Sunday, October 18, 2026

PARTH GODA

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AstraZeneca Pays an AI Biotech $40 Million Now for a Shot at $1.5 Billion Later

On October 15, AstraZeneca agreed to pay the AI drug-discovery company insitro $40 million upfront, with up to $1.46 billion riding on results, to hunt for new targets in two diseases the industry has struggled to crack. Only the smallest number in the deal is actually guaranteed.

Parth Goda··5 min read
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Workday Puts Claude Inside Payroll and the Books, Then Buys an Identity Cop to Police It

At Workday Rising on October 13, Workday wired Anthropic's Claude directly into Sana, the agent layer that now runs compensation cycles and financial closes inside Workday's HR and finance systems. The same day, Workday also agreed to buy an AI-agent identity startup to police exactly who — and what — gets to touch that data, while insisting Claude isn't the only model it plans to let in.

Parth Goda··6 min read

Google Will Power Its AI With Nuclear. Constellation Will Run Its Plants With Google's AI.

On October 6, Google and Constellation Energy signed the largest nuclear power deal of the AI buildout: two purchase agreements covering 3,590 megawatts, plus a separate pact that puts Google Cloud and Gemini Enterprise to work inside Constellation's control rooms. It's Google's first nuclear bet on reactors that already exist, not ones still being invented.

Parth Goda··6 min read

CoreWeave Is Letting Adani Build Its Data Centers in India

On October 6, CoreWeave announced its first data centers in India: three buildings, 240 megawatts, built and owned not by CoreWeave but by the Adani Group's data-center arm. It's the same arrangement Google already has with Adani, and a clearer signal than most quarterly earnings calls of how foreign AI clouds are entering India without laying a single brick themselves.

Parth Goda··6 min read

Nvidia Backed the Startup Built to Beat Its Own Switch Chip

On October 8, Nvidia-backed startup Upscale AI launched Token Fabric, a networking platform that embeds Nvidia's own Spectrum-X silicon — while Upscale's other product, a chip called SkyHammer, is built explicitly to beat Nvidia's NVSwitch. Here's why Nvidia funded both sides of its own networking business.

Parth Goda··5 min read

Cisco Wires Both Claude and OpenAI Into Webex, and Won't Pick One

At WebexOne on October 7, Cisco announced it is bringing Anthropic's Claude into Webex as an embedded agent and separately piping Webex's enterprise context into OpenAI's Dots — the same week, from the same stage. It's a bet that collaboration software wins by staying neutral among AI labs, not by picking one.

Parth Goda··5 min read

Synopsys and OpenAI Will Split the Revenue on an AI That Designs Chips

At its investor day on September 30, Synopsys agreed to co-develop an OpenAI model built to operate its own chip-design software, with the two companies sharing whatever revenue it generates. It's a bet that the moat in agentic AI is the tool, not the model — and it puts the question squarely to Cadence.

Parth Goda··5 min read

Meta and Sierra Want to Write the Rulebook for Agentic Commerce

Three weeks after Amazon blocked Meta's shopping agent for scraping its site without permission, Meta and the enterprise AI startup Sierra are proposing an open standard for how AI agents authenticate with businesses. Here's what it actually does, and who's conspicuously not in the room.

Parth Goda··6 min read
Captains at Battle of the Bands

Captains at Battle of the Bands

Denim, distortion, and a converted-church stage in Chicago. A night with Captains at Battle of the Bands, and why playing live still beats every other kind of making.

Parth Goda··3 min read

The Reasoning Era

Large language models have crossed a threshold, from pattern matchers into systems that plan, verify, and revise. Here's what that shift means.

Parth Goda··2 min read