Posts

Anthropic's S-1 shows a governance structure that suits a "fun quirky little mission-driven worker cooperative" seeking to raise billions as a public company (Matt Levine/Bloomberg)

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Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing (Cohere)

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NYT Strands hints and answers for Monday, October 26 (game #967)

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Moderators of r/opensource ban submissions of projects using, made by, or intended for AI, exclude non-English speakers over AI translation concerns, and more (Terrence O'Brien/The Verge)

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Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center firms, and 200+ neoclouds face "death and consolidation" (Elon Musk/@elonmusk)

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Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery" coverage from brokers like Marsh (Ann Davis Vaughan/The Information)

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NYT Strands hints and answers for Sunday, October 25 (game #966)

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Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens (Torsten Slok/Apollo Global Management)

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Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount (The Information)

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Global PC shipments fell 21% YoY in Q3 to 57M units, as memory and other costs pushed prices up; Lenovo retained its market leadership despite a 23% decline (Minsoo Kang/Counterpoint Research)

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Epic AI MegaJam challenges developers to build a game in 4 days with AI

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Kimi unveils K3.1 Pro, a 3T-class open-weight model with a 1M-token context window, and K3.1 Pro Highspeed, with full weights to be released by November 4 (Kimi)

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Chicago-based Formic, which provides robots-as-a-service automation to manufacturers, raised $50M, including a $40M Series B and $10M in asset-backed financing (Natalie Breymeyer/Axios)

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