TSMC struggles to keep up with AI demand: ‘We can only support so much’
TSMC struggles to keep up with AI demand: ‘We can only support so much’

Taiwan Semiconductor Manufacturing Co. – the world’s biggest semiconductor-maker – is struggling to meet demands from American customers even with its factory buildout in the US, according to reports from Reuters and Bloomberg. “Customer demand is so high, and we can only support so much,” TSMC CEO C.C. Wei said after a shareholder meeting on […]

Overhaul Of U.S. Preventive Services Task Force May Impact Coverage Of Screenings

Upheaval at the U.S. Preventive Services Task Force may reshape coverage of preventive care by insurance, possibly leading to removal of previously covered items.

Elon Musk is steamrolling Wall Street to become a trillionaire
Elon Musk is steamrolling Wall Street to become a trillionaire

Today on Decoder, I’m talking to Ryan Mac, a technology reporter at The New York Times and coauthor of the excellent book Character Limit: How Elon Musk Destroyed Twitter, which came out in 2024. I can’t recommend it enough.  I wanted to have Ryan on the show because we’re on the cusp of the SpaceX […]

Why Pfizer And Eli Lilly Are Betting On This $1.3 Billion AI Drug Discovery Startup

Chai Discovery is working with major drugmakers to use its latest antibody AI model to find new therapies. Now it’s in talks to raise $400 million more VC funding at a $3.4 billion valuation, Forbes has learned.

Jeff Bezos Is Funding a Wild Hunt for the Brain’s ‘Core Algorithm’

With $500 million in funding and a reported $2.5 billion valuation, Flourish wants to reinvent AI by putting real neurons under the microscope.

The AI hype cycle will slow down. What’s next decides the winners
The AI hype cycle will slow down. What’s next decides the winners

Artificial Intelligence is entering the late stage of its hype cycle. Not a collapse. A correction. For the past two years, AI has dominated venture capital flows, with capital pouring into the sector at unprecedented scale and startups multiplying rap…

Synthesia partners with Cinder to scale moderation before a frame renders
Synthesia partners with Cinder to scale moderation before a frame renders

The AI video company is adding moderation infrastructure built for AI-generated content, doubling down on a screen-at-creation model it has run since 2017. Synthesia decides whether a video is allowed before it exists. The London AI video company, whic…

Alpha School’s Ritzy New York City Campus Costs $65,000 a Year—but Isn’t Actually a School

A homeschooling center in Manhattan is part of the company’s nationwide expansion. Internal documents reveal its strategy: “Opening date > safety.”

Quantum Computing Is Having Its Public Market Moment

Quantinuum, a quantum computing startup, is losing millions. Investors want in anyway.

Quantinuum prices its IPO at $1.68bn, setting a new bar for quantum
Quantinuum prices its IPO at $1.68bn, setting a new bar for quantum

The marketed range was $53 to $55. Quantinuum priced at $60. That gap, the willingness of investors to pay above what the bankers asked, is the real news in the Honeywell-backed company’s initial public offering, which raised $1.68bn and set a valuatio…