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Scoop: TikTok projects that TikTok Live could generate $77 billion a year globally by 2027, according to a newly unsealed lawsuit brought against the company in Washington. The financials, from a AG Brian Schwalb complaint, haven't been previously reported:bloomberg.com/news/articles/…

Hi again! I've graduated from Knight-Bagehot Fellowships and am back at FORTUNE covering tech—notably Nvidia and Google—before I return to Columbia Business School for MBA year 2 in the fall. Let's chat! [email protected] // asternlicht.01 on signal 😎😎

While Wall Street obsesses over Nvidia, a lone analyst placed a "sell" rating on the stock. I spoke with him and learned why. fortune.com/2025/05/28/nvi…

While his words were pointed, Huang was careful not to call out President Trump by name in his critique, referring only to U.S. policy. fortune.com/2025/05/28/nvi…

Nvidia’s chips are among the world’s hottest commodities. So why is the company trashing $4.5 billion of H20s just because Trump won't let it sell them to China?  Couldn't someone else find use of these GPUs? Alexandra Sternlicht investigates... fortune.com/2025/06/03/nvi…

"These chips will meet the “cool lava lamp” you got from your aunt in a landfill somewhere,” one expert told me. Why Nvidia decided to maximize value by writing $4.5 billion in chip inventory to $0. For FORTUNE fortune.com/2025/06/03/nvi…

The Circle IPO underpricing has only been exceeded by Visa, Airbnb, Snowflake, Rivian, DoorDash and Coupang 🤯🤯 By Shawn Tully fortune.com/2025/06/06/cir…

After Circle's red-hot IPO yesterday, mainstream attention around stablecoins is only likely to grow. Ben Weiss and I have a new, scoopy feature about how Big Tech firms like Apple, Airbnb, Google, and X are exploring stablecoin integration: fortune.com/crypto/2025/06…

One analyst I interviewed likened CoreWeave to WeWork 👀👀👀 for FORTUNE fortune.com/2025/06/06/cor…

Snapchat will beat Meta, Google and Apple to market with its new AI/AR glasses. Will the first-mover advantage help it compete in the hot hardware category? fortune.com/2025/06/10/sna…

If true, this should chill investors who’ve sunk hundreds of billions into deeply unprofitable LLM makers like OpenAI. fortune.com/2025/06/18/chi…

NEWS: Legal AI Harvey raises $300 million at $5 billion valuation. This is the largest valuation for a legaltech company in history Me for FORTUNE fortune.com/2025/06/23/har…

Legal AI startup Harvey raised a $300M Series E co-led by Kleiner Perkins and Coatue at a $5B valuation and says it serves 337 clients like KKR and PwC globally (Alexandra Sternlicht / Fortune) fortune.com/2025/06/23/har… techmeme.com/250623/p15#a25… x.com/Techmeme/statu…

A PhD student being recruited by Google was slated to meet with Sergey Brin and Sundar Pichai when he visited their HQ, says a Northwestern department head who was attempting to hire this person as a researcher. “How are we going to compete?" he asks. fortune.com/2025/06/25/ai-…

Honored to be featured in Fortune by brilliant journalist Alexandra Sternlicht on the AI brain drain: fortune.com/2025/06/25/ai-… “If we want a responsible future for AI, we must invest in solid AI education.” Alexandra Sternlicht NYU Courant New York University H A S S A N ‏۞ Simo Ben

Startups raised $91B in Q2. But one-third of it went to just 16 mega rounds of $500M or more, per Crunchbase data, mostly in AI. Our latest Upstarts Media piece takes you inside the “tale of two cities” in startup funding, and what Ethan Kurzweil calls a “flight to consensus.”