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Analysis Apr 28, 2026

The Safety Lab That Costs $75 Billion to Keep Alive

Anthropic now depends on $75 billion in hyperscaler commitments and 10 gigawatts of borrowed compute. At what point does a safety-first company become a subsidiary?

Analysis Mar 24, 2026

Senators Probe NVIDIA's $20B Groq Deal for Antitrust Evasion

Warren and Blumenthal accuse NVIDIA of structuring its Groq licensing deal to dodge merger review while consolidating AI chip dominance

Analysis Mar 23, 2026

EU Opens Formal Antitrust Investigation Into NVIDIA's GPU Dominance

Brussels is probing whether NVIDIA bundles GPUs with networking equipment and uses CUDA lock-in to crush competitors. The investigation could take years.

Analysis Mar 9, 2026

Antitrust Forces Meta to Open WhatsApp to Rival AI Chatbots in Europe and Brazil

After regulatory defeats in both regions, Meta will let OpenAI, Perplexity, and other AI companies offer chatbots on WhatsApp. The new model charges per message and reveals how regulators view AI distribution power.

Privacy Feb 11, 2026

EU Threatens to Force Meta to Open WhatsApp to Rival AI Assistants

European regulators charged Meta with antitrust violations for blocking competing AI chatbots from WhatsApp's 3 billion users - while Meta AI gets exclusive access to the platform.

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