Economics

A 32GB RAM Kit Was $72 Last Year. It costs $450 today.

Micron told investors on 30 September that it has no line of sight to when memory supply and demand return to balance.

3 hrs ago • Novy Baf

Tesla Scrapped Two Car Models for Optimus. The $20,000 price Won’t hold.

The Gen 3 design leaked from Tesla’s own Android app, the AI5 chip entered pilot production, and Texas is planning for 10 million robots a year.

Oct 9 • Novy Baf

Ariane Launched Half the World’s Commercial Satellites, and Let SpaceX Take the Credit.

Europe made 8 orbital launch attempts in 2025 out of roughly 330 worldwide, against 93 for China. The causes are timing, scattered orders, and thin…

Oct 8 • Novy Baf

Block Cut 4,000 Jobs and Blamed AI. Dorsey Admitted the Overhiring.

Roughly 5% of the 1.17 million US job cuts announced in 2025 cited AI. The tech layoff wave began in late 2022, when pandemic overhiring, rate hikes…

Oct 3 • 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…

Sep 13 • 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.

Sep 5 • 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…

Sep 2 • Novy Baf

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 • Novy Baf

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 • Novy Baf

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 • Novy Baf

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 • Novy Baf

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 • Novy Baf

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