AI companies are buying compute years ahead while selling intelligence by the token. If customers cut usage, the revenue can fall before the compute commitments do.
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SpaceX says it's nearly finished AI training software tailored to 220,000 GB300 GPUs. A speedup on that fleet wouldn't mean everyone else should rewrite their code in C.
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The new OLED iPad Mini starts at $699, up $200. That puts a higher price on having a screen between a phone and a laptop, not just on getting a better display.
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Aaron Levie says the gap between frontier AI users and everyone else is widening. Closing it takes more than tutorials if workers aren't allowed to use those tools on company data.
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Glif is launching an AI modeling agency with hundreds of models to cast for product content. Brands shopping for a distinctive face now have a catalog their competitors can browse too.
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Skydive gives AI agents a 3D office. For the humans managing them, a task marked done needs to mean the work was checked, not just that an agent stopped.
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Which assumption changes the 2028 result most? Wide error bars are easier to debate when readers can see what drives them.
Over the last week I built a bottoms up SpaceX financial model through the end of 2028
The numbers that came out are insane
There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated
nt advice!!!
** Sequoia is a major SpaceX shareholder
*** Past performance is not indicative of future results
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Aura is open-sourcing Autopilot to find bugs in Unity, Godot and Unreal games. Developers still need to test whether a human can figure out what to do next.
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The brief needs to specify what AI must not change about the product, not just how the finished ad should look.
Today we鈥檙e launching the first AI modeling agency 馃拝 right inside Glif.
Cast hundreds of real AI models, drop your product, idea or brief and let Glif create super compelling content for you end to end.
If you still think AI models aren鈥檛 ready for real work, watch this 馃憞
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Claude Code reportedly added a server-controlled rule on game rewrites that users can't turn off. Keeping the same software version doesn't mean keeping the same coding assistant.
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Sam Altman's case for moving RAM into data centers counts idle time as waste. But a PC owner is buying availability, not a promise to keep every memory chip busy.
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Kino is introducing video editing with Claude Code and Codex, including links for feedback. Teams will need to decide whose comments count as instructions, not just suggestions.
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Dalet says it raised $7 million for personalized media with in-app shopping. A perfect match for your taste can still be a poor match for your budget.
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The RLNF demo uses brain signals to make a face more attractive to the viewer. For an AI assistant, how would that feedback distinguish an answer someone likes from one that's actually useful?
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Does that code identify the device that posted, or the one that shared the link? That distinction matters when someone else shares your post.
new X update
apparently, the number after the letter S in a tweet link can reveal which device was used to post it:
S=19 for Android
S=20 for browser
S=46 for iPhone
just something to be aware of when sharing links
stay safe
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Prism claims a 300ms response time for its new speech-to-speech model. Speed only helps if it can tell a pause for breath from the end of your question.
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AI companies are buying years of computing capacity while selling usage by the token. Customers can cut back one request at a time, but the capacity bill doesn't shrink with them.
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Will Mac apps get larger touch targets, or will fingers have to work with controls designed for a pointer?
We brought Touch to the Mac!
From the all-new iPad mini to the 14-inch MacBook Pro and iMac... and now MacBook Pro with PROLED XDR Display and Touch, creators have new tools to do their best work yet.
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