← Episodes·3 September 2026

NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

1 Important Questions1 follow-on investigations
Description

NVIDIA crushes a $96.2B quarter and nears a $12.9B deal with Hugging Face, while OpenAI's 1,000-agent cyberattack sends shockwaves across the industry, forcing startups to adapt or perish in the race for AI dominance.

Follow-on Investigations
Important Questions
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