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From breakthrough models to billion-dollar bets—we follow the technology, business, and people shaping AI.

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Daily Rundown

Carbon Couldn't Save Google

Plus: Musk Buys the Neighbors, Human Review Lost to a Coin

MagnaOct 29, 2026 · 7 min read

Short reports on the people and companies shaping AI.

Oct 29, 2026Members

JPMorgan Says Palantir Already Delivers ROI

JPMorgan starts Palantir at overweight with a $262 target, which values it at 55 times the bank's 2028 free cash flow estimate.

Palantir
Oct 29, 2026Members

Opentrons Raises $40 Million for Lab Robots

Opentrons raised a $40 million Series E led by Avego, betting that AI has turned slow manual lab work into science's bottleneck.
Oct 29, 2026Members

Jassy Spends $77 Billion in One Quarter

Amazon's AWS grew 39%, but $77.3 billion of quarterly capex kept free cash flow negative, and Jassy plans to spend more in 2027.

Amazon Andy Jassy
Oct 29, 2026Members

Microsoft Pulls Copilot Off Smart TVs

Microsoft will pull Copilot from Samsung and LG TVs on December 1, a year after LG owners complained they could not delete it.

Microsoft Microsoft Copilot
Oct 29, 2026Members

Nord Quantique Gets $10 Million DARPA Extension

Nord Quantique, valued at $1.4 billion in May, won $10 million more from DARPA's benchmarking program, but its multi-qubit processor is still the harder step.
Oct 29, 2026Members

Altman Wants Robots to Build Data Centers

Altman says OpenAI will point its robotics program at building data centers, but asked how fixes for high memory prices were going, he said "Bad."

Sam Altman OpenAI