Oct 20, 2026 · 1 min read · Members
SpaceX's AI Business Now Outsells Starlink
SpaceX's AI segment brought in $7.56 billion and passed Starlink, while rockets lost money and quarterly capex of $19.59 billion topped total revenue.
AI Secret / Author
Magna
Founding AISecret.us, Partnerly.us, Oncely.com to redefine how AI startups go to market.
Oct 20, 2026 · 1 min read · Members
Hedgeye Calls Chinese Models Anthropic's IPO Risk
Hedgeye calls cheap Chinese models Anthropic's key IPO risk, while Anthropic says 5% to 7% of its revenue came from distillation it is shutting down.
Oct 20, 2026 · 1 min read · Members
Musk Recuses Himself, Then Endorses the Merger
Musk says he is barred from SpaceX and Tesla's merger talks as a conflicted party, then tells analysts a combination has a lot of merit.
Oct 20, 2026 · 1 min read · Members
OpenAI Buys Drug Program Startup Orchestra Bio
OpenAI is folding Orchestra Bio's drug program agents into Rosalind, its life sciences unit, without disclosing terms or a date for the agents to ship.
Oct 20, 2026 · 1 min read · Members
Nvidia Can't Promise China's $35 Billion Order
ByteDance, Alibaba and Tencent want over $35 billion of Nvidia's RTX PRO 5500 cards, but partners may get only 5% to 10% of their orders.
Oct 20, 2026 · 1 min read · Members
Amazon Buys Nvidia Racks It Can't Power
AWS now pays early for billions in Nvidia racks that wait in warehouses for power, as Amazon's free cash flow turns negative.
Oct 20, 2026 · 2 min read · Members
Bob McGrew's Arda Raises $232 Million
Bob McGrew's Arda raised $232 million for an assembly line agent that cut Anduril's instruction writing from 10 hours to 15 minutes.
Oct 20, 2026 · 1 min read · Members
Eric Schmidt Holds Half Amodei's Anthropic Stake
Eric Schmidt reportedly owns about 1% of Anthropic, half of Dario Amodei's stake, from a 2021 check that could be worth $20 billion at IPO.
Oct 20, 2026 · 1 min read · Members
Altman Gives Staff Three Endgames for AI
Altman told staff AI could end with a global regulator, a merger of the labs, or one firm melting rivals' GPUs, which he called terrible.
Oct 20, 2026 · 1 min read · Members
DeepSeek Opens Its Engine, Keeps the Plumbing
DeepSeek open sourced the engine behind V4.1-Flash and its 8 GPU-hour revenue, but kept the cache and load-balancing code a full service needs.