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The Weighted Average
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Saturday, August 1, 2026
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Posts in
2026
Jul 28
Nvidia's SSI Bet Prices Research Before Revenue
Jul 28
Microsoft Routes 90% of Security Work to a Small Model
Jul 28
ChatGPT Is Quietly Erasing the Handoff
Jul 28
The EU AI Delay Is Not a Compliance Holiday
Jul 28
Enigma's $71M Robot Bet Starts With the Interface
Jul 27
Nvidia's Agent Toolkit Turns Chip Design Into a Loop
Jul 27
Multiverse Raises $570M to Compress the AI Bill
Jul 27
Naver's 200MW AI Factory Prices Sovereignty at $50M/MW
Jul 27
Solar Open 2 Puts a 250B Agent Model on Two H200s
Jul 27
Apple's Smart Glasses Need Privacy Before a Camera
Jul 26
Kimi K3 Makes Frontier AI a $0.57 Input Bet
Jul 26
Nvidia's $500B Memory Deal Is Still an LOI
Jul 26
Cognition Buys Poke for Memory, Not Personality
Jul 26
The Open-Weight Coalition Doubled to 50 Members
Jul 26
FLUX 3 Promises 20-Second Video, Not Pricing
Jul 25
Alphabet's $811B Bet Reprices the Compute Market
Jul 25
Claude Opus 5 Halves the Price of Frontier Coding
Jul 25
Intel's Ceiling Is Now Supply, Not Demand
Jul 25
OpenAI Puts Full-Duplex Voice Into Codex
Jul 25
Prentis Bets Computer-Use Agents Beat Coding
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