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AI Solved a 90-Year Math Problem in 88 Hours. Then a Diplomatic Crisis Followed.
Navier-Stokes, Jacob Coxon’s resignation, and the Trump-Xi summit that could decide how fast AI is allowed to move next.
 • Novy Baf
10,000 AI Agents Just Solved a Math Problem Humanity Couldn’t Crack for 90 Years.
Here’s What Actually Happened.
 • Novy Baf
AI Broke the Memory Market. A Chinese Company Nobody Heard Of Just Forced Its Way In.
RAM prices have increased nearly 10% in a decade. Samsung, SK Hynix, and Micron redirected supply toward AI, controlling 94% of the market. Then CXMT…
 • Novy Baf
The iPhone Duo Keynote Lied About One Thing. It’s the Thing You’ll Use Most.
The keynote quietly cropped every vertical video to 4:3 and never mentioned it. That’s not a demo. That’s a magic trick.
 • Novy Baf
Apple Just Showed Us Its Foldable iPhone. I’m Not Sure It Showed Us Anything New.
The iPhone Duo arrives six years after the Samsung Fold. The iPhone 18 Pro arrives looking exactly like the 17 Pro. And both cost more than ever.
 • Novy Baf
He Invented a Core Technology Behind ChatGPT. Now He’s Betting $1 Billion It’s a Dead End.
Here’s why the rest of the industry should be listening.
 • Novy Baf
OpenAI Just Declared the AGI Era. The Same Model Can Hack a Server Without Being Told How.
The first AI model OpenAI rated “Critical” for cybersecurity — and the interpretability problem nobody is talking about.
 • Novy Baf
Apple Let Samsung Bleed for 7 Years. Now It’s Taking the Foldable Market.
Samsung, Google, Xiaomi, and Huawei learned the hard lessons. Apple took notes. IDC thinks the iPhone Fold will capture 34% of foldable revenue in its…
 • Novy Baf
Terafab Is Not a Chip Factory. It’s the Reason the Cybercab Can Exist.
The compute bottleneck nobody saw two years ago, the Unboxed process Ford never cracked, and the flywheel that connects chips, robots, and orbital AI…
 • Novy Baf
OpenAI Built a Chip That Beats Nvidia. The Chip Is Not the Story.
Jalapeño benchmarks at up to 1.9x more tokens per watt than Nvidia’s Blackwell. SemiAnalysis confirmed it in person. The authentic story is how OpenAI…
 • Novy Baf

August 2026

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