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Live · The Signal · W37
Monday, September 14, 2026
AI Lately

AI is about people, and what they have been up to lately.

Person

Jonathan Ross

Mentioned in 3 pieces; the desk has recorded zero standalone moves so far.

Public record only: name, role, employer, source, and date.

In the archive

  • Opinion

    Inference Is the New Oil

    CoreWeave's $104 billion backlog grew 112 percent year over year, Nvidia's data center revenue hit $89 billion in a single quarter, and both numbers point toward a neocloud outgrowing a hyperscaler's AI line by 2028.

  • Capital & Markets

    The 2026 Megaround League Table

    Nine confirmed 2026 financings past $500 million reveal a lopsided race, where Sam Altman, Dario Amodei and Ali Ghodsi command sums once reserved for national infrastructure while founder-scientist labs stall.

  • Capital & Markets

    The Year of the Acqui-Hire

    OpenAI, Google, Meta, Nvidia and Cognition spent a combined tens of billions in 2025 and 2026 buying companies mainly to secure the specific people running them, a pattern regulators are only beginning to name.