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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

Europe Taxes the Future

Plus: OpenAI Guards the Grid It Drains, Musk's Abundance Lasted Three Days

Magna, BenNov 3, 2026 · 8 min read

Short reports on the people and companies shaping AI.

Nov 2, 2026Members

Fox Won't Talk Roku, Murdoch Talks Tubi

Fox took no Roku questions on its earnings call, and Lachlan Murdoch, reminded he once doubted Tubi's growth, said he didn't remember saying it.
Nov 2, 2026Members

CoreWeave Adds CrowdStrike, Shares Fall 8.6%

CoreWeave is bringing CrowdStrike's Falcon security to its AI cloud and powers CrowdStrike's own models, but its shares fell 8.6% on debt worries.

CoreWeave
Nov 2, 2026Members

Altman Says Navier-Stokes Model Ships Soon

At an Abu Dhabi oil conference, Altman said the unnamed next GPT ran the 10,000 agent Navier-Stokes proof and will ship soon, with no date.

Sam Altman OpenAI
Nov 2, 2026Members

Anthropic Made $17 Billion, Then Lost Money

Anthropic's amended S-1 shows nearly $17 billion in quarterly revenue, an operating loss driven by pricey short-term compute, and $895 billion in commitments.

Anthropic
Nov 2, 2026Members

Karyopharm Files for Bankruptcy, Picks Ayrmid

Karyopharm filed for Chapter 11 with Ayrmid as lead bidder, whose offer is undisclosed and whose 2025 bluebird bio bid stalled without financing.
Nov 2, 2026Members

FDA Partly Halts Bright Minds Seizure Trial

The FDA partly halted Bright Minds' planned seizure trial over mouse toxicity and thin pediatric data; the company calls the finding incidental, and shares halved.