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@edzitron
Newsletter http://wheresyoured.at - Better Offline Podcast - http://betteroffline.com - CEO at http://EZPR.com
Technology
From December, Plus, Pro and Business plans will share a token-measured ChatGPT and Codex allowance.
AI
Grok's account described separate allocation changes and a resolved dashboard issue as users asked for different service options.
AI
OpenAI's reported funding deal values it at $1.25 trillion, below the $1.4 trillion it had hoped to reach.
AI
A post citing Anthropic's S-1 lists $974M in Q2 operating income after a $1.7B operating loss in Q1.
World & Business
Business Insider reports AWS took ownership of racks earlier in the supply chain, committing cash before installation.
AI
Business Insider reports some AWS sites lack enough available power to run racks; Amazon calls nearby staging best business practice.
Technology
Reuters, citing Bloomberg, says the proposed deal would deliver 460 megawatts of computing power at Nscale's West Virginia campus.
Technology
Coin Bureau says the fund could receive up to 2% more shares per 50% valuation increase, subject to board approval.
Technology
Reuters, citing the FT, says Blackstone funds would invest $9 billion in debt backed by Anthropic’s five-year chip lease payments.
Technology
MarketWatch says investors are scrutinizing big AI companies’ finances, with sharply divided views on CoreWeave.
World & Business
Anthropic reportedly held meetings at its San Francisco headquarters on October 14, ahead of a possible November listing.
Technology
Meta AI Research says Active Memory retrieves relevant past details, while Active Focus helps Muse Wonder work through blockers.
World & Business
FT reports OpenAI told investors annualized revenue was approaching $50 billion in September, versus a widely reported $70 billion.
Technology
Reuters reports Elon Musk said SpaceX closed the financing, with Starlink and launch revenue helping preserve credit access.
Entertainment
The sci-fi film is set for a limited U.S. and UK theatrical release on December 4, 2026.
YouTubeTechnology
Reuters reports the deal, disclosed in Anthropic’s IPO filing, deepens ties spanning compute supply, equipment leasing and financing.
AI
The Information says the extra yield investors demand to hold hyperscaler debt has risen by about 0.25 percentage points this year. It also reports that CleanSpark had to offer investors big concessions to finance a data center it is developing for Meta.
Technology
Bloomberg reports Oracle wants to delay payments if Project Jupiter misses its planned 2028 opening—not walk away as the data center’s main tenant.
World & Business
A post cites AMD’s gains and demand for India’s NSE IPO as signs that investors are still chasing growth despite wars, interest rates and political noise.
Technology
Dan Luu posted an analysis comparing Ed Zitron's forecasts against actual outcomes.
