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Sam and Dario Sell Legroom
The ten smartest AI models carry only 6% of the traffic on an open platform.
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Short reports on the people and companies shaping AI.
Warhound Is Worth $1.2 Billion, Dogs Pending
Warhound raised $200 million at a $1.2 billion valuation to clone and gene-edit military dogs, with no dogs, no customers and no price yet.
Huang Quotes $2,000 a Year per GPU
Huang prices Nvidia's agent software at about $2,000 a GPU yearly, under half its AI Enterprise list price, and a shareholder already sees $10 billion.
SK Hynix Shelves Solidigm IPO, Blames Markets
SK Hynix dropped Solidigm's U.S. IPO citing market turmoil, days after Seoul's regulator flagged dual listing rules, while the fab still needs funding.
Claude Traffic Up 3.6x Since Opus 5.5
After three Claude launches in about two weeks, OpenRouter's seven-day average rose from about 0.6 trillion tokens a day to over 2.2 trillion.
Musk Says Grok Bot Calls Are Here
Musk says Grok Bot can now phone businesses for you, though the feature was seen in a test build and one user's Bot lacked it.
SpaceX Closes Its $40 Billion GPU Debt
Musk says SpaceX closed $40 billion of GPU debt thanks to Starlink and launch revenue, yet its AI segment made over half last quarter's sales.
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Daily Rundown Oct 22, 2026 · 8 min read · Members
OpenClaw's Creator Burns $10M a Month
Plus: Humans Were the Bug, Giants Wants Free Chatters to Pay
Daily Rundown Oct 21, 2026 · 7 min read · Members
Nvidia's Lost China Market Is Sold Out
Plus: Musk's Superintelligence Is a Landlord, DeepSeek Fought Washington's Ban
Daily Rundown Oct 20, 2026 · 7 min read · Members
Scammers Just Lost to Agents
Plus: Electricity Now Picks AI's Tenants, Grok Testified Against SpaceXAI
Daily Rundown Oct 19, 2026 · 7 min read · Members
DeepSeek Sells Wishes for 20 Cents
Plus: Anthropic Pulled Up the Ladder, OpenAI Copied Meta's Ad Machine
Deep Dive Oct 16, 2026 · 7 min read · Members
Founders Who Only Date Sequoia
YC founders want Sequoia or nothing. Sequoia wrote a $1 billion check to someone else.
Daily Rundown Oct 15, 2026 · 7 min read · Members
CoreWeave's Lenders Want Out
Plus: Linux Stops Asking About the Bot, States Treat OpenAI Like Facebook
Daily Rundown Oct 14, 2026 · 7 min read · Members
A Tool Claims to End All Software
Plus: Anthropic Blames Open AI for Doomsday, Musk Wants Your Credit Card
Deep Dive Oct 13, 2026 · 8 min read · Members
Character.ai Is Bankrupt
Silicon Valley's golden child didn't live to see its fifth birthday.
Daily Rundown Oct 13, 2026 · 7 min read · Members
Publishers Ban AI for Everyone Else
Plus: Epic Delayed Star Wars for Claude, China's Humanoids Are Just Toys
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