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November 9Monday
  1. Import AI42

    Import AI 480: Self-sustaining space economies, AI for science progress, and Meta's Tactus gloves for superintelligence

    Physical Superintelligence used a non-public Anthropic model to prove the Aaronson-Ambainis quantum conjecture, with Lean accepting the full proof on day three of the run and later improvements to the result. Meta Reality Labs detailed Tactus, a 1.5mm fingertip textile glove with capacitive tactile sensors and IMU-fused pose tracking for manipulation data collection. A 2016 NASA paper found that bootstrapping a self-sustaining lunar industry would require launching only 12 to 41 metric tons to the Moon, costing roughly $1.5bn to $4.2bn with Starship.

November 6Friday
  1. Platformer36

    The AI backlash needs a plan

    US voters punished Republicans over data centers and AI accelerationism, with bans or restrictions passed in at least 38 jurisdictions and pro-AI super PACs largely failing. Platformer argues that regulating AI cannot follow the social media playbook, which produced no comprehensive privacy law, no Section 230 reform and no new antitrust legislation despite years of hearings.

October 29Thursday
  1. Ed Zitron · Where's Your Ed At62

    Ed Zitron argues Anthropic's IPO filing hides slowing growth behind a discounted Q2

    Ed Zitron argues that Anthropic's S-1 is timed to present a compute-discounted Q2 2026, when it reported a $974 million profit, rather than the company that will actually go public. He cites roughly $269.4 billion in non-cancellable compute commitments to Google, Amazon, Microsoft and SpaceX, plus a further $125 billion to $150 billion in TPU obligations, and notes Q3 revenue growth slowed to 45% while compute costs rose 76.3%. He also points to 5% to 7% of revenue coming from customers later found to be distilling its models and a lock-up schedule that lets insiders exit quickly.

October 21Wednesday
  1. Ed Zitron · Where's Your Ed At36

    AI Had Better Work Out: Quantifying the AI Bubble's Global Concentration Risk

    Apollo chief economist Torsten Slok warned that "this AI thing better work out," and Ed Zitron quantifies how hard that will be. NVIDIA, Google, Amazon, Meta, Microsoft, Broadcom, Micron, AMD and CoreWeave make up about 46.5% of the NASDAQ 100, and corporate equities hit 37.9% of US household wealth in Q2 2026, the highest on record since Q4 2000.