2026-03-07
we're 1-2 events away from a 2008 meltdown, especially in private credit and related single names... [image]
Bloomberg
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
2026-03-06
we're 1-2 events away from a 2008 meltdown, especially in private credit and related single names... [image]
Bloomberg
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
2025-04-17
for once, i will give true props to openai - making the codex cli fully open under Apache-2.0 is the right thing to do, unlike what anthropic did with claude code (including the gh dmca after it was reverse engineer/deobfuscated). to be clear, i still don't trust the incentives behind the latest wave of open source, but the end is laudable either way...
TechCrunch
OpenAI debuts Codex CLI, an open-source coding agent tool for terminals that links AI models with local code and computing tasks, like moving files
OpenAI Codex CLI Lightweight coding agent that runs in your terminal npm i -g @openai/codex OpenAI on YouTube : OpenAI Codex CLI Bluesky: Tim Kellogg / @timkellogg.me : hands down,...
for once, i will give true props to openai - making the codex cli fully open under Apache-2.0 is the right thing to do, unlike what anthropic did with claude code (including the gh dmca after it was reverse engineer/deobfuscated). to be clear, i still don't trust the incentives behind the latest wave of open source, but the end is laudable either way...
Engadget
OpenAI launches o3, its most advanced reasoning model, and o4-mini, a lower cost alternative that still delivers “impressive results”, for ChatGPT paid users
ChatGPT Plus users can begin using both new models starting today. — A mere two days after announcing GPT-4.1, OpenAI is releasing not one but two new models.
2025-03-09
unfortunately for some people, the federal judiciary can be harder to bullshit than your average vc or public investor...dmca claim moving forward against zuck [image]
TechCrunch
A US federal judge allows the Kadrey v. Meta case, in which authors allege Meta violated IP rights by using their books to train Llama models, to move forward
A federal judge is allowing an AI-related copyright lawsuit against Meta to move forward, although he dismissed part of the suit.