Nov 13, 2026 · 1 min read · Members
SpaceX's Slide Raises the Price of Tesla
With a merger announcement possible in December, SpaceX's 12.2% slide means a 15% premium would give Tesla holders more than half the combined company.
AI Secret / Author
Magna
Founding AISecret.us, Partnerly.us, Oncely.com to redefine how AI startups go to market.
Nov 13, 2026 · 1 min read · Members
Character.AI's Auction Leaves 20 Million Chats
Character.AI's bankruptcy auction is set for Dec. 1, and Disney's $20 million opening bid excludes the chat logs of more than 20 million users.
Nov 13, 2026 · 1 min read · Members
Gemini Can Now Read Your Spending
Gemini can answer US users' spending questions through Google Wallet and Plaid, and Google's help page says connected app data is used in AI training.
Nov 13, 2026 · 1 min read · Members
DeepMind's Agents Prove Signal's Code
Google DeepMind's AlphaProof Code agents wrote about 6.5 million lines of Lean proof in four weeks to verify security properties of Signal's libsignal code.
Nov 13, 2026 · 1 min read · Members
Anthropic's IPO Turns Away Chinese Orders
Banks selling Anthropic's IPO refused orders from mainland China and Hong Kong, citing US arms trade rules, a limit its prospectus does not spell out.
Nov 13, 2026 · 1 min read · Members
The Roadshow Slide Behind Coxon's Exit
Jacob Coxon says an Anthropic roadshow slide he reads as superexponential progress was a big factor in his resignation, and its axis has no numbers.
Nov 13, 2026 · 1 min read · Members
Banned Nvidia Chips Backed Shanghai Loans
Filings show a unit of a company Alice Huang founded pledged 193 Shanghai servers, some carrying restricted Nvidia chips, as loan collateral in January 2025.
Nov 13, 2026 · 1 min read · Members
ChatGPT Wallet Lets Dots Pay
OpenAI launched ChatGPT Wallet with American Express, Mastercard and Visa, letting its Dots agents pay by card as United Airlines and Amazon shut agents out.
Nov 13, 2026 · 1 min read · Members
Huang Called His Successor a Deer
Jensen Huang called finance chief Colette Kress a deer in the headlights at an August meeting on Nvidia's customer guarantees, months before she replaced him.
Nov 13, 2026 · 1 min read · Members
Amodei's Low Side Is $900 Billion
Dario Amodei told Jamie Dimon Anthropic buys compute on the low side, while its prospectus lists $900.9 billion of commitments before next week's IPO.