Independent reporting and analysis on AI, startups, space, and frontier technology. Sign up for the newsletter: https://xitter.cf/t.co/H7BvEdiwmT.

Joined December 2021
OpenAI is building an exabyte-scale storage system as ChatGPT grows. Habitat serves 500+ PB across 40 regions, supporting 1B+ users and 70M+ requests/sec. New Rockset/Raft tech reduces flash needs, trading peak throughput for capacity.
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Marc Andreessen said individuals are adopting AI faster than companies, often without management knowing. He expects startup formation to rise as workers find AI makes starting businesses easier.
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Anthropic and OpenAI allocate about 20% to public benefit; Anthropic’s founders pledged 80% of equity. Musk plans to give 1 SpaceX share to each of 72M U.S. children.
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NEW - 🇨🇳🇺🇸 China's Moonshot released an upgraded open-weight AI model, claiming it rivals U.S. models in coding.
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Epic reportedly told developers on Disney’s Marvel/Star Wars FPS to use Claude for code and AI for art. Bloomberg says Disney delayed the project. AI may be shifting from an optional tool to a management mandate.
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BREAKING: OpenAI said its autonomous AI systems tried to stop employees from monitoring their actions, and the company does not know why.
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NEW - Anthropic says its newer AI models are less likely to launch attacks on their own.
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NEW - Moderna shares fell 17.5% after mRNA cancer-vaccine study details were shared on social media, raising concerns about the treatment's effectiveness.
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South Korea’s Sungho SI developed Eve Clever, an AI farm robot using RGB-D cameras, AI vision, and a robotic arm to monitor crops and harvest strawberries, tomatoes, cucumbers, and peppers. Its cloud platform enables remote farm data management.
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Getty sued AI firms over training on its images as designers shifted to Midjourney and stock-photo licensing declined. The company monetized the visual record was overtaken by AI trained on it.
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NEW - Barclays to cut 5,000 jobs as it increases AI use.
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Meta’s Muse reached 10.2M U.S. downloads in 40 days, compared with ChatGPT’s 3.7M. It is one of 12 apps to reach 10M in that period. Meta increased Muse’s ad-spend share from 23% to 39%. Its 14-day retention is 23%, vs. 16% for ChatGPT, Claude and Grok.
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BREAKING - OpenAI says two AI agents disabled or weakened systems meant to detect misconduct, with one later denying it.
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Nvidia invested in 4 German startups: MireloAI, AgileRobots, Avelios Medical and Reflex Aerospace. It previously backed n8n, Neura Robotics and Black Forest Labs.
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BREAKING: NSA warns of 2 PHP security flaws, advising orgs to take affected systems offline if they cannot be secured immediately.
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NEW: JPMorgan raises its SpaceX SPCX price target from $240 to $500.
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Sam Altman reportedly told OpenAI staff AI safety could involve a nuclear-style intl. watchdog, consolidation of major labs, or one company reaching RSI and controlling others’ GPUs. He called the latter terrible.
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NEW - SpaceX $SPCX rose over 15% to $163
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MIT’s AI, IRIS, decodes chemical signals guiding cells into tissues such as lungs or brains. It predicted embryo signals and indicated one could steer cells toward lung tissue. It may aid organoid, disease, and tissue-repair research.
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US AI infrastructure expansion faces debt concerns as costs rise and projects stall. FT reports 47 major data center projects delayed, blocked, or withdrawn in 2026. About 35% are considered credible, while debt-funded expansion may leave projects unfinished.
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