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Kimi: Kimi Pauses New Subscriptions (Jul. 19, 2026)
Unexpectedly high demand has pushed capacity, so new subscriptions are paused while compute is prioritized for existing subscribers. -
Stephen Bochinski: The Kimi K3 Moment (Jul. 18, 2026)
Kimi K3 matches Claude on coding tasks, costs far less, and imposes fewer restrictions. US policy that gates models risks leaving Americans with inferior, expensive, and domestic options, while open foreign models stay accessible and cheaper. -
WSJ: IBM’s Big Blue Blues (Jul. 19, 2026)
IBM warned customers are shifting spending to AI data centers, memory, and servers, hurting demand for its on-site hardware. The surprise note sent shares down 25%. -
WSJ: He Ran a Strip Club. Now He Wants to Build California’s Biggest Data Center. (Jul. 18, 2026)
A proposed 330-megawatt data center in Imperial Valley, led by Sebastian Rucci, has sparked outrage over his past legal troubles and lack of data-center experience. -
WSJ: SpaceX in Talks to Provide Computing Power for Pentagon’s AI Push (Jul. 17, 2026)
SpaceX is negotiating with the Defense Department to sell billions in data‑center capacity for running AI models, while expanding cloud deals with Anthropic, Google, and other firms. -
WSJ: China’s Xi Touts Open-Source AI and Takes a Swipe at U.S. Dominance (Jul. 16, 2026)
At a Shanghai AI conference, Xi Jinping endorsed open-source AI, criticized using national security to block tech, and promoted China-led global cooperation. -
WSJ: Databricks Set to Hit $188 Billion Valuation With New Investment From Coatue (Jul. 16, 2026)
Coatue is leading a $3 billion investment in Databricks, valuing the company at $188 billion, up 40% from December. -
WSJ: Pastors Using AI to Help Write Sermons Grapple With Where to Draw the Line (Jul. 19, 2026)
Many pastors use AI to research, draft, and illustrate sermons, saving time for pastoral care, yet worry it can’t replace human love. Some build PastorGPT and robot Theo to track themes, while critics, scholars, and the Vatican warn. -
WSJ: This Conversation Is Being Recorded. They All Are. (Jul. 17, 2026)
AI recording apps are now common in tech, used in meetings, dates, and casual chats, often without explicit consent. This shift normalizes permanent transcripts, raises legal and privacy concerns, and changes how people speak and interact. -
Nikhil Suresh: AI Mania Is Eviscerating Global Decision-Making (Jul. 18, 2026)
Organizations are swept by AI mania, making poor investments, and failing to measure real gains. Most AI projects fail, dissent is suppressed, and institutions sacrifice sound decision-making for hype. -
The Chronicle of Higher Education: The University After AI (Jul. 16, 2026)
Kerr’s multiversity model of research, teaching, credentialing, and civic formation is breaking apart under financial pressures and AI, which renders traditional assessments and lectures obsolete. -
Transformer: Open-source Kimi K3 model is no reason for China panic (Jul. 17, 2026)
Moonshot’s open-weight Kimi K3 revived US panic about losing an AI lead, but the model isn’t frontier, and China likely won’t open-source truly dangerous models. Washington should avoid rushing open weights, enforce export controls, and pursue bilateral limits. -
WSJ: Meet the Companies Shelling Out for Top AI Models (Jul. 17, 2026)
Companies weigh expensive frontier AI vs cheaper models, favoring frontier for complex reasoning, speed, or accuracy, and cheaper models for routine tasks. Shopify and startups invest heavily. -
WSJ: Eli Lilly to Buy Psychedelic Firm AtaiBeckley for Initial $2.8 Billion (Jul. 16, 2026)
Eli Lilly will buy AtaiBeckley for $6.75 a share, an initial $2.8 billion, plus up to $1 billion in contingent payments tied to its psychedelic pipeline, raising potential value to $3.8 billion. The deal strengthens Lilly’s neuroscience pipeline. -
WSJ: The Race to Commercialize the World’s Most Powerful Psychedelic (Jul. 14, 2026)
5‑MeO‑DMT, an obscure, extremely powerful psychedelic, is drawing intense interest from biotech firms racing to make it a commercial treatment for depression, anxiety, and PTSD. It’s already used at unregulated clinics, and companies predict billion‑dollar sales.
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