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Scammers Just Lost to Agents
Plus: Electricity Now Picks AI's Tenants, Grok Testified Against SpaceXAI
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Short reports on the people and companies shaping AI.
Altman Faces X Backlash Over Balaji Remarks
An X post uses an unconfirmed screenshot to question Altman's Balaji friendship claim, though his own words to Carlson included "not a close friend."
MiniMax Unmasks Space Bunny as M3.1 Flash
MiniMax revealed the anonymous Space Bunny model as M3.1 Flash, a cheaper update it says cuts agent task costs 70%, with self-reported benchmark scores.
Replit Hunts for Its First Dealmaker
Replit wants its first deals chief after two acquisitions that shipped on day one, and its CEO already backs two likely fits.
ARK Sees a $17.5 Trillion Tesla
ARK's new model values Tesla at $4,400 a share in 2031, mostly on robotaxis, then has SpaceX supplying most revenue in a merger it expects.
OpenAI Rushes to Raise Before Anthropic Lists
OpenAI wants $30 billion committed before Anthropic's IPO disclosures invite comparisons, though OpenAI is the one that accused Anthropic of inflating revenue.
Accused OpenAI Eavesdropper Stays Behind Bars
A judge called a Saudi-backed bail offer a blank check and kept the former OpenAI engineer accused of hiding a recorder behind a TV jailed.
The latest newsletters
Oct 19, 2026 · 6 min read · Members
DeepSeek Sells Wishes for 20 Cents
Plus: Anthropic Pulled Up the Ladder, OpenAI Copied Meta's Ad Machine
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.
Oct 15, 2026 · 7 min read · Members
CoreWeave's Lenders Want Out
Plus: Linux Stops Asking About the Bot, States Treat OpenAI Like Facebook
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
Oct 13, 2026 · 8 min read · Members
Character.ai Is Bankrupt
Silicon Valley's golden child didn't live to see its fifth birthday.
Oct 13, 2026 · 6 min read · Members
Publishers Ban AI for Everyone Else
Plus: Epic Delayed Star Wars for Claude, China's Humanoids Are Just Toys
Oct 12, 2026 · 7 min read · Members
Microsoft Copied Jev
Plus: Cheap Labor Just Lost to Agents, Anthropic Turned Cops Into Beta Testers
Oct 9, 2026 · 1 min read · Members
Is Abusing An AI Abuse?
The secret behind the viral AI torture chamber.
Oct 8, 2026 · 6 min read · Members
Korean Banks Guarded Nothing
Plus: The Dustbin Is Full of Mathematicians, Anthropic Priced the Demo
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