The Threshold Report
← Front page

AI Investments

ETF movesThe AI stocks funds are adding, trimming, or dropping.

Open the tracker for the latest holdings.

Open
Position changesComing soon
AI EntanglementsComing soon

Security

Can AI do this yet?

Video

Produce a 60-second ad with consistent characters from a one-page brief

Sort of
RunwayGoogle VeoOpenAI SoraKling AILuma Dream MachineAdobe FireflyGoogle Veo 3.1Google VidsGoogle Veo 3.1 / FlowGemini Omni 1.1 Flash
Compute & Infra

A major new AI data-center campus comes online with dedicated power secured

See the board · 32 claims

Upcoming

Announced or reported, but not yet real or available.

Compute & InfraAug 30

SpaceX is building a Texas foundry for gas turbine blades

Waiting on: Construction - the Bastrop foundry is still being built and has not begun casting parts.