stratavore
A Cross-Domain Intelligence Digest

Three verticals.
One morning
briefing.

Stratavore reads 88 curated sources across AI, markets, and geopolitics -- then compresses them into a Sunday weekly briefing (free forever) or a daily brief for paid subscribers, telling you why the signals interact.

▼ The daily compressionPREVIEW · Today's run · 06:00 ET·88 sources
Vertical 01
41 sources
AI
Anthropic $30B run-rate disclosed
BloombergAnthropic
Project Glasswing cybersecurity pivot leaked
The VergeProject Glasswing
Claude Code finds Linux kernel bug
r/MachineLearningAnthropic
CoreWeave-Meta $21B capacity deal
ReutersCoreWeave
Top sources
BloombergThe Verger/MLReutersArXiv
14stories · 24h
Vertical 02
28 sources
Markets
Fed emergency meeting on model risk
BloombergFed Reserve
Treasury memo cites AI concentration
WSJFed Reserve
CRWV +4.2% on Meta deal leak
ReutersCoreWeave
Regional banks flag AI-loan exposure
FTFed Reserve
Top sources
BloombergWSJFTReutersSeeking α
11stories · 24h
Vertical 03
19 sources
Geopolitics
Treasury opens inquiry into AI systemic risk
ReutersFed Reserve
EU AI Act Phase II published
Politico EUEU
CHIPS Act extension drafted
AxiosUS Policy
Export-control review widens to inference
ReutersUS Policy
Top sources
ReutersPoliticoAxiosFTSCMP
8stories · 24h
Waiting for ingest
⚡ This week's Cross-Signal
Links 3 verticals
Entities linking verticals
AnthropicFed ReserveProject Glasswing
Anthropic is simultaneously triggering federal banking concerns AND positioning itself as the cybersecurity solution via Project Glasswing. If Glasswing lands before Treasury moves, the regulatory narrative flips from risk to defense. Position-relevant for enterprise-adoption short-term.
From verticals
AIMarketsGeopolitics
Synthesized from
Bloomberg · The Verge · r/ML · Reuters · Politico EU

What a daily issue looks like

Sample issue · editorial preview
01
Anthropic tops $30B run-rate as Broadcom signs multi-year capacity deal
The capacity deal matters more than the headline. If Anthropic is locking in 2026 supply now, it's pricing in either a model-training arms race or a demand surge none of the public AI-lab filings have admitted to yet. Watch Broadcom options for a tell.
Bloomberg · 6m
02
CoreWeave-Meta strike $21B capacity agreement, Anthropic lease extended
CoreWeave is now the de-facto balance sheet for LLM compute. This bundles two counterparties into one thesis: if either defaults, it's a cascading issue for the whole sovereign-compute narrative.
Bloomberg · 5m
03
Claude Code surfaces 23-year Linux kernel vulnerability in routine audit
The meta-story is distribution: an agent found something thousands of humans missed in the most-audited codebase on earth. Expect this to accelerate both red-team adoption and the "AI breaks our assumptions" press cycle.
Hacker News · 4m
Quick Hits -- 6 items
01Gemma 4 released -- runs on-device on iPhone 16DeepMind
02Voxtral TTS beats ElevenLabs with open weightsArXiv
03EU AI Act code of practice publishedReuters
04OpenAI Codex moves to token-based pricingTechCrunch
05Intel confirms Musk's Terafab partnershipThe Verge
06Groq raises Series E at $8B valuationBloomberg

Weekly issues

Every Sunday · Free archiveBrowse all 8 →
Sun Apr 26 · 10 stories
GPT-5.5 ships, Google drops $40B on Anthropic, and Tim Cook hands Apple to John Ternus
READ →
Sun Apr 20 · 10 stories
OpenAI bets on biotech, Anthropic turns down $800B, and AI coding hits overdrive
READ →
Sun Apr 14 · 10 stories
Treasury calls about Claude, CoreWeave's $21B Meta bet, and OpenAI's leaked war memo
READ →
Sun Apr 07 · 9 stories
$122B for OpenAI, $30B for Anthropic, and Claude Finds What Humans Missed
READ →
Sun Mar 31 · 10 stories
Stratavore Weekly: The IPO Race Is On
READ →
Sun Mar 29 · 15 stories
Sora killed, Claude skyrockets, and AI's sycophancy problem
READ →

Who this is for

Four archetypes · one briefing
Portfolio Managers
01

Catching AI-crossover stories before they hit the trading desk.

Sample cross-signal · AI × Markets
An enterprise-AI vendor trips a banking regulator -- you're positioned before the narrative turns.
Founders & Operators
02

Tracking the infra, funding, and policy backdrop without drowning in raw feeds.

Sample cross-signal · Geo × AI
A CHIPS-Act extension quietly aligns with your cloud provider's capacity deal -- pricing window opens.
VC Associates
03

Turning loose cross-domain signals into deal-memo footnotes and LP updates.

Sample cross-signal · AI × Markets × Geo
Three portfolio companies share the same upstream dependency, and it just appeared in a policy brief.
Research & Strategy Analysts
04

Watching the edges -- where regulation, geopolitics, and model releases start to interact.

Sample cross-signal · AI × Geo
A model release lands the same week an export-control review widens -- the thesis writes itself.

Sunday is free. The edge is paid.

Subscribe once · cancel anytime
Tier 01

Free

The Awareness Reader
$0 forever
  • Weekly curated digest (Sun 10am ET)
  • Daniel's intro + Top 3 + Quick Hits
  • AI vertical, single curated feed
  • Public archive access
Tier 02

Operator

The Daily Operator
$49 / month paid beta
  • Daily Operator Brief
  • Cross-Signals: what changed + why it matters
  • Source-backed major claims
  • Simple dated paid archive
  • Feedback loop on what to track next
Join paid beta
Tier 03

Pro

The Portfolio Manager
Later enterprise track
  • Unlimited watchlist entities
  • Real-time Cross-Signal alerts
  • API access (read-only)
  • Priority source requests
  • Alert rules engine
Contact us

Questions, asked often

Straight answers
Feedly filters. Stratavore synthesizes. Feedly's Market Intelligence jumps from $99/yr to $19,200/yr with no middle rung. We fill that gap with editorial Cross-Signals instead of raw feeds.
Community feeds are high-noise. Our enricher scores every item against vertical-specific prompts, and a human editor adds the 'why it matters' on weekly Top 3s. Signal, not scrolling.
Yes -- Stripe-hosted billing, no dark patterns. Prorated refund for the unused portion of the month.
RSS feeds on a 15-minute poll across 88 curated sources. A fast classifier model enriches every item with entities and vertical-specific scoring; a stronger reasoning model does the cross-vertical synthesis. Full entity graph across all three domains.
Sunday, 10:00 Eastern · Daily, 06:00 Eastern

The brief lands before
the noise does.

Begin with the free weekly digest. Your inbox, not a feed reader. Upgrade to daily when one Sunday isn't enough.

88 SOURCES · 3 VERTICALS · 0 ADS