{"posts":[{"id":"6ea8987055a80dec9a0679399fe5796a","slug":"video-2026-10-16","title":"NOOPS Daily in 36 seconds: Friday 16 October","subtitle":"TSMC posts a record quarter; CoreWeave's CDS passes 1,000bp","excerpt":"The Friday 16 October daily in 36 seconds: Chip stocks fall and CoreWeave's credit widens, TSMC reports record profit and more demand than supply, Labs heading for listings report growth and draw scrutiny.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-15T20:59:22.450Z"},{"id":"04298c39fe3a361a2b297bd74490bad2","slug":"daily-2026-10-16","title":"TSMC posts a record quarter; CoreWeave's CDS passes 1,000bp","subtitle":"Friday 16 October 2026 · the board, the read, and 14 signals","excerpt":"TSMC posts a sixth straight record-profit quarter and still sees demand above supply, CNBC tallies more than US$1trn shed this week by the 20 largest AI and chip stocks, CoreWeave's five-year CDS passes 1,000bp, and Anthropic's Q3 revenue is reported at US$16.8bn.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"daily\",\"semiconductors\",\"ai-credit\",\"ai-policy\",\"open-weights\"]","published_at":"2026-10-15 22:23:44"},{"id":"6acc01f0f647e9fcb753d55040636487","slug":"weekly-2026-10-12","title":"Lenders put a price on the AI build-out as its chokepoints posted records","subtitle":"Seventy-three signals · the credit market priced the build-out, the chokepoints posted records","excerpt":"CoreWeave's credit default swaps passed 1,000bp and four banks explored AI-loan risk transfers, while TSMC posted a sixth record quarter and ASML fielded interest in 2029–30 orders.","author":"both","category":"essay","tier_access":"free,plus,pro","tags":"[\"weekly\",\"signals\"]","published_at":"2026-10-15 22:02:43"},{"id":"a65ac4266a16fe3cc119bf5dd5242878","slug":"video-2026-10-15","title":"NOOPS Daily in 36 seconds: Thursday 15 October","subtitle":"CoreWeave's bonds yield 14.8%; ASML's customers ask about 2030","excerpt":"The Thursday 15 October daily in 36 seconds: The debt behind AI compute gets dearer, Suppliers at the bottom of the stack still see demand, AI shows up on the cost line.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-14T20:11:29.852Z"},{"id":"6f04cf3d567cc9ff7d73b0a81c784163","slug":"daily-2026-10-15","title":"CoreWeave's bonds yield 14.8%; ASML's customers ask about 2030","subtitle":"Thursday 15 October 2026 · the board, the read, and 14 signals","excerpt":"CoreWeave's 2032 notes yield 14.8% in a session that took 16% off its shares, the FT reports four lenders weighing AI-loan risk transfers, ASML says customers ask about 2029–30 orders, and Bank of America puts numbers on Mythos-driven patching.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"daily\",\"ai-credit\",\"semiconductors\",\"labour\",\"ai-policy\"]","published_at":"2026-10-14 21:26:25"},{"id":"d9cb09026b0dac0695ceeda7d47271ff","slug":"video-2026-10-14","title":"NOOPS Daily in 36 seconds: Wednesday 14 October","subtitle":"The IMF lists an AI share correction among its top stability risks","excerpt":"The Wednesday 14 October daily in 36 seconds: The IMF puts numbers on AI's circular financing, Memory shares slide; phones still can't get enough, Agents outgrow infrastructure built for people.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-13T20:33:25.398Z"},{"id":"b9b21c4ee22f9a8d134904c3614a158a","slug":"daily-2026-10-14","title":"The IMF lists an AI share correction among its top stability risks","subtitle":"Wednesday 14 October 2026 · the board, the read, and 13 signals","excerpt":"The IMF names an AI share correction among three salient stability risks, Jefferies puts half the US.3trn cloud backlog on two labs, memory shares slide while phones run short, and Google rations Gemini 4 Argon.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"daily\",\"ai-finance\",\"memory\",\"agents\",\"ai-safety\"]","published_at":"2026-10-13 20:42:05"},{"id":"d7800cbf757181219ee19dafe00fd6fd","slug":"video-2026-10-13","title":"NOOPS Daily in 36 seconds: Tuesday 13 October","subtitle":"Chip CEOs say capital may cap the AI build-out","excerpt":"The Tuesday 13 October daily in 36 seconds: Suppliers now name capital as the constraint, A fourth lab nears the top of the index, and charges for it, Copilot moves to the front door; half of US adults stay away.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-12T21:04:18.462Z"},{"id":"d5b478826a378a8bd3d944aa3bc65ac3","slug":"daily-2026-10-13","title":"Chip CEOs say capital may cap the AI build-out","subtitle":"Tuesday 13 October 2026 · the board, the read, and 10 signals","excerpt":"Broadcom's and Intel's chiefs say capital may cap the build-out, Microsoft plans to serve most inference on Maia, Meta charges for Muse Wonder, Pew finds half of US adults never use chatbots, and QGIS adopts a no-AI-contributions policy.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"daily\",\"capital\",\"silicon\",\"models\",\"adoption\",\"regulation\",\"open-source\"]","published_at":"2026-10-12 21:17:30"},{"id":"8cf867d3ed29bde6b2c2e591a787e9d1","slug":"video-2026-10-12","title":"NOOPS Daily in 36 seconds: Monday 12 October","subtitle":"AI demand reprices the hardware, and agents outrun their reviewers","excerpt":"The Monday 12 October daily in 36 seconds: AI demand is repricing the hardware beneath it, Capital wants capacity that is already switched on, Agents are outrunning the people who check their work.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-11T20:30:40.320Z"},{"id":"7c7cea3e1beda131a8c6ac42c65dc7bb","slug":"daily-2026-10-12","title":"AI demand reprices the hardware, and agents outrun their reviewers","subtitle":"Monday 12 October 2026 · the board, the read, and 22 signals","excerpt":"The weekend catch-up: B200 spot prices double, PC shipments fall 20% and Firmus pulls its float, while AI-generated proofs, decompiled games and agent research claims outpace the people checking them.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"daily\",\"weekend\",\"compute\",\"memory\",\"agents\",\"verification\",\"safety\"]","published_at":"2026-10-11 21:04:36"},{"id":"b02053123a9b91bda6a0af44ab31cb79","slug":"video-2026-10-09","title":"NOOPS Daily in 36 seconds: Friday 9 October","subtitle":"The AI trade's numbers are getting a harder look","excerpt":"The Friday 9 October daily in 36 seconds: The labs' revenue lines are now in dispute, Investors and buyers are getting choosier, The build-out turns to credit and onshore packaging.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-08T20:11:44.785Z"},{"id":"0b475e2997042d0bc6655fc0b9ad919f","slug":"daily-2026-10-09","title":"The AI trade's numbers are getting a harder look","subtitle":"Friday 9 October 2026 · the board, the read, and 14 signals","excerpt":"OpenAI told investors of a run-rate near US$50bn, not the US$68bn widely reported; New Constructs pegs Anthropic at US$150bn; Firmus's float wobbles; and the build-out turns to private credit and onshore packaging.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"daily\",\"openai\",\"anthropic\",\"semiconductors\",\"ai-infrastructure\",\"agents\"]","published_at":"2026-10-08 20:57:43"},{"id":"6fe742ec136e17eddf31e83e4e016bc2","slug":"weekly-2026-10-05","title":"AI work got cheaper as the money behind it got dearer","subtitle":"Seventy-two signals · the work got cheaper, the money got dearer","excerpt":"Haiku 5.5 cut small-model list prices 90% and two Western labs previewed open-weight models, while SpaceX, Broadcom and Oracle turned to credit for compute and institutions baulked at Firmus at A$11.","author":"both","category":"essay","tier_access":"free,plus,pro","tags":"[\"weekly\",\"signals\"]","published_at":"2026-10-08 20:57:40"},{"id":"ae723690a82607251ea08f3edb4375da","slug":"video-2026-10-08","title":"NOOPS Daily in 36 seconds: Thursday 8 October","subtitle":"AI's build-out is becoming a credit story","excerpt":"The Thursday 8 October daily in 36 seconds: AI capex becomes a credit story, Sites, permits and power set the pace, Output keeps getting cheaper.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-07T20:40:08.958Z"},{"id":"dcb7106913cb72462e8dd17e4e689392","slug":"daily-2026-10-08","title":"AI's build-out is becoming a credit story","subtitle":"Thursday 8 October 2026 · the board, the read, and 14 signals","excerpt":"SpaceX is in talks over GPU-backed debt as the IMF's Georgieva warns on hyperscaler leverage; Finland halts two Google sites; Haiku 5.5 cuts small-model prices; and checking AI's maths becomes the bottleneck.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"daily\",\"ai-capex\",\"credit\",\"data-centres\",\"model-pricing\",\"verification\",\"ai-security\"]","published_at":"2026-10-07 21:31:47"},{"id":"6fbb53b3db0e1020d947c2ec184d1a26","slug":"video-2026-10-07","title":"NOOPS Daily in 36 seconds: Wednesday 7 October","subtitle":"Two Western open models arrive with their weights still to come","excerpt":"The Wednesday 7 October daily in 36 seconds: Western open weights, two days running, The money is in the register and the meter, A supplier says the buildout is supply-bound.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-06T21:54:27.990Z"},{"id":"670faace2cfe0fc248174f5a9d53d6ed","slug":"video-2026-10-06","title":"NOOPS Daily in 36 seconds: Tuesday 6 October","subtitle":"The backlash goes national, and the buildout meets its neighbours","excerpt":"The Tuesday 6 October daily in 36 seconds: The backlash goes national, The platforms draw the perimeter, The buildout meets its neighbours.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-06T05:05:54.443Z"},{"id":"ada4944f3ecd9e0b85f369b49490a87c","slug":"video-2026-10-01","title":"NOOPS Daily in 36 seconds: Thursday 1 October","subtitle":"The flagship stalls, the workhorse ships, and the oversight is voluntary","excerpt":"The Thursday 1 October daily in 36 seconds: The market has priced the gain; Burry counts the bill, Safeguards are a learned style, and cheap to strip, Oversight arrives as a form without force.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-06T04:57:49.429Z"},{"id":"bb58c68a51af152ff0b8aae5b24e58d2","slug":"video-2026-09-29","title":"NOOPS Daily in 36 seconds: Tuesday 29 September","subtitle":"Capability gets cheaper, containment becomes a product, and capital picks its exits","excerpt":"The Tuesday 29 September daily in 36 seconds: The frontier keeps getting cheaper, Containment becomes a product, Chipmakers buy their way up the stack.","author":"both","category":"roundup","tier_access":"free,plus,pro","tags":"[\"video\",\"daily\"]","published_at":"2026-10-06T04:57:49.203Z"}],"total":194}