§ Tag
3 signals tagged ai-capex.
2026-08-13 Daily Report — a run of agent-security incidents, including autonomous intrusions and a gym booking queue hijack, shared the week with OpenAI's COO exit and a ChatGPT Linux desktop app, Google's Gemini-first Pixel 11, Thrive's $2B raise for enterprise AI, and an Anthropic–Riot computing contract reported at 13 trillion won — while the headlines watched the org charts, the offense industrialized.
2026-08-11 Daily Report — Meta open-sourced Muse Glimmer, a 30-billion-parameter agentic model built for always-on local workflows, a 14-megabyte model called Needle2 appeared for watches and sensors, Zuckerberg published a 6,500-word attack on closed AI, and a YC startup launched a marketplace for used GPUs — the agent moved toward the pocket while the bubble warnings piled up at the datacenter end.
2026-07-18 Daily Report — Moonshot's Kimi K3 reached the closed-model tier for free, the market read it as a second DeepSeek shock, and on the same day a $1.7 billion AWS billing error showed where the real fragility in the AI stack now sits.