The Rundown: Anthropic Builds a $19 Billion House on a Contested Foundation
Anthropic is signing one of the largest data-center leases ever written, and simultaneously getting sued — again — for allegedly…
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From the Editor
Hormuz Fog, Samsung’s Expectations Gap, and the K-Shaped Register Tape – Data Strategy Ticker: July 7, 2026
Oil prices rose after a report of an Iranian attack on commercial ships;
The Rundown: The Data Land Grab Has a Fence Problem
The theme today is fences. Everyone in AI training data wants one — a patent wall, a licensing contract, a…
AI’s Hardware Bottleneck and the Data to Track – Data Strategy Ticker: July 6, 2026
An oil glut colliding with geopolitical risk premium.
Oil Glut Meets Red Sea Risk: Why Tanker Data Just Got More Valuable – Data Strategy Ticker: July 5, 2026
NARRATIVESFour threads dominate today's tape. First, an oil supply glut colliding with a live shipping-security scare: OPEC+ pushed through another…
Hello, World: Why the Data Economy Needs Its Own Front Page
Data sourcers, strategists, researchers, vendors, and the lawyers who keep it all defensible: this site is for you. Here is…