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@firstadopter
"Key Context" Substack covering AI & chips. Reached #1 new bestseller first 24 hrs Subscribe https://taekim.substack.com Tell the truth. Be accurate. Be right
Technology
CNBC reports SpaceX committed more than $16.4 billion of its $19.6 billion in third-quarter capital expenditures to AI.
Technology
Fortune reports a proposed Game Pass overhaul with à la carte add-ons for console-only games, cloud gaming and multiplayer.
AI
A user shared the interview link and later quoted that post with “Productive, durable and fungible.”
AI
Reuters reports SoftBank and MGX are in talks to join the round, which could value OpenAI above $1.4 trillion.
AI
One post says Anthropic uses Amazon Trainium, Google TPUs and Nvidia GPUs, and has signed a deal with AMD.
AI
The poster argues that companies cannot release much information ahead of an S-1 or during an IPO process.
AI
Bloomberg links the possible deal to a second facility at Nscale's West Virginia campus, separate from existing agreements.
Technology
Reuters, citing Bloomberg, says the proposed deal would deliver 460 megawatts of computing power at Nscale's West Virginia campus.
Technology
The Wall Street Journal reports the order also bars future purchases of DeepSeek products and services.
AI
A commentator says Anthropic released Opus 5.5 on September 22, 2026, and expects it to spark a business rebound.
AI
A user tells Gartner they can think of another company “much more likely to cease operations by 2030.”
AI
The subscriber says they hit the limit despite using Argon 10 times less than GPT-6.1 Sol.
AI
A user said the session was standing-room-only and they couldn't get in.
AI
A user shared a laughing emoji and a link to the quoted post, without further comment.
AI
finkd says the model runs well on new Mac Studios, crediting work with Apple and John Ternus.
AI
A post links to the piece on Tae Kim’s Substack, framing it around GPUs’ continued success.
AI
A user argues OpenAI gained ground on Anthropic in coding models and expects their competition to stay close.
AI
A user says Anthropic's Q3 revenue was almost four times its revenue for all of 2025.
AI
A user described the session as standing room only and reacted: “This is so ridiculous.”
AI
A post shares an OCP Day One headline centered on the CEO's demand outlook.
