Ian Lyall

Articles

Novo Nordisk's terrible week reveals the brutal economics of the obesity drug gold rush

A 20% share price collapse, the first sales decline forecast in years, and rock-bottom pricing for its new Wegovy pill signal the end of easy profits in weight-loss treatments. The question now is whether anyone can make money in this market

A week in biotech: Four IPOs launch in a single week as Eli Lilly breaks the trillion-dollar barrier

After years of capital drought, investors are flooding back into biotech startups while obesity drug makers cement their dominance and regulators crack down on cheaper alternatives

Robots are leaving the lab. 2026 is when they start working for real

Humanoids on factory floors, AI agents managing your calendar, and $200 genome sequencing: a new research report maps the six trends converging to reshape industry, healthcare, and daily life

Google's quantum chip just finished a calculation that should have taken longer than the universe has existed. The im...

A five-minute computation on Google's Willow chip has reignited the multiverse debate, collided with the Fermi paradox, and raised an uncomfortable question: does every civilization that builds this technology go silent?

OpenClaw gave everyone a personal AI agent. The security implications are already spiralling

The open-source framework has been live for less than two weeks, and users are already handing it unfettered access to workplace emails, personal files, and even live NICU video feeds. CISOs are not amused

Blue Owl Capital is betting billions on AI data centres. Its stock has been cut in half

The alternative asset manager has become the behind-the-scenes financier for projects like OpenAI's Stargate and Meta's Louisiana facility, absorbing the risk that Big Tech wants off its books. The market is not convinced the math works o

Glean: Developing middleware that makes chatbots useful

Its CEO explains why the land grab is on. Here's a potted summary of Arvin Jain's recent interview with TechCrunch

People are replacing Notion, morning routines, and entire content teams with OpenClaw. Here's what that actually look...

Use cases circulating among early adopters show how the open-source AI agent is moving beyond proof of concept into daily workflows, from automated research briefs to self-assigning task boards

OpenClaw's creator is joining OpenAI. The open-source project will continue without him

Peter Steinberger says he would rather change the world than run a company, and Sam Altman is betting that multi-agent AI is about to become central to OpenAI's product line

Warner Bros Discovery edges closer to reopening Paramount talks, threatening Netflix's $83bn deal

A sweetened hostile bid, a $650m-per-quarter pressure mechanism and restless shareholders are forcing WBD's board back to the table, setting the stage for Hollywood's biggest bidding war

The man who built an AI that rewrites itself, and turned down billions to keep it free

Peter Steinberger spent 13 years building software used on a billion devices, burned out, sold the company, and then created OpenClaw — the fastest-growing GitHub repository in history. Now Meta and OpenAI are both trying to buy him

Polymarket is pricing in a US ground war in Mexico, a new Fed chair by May... and someone counting Elon's tweets

Prediction markets are giving Greenland a 1-in-5 shot, the Epstein files a 15% jailing rate, and rate cuts almost no chance at all. The numbers are strange. The logic is stranger

AI software disruption story is wrong and Anthropic's own demos prove it

After attending Anthropic's Enterprise Agent event, the firm argues foundation models are becoming faster, cheaper and more capable while the enterprise software platforms everyone fears they will replace are quietly becoming more valuable

Gilead pays $7.8bn to take full control of a CAR T therapy that could win FDA approval by year-end

Arcellx shareholders are getting a 68% premium and a potential $5-a-share bonus tied to sales. Gilead is betting its newest blockbuster is hiding inside a drug for one of cancer's hardest-to-treat patients

Google's new AI model is impressively intelligent and frustrating to actually use

Gemini 3.1 Pro scores higher on key benchmarks than any model released before it. In practice, it gets stuck in loops, deletes files it shouldn't touch, and occasionally switches to Chinese characters.

Date Drop: the college dating app trying to fix what swiping broke

India's AI ambitions and a cautionary IPO

The summit also produced an observable moment of tension between the AI industry's two most prominent figure

Heron Power and the $140m bet on transformer technology

TikTok: what AI video tools do to the noise problem

MrBeast bought a fintech startup. The creator economy's ad revenue problem explains why

A YouTuber's acquisition of a Gen Z banking app, a $140 million bet on century-old transformer technology, and India's first AI IPO flopping on its opening day: this week's startup news in full