04 Jun 2026
What’s fueling AI companies’ IPO rush
Welcome to the era of the big three. We’re not talking rappers here — although according to Kendrick Lamar, it’s “ just big me ” — we’re talking AI companies: Anthropic, SpaceX, and OpenAI. These three leading artificial intelligence companies are all expected to go public this year.
04 Jun 2026
‘These sorts of post-compromise techniques used to be restricted to actors with the technical knowledge to carry them out’: Anthropic warns AI is helping lower…
Cyber criminals are using AI to increase the effectiveness of their attacks, according to new research from Anthropic, particularly in the later, more complex stages of their cyber operations.
04 Jun 2026
Nadella: AI Needs 'Full-Stack Builders' and 'Hyper-Leveraged Generalists'
Microsoft CEO Satya Nadella recently discussed the evolving landscape of technology and the skills needed to thrive in it, particularly highlighting the emergence of the 'full-stack builder' and the 'hyper-leveraged generalist.' Speaking at a Microsoft Build event, Nadella emphasized that the future of innovation will be driven by individuals and companies capable of not just specializing in one…
04 Jun 2026
WWDC Will Be Tim Cook's Swan Song. I Expect Something Siri-ous
Before Cook bows out after an undeniably successful tenure at Apple's helm, there's one final thing he'll want to tick off his to-do list.
04 Jun 2026
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
Listen to this post: Good morning, This week’s Stratechery Interview is with Microsoft CEO Satya Nadella . I have previously interviewed Nadella in May 2024 , October 2022 , April 2020 , and May 2019 . As I noted yesterday , I spoke to Nadella shortly after the conclusion of his keynote at Build , Microsoft’s annual developer conference .
04 Jun 2026
Breaking convention, SpaceX sets IPO price before roadshow
Good morning. I had the privilege of moderating a space dinner last night in metropolitan Los Angeles. Alas, not a dinner in space—someday!—but a meal and discussion featuring an all-star group of aerospace and defense executives. Turns out it’s a big and fast-growing business in La La Land, fueled by commercial ambition, national security, and (naturally) copious venture capital. For your…
04 Jun 2026
2 Stocks to Buy Before the AI Arms Race Moves to Orbit
As artificial intelligence (AI) computing demand keeps outpacing available data center supply, there is a growing bottleneck on land and permitting for new builds, as well as for electricity and water needed for cooling. This is why there is increasing interest in putting data centers in space, which doesn't face these problems. It might take several years to solve the engineering problems for…
04 Jun 2026
Miasma npm Supply Chain Attack: Self-Spreading Worm via Phantom Gyp
self-replicating worm is spreading across the npm registry using binding.gyp, a file that triggers code execution during npm install without touching package.json scripts. The attack bypasses conventional security tools and has already compromised dozens of packages across multiple maintainer accounts.
04 Jun 2026
New R100m seed fund targets SA's startup funding gap
Aions Ventures has launched a R100m seed fund aimed at supporting early-stage South African technology startups and helping businesses bridge the funding gap between initial traction and larger growth-stage investment rounds.
