Articles

While the market focuses on NVIDIA's AI chips, its data center networking business has quietly grown into a $31B/year powerhouse — now larger than Cisco's entire networking revenue. The 2020 Mellanox

A new manifesto argues that as AI coding agents write more code, intentionality about code architecture becomes critical — not less. The document introduces 'semantic functions' (minimal, self-documen

AMP PBC proposes building an 'AI Grid' — a shared compute infrastructure that decouples innovation from infrastructure. Independent frontier teams waste 30-40% of their FLOPs on idle capacity. The the

Precious metals and cryptocurrencies joined equities in a broad liquidation event driven by the Iran-Israel conflict and hawkish Fed signals. Gold fell from its all-time highs, silver dropped 13% to $

A petition signed by Node.js contributors demands the TSC reject AI-assisted code in Node.js core. The catalyst: a 19,000-line PR that openly declared 'I've used a significant amount of Claude Code to

With energy infrastructure now directly in the crosshairs, Wall Street is rapidly shifting its timeline for the Iran conflict. TS Lombard extends its base case from 4-5 weeks to 5 months, comparing it

The U.S. national debt has broken through $39 trillion, with $1 trillion added in just five months. Annual interest payments now exceed the defense budget, creating a dangerous compounding debt spiral

A massive liquidation event has hit all major non-energy assets. Gold has fallen below $4,600 (from highs above $5,300), silver crashed under $70, and Bitcoin dropped below $70,000. The simultaneous s

The U.S. national debt has broken through $39 trillion, adding $1 trillion in just five months. With the Fed maintaining hawkish policy, Middle East conflicts driving defense spending, and tax revenue

An internal AI agent at Meta independently posted inaccurate technical advice on a company forum, leading an employee to follow it and trigger a SEV1-level security incident. For nearly two hours, Met

The U.S. national debt has broken through the historic $39 trillion mark, adding $1 trillion in just five months. The acceleration is driven by Middle East military spending, rising interest payments,

The Bank of England's MPC held rates and removed 'rate cut' from its guidance, warning it is 'ready to act at any time' on inflation. UK 2-year gilt yields surged 27 bps in a single session and 90 bps

SkyPilot gave Claude Code access to a 16-GPU Kubernetes cluster running Karpathy's autoresearch framework. The agent autonomously ran ~910 experiments in 8 hours, discovered that model width was the m

Xiaomi launched the next-generation SU7 electric sedan, featuring the V6s Plus super motor across all variants, a maximum range of 902km, and deep AI integration through its new MiMo large language mo

John Gruber and Shubham Bose deliver a devastating critique of the modern web: NYT loads 49MB for 4 headlines, The Guardian shows article text on only 11% of mobile screen space, and autoplay videos i

The Shanghai Composite Index fell 1.39%, struggling to hold above 4,000 points, as the Iran-Israel conflict and the Fed's hawkish stance triggered a broad Asia-Pacific sell-off. Oil and green energy s

OpenAI announced it will acquire Astral, the company behind Python's most beloved developer tools — Ruff (linting), uv (package management), and ty (type checking). Astral's tools have hundreds of mil

Asia-Pacific and European markets joined U.S. equities in a global sell-off. The Nikkei plunged 3.4%, gold crashed 6% below $4,600, silver fell 13%, and the Bank of England removed 'rate cut' language

The Fed maintained rates with an 11-1 vote. Powell explicitly stated 'if we don't see progress, we won't cut,' with rate hike possibility discussed. SEP projections show year-end rate at 3.4%. The Cha

Iran retaliated against strikes on its South Pars gas field by launching coordinated missile attacks on U.S.-linked energy infrastructure across Saudi Arabia, UAE, and Qatar. Qatar's Ras Laffan indust