Sunday, October 25, 2026

Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery" coverage from brokers like Marsh (Ann Davis Vaughan/The Information)

Ann Davis Vaughan / The Information:
Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new “delay-in-delivery” coverage from brokers like Marsh  —  This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance broker Marsh …



The iTunes Store is re-emerging as a venue for big pop stars, including Taylor Swift, to hawk collectibles to superfans and bolster their chart positions (Tom Matsuda/Financial Times)

Tom Matsuda / Financial Times:
The iTunes Store is re-emerging as a venue for big pop stars, including Taylor Swift, to hawk collectibles to superfans and bolster their chart positions  —  Record labels and artists including Taylor Swift and Ariana Grande are using the throwback music store to bolster their chart position and cash in on their fandom



Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used  —  Also: The company rolls out a retail store tool to reduce wasted inventory.  —  Apple's touch-screen MacBook Pro will arrive on Wednesday …



Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers (Maria Curi/Axios)

Maria Curi / Axios:
Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers  —  Washington has always viewed Silicon Valley as culturally strange.  But the current crop of AI leaders is becoming …



Saturday, October 24, 2026

An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal:
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more  —  Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic  —  The historic telecommunications crash of 2001 is burned indelibly …



Block unveils Dessa, a "true speech-to-speech" AI model trained on "nothing but human conversation" that it says runs locally on a MacBook Pro M4 Max or better (Jay Peters/The Verge)

Jay Peters / The Verge:
Block unveils Dessa, a “true speech-to-speech” AI model trained on “nothing but human conversation” that it says runs locally on a MacBook Pro M4 Max or better  —  You have got to listen to these conversations with Block's new Dessa AI model.



Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service (Wall Street Journal)

Wall Street Journal:
Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service  —  Speed restrictions imposed by Elon Musk's SpaceX have hampered Ukraine's drone forces since Oct. 14  —  KYIV—Ukraine's military Starlink system …



Inside Meta's law enforcement outreach team, which uses AI and human reviewers to analyze social media posts, aiming to prevent threats like school shootings (Rachel Monroe/New Yorker)

Rachel Monroe / New Yorker:
Inside Meta's law enforcement outreach team, which uses AI and human reviewers to analyze social media posts, aiming to prevent threats like school shootings  —  Algorithmic social media, which has helped create the conditions for the spread of such violence, is reckoning with how it can be part of the solution.



Friday, October 23, 2026

An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast:
An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more  —  What I learned from touring Intel's most advanced fab and talking to its leadership.  —  I spent two days touring Intel's …



Sources: Anthropic and London-based PE firm Hg agree to launch a consultancy by the end of 2026 to embed AI consultants and engineers into European businesses (Financial Times)

Financial Times:
Sources: Anthropic and London-based PE firm Hg agree to launch a consultancy by the end of 2026 to embed AI consultants and engineers into European businesses  —  New company backed by Anthropic and UK buyout group Hg will advise companies on how to deploy AI



Anthropic says it partnered with Theorem to use Claude to formally prove security properties at the assembly level across 100+ real-world open-source libraries (Anthropic)

Anthropic:
Anthropic says it partnered with Theorem to use Claude to formally prove security properties at the assembly level across 100+ real-world open-source libraries  —  Introduction  —  Even mature, heavily tested software contains bugs, and LLMs are increasingly adept at finding them.



Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery" coverage from brokers like Marsh (Ann Davis Vaughan/The Information)

Ann Davis Vaughan / The Information : Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning ...