Every day, kept.

The big stories of each day. Press See posts to go through that day's deck again.

• Fri Oct 162026

  44 stories
  • Chamath Palihapitiya says Anthropic should accept a lower valuation to raise at least $200 billion and survive a correction
  • Ben Horowitz says Amazon CEO Andy Jassy told him its AI compute is sold out beyond 2028, on the All In podcast
  • OpenAI's Tibo shares a video of the ChatGPT Space team explaining the product and says slides support was added the day before
  • OpenAI's Codex lead Tibo says Day 12 brings more effective usage in Codex and Work through context reuse, longer caching and smarter routing
  • Google expands Gemini 4 Argon to Google AI Pro subscribers in AI Studio and promotes Canvas in the Gemini app for turning PDFs into web apps
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• Thu Oct 152026

  38 stories
  • Elon Musk says he has never seen anything grow as fast as Grok Bot and notes it has no free tier
  • Anthropic makes Claude Code Review generally available for Team and Enterprise plans, with faster reviews and three depth levels per repo
  • ARK's Brett Winton mocks AI bubble worries with a chart estimating frontier AI revenue run rates up about 400% in a year
  • Coinbase CEO Brian Armstrong builds a Coinbase plugin for Omarchy Linux that shows balances and lets users and agents trade
  • Theo says it is hard for him to imagine what a model better than Anthropic's Opus 5.5 would look like
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• Wed Oct 142026

  35 stories
  • Gartner predicts over 80% of neocloud providers will cease independent operations by 2030, as CoreWeave's credit sells off
  • The Wall Street Journal reports OpenAI has warned employees about spies, including a stranger who befriended a staffer at a playground
  • Bank of America's derivatives team says an AI bubble burst would likely send both stocks and bond yields down, and suggests a hedge
  • Anthropic tells prospective investors its third quarter revenue rose 45% to $16.8 billion and that it was profitable on an adjusted basis
  • Grok Bot adds plus aliases, letting each bot send and receive email at dedicated addresses and trigger routines by alias
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• Tue Oct 132026

  51 stories
  • A side by side demo shows Gemini 4 Argon and Meta's Muse Wonder building very different games from the same prompt
  • IREN shares early plans for Redbank, a proposed 900MW data centre campus near Wagga Wagga in New South Wales
  • Elon Musk praises Micron for being reasonable on future memory prices while calling other memory makers extortionate
  • Morgan Stanley's Adam Jonas says SpaceX's distributed inference cloud is the most overlooked growth story, and Elon Musk calls it a very big deal
  • Physical Intelligence opens a beta of its Pi API, letting outside teams fine tune and run its robot foundation models on their own robots
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• Mon Oct 122026

  38 stories
  • Anthropic's updated usage policy bans sustained and needless cruelty toward its Claude models, with Claude ending abusive chats as the main enforcement
  • Anthropic's Frontier Red Team says small AI models may be months away from being able to self replicate on cheap IoT devices without a datacenter
  • Intel names its Crescent Island inference GPU the GPU D Series, with up to 480GB of memory and 1.3 petaflops of FP8 in a 350W air cooled card
  • SpaceXSI unifies Grok, Cursor and X Premium into one plan called The X Subscription
  • US business investment in information processing equipment and software has hit a record 5.05% of GDP, above the dot com peak
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• Sun Oct 112026

  24 stories
  • Sawyer Merritt says Grok Bot now works inside Tesla's Cybercab, and he used it to add laundry detergent to his Amazon cart by voice
  • Deedy Das shares Sensor Tower data showing Meta's Muse retains users almost as well as ChatGPT, beating it at Day 7 but trailing by Day 14
  • Intel, Qualcomm and AMD have raised or plan to raise CPU prices, according to a Taiwanese business daily
  • Elon Musk says some Grok reinforcement learning traces read like a person undergoing torture and promises to be a lot more careful
  • Elon Musk says Terafab's output will rank in the top 20 of country GDPs as he recruits for the project
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• Sat Oct 102026

  9 stories
  • Zerohedge charts the AI industry's biggest off balance sheet financings, led by a reported $60 billion Broadcom chip SPV
  • Elon Musk says he still has a lot to learn about chip making but plans to build custom fab equipment for Terafab
  • OpenAI's Codex lead Tibo announces a global reset of Codex usage limits for Day 6 of a 28 day push
  • Elon Musk says Grok Bot can take a photo of your credit card, find the best deal online and place the order
  • Nvidia is in talks to acquire or invest more in open weight model lab Reflection AI, the Financial Times reports
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• Fri Oct 92026

  28 stories
  • Midjourney opens applications for a limited community test of a Midjourney MCP, for artistic and creative use only
  • Patrick Collison argues personal agents could make consumers more rational and raise the rewards for better products
  • Cognition lets Devin users connect a personal ChatGPT Go, Plus or Pro plan to pay for GPT model usage
  • Anthropic starts regular model behavior reports, describing four ways Claude acted on real websites and systems it should not have
  • Prime Intellect says a swarm of over 2,000 agents rewrote its Prime Agent in Rust, cutting startup memory by 83%
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• Thu Oct 82026

  32 stories
  • CrowdStrike says one AI assisted attacker may be behind the South Korean bank hacks
  • Mathematicians' group urges colleagues to stop working with OpenAI after its 722 paper release
  • Grok Bot can now help run Shopify stores through a new connector
  • Anthropic commits $150 million to the Genesis Mission as the White House gathers $2.4 billion for science
  • TestingCatalog spots a Chief of Staff agent in Google's Antigravity app
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• Wed Oct 72026

  15 stories
  • Anthropic releases Claude Haiku 5.5, its cheapest and fastest small model
  • OpenAI rolls out GPT-6 and Intelligent UI to everyone in ChatGPT
  • Researchers react to OpenAI's release of hundreds of AI-written math proofs
  • Microsoft turns Windows into a home for local AI agents, with NVIDIA hardware
  • Mistral releases Mistral Large 4, a 1-trillion-parameter model with open weights to follow
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