Social Networks - My Intuition

The $725 Billion Question: Hyperscaler Capex Q1 2026 and What the Earnings Don’t Answer

Science & Research

The $725 Billion Question: Hyperscaler Capex Q1 2026 and What the Earnings Don’t Answer

The Big Four hyperscalers announced a combined $725B AI infrastructure investment in Q1…

My Intuition Team
June 10, 2026

The Compute Reckoning: Anthropic Finally Admits What Customers Suspected for Ten Months

Science & Research

The Compute Reckoning: Anthropic Finally Admits What Customers Suspected for Ten Months

Anthropic officially confirms that its recent customer experience issues stem from…

My Intuition Team
June 10, 2026

The Orchestration Layer Arrives: What Anthropic’s Finance Agents Mean for Bloomberg, FactSet, and Wall Street

Accounting operations

The Orchestration Layer Arrives: What Anthropic’s Finance Agents Mean for Bloomberg, FactSet, and Wall Street

Anthropic releases new AI-driven orchestration layer connecting financial data…

My Intuition Team
June 10, 2026

The Bubble Is Not in Valuations: It’s in the Productivity Gap

Science & Research

The Bubble Is Not in Valuations: It’s in the Productivity Gap

New research shows AI's productivity gains are far below market expectations, revealing…

My Intuition Team
June 10, 2026