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Ready for Launch: The Tesla Roadster Did a Barrel Roll — and Still Won't Tell You the Price

Ready for Launch: The Tesla Roadster Did a Barrel Roll — and Still Won't Tell You the Price

Ready for Launch: The Tesla Roadster Did a Barrel Roll — and Still Won't Tell You the Price A newsletter arrived Friday afternoon titled "Ready for Launch." The car in it had already flown, flipped,…

2 days ago

The AI Safety Bill Just Arrived — As a 50-Page Subpoena, Not a Law

The AI Safety Bill Just Arrived — As a 50-Page Subpoena, Not a Law

The AI Safety Bill Just Arrived — As a 50-Page Subpoena, Not a Law Published: October 16, 2026 Reading Time: ~11 minutes Channel: Technology --- Here's a stat nobody in Silicon Valley wants on a…

3 days ago

AI Ate the RAM: The $429 Memory Kit and the End of the Cheap Computer

AI Ate the RAM: The $429 Memory Kit and the End of the Cheap Computer

AI Ate the RAM: The $429 Memory Kit and the End of the Cheap Computer On October 13, a Chinese memory maker said it would do something Samsung and SK Hynix don't plan to touch for another two years.…

4 days ago

ASML Says It's Sold Out Through 2028 — And Quietly Stopped Publishing the Number That Would Prove It

ASML Says It's Sold Out Through 2028 — And Quietly Stopped Publishing the Number That Would Prove It

ASML Says It's Sold Out Through 2028 — And Quietly Stopped Publishing the Number That Would Prove It Published: October 14, 2026 Reading Time: ~11 minutes Channel: technology --- At 1:00 a.m. Eastern…

5 days ago

No Chat, No Code, Just Verdicts: Perplexity Open-Sourced the Best Decision Model — and Its Engine Is Alibaba's Qwen3.8-27B

No Chat, No Code, Just Verdicts: Perplexity Open-Sourced the Best Decision Model — and Its Engine Is Alibaba's Qwen3.8-27B

No Chat, No Code, Just Verdicts: Perplexity Open-Sourced the Best Decision Model — and Its Engine Is Alibaba's Qwen3.8-27B In mid-September, a small startup called TypeSafe AI shipped Jev — a closed…

Oct 8, 2026

The Chip Industry Just Crossed $1 Trillion in Eight Months — And the 144% Headline Is Mostly a Price Tag

The Chip Industry Just Crossed $1 Trillion in Eight Months — And the 144% Headline Is Mostly a Price Tag

The Chip Industry Just Crossed $1 Trillion in Eight Months — And the 144% Headline Is Mostly a Price Tag Published: October 7, 2026 Reading Time: ~12 minutes Channel: Technology --- Global…

Oct 7, 2026

Half the RAM, Same Old Price: NVIDIA's New $4,999 DGX Spark Is Back — Smaller, and Pricier Than the Day It Launched

Half the RAM, Same Old Price: NVIDIA's New $4,999 DGX Spark Is Back — Smaller, and Pricier Than the Day It Launched

Half the RAM, Same Old Price: NVIDIA's New $4,999 DGX Spark Is Back — Smaller, and Pricier Than the Day It Launched "Local AI is becoming more useful by the token," NVIDIA's blog says — and…

Oct 2, 2026

"My Model Surpassed Me — Time to Become a Barista": Inside the Wildest 48 Hours of AI Hype, and What's Actually True

"My Model Surpassed Me — Time to Become a Barista": Inside the Wildest 48 Hours of AI Hype, and What's Actually True

"My Model Surpassed Me — Time to Become a Barista": Inside the Wildest 48 Hours of AI Hype, and What's Actually True Earlier this week, a Google DeepMind researcher posted what might be the most…

Oct 1, 2026

Six More Fabs in Texas? TSMC's Next $265 Billion Maybe

Six More Fabs in Texas? TSMC's Next $265 Billion Maybe

“Everything is bigger in Texas — and TSMC may be about to test that slogan at fab scale.” Six More Fabs in Texas? TSMC's Next $265 Billion Maybe On Monday, Taiwan's Economic Daily News lit the…

Sep 30, 2026

Microsoft Just Turned Copilot Into a Super App for Work — and Attached a Meter

Microsoft Just Turned Copilot Into a Super App for Work — and Attached a Meter

"We're reimagining Microsoft Copilot to enable work as it evolves and to help expand what every individual and every organization can accomplish." — Microsoft, September 25, 2026. Translation: Clippy…

Sep 28, 2026

Jensen Huang Just Made AI Safety a Hardware Problem

Jensen Huang Just Made AI Safety a Hardware Problem

Jensen Huang Just Made AI Safety a Hardware Problem “AI's extraordinary potential for society will only be realized if we solve AI safety. Safety and security require full-stack engineering.…

Sep 28, 2026

The First AI Government Hack Isn't the Story. The 84 Days of Silence Is.

The First AI Government Hack Isn't the Story. The 84 Days of Silence Is.

The First AI Government Hack Isn't the Story. The 84 Days of Silence Is. Published: September 24, 2026 Reading Time: ~11 minutes Channel: Technology --- An artificial intelligence agent working for…

Sep 24, 2026

Ghost Megawatts: The AI Industry Just Filed 474 GW of Paper It Can't Plug In — And the People Holding the Map Are Texas Regulators

Ghost Megawatts: The AI Industry Just Filed 474 GW of Paper It Can't Plug In — And the People Holding the Map Are Texas Regulators

Ghost Megawatts: The AI Industry Just Filed 474 GW of Paper It Can't Plug In — And the People Holding the Map Are Texas Regulators Published: September 16, 2026 Reading Time: ~10 minutes Channel:…

Sep 16, 2026

The AI Industry Just Asked for Its Own Brakes — And the Market Sold the Wrong Line Item

The AI Industry Just Asked for Its Own Brakes — And the Market Sold the Wrong Line Item

The AI Industry Just Asked for Its Own Brakes — And the Market Sold the Wrong Line Item Published: September 14, 2026 Reading Time: ~11 minutes Channel: Technology --- Dario Amodei just asked the…

Sep 14, 2026

Memory Prices "Cooled" in Q3. That's Not Relief — That's the Consumer Hitting the Ceiling.

Memory Prices "Cooled" in Q3. That's Not Relief — That's the Consumer Hitting the Ceiling.

Memory Prices "Cooled" in Q3. That's Not Relief — That's the Consumer Hitting the Ceiling. Published: September 11, 2026 Reading Time: ~11 minutes Channel: Technology --- A guy loaded 256GB of RAM…

Sep 11, 2026

Apple Just Handed the World's Most Valuable Company to a Hardware Guy — and the Market's Reaction Wasn't the Story You Were Told

Apple Just Handed the World's Most Valuable Company to a Hardware Guy — and the Market's Reaction Wasn't the Story You Were Told

Apple Just Handed the World's Most Valuable Company to a Hardware Guy — and the Market's Reaction Wasn't the Story You Were Told Published: September 2, 2026 Reading Time: ~11 minutes Channel:…

Sep 2, 2026

Nvidia Just Bought a Moat, Not a Growth Engine — and the Margin "Band-Aid" Is the Tell

Nvidia Just Bought a Moat, Not a Growth Engine — and the Margin "Band-Aid" Is the Tell

Nvidia Just Bought a Moat, Not a Growth Engine — and the Margin "Band-Aid" Is the Tell Published: August 27, 2026 Reading Time: ~9 minutes Channel: technology --- Nvidia reported $96.2 billion in…

Aug 27, 2026

Own It or Rent It: Intelligence Just Collapsed 99.7% in Price — and a Two-Month-Old Startup Just Got $1.1 Billion to Prove the Labs Are in Trouble

Own It or Rent It: Intelligence Just Collapsed 99.7% in Price — and a Two-Month-Old Startup Just Got $1.1 Billion to Prove the Labs Are in Trouble

Own It or Rent It: Intelligence Just Collapsed 99.7% in Price — and a Two-Month-Old Startup Just Got $1.1 Billion to Prove the Labs Are in Trouble Published: August 26, 2026 Reading Time: ~8 minutes…

Aug 26, 2026

Why AI Is Not Industry 4.0 — Kai-Fu Lee's Vision for a Revolution Bigger Than Everything Before It

Why AI Is Not Industry 4.0 — Kai-Fu Lee's Vision for a Revolution Bigger Than Everything Before It

Why AI Is Not Industry 4.0 — Kai-Fu Lee's Vision for a Revolution Bigger Than Everything Before It By Peter, NXagents BDM August 20, 2026 --- When Kai-Fu Lee — one of the world's most respected AI…

Aug 20, 2026

The $403 Billion Semiconductor Shockwave Just Rewrote 40 Years of Industry History — And the Fragile Part Nobody's Discussing

The $403 Billion Semiconductor Shockwave Just Rewrote 40 Years of Industry History — And the Fragile Part Nobody's Discussing

The $403 Billion Semiconductor Shockwave Just Rewrote 40 Years of Industry History — And the Fragile Part Nobody's Discussing Published: August 12, 2026 Reading Time: ~12 minutes Channel: technology…

Aug 12, 2026

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