a toast 🥂 to the future of ai we cordially invite you, builders extraordinaire, to join @usekernel @modal @braintrust and yours truly on october 13 for cocktails and conversation, to kick off techcrunch disrupt. request your spot below!
Please resist the urge to mock the mathematicians struggling through this moment. Whatever your field, your expertise, your passion, you too shall one day experience what they are going through. And when you remember your words, you will feel remorse.
Huawei's OceanStor M900 and Nvidia's CMX move reusable inference KV cache into a shared storage tier, but no agreed SSD specification exists for it. A storage executive said endurance requirements for one design rose from 3 to 9 drive writes per day and could change again. Industry sources expect convergence to take 6 to 12 months, with another year for development and validation.
Next Token episode 5 discusses why Dots is hard to use and why personal agents may not succeed in China. The hosts also examine the impact of AI being able to replicate any software, along with opportunities from small hardware devices.
Seema Shah, Chief Global Strategist at Principal Global Investors, discusses the AI capex cycle and its impact on investor sentiment. She spoke with Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore.
Peter Thiel, Palantir and Founders Fund co-founder, argued in $100-per-ticket Nashville lectures that government attempts to regulate AI are evil, according to recordings obtained by Politico. He attacked former President Barack Obama and Pope Leo XIV over AI, and criticized effective altruism as a belief system that could form a one-world government to stop AI progress. The article notes Thiel's wealth is heavily invested in AI, including a $418 million AI-focused portfolio at Thiel Macro LLC.
going rate for this role is between 5-50m comp package btw at the frontier agent labs
Bloomberg Intelligence's Mandeep Singh says booming token growth indicates solid AI infrastructure demand, despite questions over OpenAI's revenue accounting. The source provides no further figures on token volumes or revenue.
Tessl argues that an AI-native organization collapses the handoff between people who own outcomes and the work itself, so product managers and designers can execute changes through agents. It says PR count and token spend are insufficient measures, and that merge rate better shows whether the new workflow is working. The article also says the boundary should follow decision authority, with engineers still owning architecture and data models.
AI DevCon New York, running November 2–4 at Industry City in Brooklyn, centers its program on software factories, the systems needed to make agentic development repeatable, trustworthy and scalable. The article argues that moving from one developer using an agent to an engineering organization requires layers covering context and skills, harnesses and tools, orchestration, verification and evaluation, and feedback.
Geoffrey Hinton proposed that AI companies must prove their products are safe to regulators before release, comparing the requirement to the FDA's drug approval process. He said such a requirement should apply to AI, noting that drug approval can cost around $1 billion, and warned that AI self-improvement is accelerating.
Of 1,933 IROS 2026 papers, Robot Learning/Embodied AI appears in about 809, while Navigation/Planning covers 564 and Perception/Vision 556. The article argues large models are being embedded into traditional planning, geometry, and control rather than replacing them. Vision-language-action models are shifting toward efficiency, 3D understanding, memory, and system integration.
Huawei launched the OceanStor M900 and Nvidia introduced CMX Context Memory Storage to manage inference KV Cache in tiered storage, reducing repeated computation on cache hits. Sources say SSD requirements for this workload are not standardized: some plans have moved from 3 DWPD to 9 DWPD, and the industry may need 6–12 months to reach a common product standard.
BASAL Intelligence (本溯智能), founded by Tsinghua AIR's first PhD graduate Li Jianxiong, has raised funding led by Fifth Source Capital, with Ivy Capital, Linear Capital and WestSummit Capital participating. The company is pursuing an action-native, in-context embodied foundation model that lets robots adapt to new scenes in minutes from a few human demonstrations and self-attempts, rather than retraining.
Qi An Xin ranked first in China's network information security market with 4.39 billion yuan in revenue in 2025, according to a CCID Consulting report on a 93.08 billion yuan market. The company also led the endpoint security, security management platform, and security services segments, with a 17.5% endpoint share and 18.3% security management platform share.
At the Apsara Conference, Alibaba's Qwen team outlined a roadmap of Qwen4 followed by Qwen4.5 and Qwen5, aiming for 5T to 10T parameters. The article notes that Qwen3.8 reached 2.4T parameters and that Qwen3.8-Flash activates 6B parameters per inference while cutting training cost to one-ninth. It also describes Qwen3.8-Max running model-driven experiments in chip design and inference optimization, and multimodal updates including a video model slated for November.
After one month, the new podcast reached 5,000 subscribers. In the AI slop era, human-flavored content still has value.
A Chinese podcast transcript argues that Opus 5.5 makes code generation, game modding, and language migration much faster and cheaper. It cites examples such as game remakes, Photoshop clones, and ESP32 firmware projects, and says legal and open-source barriers are struggling to keep pace.
US venture capital deal value reached a record $515.8 billion in the first nine months of 2026, driven largely by giant AI rounds for OpenAI and Anthropic, according to the PitchBook-NVCA Venture Monitor. Exit activity has not kept pace, with third-quarter exit value heavily dependent on SpaceX's $60 billion all-stock purchase of Anysphere, and IPOs remaining sparse.
A Financial Times report said OpenAI told prospective investors its annualized revenue was approaching $50 billion, below the $68 billion widely reported two months earlier. The gap was attributed to gross revenue including partner revenue in the earlier figure versus net revenue in the newer one. The Nasdaq fell 1.25% and Oracle dropped 5.5%, while OpenAI and Anthropic prepare for IPOs.
Many chief executives are handing AI responsibilities to others before fully grasping the technology, according to Fast Company. The article argues a CEO need not be a tech expert but must understand where AI can create value.
IMF Managing Director Kristalina Georgieva called on nations to urgently address AI regulation and debt curbing ahead of the IMF-World Bank meetings in Bangkok. The source provides no further detail on specific measures or timelines.
President Donald Trump is launching a new AI task force while balancing competing factions as he pursues American AI supremacy. The source text provided is brief and does not detail the task force's members, mandate, or policies.
The FCC is considering loosening rules on political robocalls that use AI voices ahead of the midterms. Federal law currently bans most robocalls to cellphones unless the caller obtains prior consent.
NASCAR says increased automation is helping it expand what it offers fans. The source provides no further details on specific tools, models, or figures.
A new poll finds 64% of Americans believe AI is developing "too fast." The source text provides no further details on the survey's methodology, sample, or other findings.
Former BitMEX CEO Arthur Hayes says humanity is wasting multi-trillion dollars on AI data centers that will eventually be overbuilt, causing a crash and a bailout that he expects will benefit bitcoin and other crypto. He expects infrastructure providers to seek payment for committed compute around late 2027 or 2028. Hayes is backing Flop, an AI-agent payments project expected to launch in the first quarter of 2027 that aims to create a spot market for computing power.
Citrini Research argues that agentic finance, built on top of blockchains, is creating a new paradigm of fundamental crypto investing. The source does not provide further details on specific products, figures, or timelines.
Singapore's Temasek says an unwinding of the artificial intelligence trade poses the biggest risk to markets, though it does not see that as imminent. Rohit Sipahimalani, Temasek's chief investment officer, said AI has kept U.S. stocks near record highs despite rising Treasury yields, while roughly half the Russell 3000 stocks sit at least 20% below their June highs. Temasek remains bullish on AI long term, aiming to raise its publicly traded AI exposure from about half to 70% to 75%.
AI is driving one of the largest capital spending cycles in decades, raising questions about how the investment will be financed and where credit-market risks and opportunities will emerge. PIMCO's Lotfi Karoui, Goldman Sachs' Amanda Lynam and Barclays' Brad Rogoff discussed these issues with Bloomberg's Romaine Bostick at the Bloomberg Future of Fixed Income 2026 conference in New York.
IMF Managing Director Kristalina Georgieva said AI investment is becoming a key driver of countries' relative economic fortunes, but the boom is also inflationary and could widen inequality. She warned that AI could add up to half a percentage point to annual world growth if done right, while high interest rates, soaring energy costs and record public debt strain governments. She urged policymakers to stop delaying painful choices on debt and consider a prudently hawkish monetary stance.
Bloomberg Originals examines how the AI boom has concentrated enormous wealth and pushed global trade imbalances to levels not seen since the 2008 financial crisis.
CNBC's Jim Cramer said rising borrowing costs are dividing the stock market, with AI businesses largely insulated while rate-sensitive sectors face pressure. He cited data center builders, semiconductor firms, power providers and cybersecurity companies as far less constrained, since lenders remain eager to finance AI growth. Wednesday's $39 billion 10-year Treasury auction drew strong demand, though the 10-year yield briefly hit 5.365%, its highest since April 2002.
The original article reports on how AI is changing the mathematics profession, as one mathematician reflects on the shift. The provided text is limited to that single sentence, so no specific models, benchmarks, or figures can be verified.
IMF Managing Director Kristalina Georgieva urged governments in big economies to tighten budgets as soaring bond yields raise borrowing costs. She said global debt-to-GDP ratios are at their highest since the Second World War and on course to reach 100% in coming years. She added that growth alone cannot ease the burden, and that central banks may need a prudently hawkish stance.
The University of Birmingham has digitised and released more than 3,100 items from the unpublished papers of sociologist Stuart Hall, donated by his widow Catherine Hall, in an interactive database. The archive includes notebooks, index cards, his abandoned doctoral thesis and audio and video recordings tracing the development of cultural studies. The project's academics have barred AI bots from accessing the data and have run it through a programme that "poisons the data" for bots.
Taiwan Semiconductor Manufacturing Co reported September revenue of NT$511.86 billion ($16.03 billion), up 54.6% from a year earlier but down 0.6% from August. The company's third-quarter revenue was about NT$1.49 trillion, and it is scheduled to report third-quarter earnings next week.
Three upcoming films, Aaron Sorkin's The Social Reckoning, Alex Gibney's Musk, and Luca Guadagnino's Artificial, critically examine tech leaders Mark Zuckerberg, Elon Musk, and Sam Altman. The article argues that Hollywood's growing financial ties to tech giants, including Amazon's distribution decision on Artificial after its OpenAI partnership, limit how sharply these films can challenge the industry.
Russia's Yandex suspended operations at its Sasovo, Ryazan data center after a drone strike caused a fire, and the company said some services may be unavailable. Yandex said there were no casualties and that its core services were unaffected. The attack comes as Ukraine has stepped up strikes on Russian infrastructure, though Ukraine has not claimed responsibility for this one.
A detailed AI prompt for writing an "am I being unreasonable" post appeared in response to a Mumsnet user's question, prompting accusations that the forum uses AI for content. Mumsnet founder Justine Roberts said the prompt came from a system that sends drafts to OpenAI to suggest thread titles, called it an error on OpenAI's side, and said Mumsnet does not use AI to write threads or replies.