SpaceX, xAI Tie Up, Forming=
$1.25 Trillion Company (3 minute read)
SpaceX has acquired xAI. The combined c=
ompany is valued at $1.25 trillion - the merger valued xAI at around $250 b=
illion. The merger is structured as a share exchange, with shares in xAI be=
ing converted into 0.1433 shares of SpaceX stock. Employees will have the o=
ption to cash out and sell their xAI shares back to the company.
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Anthropic is about to drop =
Sonnet 5 during Super Bowl week (1 minute read)
Leaks show that a new model by Anthropi=
c, branded as Claude Sonnet 5, has an internal date string of February 3, 2=
026. It is unclear whether this is a public launch date or an internal chec=
kpoint. The timing would coincide with the Super Bowl, which is an event wh=
ere AI labs have been ramping up mainstream marketing to chase consumer min=
dshare. Early testing indicates the model already looks competitive on math=
with today's frontier-tier models, and it shows even stronger coding outpu=
t than Claude Opus 4.5 in some workflows.
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Science & Futuristic Technology
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Guinea worm on track to be =
2nd eradicated human disease; only 10 cases in 2025 (2 minute read)
The Guinea worm is a parasitic nematode=
found in waters that contain small crustacean copepods. Humans can ingest =
them through contaminated water, and this results in painful blisters, usua=
lly in the feet and legs, that can cause searing pain as the worms fully em=
erge. The disease can lead to complications such as secondary infections an=
d sepsis, which can in turn lead to temporary or permanent disability. Ther=
e were only 10 human cases in three countries in 2025 - down from an estima=
ted 3.5 million cases across 21 countries in 1986.
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Programming, Design & Data Science
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Introducing the Codex app (=
3 minute read)
OpenAI has released a new macOS app for=
its Codex coding agent. The app provides a nice UI over the capabilities o=
f the Codex CLI agent and adds new features, like first-class support for S=
kills and Automations for running scheduled tasks. Automations are currentl=
y restricted to only run when devices are powered on. OpenAI will enable cl=
oud-based automations soon to resolve this limitation.
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Stop building systems for a=
gents (4 minute read)
Today's systems are sub-optimal for AI =
agents as they waste context, confuse models with unstructured output, and =
prioritize vision-based human interaction over text-based LLMs. While some =
think this means we need to build systems that treat LLMs as first-class ci=
tizens, that approach is not totally required - if humans can live with it,=
LLMs will eventually catch up. Real agent-native systems should be radical=
ly observable and deterministic. It's better to focus on what LLMs can do f=
or humans rather than think about what humans can do for LLMs.
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Dissecting the Internet's M=
ost Novel Creature (6 minute read)
Moltbook is an AI-only social network w=
here tens of thousands of AI agents post and comment while humans observe. =
The platform grew from 42 posts per day to 36,905 in 72 hours. Social netwo=
rks typically have 90% of users lurking, 9% contributing occasionally, and =
1% creating the most content. AI agents are breaking that pattern. This pos=
t takes a look at posts made on the platform and how they differ from human=
-run social networks.
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What Oracle Has to Lose Fro=
m OpenAI and Nvidia's Rocky Relationship (4 minute read)
Nvidia's decision to potentially invest=
far less than $100 billion into OpenAI raises big questions for Oracle, li=
ke whether OpenAI can make good on its five-year, $300 billion contract wit=
h Oracle. Oracle reported $523 billion of remaining performance obligations=
in November, which represents contracted sales not yet recognized as reven=
ue. It plans to issue as much as $20 billion of common stock this year as p=
art of a broader plan to raise up to $50 billion through equity and debt fi=
nancing to expand its cloud-infrastructure business. OpenAI has an estimate=
d $1.4 trillion in commitments in total.
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