Threads on this beat

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Items this week

• 2026-10-26 TechCrunch reported Apollo's chief economist Torsten Slok said AI has delivered "zero financial payoff" to corporate America outside of tech (Oct 25) — TechCrunch reported Slok's note looks at what he calls the S&P 493, the S&P 500 minus Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, and finds profit margins and revenue per worker appear flat, with no evidence AI is improving productivity. Slok also said it will be hard for corporate America to turn increasingly cheap intelligence into higher revenue growth and profit margins; the note itself was not read. (TechCrunch)
• 2026-10-27 TechCrunch reported SpaceX has a binding commitment for roughly $40 billion of GPU financing, with an Apollo-managed entity buying the chips and leasing them to SpaceX (Oct 26) — TechCrunch, citing a SpaceX regulatory filing, reported the Apollo-managed entity will buy the chips and server hardware and lease them to SpaceX for about five to five and a quarter years from each delivery, with closing expected by year-end; the page does not say whether this is the debt package an earlier report described as in talks. (TechCrunch)
• 2026-10-27 Anthropic's public S-1 reports first-half 2026 revenue of $16.3 billion and states neither a raise size nor a valuation (Oct 26) — The filing, dated October 26, shows a net loss of $80.7 billion that TechCrunch reported was largely driven by noncash adjustments tied to convertible debt, and gives the seven co-founders' "Founder LLC" 50.1% of voting power after the IPO; Wired reported the missing details largely concern third-quarter financials and lease agreements. Anthropic's compute commitments and lease obligations are in the Frontier AI digest. (SEC filing, TechCrunch, Wired)
• 2026-10-27 TipRanks' headline reported Broadcom's CEO helped seal Anthropic's debt deal, citing the Wall Street Journal (Oct 27) — Headline-only: the size and terms of the debt, and Broadcom's role, were not read. (Google News, TipRanks)
• 2026-10-27 Invezz's headline reported Nvidia will invest $3 billion in Meta as AI spending drives a $97.5 billion fundraising (Oct 27) — Headline-only: what the $97.5 billion covers and the investment's structure were not read. (Google News, Invezz)
• 2026-10-27 Morningstar's headline reported neoclouds secured record funds as Nvidia's Jensen Huang said more investment is required (Oct 27) — Headline-only: the amounts raised, the companies and the context of Huang's remark were not read. (Google News, Morningstar)
• 2026-10-27 UA.NEWS, citing the Korea Herald, reported Naver finalized an investment deal of up to $9 billion with Brookfield (Oct 27) — Headline-only: what the investment funds and its structure were not read. (Google News, UA.NEWS)
• 2026-10-27 The Media Line's headline reported Intel is poised to buy Israel's Classiq for a record $2.3 billion in a quantum exit (Oct 27) — Headline-only: whether the deal was confirmed, and its terms and timing, were not read. (Google News, The Media Line)
• 2026-10-27 Crunchbase News reported California companies have raised $385 billion in seed- through growth-stage rounds so far in 2026, with OpenAI and Anthropic accounting for more than half (Oct 26) — Crunchbase News, using Crunchbase data, reported the total is more than double California's 2025 total, more than all US startups raised in any prior year, and more than three-fourths of all US startup funding this year. (Crunchbase News)