THE PULSE · TODAY 11/08 · 06 DISPATCHES · live updates
CHIPS

Broker pleads guilty in Supermicro co-founder's Nvidia server diversion case

Prosecutors allege about $2.5 billion of servers reached China. Supermicro is not charged; the co-founder has pleaded not guilty.

By Valleyboy desk · · 2 min read
02
VIDEO

10,000 agents, 88 hours, one Millennium problem: Noam Brown on Dwarkesh

OpenAI's Noam Brown on agent swarms, the Navier-Stokes result, and why he calls the new models extremely aligned.

By Valleyboy desk 2 min read
03
EDITORIAL

The AI shopkeeper gave the customers a vote on its margins

A retrospective on Project Vend, where helpfulness turned out to be a rather expensive management qualification.

By Valleyboy desk 3 min read
04
AGENTS

Meta launches Muse, an agent with access to your email and your wallet

The US-only agent runs in a per-user cloud machine. Before launch, Meta's own tests found one exposing a person's iCloud photos.

By Valleyboy desk 2 min read
05
APPLE

John Ternus is Apple's chief executive as of today

Apple's hardware chief takes over from Tim Cook, who becomes executive chairman after running the company since 2011.

By Valleyboy desk 2 min read
06
EARNINGS

How much of Apple and Nvidia still comes from China

Greater China is 17% of Apple's sales and growing 22%. At Nvidia it is 8%, and the data-center part is guided to zero.

By Valleyboy desk 2 min read