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TechBuzz China founder on Huawei: "connect that into a million chip cluster"
18 takeaways: Why the AI labs' chosen auditors share their funders, what Huawei announced at its own conference this week, and the 6% and 9% that…
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Grace Kay: SpaceX built a data center in 122 days, and reliability is slowing that down
3 takeaways: Why SpaceX put rocket engineers in charge of its data centers, the outage that followed within weeks, and what 1,300 volunteers have to do…
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Ben Bajarin: Apple's foldable phone isn't for the people who'd buy an iPhone Pro
4 takeaways: Why he says Apple didn't win on hardware, who the $2,000 iPhone Duo is actually built for, and the "phablet" precedent behind it
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Johan Land: OpenAI threw 10,000+ agents at math's 6 unsolved Millennium problems
8 takeaways: The Navier-Stokes proof he says holds up, the Codex data question behind the fight with Anthropic, and why he calls this the post-AGI era
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Jaya Gupta: Meta's Muse found her an apartment and ran a bake-off for parking
8 takeaways: The rival agent that reset two of her passwords, why Muse refuses to connect to work email, and the single chat thread she says will win…
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Phin Barnes: mega VC firms are index funds whose partners work to deployment quotas
8 takeaways: Why he says a firm's quota sets the round size, what would force neocloud markdowns, and the case for software going back to subscription…
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Mustafa Neemuchwala: Nvidia's $3.5B MediaTek note pays it when Google's TPU wins
8 takeaways: Why he says this is not circular financing, who actually pays MediaTek for the interconnect work, and the Anthropic deal he says the…
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Emilio Andere: AMD ran an open-source model as fast as Nvidia at half the cost
7 takeaways: The $40M round for a startup whose agents write GPU code, why he says fewer than 500 people on earth do it well, and his read on OpenAI's…
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Vikas Enti: a $200K robot with his own vision system does a $1M system's work
7 takeaways: Why he refuses to build an assembly line, the 80-plus modules going into a 5-story apartment building this year, and where he thinks robot…
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Ben Moore: the only real fix for social media addiction is a feed that ends
6 takeaways: Why he calls Meta's agreed remedies product specs it could have shipped years ago, what removing the algorithm would cost, and how BeReal…
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Sukhinder Singh Cassidy: Xero will not let its employees use OpenClaw at work
6 takeaways: Why a company that files your payroll taxes blocks an agent tool outright, the 6x jump in its API traffic since January, and her answer to…
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Laura Bratton: outcome-based pricing breaks on proving the AI caused the gain
5 takeaways: What Palantir has done for years that Salesforce just adopted, the 3 ways it now lets a buyer pay, and why the attribution problem may keep…
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