OpenAI just dropped three new discoveries across math, CS, and physics Mathematics: a new result in harmonic analysis Computer science: a result on the Exponential Time Hypothesis (ETH), the longstanding conjecture about how hard Boolean formula satisfiability is, which is deeply tied to P vs. NP Physics: a mathematically rigorous existence proof for certain interacting quantum field theories with gauge fields and fermions in 4D, including QCD and a unified completion of the Standard Model Are you still bearish on AI and calling it a bubble?

Anthropic’s S-1 shows an unusual governance setup: public shareholders get little say, and that’s by design. Control: The 7 cofounders will hold 50.1% of the vote through a single Class F share Board: The Long-Term Benefit Trust elects a majority of the directors As a public benefit corporation, directors must weigh shareholder returns against the company’s mission, not just maximize profit. Giving: 5% of fully diluted shares go into a public benefit fund, and the board can add up to another 2% each time the stock rises 50% above the previous milestone.

Anthropic closed a record $63B AI debt deal, but only after $AVGO CEO held weekend talks and agreed to higher rates to keep nervous banks in. Broadcom is the supplier, guarantor, and negotiator all at once. Even with that, AI financing is getting tougher.

Anthropic’s S-1, made public today, reveals it will pay $SPCX ~$3.1B per month for NVIDIA GPU compute once all capacity is delivered (expected Dec 2026). Total commitment: up to $120.5B through 2029. Either side can cancel on 90 days’ notice after early 2027.

OpenAI dropped GPT 6.1 Terra, a fast and capable model at a lower price. Terra understands what’s on screen, takes action across apps, writes naturally, and is a more capable model for your whole workday with the efficiency to take on more of it.

Anthropic S-1 just dropped, should be a nice read for the $2T IPO valuation they are seeking

‘Designer baby’ start-ups test limits of biotech taboo per FT US-based Bootstrap Bio and Manhattan Genomics both ceased operating within the past year, the former after failing to raise further funding and the latter following a dispute between its founders. Neither published a scientific breakthrough. Yet money continues to move into the field. Preventive, a San Francisco-based embryo-editing start-up, raised nearly $30 mn last year from investors, including OpenAI chief Sam Altman and his husband as well as Coinbase CEO Brian Armstrong. Nucleus Genomics, backed by Peter Thiel’s Founders Fund, is funding further academic research into germline gene editing — where the DNA in egg cells, sperm cells or embryos is edited — with the goal of eventually offering the technology commercially. The companies are pursuing ways to alter DNA in human embryos, initially with the stated aim of preventing genetic disease. Some proponents also envisage using the technology to influence traits such as intelligence.

France’s government spends more of its GDP than the Soviet Union did in 1989 The riots in France are not just about immigration. Immigration is only one part of the issue; the other is the welfare state, as David Friedberg brilliantly explains in this video.

Started Titan by Ron Chernow, the biography of John D. Rockefeller. 700+ pages on John D. Rockefeller: the kid who began as a 16-year-old bookkeeper and ended up refining roughly 90% of America's oil. What's the single best business biography you've ever read?

Unitree chief says humanoid AI's 'ChatGPT moment' arriving in 1-2 yrs The accelerating development of artificial intelligence globally is triggering a new round of debate on whether a "ChatGPT moment" for humanoid intelligence is approaching rapidly, said the top executive of Chinese humanoid robot maker Unitree Robotics. Wang Xingxing, founder and chairman of the Hangzhou, Zhejiang province-based firm, made a fresh judgment on the "ChatGPT moment" for embodied intelligence by asserting it is arriving faster than previously thought, possibly in just a year or two. During the opening ceremony of the 26th China International Industry Fair held between Oct 12-16 in Shanghai, Wang admitted that his biggest mistake over the past decade or so was "not believing in AI enough".

Attorney General Ken Paxton sued OpenAI and CEO Sam Altman for imposing negative side effects on consumers. He claims that OpenAI has failed to protect Texans, including children from the many harms of relying on ChatGPT.

Brent crude topped $112/bbl for the first time since May, up 2.66% on the day.

I've heard that today we may get Fable 5.5. I've also heard that Anthropic will break the internet.

Anthropic disclosed an $80.7 billion net loss for the first half of 2026 and a long list of risk factors per WSJ

What technology will feel as obvious by 2035 as smartphones do today?

Top 10 most valuable companies in the world based on market capitalization in USD, based on the closing price of Friday 8 American companies, 1 Taiwanese and 1 Saudi