About The Aigentic
The Aigentic is a weekday brief on the AI business. Most weekdays we send two editions: Morning Brief and Closing Time in the afternoon. Editions live on this site. You can also get them in your inbox.
This is not a model-release blog. We follow the money, the silicon, the power deals, the lawsuits, and the IPOs.
What we cover
Frontier labs first. OpenAI, Anthropic, Google DeepMind, Meta, Microsoft, Amazon, and xAI. The Chinese labs when they move a market: DeepSeek, Moonshot, Alibaba, MiniMax, Z.ai.
Then the stack those models sit on. Nvidia, AMD, Broadcom, TSMC, SK Hynix, Samsung. Custom chips when they matter, from Groq and in-house silicon to the next MatX rumor. Cloud and neoclouds: AWS, Azure, Google Cloud, CoreWeave, Lambda. Memory, HBM packaging, data-center power.
And the public-market plot. Listings, lockups, ARR claims, secondary sales, the Pentagon, and the courts.
How it reads
Each edition is a short stack of sourced stories, usually from Reuters, CNBC, The Information, and the companies themselves. Story links go to the original outlet. The full note is on How we source. A Watch section picks the videos worth the time, not a dump of every AI YouTube thumbnail.
You can read the Morning Brief, Closing Time, browse the archive, see the AI YouTube channels we check each morning, track public and private companies on AI Market Movers, or subscribe.