Congress is writing the rules for AI. Someone has to read the fine print. I score Big Tech legislation for investors, founders, and the tech-obsessed.
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Introducing PoliQuant.
I track Big Tech legislation, follow the lobbying dollars, and score the risk, so you don't have to dig through 400-page bills yourself.
Founders, investors, and the tech-obsessed, this one's for you. Follow along.
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A June Claude 5 would reset the board. It would mean Anthropic skipped another 4.x and jumped a full version the same month it filed to go public, daring OpenAI and Google to answer mid-IPO season.
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Apple’s big AI comeback is the Siri it promised in 2024, finally shipping in 2026, powered by Google’s Gemini for a reported $1B a year. The most valuable company on earth is renting its intelligence.
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Alphabet pulls in north of $30B in profit every quarter and is still raising the better part of a year’s worth of it to fund AI. When companies this rich start borrowing like startups, the capex isn’t a bet anymore, it’s the price of staying in the game.
JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE
And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in.
Here's the full breakdown:
THE DEAL:
- $30B in underwritten public offerings
- $40B through an at-the-market stock program starting Q3 2026
- $10B private placement to Berkshire Hathaway
THE BERKSHIRE PIECE:
- $5B in Class A Common Stock at $351.81 per share
- $5B in Class C Capital Stock at $348.20 per share
- Berkshire has been building this position since Q3 2025
THE PURPOSE:
- Scale AI compute infrastructure to meet "unprecedented customer demand"
- Approximately $30B of the ATM proceeds will cover 2026 employee equity tax obligations
- Remaining proceeds go directly to AI infrastructure buildout
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The same week Anthropic filed to go public at a $1T valuation, it asked every other lab to consider slowing down.
The company with the lead wants the option to freeze the race?
Big Tech will spend more on AI infrastructure this year than the entire Apollo program cost, twice over, adjusted for inflation.
Apollo took a decade and a nation. This took four earnings calls.
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New York just passed A3411, one of the broadest AI disclosure laws in the country.
It requires every owner, licensee, and operator of gen AI products to warn users its outputs may be inaccurate.
PoliQuant’s LRS gives this a 7.4/10 - Here’s why:
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A3411 covers LLMs, image gen, video, audio, and code. $1,000 per user fine/violation.
→ Financial Impact: High — per-user fines scale fast at enterprise volume
→ Legislative Velocity: High — passed both chambers, Hochul’s desk is next
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→ Political Context: Moderate — constitutional challenge already filed, outcome pending
17 states have similar bills in committee. Did NY just give them the roadmap?
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Will NVIDIA pay you to install a mini data center in your house? Not quite like headlines suggest, but it may still be a lucrative opportunity.
Here’s what we learned 👇
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Span + Nvidia + PulteGroup are piloting “XFRA nodes” — wall-mounted units with 16 Nvidia RTX PRO 6000 Blackwell GPUs.
Here’s what homeowners actually get:
• Free smart electrical panel installed
• Free whole-home battery backup
• Flat-rate utilities ($150/mo)
• Sometimes solar, no cost to you
Real savings potential, though exact numbers will vary.
Would you host one?
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Tomorrow, Satya Nadella takes the stage at Microsoft Build 2026.
If you’re a founder or investor, this one’s worth your attention.
Here’s what we’re on the lookout for: 👇
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Weekend AI updates:
- Anthropic found 10k critical software vulnerabilities in 30 days using AI.
- Open AI prepares to file an IPO in the near-term with the SEC. Valuation target could reach 1 trillion.
- Google launched Gemini 3.5 Flash, now available to billions globally 👇
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50 states are writing 50 different AI laws right now. Congress has passed zero.
Your startup could be compliant in California and illegal in Texas, even your lawyer’s confused.
Who will be the next state to pass legislation?
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Illinois just passed the most aggressive AI safety bill in US history.
SB 315 requires companies like OpenAI and Anthropic to publish annual safety plans, submit to independent third-party audits, disclose catastrophic risk assessments.
Here's what it actually means:
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The vote was 110-0.
That unanimity is the real story, it signals that mandatory AI audits are no longer a fringe idea. If Illinois moves, expect New York and California to follow with something sharper.
The bigger question: if third-party audits become the national standard, which AI company has the most to lose?
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Polymarket traders are pricing a 98% chance SpaceX’s IPO closes above $1 trillion.
Prediction markets aren’t always right, but 98% seems like more of a conviction.
So what does a $1T+ IPO do to market liquidity at a time when there are already more ETFs than stocks?
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