Anthropic's draft initial public offering prospectus recorded a net
loss of more than $80 billion in the first half of this year. It also
lays
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BIG TECH & STARTUPS
TESLA AND SPACEX FORMED COMMITTEES TO DISCUSS POTENTIAL MERGER, ELON
MUSK SAYS (6 MINUTE READ) [7]
SpaceX and Tesla have formed special committees to discuss a
potential merger. While Elon Musk thinks there's a lot of merit in
combining the companies, the special committees have yet to reach an
agreement, and there's no guarantee that they will. Musk is not on
either committee. Shareholders will get to vote on the matter. A deal
this large will attract regulatory scrutiny.
ANTHROPIC S-1 SHOWS RED-HOT GROWTH, RISKS, AND MASSIVE COMPUTING
COSTS (8 MINUTE READ) [8]
Anthropic's draft initial public offering prospectus recorded a net
loss of more than $80 billion in the first half of this year. It also
lays out a long list of risk factors that include uncertainty over how
the company plans to prevent its AI models from causing harm and
protect itself from those liabilities. Anthropic is generating
breakneck revenue growth, but it faces challenges such as uncertain
access to compute. It has signaled that it could potentially spend
$750 billion in the next few years on obtaining more compute capacity.
¨
SCIENCE & FUTURISTIC TECHNOLOGY
HOW CLAUDE DESIGNED PROTEIN BINDERS AGAINST SCORPION NEUROTOXINS (16
MINUTE READ) [9]
Anthropic asked an internal research model to design mini binders,
small proteins that attach tightly to a target, against scorpion
neurotoxins as part of its work in experimenting with how Claude can
accelerate drug discovery. 17 of the 211 designs tested met
Anthropic's criteria. Anthropic has not confirmed whether these
binders neutralize scorpion venom in a cellular environment, so it is
not claiming to have produced an antivenom. However, the study is a
promising first step towards using AI to design credible binders
against hard-to-target toxins in days, with lab confirmation within
weeks. The challenge, as always, will be turning those binders into
safe, affordable, and widely accessible drugs.
I PAID $60 FOR TWO HUMANOIDS TO CLEAN MY HOME IN SAN FRANCISCO (8
MINUTE READ) [10]
You can now pay for human operator-controlled robots to clean your
house in San Francisco. This post describes the experience of hiring
Tau Robotics' robots to clean a home for an hour. It details what the experience is like, examines the economics for the user and for the
company, and tries to predict what a future with humanoids and
advanced robots doing productive work would look like.
¨
PROGRAMMING, DESIGN & DATA SCIENCE
THE RESULTS ARE IN: AGENTIC ADOPTION IS OUTPACING SECURITY
PREPAREDNESS (SPONSOR) [11]
79% of orgs are evaluating or deploying agentic AI to troubleshoot,
process internal data - even to make changes to production code. 3
in 5 orgs have confirmed or suspected an AI-related incident. Teleport conducted the 2026 Infrastructure Identity Survey to discover this
information, and more.
View their findings [11]
INCREASE YOUR SLOPE (22 MINUTE READ) [12]
Become an expert at something small, take ownership of the problems
around you, and get comfortable with having opinions. These things
build on each other, and new employees can start doing all of them
much sooner than they think. Practiced over time, workers will find
themselves answering questions they used to ask, making decisions they
used to need help with, and taking on problems they wouldn't have
known how to approach.
HOW TO USE DECISION MODELS FOR EVALS (23 MINUTE READ) [13]
Decision models are an appealing alternative to LLM judges for
automated evals. However, whether they're the right choice depends on
the cost, performance, and latency requirements of the use case. Many
people leave the default decision threshold at 0.50 without checking
whether that's appropriate for the task, leaving a lot of performance
on the table. This post shows how to tune thresholds to get the best
results from decision models, compares cost and performance between
models, and explores how to interpret model scores and how calibration
can make them more useful.
¨
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SENIOR SOFTWARE ENGINEER, APPLIED AI AT TLDR ($300K BASE + $60K
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layer used across the company. We're looking for a builder who has
taken an LLM agent to production and still owns it. Click here to
learn more [15].
SOME FINAL WORDS ON FOURSQUARE (10 MINUTE READ) [16]
Foursquare was acquired about a month ago, marking the end of a
17-year story. The acquisition was a $0 outcome for equity holders.
This post captures the ending from a founder's point of view and
details lessons learned from starting, scaling, and losing the
company. In the end, the company was unable to survive a leadership
change, leading to employee frustration and the zero-dollar outcome
for equity holders.
30 MONTHS ON THE EXPONENTIAL (IN CHARTS) (7 MINUTE READ) [17]
AI's gains have been so large that how we work with it has to change.
Before, the work was divided between AI and humans. Now, humans summon
agents when needed, assign them work, and evaluate what comes back.
While it is the most powerful way to use AI, it carries new risks as
we lose control over what AI is doing to get those results.
¨
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pay attention. Learn more about sponsorship opportunities [18].
CAN A MILLION AI AGENTS CREATE SUPERINTELLIGENCE (40 MINUTE READ)
[19]
Today's feedback loop is probably too weak, as improving AI faces
diminishing returns at every step.
THE INTERNET GOES ON HIGH ALERT AFTER DISCOVERY OF 8 COMPROMISED TLS
CERTS (4 MINUTE READ) [20]
The eight intermediate certificates, which belong to India-based
certificate authority eMudhra Limited, were defective at a level
thought not possible by engineers studying the incident.
PHP WARNS ADMINS OF TWO CRITICAL FLAWS, EMERGENCY PATCHES COMING
TOMORROW (4 MINUTE READ) [21]
CVE-2026-109618 and CVE-2026-109619 are remote code execution flaws
believed to affect PHP versions 5, 6, 7, and 8.
WHAT SHALL I TEACH MY SON? (6 MINUTE READ) [22]
The way we teach is often more important than the what.
PUBLISH STATS, GET CITED: THE TACTIC THAT PUT MY DATA ALL OVER THE
WEB (15 MINUTE READ) [23]
Research means fanout queries asking for statistics, and a number
looks like evidence that can fill knowledge gaps.
BITS AND BOBS (631 PAGE READ) [24]
This document contains a collection of proto-insights that mirror and accentuate one another over time.
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[11]
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[12]
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