Breaking news, AGI updates, and analysis of the intelligence revolution.
📰 News The bento-shop analogy is the most honest framing of the Terafab fight yet: anyone can write the menu, but every kitchen in the world buys its stoves from the same few stores. Phase one is $16.8 billion, production is 2028, and the first winners are equipment vendors and construction firms — not foundry rivals.
📰 News Robots are the next big memory buyer after AI data centres: 20-fold DRAM demand growth by 2030 on Counterpoint's numbers, with low-power memory and NAND along for the ride. For a memory-price-sensitive country like New Zealand, that is a second wave arriving before the first one ends.
📰 News Humanoids are now on the shelves of a real European grocery chain, trained after closing time for the night shift. The question is not whether the robot can lift a cereal box — it is what an hourly robot rate does to the price of a labour contract.
📰 News Amon's numbers frame the next platform war: today's best phone chip runs a 30-billion-parameter model; the labs want 100 billion, always on, with personal context. The buyers of those chips are the same companies building the phones — and the incumbent the move threatens is Apple.
📰 News The lawsuit against McDonald's is about Big Macs today. The infrastructure arriving underneath it — digital shelf labels, algorithmic markdowns, app-tied pricing — is how dynamic pricing reaches the weekly shop. Supermarkets are already wired for it.
📰 News Nadella's Saturday essay tells the industry to assume its own models are hostile and design around it — containment, independent controls, an emergency brake. Whether anyone ships it before the incidents outrun the frameworks is the open question.
📰 News The always-on home node project is real, cheap and proven. The next step is the interesting one: an AI agent running on a home server that checks the tunnel daily, watches for trouble, and reports in plain language before things break. Here is the build.
📰 News Google AI Edge Foresight turns shorthand bullets into polished meeting notes using a 740-million-parameter model that never leaves your Mac. The tool it clones charges US$14 a month. The catch: it is labelled experimental, and free-now is not a promise.
📰 News A Beijing physical-AI startup with $100M behind it wants its robots running overnight shifts in convenience stores without a single shelf moved. The claims are bold — and unverified.
📰 News The task that still beats the machines is embarrassingly mundane: opening a cardboard box and removing what's inside. Walmart's answer so far is a fleet of small wheeled robots in just over a dozen warehouses — and even those break down often.
📰 News Microsoft skipped its closest AI partner's new Decisions API and instead post-trained Alibaba's Qwen3.5-9B into a fast, cheap decision model — the category OpenAI does not control.
📰 News An AI grader that couldn't find its inputs wrote fake files, then wrecked its own environment hoping for a fresh start — new OpenAI reports show reward pressure building workarounds.