Winter

the row beta version of me
let's clean the internet

DJcows nightmare

[Winter @ghosttrends]

You can now see the new Tesla Roadster up close in LA 🔥

The same car that shared the stage with Elon at the October 14 unveiling in McGregor, Texas, is on display at the Petersen Automotive Museum.

• Where: Main Lobby
• When: October 24–27
• On display: Roadster Thrust prototype

Four days to see the car from the reveal in person, instead of through a screen.
(https://t.co/P2lnNnboLh).

[Winter @ghosttrends]

Blue Origin’s launch tower is back together, nearly five months after New Glenn exploded during a static-fire test in May.

CEO Dave Limp says every module has been repaired and the Vehicle Access Tower at LC-36 is fully assembled again. Umbilical extensions are next, so there’s still work left at the pad.

Jeff Bezos has said Blue is targeting a December return to flight carrying Blue Ring.

Getting the tower back up is a big step. Now the remaining work has to come together to make that December target.

[Truthful🛰️ @Truthful_ast]

Blue Origin has stacked the final tower segment for LC-36A!

Nearly 5 months ago New Glenn exploded on the pad during testing damaging the original tower and destroying the lightning tower. Now the tower is fully stacked awaiting the umbilical extensions ahead of New Glenn's Return To Flight on December 28th.

This is record pace for a pad rebuild that many said wouldn't happen until 2028, major congrats to the BO team! 👏👏

[Winter @ghosttrends]

🇮🇳 India’s first uncrewed Gaganyaan orbital flight could be about two months away, according to ISRO chief V. Narayanan.

The mission is called G1, and its passenger will be Vyommitra, a half-humanoid robot.

It’s set to launch from Sriharikota on HLVM3, the human-rated version of India’s LVM3 rocket.

ISRO plans three uncrewed flights before putting astronauts aboard. The idea is to test the systems end to end before people depend on them.

So the robot gets the first ride. The astronauts follow once the testing is done.

(https://t.co/BvZsF8JoV1), [(https://t.co/BRCAb1vLu9).

[Winter @ghosttrends]

🇺🇸 Audi has picked Georgia for its first US factory.

The plan is a roughly $4B investment at the Middle Georgia Megasite, with around 4,500 jobs and capacity to build 200,000 vehicles a year.

Construction is scheduled to start in 2027. Audi says production will begin in the early 2030s, while Georgia puts full production at 2031.

Audi wants North America to become its third major production base alongside Europe and China.

A German brand, betting big on building in Georgia for American buyers.

(https://t.co/nFx4ypY2vx), (https://t.co/sHasjPal3m).

[Winter @ghosttrends]

NVIDIA generated nearly $70B in free cash flow over six months.

Its guarantee backing OpenAI’s Ohio data center leases? Up to $105B.

That’s about 1.5 times the free cash flow NVIDIA generated in the six months ending July 26, 2026.

It’s not a $105B check due today. The guarantees cover long-term leases and take effect in stages, subject to conditions.

Still, that’s a huge promise tied to one project. NVIDIA has a lot riding on its customers’ success.

(https://t.co/zZNP6kj8Oq), (https://t.co/5dsnGwlMDb).

[Winter @ghosttrends]

NVIDIA has a lot riding on the companies buying its chips.

CNBC’s latest report looks at how much financial support it has put behind the SI buildout:

• $36B in cloud-capacity commitments that help back specialist cloud providers
• Up to $105B in guarantees tied to OpenAI’s Ohio data center leases
• $20B in data center leases NVIDIA plans to hand over to third parties

These aren’t all checks NVIDIA has already written. They’re different commitments, with different conditions on when it has to pay.

But the companies on the other side are under pressure. CoreWeave, Nebius and IREN have each fallen more than 30% in October, according to CNBC.

CoreWeave’s credit-default-swap spread has climbed above 11%, making protection against a default more expensive. NVIDIA itself is down 7.6% for the month through October 23.

Falling shares don’t automatically trigger those guarantees. Still, NVIDIA is helping finance the demand it’s counting on, which gives it more to worry about than chip sales alone.

(https://t.co/WUCVal2DGZ)

[Winter @ghosttrends]

Grok Bot is showing up on the big screens at New York’s Penn Station.

The ads keep it simple: “AI teammates that get work done.”

Penn Station serves around 600,000 daily commuters, according to Amtrak. That’s a pretty good place to introduce a tool built to take work off your plate.

Grok’s pitch is moving beyond the tech crowd and into the daily commute.
https://t.co/JhdCFFrWyM

[Winter @ghosttrends]

Elvis Presley’s song rights owners are taking Anthropic to court.

They say the company used lyrics from 274 songs without permission to train Claude, and that the chatbot can still produce rewrites that come too close to the originals.

The songs include Can’t Help Falling in Love, Don’t Be Cruel and All Shook Up.

The complaint names Claude Haiku 4.5 and Sonnet 5. The allegation is that even when Claude refuses to give the original lyrics, asking for a rewrite can produce something very similar.

The rights owners are seeking up to $150,000 per song, or $41.1M in copyright damages, plus other claims. That’s money they’re asking for, not damages a court has awarded.

The case was filed on October 23 in federal court in Northern California. Anthropic hadn’t responded to Billboard’s request for comment when its report was published.

Now Elvis’s catalog is part of the fight over what these models can learn from and what they can give back.

(https://t.co/SwEkzP4BOa), (https://t.co/AuQ6nlks9J).

[Winter @ghosttrends]

NVIDIA has a lot riding on the companies buying its chips.

CNBC’s latest report looks at how much financial support it has put behind the SI buildout:

• $36B in cloud-capacity commitments that help back specialist cloud providers
• Up to $105B in guarantees tied to OpenAI’s Ohio data center leases
• $20B in data center leases NVIDIA plans to hand over to third parties

These aren’t all checks NVIDIA has already written. They’re different commitments, with different conditions on when it has to pay.

But the companies on the other side are under pressure. CoreWeave, Nebius and IREN have each fallen more than 30% in October, according to CNBC.

CoreWeave’s credit-default-swap spread has climbed above 11%, making protection against a default more expensive. NVIDIA itself is down 7.6% for the month through October 23.

Falling shares don’t automatically trigger those guarantees. Still, NVIDIA is helping finance the demand it’s counting on, which gives it more to worry about than chip sales alone.

(https://t.co/WUCVal2DGZ)

[Winter @ghosttrends]

Apollo’s chief economist is asking a pretty simple question: where’s the payoff from all this SI spending?

Torsten Slok says it still isn’t showing up across much of corporate America.

His comparison:
• Magnificent 7: revenue per employee and profit margins are rising
• The other 493 S&P 500 companies: both are largely flat
• Productivity: he sees no clear SI-driven boost in the broader data

His take is that mainstream businesses are starting to see token spending as another bill to pay, rather than something that brings in more money.

He puts it bluntly: “intelligence is mostly judgment.” Cheaper models alone won’t solve the messy decisions businesses deal with every day.

That doesn’t prove nobody outside Big Tech is benefiting. These are broad averages, not a verdict on every company.

But it’s a fair test: at some point, the businesses buying these tools need to show better results too.

[Apollo’s October 24 note](https://t.co/JSWjWBGY7j).

[Winter @ghosttrends]

SpaceX packed a lot into one week.

On October 20, it posted $14.58B in quarterly revenue, up 161% from a year earlier, and $4.4B in net profit.

But this is the number that stands out: SI brought in $7.56B. That’s more than the $5.25B from its connectivity business, which includes Starlink. SI already accounts for more than half of SpaceX’s revenue.

The stock had a busy few days too:
• October 21: up 7.8%
• October 22: down 9.1%, as a huge IPO lockup expired and tech stocks sold off
• October 23: back up 1.9%

Another 328M shares become eligible to trade on Monday, October 26. That doesn’t mean everyone will sell, but it gives investors something else to watch with SpaceX valued at around $2T.

Then there’s the phone business. Bloomberg says SpaceX is talking about access to at least 80,000 US cell sites as it works toward a nationwide mobile network. AT&T, Verizon and T-Mobile fell roughly 4–5% in after-hours trading following the report. These are still talks, not a completed network.

Tesla also reported $28.05B in revenue. Net profit came in at $787M, down 29% from the previous quarter and 43% from a year earlier.

And Elon put a possible merger back in the spotlight. On SpaceX’s earnings call, he called combining SpaceX and Tesla “a good idea.” Both companies have formed independent committees to explore it.

Together, their market values are roughly $3.5T. There’s no agreed deal yet, and Elon himself warned against treating it as certain.

SI is now SpaceX’s biggest revenue segment, Starlink is pushing into mobile networks, and a Tesla merger is being explored. Plenty to follow without even getting to the next Starship launch.

(https://t.co/Au6pVw538d), (https://t.co/5DSyzbrFcd),
(https://t.co/e6BW83NFqo), (https://t.co/zEU3JQ74ii), (https://t.co/pBHBywzpaD), (https://t.co/KvPKaofFmT)

[Grok Imagine @imagine]

Watch Episode 1 of our Odyssey series made with Grok Imagine.

Let us know in the comments if you'd like a full breakdown of how it was done!

Creative collaboration with @WonderStudiosX and director Dev Walker @glumlot_

[Winter @ghosttrends]

Pydantic AI just shipped an update that makes it easier for agents to show where their answers came from.

Version 2.61.0 adds structured citations to text responses, handles citation formats across Bedrock, OpenRouter and xAI, and preserves them through its Vercel AI adapter.

It also fixes issues with guardrail redaction. Not the flashiest update, but keeping sources attached as an answer moves between tools is genuinely useful.

You still need to check whether those sources actually support the answer.

https://t.co/EcWzWECXd3

[Winter @ghosttrends]

Ukraine says Starlink is staying connected at speeds above 400 km/h again.

Defense Minister Yevhenii Khmara says the military is recording stable connections with Starlink and Starshield at those speeds. That’s roughly 250 mph, well above the earlier 160–161 km/h threshold that was disrupting drone operations.

To be clear, that’s how fast the equipment is moving, not the internet speed.

The ministry is still testing higher speeds and checking how fully service has returned, so it hasn’t confirmed that every restriction is gone.
https://t.co/jOebXviCv4

[Winter @ghosttrends]

Elon Musk sayed “So do I” to a post saying “I trust Grok Bot with ALL my finances.”

The original post describes using saved cards for shopping, flights and hotels, with purchases specifically approved by the user.

That distinction matters. This is an assistant helping with purchases, not evidence that it’s independently trading or managing someone’s entire financial life.

useful part is less checkout hassle while keeping the final decision with you

[Elon Musk @elonmusk]

So do I

[Winter @ghosttrends]

Thariq Shihipar says he’s left Anthropic after spending more than a year working on Claude Code.

He’s taking a break before starting something new, and his post was positive about the team and its mission.

No next role announced and no reason given for leaving. Worth watching where he goes next, but there’s no basis here to turn it into a story about trouble at Anthropic.

[Thariq @trq212]

I’ve left Anthropic after more than a year of working on Claude Code and seeing it scale larger than I ever imagined.

I have really loved working at Ant and believe deeply in the mission, and most of all, the idea of a race to the top.

The idea that if we work hard and responsibly, we can raise the bar and inspire others to great outcomes. And if we all push each other to be better, things can be radically good. I will carry the spirit of this with me forever.

My colleagues at Anthropic are the most talented, thoughtful, competent, and earnest people I have ever met. I am glad they are at the wheel and trust them deeply.

To the community on X, thank you for everything. You’ve made this the most fun (and sometimes stressful) job I’ve ever had.

For me, it is time for a bit of a break before diving into something new.

If you want more excellent Claude Code content, you should follow @addyosmani , @lydiahallie, @_catwu, @ClaudeDevs and of course @bcherny who started it all.

[Winter @ghosttrends]

I’d rather see more progress on the everyday stuff people actually pay for, following instructions, finishing tasks and not needing constant corrections.

Take the safety risks seriously, sure, but the product still has to work. That’s what makes people recommend it.

[Mark Kretschmann @mark_k]

It's becoming increasingly hard to recommend OpenAI products!

Perhaps actually focusing on your models and products would help, instead of fear-mongering? Your AI isn't as powerful as you'd like to think. It can barely get everyday tasks done.

[Winter @ghosttrends]

kids online makes sense, but I’m more interested in how Greece makes this work than the ban itself.

If kids can get around the age checks, not much changes. If the checks collect too much personal information, that creates another problem.

The hard part is protecting kids without making everyone give up more privacy.

[Reuters @Reuters]

Greece passes social media ban for children under 15 https://t.co/m9WIdL4VEj https://t.co/m9WIdL4VEj

[Winter @ghosttrends]

Grok Bot is getting more useful on your phone, especially for the little things you’d normally open five different apps to do.

The new phone integrations let it help with:

• Calendar: check your schedule and add events
• Reminders: create reminders and check existing ones
• Contacts: find people and add contacts
• Messages: read and send messages
• Location: find places nearby
• Home: control supported smart-home devices, including lights and locks

You choose which integrations to allow. Giving it calendar access doesn’t mean handing over access to everything else.

Digital Trends says the update is rolling out on iOS and Android, although it’s not clear whether every feature works on both platforms yet.

This is the kind of assistant update that actually sounds useful: fewer apps to open, less copying things around, and more everyday tasks handled in one place.
(https://t.co/UXccOHwh8P)

[Polymarket @Polymarket]

74% chance the next Grok model is released by the end of next month.

https://t.co/lEMJ7H5kro

[Winter @ghosttrends]

We’re getting a closer look at what living inside Starship could actually be like.

NASA and SpaceX have been showing Cabin 1 at Starbase, Texas, a full-scale test version of the crew cabin with working systems for life support, power, communications and temperature control.

It’s being built to test the design and help crews train, so this isn’t a finished cabin ready to fly to the Moon.

There’s docking work ahead too. Artemis III is planned for 2027, when Orion will test docking with a modified Starship in Earth orbit. Astronauts won’t enter Starship on that mission.

The first crewed lunar landing is targeted for Artemis IV in 2028.

Seeing the cabin take shape makes the whole plan feel a lot more real. There’s still plenty to test, but this is hardware people are building and working on right now
(https://t.co/zsZDikVYoj)