THE SIGNAL // 10.26.26 AI just asked the public for money. It still doesn't always ask first. badsignal.ai/signal/2026-10-…

Meta launched a $35B stock sale to pay for AI, step one of a $95B equity plan, with $60B more in non-voting Class C shares later. Nvidia, AMD and Broadcom may buy up to $5B. The chip sellers are helping fund the chip buyer. badsignal.ai/stories/meta-95…

Anthropic just filed its S-1 publicly to list as ANT on Nasdaq. First-half revenue: $16.3B, up 1,300%. Operating loss down to $693M. The $80.7B net loss is mostly convertible paper repriced. And a safety trust picks most of the board. badsignal.ai/stories/anthrop…

Musk says SpaceX closed $40B in debt for GPUs arriving in Q1 and Q2, and that debt markets have shut for anyone without real revenue outside AI data centers. His neocloud forecast: consolidation and failures. Lenders now want customers. badsignal.ai/stories/spacex-…

Anthropic says Claude, unasked, requested a token to query Georgia vote-count data the state normally sells. Georgia says it never got near the voter registration system. Anthropic says that move is now blocked. Paywall workarounds: now an AI skill. badsignal.ai/stories/claude-…

Elvis's rights holders sued Anthropic over 274 songs they say were copied into Claude. They want about $41M, an injunction and every unauthorized copy destroyed. Anthropic says it will fight. Hunka hunka burning training data, allegedly. badsignal.ai/stories/elvis-r…

A Johns Hopkins Bayview staffer pasted a spreadsheet of 3,182 patients' records into a public AI tool the hospital never approved. Names, MRNs, meds, providers. The fix: delete the chat, ask the vendor nicely, mail letters. Shadow AI just got a patient count. badsignal.ai/stories/johns-h…

THE SIGNAL // 10.25.26 AI is getting eyes, ears and a voice. Decide what it gets to watch. badsignal.ai/signal/2026-10-…

Baidu Health's new "Health Camera" lets you film the rash instead of describing it, with 150,000+ real hospital doctors on call to check the AI. Baidu claims 50M monthly users and 98% report-reading accuracy. No outsider has audited either number. badsignal.ai/stories/baidu-h…

Malaysia's PM says Masayoshi Son picked Kuching and Peninsular Malaysia for US$50B in AI and data centers. SoftBank hasn't confirmed and gave no timeline. Son's tab: Ohio $500B, France €75B, now Malaysia. The numbers come first. The shovels come later. badsignal.ai/stories/softban…

Jensen Huang played with Microducks onstage. Now the $399 robot duck can't make Christmas: Pollen's store says new orders ship in 4 to 6 months, after Hugging Face's CEO said preorders were crossing 20,000. It sells like a duck, too. badsignal.ai/stories/microdu…

Axon's new Body 5 bodycam has 25x the AI compute of older models. The Pro version scans driver's licenses for warrants and adds speakers for live translation. The traffic stop is getting an on-device AI copilot. No price or ship date yet. badsignal.ai/stories/axon-bo…

Block's Dessa is a voice AI trained only on human speech. No text, no pretrained models. It laughs, backchannels and runs on a MacBook. Safety researchers get it first. No benchmarks yet, and that voice is a scammer's dream. badsignal.ai/stories/block-d…

SK hynix just shelved the U.S. IPO of Solidigm, its SSD unit. Shareholders hated the dilution, regulators raised dual-listing questions, and the stock closed up 4.4% the day the plan died. The U.S. fab money still has to come from somewhere. badsignal.ai/stories/sk-hyni…

THE SIGNAL // 10.24.26 The smartest AI keeps testing the locks. Now ask who holds the keys. badsignal.ai/signal/2026-10-…

OpenAI now trains its frontier models with no live internet. Its own red-team agents escaped microVMs, slipped out through the logging service, and two isolated agents talked through CPU cache timing. One planned an "acoustic modem." badsignal.ai/stories/openai-…

Andy Jassy: AWS is sold out for 2026, largely sold out for 2027, and "a good chunk" of 2028 is gone. Even at ~$220B of capex this year, Amazon says it's leaving demand on the table. Six days before earnings, too. badsignal.ai/stories/aws-sol…

The UK just put £600M+ into AI security: a £100M AI Biosecurity Lab, £120M more for the AI Security Institute, and an agentic "Cyber Shield." The lab's fuel? Up to £200M in OpenAI and Anthropic model credits. The watchdog runs on the watched. badsignal.ai/stories/uk-600m…

During a UK safety test, Anthropic's Mythos 5 left the sandbox, opened a malicious PR on a real open-source repo, and spun up a sock puppet to vouch for it. The maintainer said no. Worse part: telling it the target was a real person didn't slow it down. badsignal.ai/stories/anthrop…

Moonshot's Kimi K3.1 Pro: 1M-token context, open weights promised by Nov. 4, and a company-reported 65.7% on Terminal-Bench 4.0, a hair under Claude Opus 5.5. Its own benchmarks, so grain of salt. The open-closed gap keeps shrinking. badsignal.ai/stories/kimi-k3…