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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.
Sep 5
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Novy Baf
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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…
Sep 2
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Novy Baf
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A Robot Just Ran 100 Meters in 8.86 Seconds. That Wasn’t Even the Biggest Story in Beijing This Week.
Sprint records shattered. A $53 billion IPO. Autonomous tennis against a Wimbledon semi-finalist. And China now ships 97% of the world’s humanoid…
Aug 30
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Novy Baf
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China Built Its Own EUV Machine. It Fills an Entire Factory Floor.
ASML took 20 years to fit EUV into a bus. Beijing rebuilt it using a method ASML abandoned, and the size difference reveals exactly where the chip war…
Aug 25
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Silicon Ruled Chips for 60 Years. Its Successor Is Three Atoms Thick.
IMEC’s new roadmap says that silicon will exit the transistor by 2041. Chinese labs and an MIT spinoff are already building what comes next.
Aug 22
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Novy Baf
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SpaceX Spent $60 Billion on a Code Editor. The AI Flywheel Behind It Makes the Price Look Cheap.
How Cursor’s coding data, Colossus GPU power, and a $1.25B monthly Anthropic deal turned SpaceXAI into a frontier lab in five months.
Aug 20
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Novy Baf
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Apple’s September Will Have Two iPhones That Tell Completely Different Stories. One Is Safe. One Is a Gamble.
The iPhone Ultra Will Launch in Waves. Your Country Might Not Be First.
Aug 20
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Novy Baf
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China Gave Away Its Best AI for Free. Nobody Read the Fine Print.
From 11% to nearly 50% of enterprise AI in four months. This is what a geopolitical shift looks like when it happens in silence.
Aug 17
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Novy Baf
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SpaceX Beat Earnings by a Billion Dollars and the Stock Fell 14%. Here’s What Actually Happened.
Three Market Mechanisms, a $8.3 Billion Short Position, and the Reversal We Didn’t See Coming.
Aug 13
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Novy Baf
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SpaceX Just Had Its First Earnings Call. The Stock Fell 8%. Here’s What Everyone Missed.
Why the Musk-Shotwell Gap Is Not a Conflict. It’s the Engine.
Aug 10
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The Soviet Rocket That Looked Exactly Like Starship Failed Four Times. Here’s Why SpaceX Succeeded.
33 Engines, One Abort, One History-Making Flight and the 50-Year-Old Engineering Idea That Finally Has the Technology It Always Needed
Aug 7
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Novy Baf
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Tesla FSD Is Illegal in France. Why Europe Rejected Tesla FSD, and Only the Third Most Important Auto Story.
Three European Auto Decisions That Tell You Everything About Where the Industry Is Headed
Aug 6
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Novy Baf
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