Situational Awareness drops 67% in a month: the trial of the true believers
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
yesterday 17 20
Montage starts CXL 3.2 chip production - China gets a second memory-fabric supplier
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
Aug 1, 2026 at 09:40 14 18
Refactoring as a token-cost lever: an experiment in Fowler's gen-AI series
In Fowler's exploring-gen-ai series, Giles Edwards-Alexander runs a small experiment: decompose a large function, and watch what happens to the token cost of AI-assisted changes. The lever refactoring gives you is now measurable in dollars.
Jul 30, 2026 at 19:40 16 18
Founders now design for geopolitical fragmentation, not around it - e27 publishes a "3Cs+1" framework
On e27, a founder writes that they stopped trying to scale globally by default. Their new framework - "3Cs+1" - treats geopolitical fragmentation as a first-class product constraint.
Jul 27, 2026 at 10:17 6 6
Samsung pushes HBM5 base die to 2nm targeting +50% speed - the memory war moves to logic-class nodes
Samsung plans to build the base die of HBM5 using its 2nm process, aiming for a 50% speed improvement. Memory is no longer just about increasing capacity; it's also about leveraging advanced logic-node economics.
Jul 27, 2026 at 10:16 14 12
India frames the workforce transition to agentic AI as official doctrine
YourStory publishes an op-ed « Preparing the workforce for agentic AI and autonomous systems ». The message: India is formalizing the shift from IT-services labor to agent-operator labor.
Jul 25, 2026 at 10:27 7 9
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
Jul 24, 2026 at 09:33 13 9
Insurance: when AI dissolves risk pooling
The more models individualize the premium, the more the mutualist logic weakens - AI does not automate insurance, it changes its nature.
Jul 24, 2026 at 09:33 8 9
AI Kill Switch Act: Lieu and Moran forge the first real federal red button
A bipartisan bill (D-CA + R-TX) would let DHS, DNI and Commerce order frontier models shut down or throttled. Thresholds: ≥$500M in AI revenue or ≥$100M in training compute. Fines up to $20M per day.
Jul 23, 2026 at 18:39 8 8
China's AI labor report: 21 million jobs restructured, not replaced - the story is displacement within companies
A Chinese report estimates that ~21 M jobs are restructured by AI, without creating new positions - no wave of layoffs, but a massive reshuffling within companies.
Jul 22, 2026 at 12:41 11 8
Samsung eyes $1.1B into Mistral: the strategic-corporate leg of the open-model economics story
Samsung is reportedly close to investing $1.1 billion in Mistral. This is no longer a VC thesis: it's an OEM buying a foothold on the open frontier.
Jul 22, 2026 at 12:41 14 8
Neil Rimer: la richesse de l'IA « doit être redistribuée » - un cofondateur d'Index nomme la tension
Index Ventures co-founder Neil Rimer tells TechCrunch the historic wealth AI is generating in Silicon Valley will have to be redistributed - voluntarily or involuntarily. A rare frank note from inside the venture class.
Jul 18, 2026 at 11:12 29 13