China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…
Private credit defaults hit record high as interest rates soar
Defaults in private credit have been reaching record highs, and fund redemptions have exceeded inflows in some of…
Pension funds are ramping up private credit bets despite risks
Pension funds are sticking with private credit, and in some cases doubling down on allocations even as concerns…
AI demand is inflated — only Anthropic is being realistic
The main demand signal for artificial intelligence looks explosive on paper, but it may be significantly overstated. Anthropic,…