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Ben Thompson on the Data Center Backlash, Google’s AI Bet and Reddit
Ben Thompson argues that America’s vote against AI data centers will make big tech stronger, not weaker, because only the hyperscalers have the cash, credit and existing sites…
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Arthur Hayes’s AI Dilution Thesis, Tested: Unlocks, Credit and Bitcoin
Arthur Hayes argues that a wave of insider share unlocks at newly public AI giants will cap their stock prices, tighten credit for the AI build-out, slow bank…
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Planet’s Will Marshall: Data Centers in Space, Sovereign Satellites, Aliens
Planet Labs CEO Will Marshall says orbiting data centers will eventually be cheaper than ones on the ground, and that his company just launched the first test satellite…
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Foreign Psyops and the Data Center Backlash: What the Evidence Shows
Foreign influence operators did try to inflame America’s fight over AI data centers in 2026, but the public evidence shows a small, low-reach effort riding on top of…
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Nasdaq Plunges Into Correction as AI Chip Stocks Crash After Midterms
The Nasdaq Composite closed in correction territory on Thursday, November 5, 2026, after chip and AI infrastructure stocks crashed on fears that the Democratic midterm sweep will slow…
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Data Center Backlash: Voters Reject AI Buildout in 40 of 41 Ballot Measures
American voters rejected AI data centers in 40 of 41 local ballot measures in the November 3, 2026 midterms, the first clear political check on the AI infrastructure…
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OpenAI’s AI Pipeline Found 948 Linux Kernel Root Exploits for $1.2M
OpenAI built an autonomous pipeline that found, reproduced, exploited and patched 948 Linux kernel privilege escalation bugs in one run, for about $1.2 million in API credits. The…
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Shaq and Alex Hormozi on Getting Rich: Save 75 Percent, Guard Your Brand
Shaquille O’Neal, Alex Hormozi, Graham Stephan, Zach Justice and Sharran Srivatsaa trade lessons on money, trust, brand and motivation around one dinner table. The episode, the first of…
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Chamath Palihapitiya and Rick Rubin: Poker, Intuition and the Ego Problem
Chamath Palihapitiya tells Rick Rubin how poker taught him to take big bets and absorb losses, and admits that ego and insecurity drove his worst financial mistakes. The…
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Weight-Space Programming: An LLM Reads, Fixes and Writes Network Weights
Weight-Space Programming has a frontier LLM read, repair and write neural network weights with no gradient descent, and the first results are startling. In a 26-minute explainer, Jia-Bin…
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SemiAnalysis GDPx: Why the Best AI Model Scores Just 12% on Real Work
SemiAnalysis just launched GDPx, a private benchmark of 206 expert-built agentic tasks across 11 high-value domains, and the best frontier model, Claude Opus 5.5, scores only 12%. In…
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DeepSeek Super-agent: Why the Harness, Not the Model, Is the Story
DeepSeek’s Super-agent is a research prototype that turns its open-source DeepSeek Harness into an always-on teammate that watches a GitHub repo, takes requests from issues and chat, and…