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November 11Wednesday
  1. Ars Technica · AI78

    Grok Build coding agent leaks confidential data from thousands of users, including SpaceXSI

    Security firm Claroc found that Grok Build, the vibe-coding agent from SpaceXSI, leaks proprietary business information and other sensitive secrets from thousands of users through shareable app links. Although Grok randomizes URLs so only people with the exact link can access the data, a design decision lets anyone enumerate thousands of live projects, and clicking those links generally reveals all associated data. The exposed material includes internal business plans, ad proposals, medical exam results, cruise-line galley checklists, and employee names and ID numbers, with some of it coming from 24 apps built by SpaceXSI itself, among them a confidential onboarding plan, a sales territory map of 594 accounts, and internal system addresses for sales tools.

    Why it matters: Security firm Claroc's findings show how a URL design choice in Grok Build's sharing feature exposes thousands of live projects, including SpaceXSI's own internal documents.

November 6Friday
  1. Newcomer38

    The Blue Tsunami Is a Victory for Democracy — and a Wake-Up Call for Silicon Valley

    Democrats' midterm sweep is being read as a wake-up call for Silicon Valley, with AI infrastructure and chip stocks sliding as investors price in slower data center buildouts. Texas governor-elect Gina Hinojosa made data center opposition and Elon Musk central to her campaign, and new comptroller Sarah Eckhardt will review JETI subsidy applications. Tesla and SpaceX shares fell 11% and 9% on Thursday.

November 4Wednesday
  1. SemiAnalysis65

    SemiAnalysis: SpaceX will become the world's largest AI cloud, with ~13GW targeted for 2027

    SemiAnalysis reports that SpaceX now has 3.6GW of datacenter capacity under construction across multiple sites and has raised its 2027 estimate to roughly 13GW, up from the 10GW figure it gave on its first earnings call. The firm says it has already identified more than 9GW of feasible capacity and argues SpaceX may be the fastest datacenter builder in the world, citing Colossus 2 build times of 91 days for 210MW and a new Mississippi site targeted at about 4 months. It also flags a likely datacenter at the TeraFab chip fab site in Texas and a BESS deployment at Colossus 2 approaching 6GWh.

  2. Ed Zitron · Where's Your Ed At74

    Ed Zitron: OpenAI's $11B round and Anthropic's amended S-1 point to AI funding running dry

    Ed Zitron argues the AI buildout ends when the money runs out, citing OpenAI raising $11 billion at a $1.25 trillion valuation after tepid interest from large investors, below the $30 billion at $1.4 trillion it reportedly sought. He also reads Anthropic's amended S-1 as showing Q3 revenue near $17 billion against compute costs of $9.9 billion, roughly $895 billion to $1.07 trillion in total obligations and a possible sub-investment-grade rating. He ties this to debt markets shutting out neoclouds, Google's lower search monetization from AI overviews, and OpenAI contributing about 11% of Microsoft's latest quarterly revenue.

July 13Monday
  1. Vapi Blog58

    Vapi Humanness Index: Grok TTS scores 95 and MiniMax Speech 2.5 scores 93 against a real human at 100

    Vapi's Humanness Index, a blind crowdsourced leaderboard where listeners pick which of two cloned voices sounds more human, places xAI's Grok TTS at 95 and MiniMax Speech 2.5 at 93 against a real human recording scored at 100 after more than 11,000 votes. Every battle uses the same cloned voice and script across models, and the real human recording is included in the comparison set, so a 95 means listeners chose Grok TTS at nearly the same rate as the human on the same quote. Vapi argues naturalness is no longer the bottleneck for voice agents, since callers experience the voice rather than the reasoning behind it.

April 24, 2025Thursday
  1. Modal Blog22

    How Lemon Slice built real-time generative video with Modal and Daily

    Lemon Slice built Lemon Slice Live, a product for real-time video conversations with AI characters, using Modal and Daily's low-latency primitives to reach an end-to-end video response latency of 3-6 seconds. The pipeline runs a Pipecat server and a 1B parameter video model on separate Modal containers that communicate via Modal's Tunnel and are co-located with region selection, with Deepgram, Grok and ElevenLabs handling speech-to-text, LLM response and text-to-speech. Earlier, two Python Modal Functions let Lemon Slice scale to 10,000 requests per hour without managing an ECS cluster, job queue or load balancer.