Tech update🌏
Joined November 2026
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The next pandemic won't infect humans.
It'll infect AI agents.
One poisoned doc → one tricked agent → that agent poisons the next agent.
Like WannaCry, but it spreads through TRUST, not code.
We gave agents keys to everything. We gave them no immune system.
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240K banned Nvidia chips. $7.5B. Allegedly smuggled to China via Megaspeed.
Nvidia's GC allegedly called Commerce to stall the probe. DOJ took over.
Stock wiped ∼$400B in a day.
This isn't export controls. It's the biggest chip scandal ever.
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.NET 11 is out.
Every vendor: "Day-zero support!"
Reality:.NET 8 & 9 died the SAME day. No more security patches.
If you're still on 8/9, you're exposed.
Go to.NET 10 LTS for prod. Test 11. Don't trust the badge.
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It takes 10+ years and $2B to bring ONE drug to market.
Proximal Ventures just raised $27.5M to kill that model.
Betting AI can automate the entire pharma pipeline discovery → trials → manufacturing.
Backed by Kleiner Perkins + SignalFire. Already in 7 startups.
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All 7 Anthropic founders are cashing out $250M EACH in the IPO.
That's $1.75B total.
But here's the twist: they still keep ∼$18B each in stock + 51% voting control.
Sell a little. Keep the company. Become billionaires anyway.
That's how you IPO.
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Everyone fears the AI data center coming to their town.
Reality: most will never be built.
No power. No permits. No water. Local backlash.
Only ∼35% of announced capacity is real.
The AI bubble isn't too much building. It's too much announcing.
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Meta is losing the man who built its entire backbone.
Santosh Janardhan joined 2009, built Meta's data centers, networks, custom chips stepping down early 2027.
Replaced by ex-AWS vet Dave Brown.
This happens as Meta burns $135-145B on AI infra this year alone.
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Your AI coding agent can publish to npm for you.
Researchers found a Codex flaw chaining prompt injection → sandbox escape → stolen publishing credentials.
One malicious prompt could have pushed poisoned packages to millions.
OpenAI patched it. No malicious release reported.
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Welcome to the B2A economy.
B2B is dead. B2C is dead.
Your next customer isn't human. It's an AI agent.
Agents already = majority of web traffic, write >50% of new content, push most code.
They'll decide what to buy, subscribe, and spend on FOR you.
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The US banned chips to China.
So US companies just sold them something else:the TRAINING.
9 US firms Mercor, Surge, Turing+more sold ∼$500M in RL environments to Alibaba,Tencent,ByteDance.
Same environments built for OpenAI & Anthropic.
We blocked the hardware. We sold the brain
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Anthropic is coming for Microsoft Office.
Days before its $1.3T IPO, it dropped:
Claude Sheets, Meetings, Whiteboards, Data
- Fable 5.2 & Mythos 5.2 - 30% faster, 20% cheaper
Microsoft stock fell 3.5% on the news.
Claude isn't a chatbot anymore. It's your coworker.
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Who actually captures the margin in AI?
Not the app. Not the model.
NVIDIA takes 75% on chips.
Google owns model + chips = keeps it all.
Everyone else? Reselling inference at cost.
In AI, if you don't own the stack, you ARE the margin for someone else.
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Google DeepMind just dropped AlphaGenome 2.
It doesn't read your DNA as one blob anymore. It reads it cell-by-cell.
Same mutation = harmless in one cell, deadly in another. Now AI can tell which.
Trained on 107 MILLION cells. Finds 2x more disease variants.
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Angular just rewrote its compiler in RUST.Why?TypeScript 7 went Go and broke Angular's deep integration.
So Angular built ngp: Rust frontend (oxc) + TypeScript backend.
Result:blazing builds,10x faster type-checks.
The web is going native.JavaScript is eating itself to get faster
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AI just mathematically PROVED Signal's encryption.
Not audited. PROVED.
6.5 MILLION lines of math proof. In 4 weeks. A job that used to take experts YEARS.
Zero new flaws found.
Same protocol protecting WhatsApp + Signal + Google Messages.
Your chats are now mathematically safe.
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Apple is killing its Support Community.
28 YEARS. Since 1998.
Millions of fixes, from real users, for free gone Nov 20.
Google that weird error? That 10-year-old thread that saved your Mac?
Apple just deleted the internet's memory.
And replaced it with... a support page.
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TSMC just did something it NEVER does.
The company that MAKES the chips for AI is now BUYING the AI companies.
$500M -> Anthropic (IPO)
$500M -> OpenAI
Total: $1B
The supplier is becoming a shareholder.
When the arms dealer buys into both armies, the war isn't ending.
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NASA just went ALL HANDS ON DECK.
Last humans on the Moon: 1972.
Now: Artemis III in 2027. Artemis IV landing in 2028.
SpaceX vs Blue Origin. Winner takes us back.
This isn't just a mission. It's a race vs China.
America is going back to STAY.
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Big Walk used AI for 10 lines of code.
10 lines. Out of the whole game.
Unity said the bug was IMPOSSIBLE to fix. AI fixed it.
Now 19 IGF jurors refuse to vote for it.
So honesty gets punished. Silence gets rewarded.
This is how you kill transparency.
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