Musk’s ‘Odyssey’ Arrives as Seven Minutes, Not a Movie
Christopher Nolan’s “The Odyssey” opened in July and kept selling out Imax screens for months. It was shot across six countries with a cast and crew in the thousands, and…
Palantir Wrote the Rules It Then Bid Under at Britain’s Defence Ministry
In February, Louis Mosley, who runs Palantir’s British business, walked into the office of Luke Pollard, the defence procurement minister, carrying a 23-page document. It was a review of how…
Instacart’s Suitors Circle, and One Walks Away
The report landed on a Friday afternoon, which is when the market tends to be least able to check it. The Information said Instacart had hired an investment bank to…
Tesla Ends the Cybertruck’s Seven-Year Detour Down Under
The email that landed in Australian inboxes on October 23 was four sentences long and had been nearly seven years in the making. “After careful consideration, plans to produce Cybertruck…
IBM’s Chief Puts a Number on the Open-Model Trade: 90% as Good, 10% the Cost
Arvind Krishna spent most of IBM’s third-quarter earnings call on the subjects chief executives usually defend: revenue growth, software margins, the mainframe cycle. Then an analyst asked about inference costs,…
Korea’s Memory Duopoly Heads for a $139 Billion Quarter
SEOUL—Two earnings calls, 24 hours apart, and a number that would have read as a typo a year ago. SK hynix reports on Wednesday and Samsung Electronics on Thursday, and…
SoftBank’s Son Picks Malaysia for a $50 Billion AI Bet, Anwar Says
MALACCA, Malaysia—The number came from a political stage, not from a term sheet. Speaking on Oct. 24, Prime Minister Anwar Ibrahim said Masayoshi Son had chosen where in Malaysia to…
Huang Puts a Number on Nvidia’s Software: $2,000 a GPU
Jensen Huang rarely gives a price without a product attached. At GTC Berlin on Oct. 22, asked how Nvidia intends to charge for software, the chief executive offered a figure…
AWS Sells Out Three Years of Capacity, and Verizon Moves In With Fiber
The Verizon release that landed on Monday morning read like a telecom document: a raised subscriber forecast, a simplified rate plan, a quarter that beat on profit and missed on…
Elvis Presley’s Rights Holders Sue Anthropic Over 274 Songs
Two hundred and seventy-four songs. One hundred and fifty thousand dollars each, the maximum a court can award for a willful copyright violation in the United States. The arithmetic comes…
