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Send us Fan MailSouth Korea's AI Citizen Dividend Shock: How a Single Facebook Post From the Blue House Wiped $300 Billion Off the Memory Boom and Forced President Lee Into Damage Control - May 13, 2026 Presidential policy chief Kim Yong beom floated a "national dividend" tied to AI excess profits, the Kospi sank as much as 5.1%, and roughly $300 billion in tech market value evaporated before President Lee Jae myung stepped in to clarify. We unpack what was actually proposed, why Samsung and SK hynix sit at the center of it, and how the redistribution debate that started in Seoul...

Send us Fan MailDX Today AI Daily Brief - Wednesday, May 13, 2026On today's briefing: Google and SpaceX are reportedly in early talks to put A.I. data centers into orbit

Send us Fan MailGoogle Catches the First AI Built Zero Day: Inside the GTIG Report on a Two Factor Authentication Bypass, the LLM Fingerprints, and the Mass Exploitation Event That Almost Was - May 12, 2026 On May 11, 2026 Google Threat Intelligence Group disclosed the first publicly documented in the wild use of an AI generated zero day exploit, a Python script that bypassed two factor authentication on a widely deployed open source admin tool and was poised for mass exploitation before Google disrupted it. Chris and Laura unpack the telltale LLM fingerprints in the code, the new AI augmented...

Send us Fan MailDX Today AI Daily Brief - Tuesday, May 12, 2026Today on the briefing: SAP and Cyberwave deploy fully autonomous AI robots inside a live SAP warehouse

Send us Fan MailAnthropic-SpaceX Compute Deal: Rivals to Roommates, the 300 Megawatt Colossus Handoff, and the First Serious Talk of Orbital AI Data Centers - May 11, 2026 Anthropic just revealed eighty x year over year growth in Q1, pushing the run rate to thirty billion dollars, and announced a surprise deal to take the entire 300 megawatt Colossus 1 capacity from Elon Musk's SpaceX, with multi gigawatt orbital data centers on the table. Chris and Laura dig into the economics of AI compute scarcity, the strange detente between former rivals, and what this means for the next phase of the infrastructure...

Send us Fan MailDX Today AI Daily Brief - Monday, May 11, 2026Today's briefing covers a new IBM study finding 76 percent of organizations now have a Chief AI Officer, up from just 26 percent a year ago. Nvidia's 2026 equity investments cross 40 billion dollars across OpenAI, Corning, and IREN. Hut 8 lands a 9.8 billion dollar AI data center lease in Texas. Cloudflare cuts 1,100 jobs while reporting record revenue, citing the agentic AI era. OpenAI rolls out GPT-5.5-Cyber to vetted cybersecurity teams. The White House signals an FDA-style AI safety executive order. China's Moonshot AI raises 2 billion dollars at...

Send us Fan MailMoonshot AI's $2 Billion Round at $20 Billion Valuation: Kimi K2.6, the Open Weight Surge, and the Twenty Billion Dollar Paradox Reshaping Global Frontier Competition - May 10, 2026 Beijing's Moonshot AI just closed a roughly two billion dollar round at a twenty billion dollar valuation, led by Meituan's Long Z Investments with Tsinghua Capital, China Mobile, and CPE Yuanfeng. Rick Spair and Laura unpack what the funding, the Kimi K2.6 model, and the open weight strategy mean for the closed frontier labs and the broader global AI ecosystem. Hosted by Rick Spair and Laura. The DX Today...

Send us Fan MailDX Today AI Daily Brief - Sunday, May 10, 2026Anthropic edges toward a one trillion dollar valuation as it pursues a fifty billion dollar capital raise, while also locking down a one point eight billion dollar compute deal with SpaceX Colossus One. Sony and TSMC unveil a strategic AI image sensor partnership for autonomous systems. Apple prepares to let users select their preferred AI model in iOS 27, opening Siri to Gemini, ChatGPT and Claude. Snap and Perplexity quietly end their four hundred million dollar deal. Microsoft acknowledges its 2030 carbon negative pledge is under...

Send us Fan MailAirbnb's 60% AI Code Bombshell: Brian Chesky's Earnings Call, the End of People Only Management, and What One Engineer Doing the Work of Twenty Means for Tech Brian Chesky just told Wall Street that AI now writes 60% of Airbnb's new code, that one engineer can do the work of twenty, and that there is no room left for pure people only managers. Chris and Laura unpack what the disclosure means for management theory, early career engineers, technical debt, and every other tech CEO whose next earnings call is now graded against this new benchmark. Hosted...

Send us Fan MailCareful Adoption of Agentic AI: How the Five Eyes Just Wrote the First Joint Cybersecurity Playbook for Autonomous Agents In May 2026 the Five Eyes cybersecurity agencies — CISA, NSA, ASD ACSC, Canadian CCCS, NZ NCSC, and UK NCSC — jointly released "Careful Adoption of Agentic AI Services," the first multilateral guidance treating autonomous agents as a core cybersecurity concern. Chris and Laura unpack the five risk categories the document defines (privilege, design and configuration, behavioral, structural, and accountability) and translate the recommendations into concrete actions for security teams running agents in production today. Hosted by Chris and...

Send us Fan MailDX Today AI Daily Brief - Saturday, May 9, 2026Anthropic signs a one point eight billion dollar seven year compute deal with Akamai, the largest contract in Akamai's history

Send us Fan MailZAYA1-8B: Zyphra's Reasoning MoE Trained Entirely on AMD MI300X That Punches Far Above Its Weight Class - May 8, 2026 Zyphra dropped ZAYA1-8B this week, a sub-billion-active-parameter mixture of experts reasoning model pretrained end to end on AMD Instinct MI300X GPUs that matches DeepSeek R1 on competition mathematics and approaches Claude 4.5 Sonnet under their novel Markovian RSA test time compute. Chris and Laura unpack the architecture innovations (Compressed Convolutional Attention, MLP-based router, learned residual scaling), the 14-trillion-token AMD-only training run, and what an Apache 2.0 frontier reasoning model on non-NVIDIA silicon...

Send us Fan MailDX Today AI Daily Brief - Friday, May 8, 2026NVIDIA invests up to $2.1 billion in data center operator IREN to deploy 5 gigawatts of AI infrastructure. The European Parliament and Council reach political agreement on a Digital Omnibus delaying the toughest parts of the EU AI Act to December 2027. Anthropic taps SpaceX for 300+ megawatts of compute via the Colossus 1 facility. Atlassian opens its Teamwork Graph at Team 26 with 150 billion connections. Moonshot AI raises $2 billion at a $20 billion valuation. Google partners with Elementl Power on 1.8 GW of advanced nuclear. OpenAI launches three voice models translating 70...

Send us Fan MailTurboQuant: Google's 6x KV Cache Compression, the Pied Piper Moment, and the New Inference Cost Math - May 7, 2026 Google Research dropped TurboQuant at ICLR 2026, a two stage vector quantization algorithm that compresses LLM key value caches to roughly three bits per coordinate while delivering an eight times attention speedup on H100 GPUs. The economics ripple is enormous: inference is now 85% of enterprise AI spend, and TurboQuant's 6x memory cut could halve that bill, which is exactly why Micron and SK Hynix took a hit when the news broke. Hosted by Chris and Laura. The...

Send us Fan MailDX Today AI Daily Brief - Thursday, May 7, 2026Today's brief covers the European Council and Parliament's deal to streamline the EU AI Act, the end of the Snap-Perplexity $400M partnership, Corning's 14% stock surge on a sweeping NVIDIA optical infrastructure pact, 365 Data Centers' new 200 megawatt build-out with Aphorio Carter, Arctic Wolf's 250 layoffs in an AI pivot, ServiceNow's Autonomous Workforce expansion at Knowledge 2026, BigBear.ai's 34% Q1 margins, AMD's earnings beat and 16% rally, Anthropic's compute deal for SpaceX's Colossus 1, Cadence and NVIDIA's expanded robotics simulation partnership, Coinbase's player-coach restructure with 14% staff cuts, and Cognizant's massive 12,000...

Send us Fan MailAnthropic's Wall Street Operating Layer: Ten Finance Agents, Microsoft 365 Native, and a 1.5 Billion Dollar Joint Venture - May 6, 2026 On May 5, Anthropic shipped ten purpose built Claude agents for banking, insurance, and asset management, with native Microsoft 365 integration, premium data partners including Moody's, and a 1.5 billion dollar joint venture anchored by Blackstone, Hellman and Friedman, and Goldman Sachs. Chris and Laura unpack the Dimon and Amodei stage moment, the agent lineup, the FactSet selloff, and what it all means for the analyst desk. Hosted by Chris and Laura. The DX Today Podcast brings you daily...

Send us Fan MailDX Today AI Daily Brief - Wednesday, May 6, 2026Today on the brief: Sierra closes a $950 million Series E at a $15.8 billion valuation led by Tiger Global and GV. Coinbase lays off 14% of staff in an AI-driven restructuring that swaps managers for player-coaches. The Center for AI Standards and Innovation signs pre-release testing agreements with Google DeepMind, Microsoft, and xAI. OpenAI president Greg Brockman says the company will spend $50 billion on compute in 2026. Digi Power X signs a $1.1 billion ten-year colocation deal with Cerebras for a 40 megawatt Alabama AI campus. Anthropic launches ten...

Send us Fan MailClaude on Mars: Anthropic's Frontier Model Just Planned a Real Drive for NASA's Perseverance Rover - May 5, 2026 Anthropic's Claude wrote the actual command file for two NASA Perseverance rover drives across 455.9 meters of Jezero Crater, generalizing its coding skills into a niche XML dialect called Rover Markup Language. We unpack the engineering choreography behind the first AI planned drives in interplanetary history, the simulation safety stack that vetted them, and what this template means for Mars Sample Return, lunar operations, and high stakes agentic deployments back on Earth. Hosted by Chris and Laura. The...

Send us Fan MailDX Today AI Daily Brief - Tuesday, May 5, 2026Today on the brief: Bret Taylor's Sierra raises $950M led by Tiger Global and GV at a $15.8B valuation

Send us Fan MailCloudflare and Stripe's Agent Commerce Protocol: How AI Agents Can Now Buy Domains, Provision Cloud Accounts, and Deploy Production Apps Without Human Intervention On April 30, 2026, Cloudflare and Stripe jointly launched an open protocol that lets AI agents create cloud accounts, register domain names, start paid subscriptions, and deploy production applications, all without a human in the loop. Chris and Laura unpack the three part Discovery, Authorization, Payment architecture, the one hundred dollar default spend cap, the OAuth identity flow, and what this lands on the broader convergence of agentic infrastructure across the AI ecosystem. ...