to support the expansion of energy and data center infrastructure required By Grzegorz Koscielniak • 3 min read
papers Mistral AI’s Open-Source Offensive: A European Challenger in the Global AI Arms Race Mistral AI's Open-Source Revolution Mistral AI's Open-Source Revolution: Redefining the Global AI Race The global artificial intelligence sector is undergoing a structural shift as different development models compete for relevance and scale. French startup Mistral AI has positioned itself as a European challenger by emphasizing open-source By Grzegorz Koscielniak • 3 min read
papers Altman’s Code Red: OpenAI Swaps AGI Moonshot for a ChatGPT Popularity Push OpenAI's Strategic Crossroads: AGI Ambitions vs. Market Reality OpenAI's Strategic Crossroads: AGI Ambitions vs. Market Reality The Internal Tug-of-War: Big Science vs. Mass-Market Success OpenAI is navigating a strategic tension that increasingly shapes its direction: whether to prioritize its long-term objective of artificial general intelligence (AGI) By Grzegorz Koscielniak • 4 min read
papers $40 Billion Hype or Breakthrough? Inside Figure AI’s Robot Gold Rush Figure AI: The $40 Billion Robotics Revolution Figure AI: The $40 Billion Robotics Revolution Introduction: Robots at a Critical Crossroads Figure AI is a three-year-old robotics startup developing humanoid robots intended for industrial use, with longer-term ambitions that include deployment in consumer environments. The company is currently seeking to raise By Grzegorz Koscielniak • 4 min read
papers Databricks Hits $4 Billion Revenue Run Rate, Scores $100 Billion Valuation in New $1 Billion Funding Round Rocketing Revenue: Databricks' $4 Billion Run Rate Databricks reported that it has reached an annual revenue run rate exceeding $4 billion as of July. An annual revenue run rate reflects the company’s current revenue pace projected over a twelve-month period and does not represent a forward-looking forecast or By Grzegorz Koscielniak • 3 min read
papers SpaceX Ignites Wall Street Bake-Off as It Preps for a Blockbuster IPO SpaceX's Strategic Path to Public Markets: From Wall Street Competition to Market Leadership SpaceX has begun a competitive selection process among major Wall Street banks as it evaluates a potential initial public offering, according to people familiar with the matter. The so-called bank “bake-off” is a standard preparatory By Grzegorz Koscielniak • 3 min read
papers Tesla Investors Back Elon Musk’s Record $1 Trillion “Moonshot” Pay Deal Tesla Shareholders Greenlight Elon Musk's Record-Breaking Pay Deal Tesla shareholders have approved a new long-term compensation package for Chief Executive Officer Elon Musk that could be worth up to $1 trillion in stock if all performance conditions are met. More than 75% of votes cast supported the proposal, By Grzegorz Koscielniak • 4 min read