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INVESTORS AND FUNDING
WindBorne’s AI beats the government’s weather forecasts. Making money from them is the harder problem
WindBorne flies 600 balloons and runs an AI model that out-forecasts government agencies. Its $37 million Series B is a bet that AI can finally turn accurate weather into a business.
INSIDER
His AI fund lost 67% in a month. Thousands still copy his trades
Leopold Aschenbrenner’s AI hedge fund lost 67% in a single month. More than 5,000 small investors are still copying his stock picks anyway.
GOVERNMENT AND POLICY
The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first.
The US Federal Communications Commission is drafting a ban on imports of new Chinese optical transceivers. These are the small modules that convert data into light pulses inside AI data centres, and Chinese firms make most of the world's supply. On the evidence so far, the first companies to feel the cost are American.
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