When Will Anthropic Surpass NVIDIA?
Anthropic reported an additional $10 billion in revenue last month, putting its annual run rate at roughly $10 billion—achieved in under four years, far faster than traditional SaaS firms. By contrast, NVIDIA generates $215 billion in annual revenue and trades at a 22‑times multiple, resulting in a $4.8 trillion market cap. Analysts estimate Anthropic would need about $200 billion in annual revenue to overtake NVIDIA, which under current growth trajectories could take three to seven years. The company’s rapid ascent is tempered by significant customer concentration risk.
An Opinionated Take on NEJM Highlights for Q1 of 2026
The first quarter of 2026 NEJM featured several disruptive studies, including a Canadian‑Australian dialysis trial where fish‑oil supplementation halved myocardial infarctions and cut strokes by two‑thirds. Merck’s oral PCSK9 inhibitor enlicitide achieved a 57% LDL reduction, positioning it for a...

Yuzu Health, General Catalyst, and the Quiet Bet on Health Insurance Plumbing
Yuzu Health announced a $35 million Series A round co‑led by General Catalyst and Chemistry, bringing total capital to $40 million. The startup operates a vertically integrated third‑party administrator (TPA) that has built its entire software stack in‑house, processing over $1 billion in claims...

The Real Cost Of Shipment Damage: How One Crushed Box Can Impact Your Business
The article outlines how a single crushed box can trigger a cascade of hidden expenses for e‑commerce firms. Return processing can increase an item’s cost by 20‑65%, and shipment‑related damage accounted for roughly $12 billion of the $700 billion returned merchandise in...

SpaceX Raptor Engine Test Seems to Have an Explosion
SpaceX performed a static‑fire test of its next‑generation Raptor methane engine at the McGregor, Texas test site, and a bright fireball suggested an explosion during the run. The incident was captured on video and appears to be an engine failure,...

Investigating Platoon Formation and Retention Using Reduced-Scale Mobile Robots with Controllers Based on Established Car-Following Models
A July 2026 study published in Transportation Research Part C examined platoon formation and retention using reduced‑scale mobile robots (RSMRs) equipped with controllers derived from five classic car‑following models. The researchers implemented the Gazis‑Herman‑Rothery, Gipps, Intelligent Driver Model (IDM), PID,...

Investigating Platoon Formation and Retention Using Reduced-Scale Mobile Robots with Controllers Based on Established Car-Following Models
A team of researchers evaluated five classic car‑following models—GHR, Gipps, IDM, PID, and ACC—by implementing them as controllers on reduced‑scale mobile robots (RSMRs). The experiments covered steady‑flow, congested, and stop‑and‑go traffic scenarios, revealing that the IDM‑based controller delivered the optimal...

Last Week in ConTech - 6 April 2026
Starcloud announced a $170 million Series A round to develop data centers in orbit, betting on rapidly falling launch costs. SpaceX’s Starship aims to bring payload prices down to $10 per kilogram, making off‑world infrastructure economically viable. The U.S. government simultaneously pledged...

Deepfakes And The Future Of Litigation: Are We Ready?
Deepfake technology is entering courtrooms, forcing judges and lawyers to confront fabricated video and audio evidence. The article outlines three potential judicial responses and highlights the “liar’s dividend,” where repeated exposure to fakes erodes trust in all digital proof. It...

(Podcast) Upgrade 610: We Hear You’re Good at Computers
Apple announced the discontinuation of the Mac Pro, signaling a shift toward its M‑series silicon for professional workloads. iOS 18 security updates are now available for all supported iPhone and iPad models, reinforcing Apple’s rapid patch cadence. Siri is slated...
Leaker Claims PS6 Won't Be Delayed Because AMD Won't "Waste Resources" On Validation
Reputable leaker KeplerL2 argues the PlayStation 6 will not be delayed, asserting AMD will not waste resources on validating chips if a launch postponement were expected. The claim rests on the premise that AMD has already completed validation of its custom...

Artemis Moon Mission Sets Record; Trump Sets Tuesday 8PM Deadline For Iran
NASA’s Artemis II crew set a new distance record, reaching roughly 252,760 miles from Earth during a lunar flyby and confirming Orion’s performance ahead of a planned 2028 Moon landing. The astronauts will splash down near San Diego on April 10 after...

Genesee County Jail Restricts Body Cameras After Inmate Privacy Breach
Genesee County Sheriff Christopher Swanson issued a March 23, 2026 memorandum prohibiting body‑worn cameras and other portable recording devices inside the county jail. The rule follows a September 2025 breach where an outside agency’s active camera captured another inmate’s medical...
USPS to Retain Bulk of Amazon Package Business, Reuters Reports
Amazon and the United States Postal Service have finalized a new agreement that will keep roughly 80% of Amazon’s package volume with the postal service. The deal covers more than 1 billion parcels a year, preserving USPS’s status as Amazon’s largest...

3 Practical Ways OpenClaw Helps Teams Make Sense of Google Analytics 4
Marketers are struggling with Google Analytics 4 because event naming is inconsistent, data lags cause panic, and thresholding or sampling hide insights. Adoption of GA4 has stalled, with many sites abandoning analytics during migration. OpenClaw introduces three KiloClaw recipes—a taxonomy...

5 Things You Should Know About AI Right Now
Artificial intelligence has moved from novelty to a core economic engine in the United States, with trillions of dollars poured into data centers, chips and AI‑driven infrastructure. Generative large‑language models such as ChatGPT, Claude and Gemini have spawned AI agents...

Does AI Mean We Don’t Need Structured Procurement Data Anymore?
AI can now read and extract data from messy procurement documents, but it remains a tool for creating structured data rather than a substitute for it. In systems that already capture structured information, AI augments by pulling in details from...
The Flipping Point: Why Fintech Meetup 2026 Marked the End of AI Hype
Fintech Meetup 2026 in Las Vegas marked a decisive shift from AI hype to practical lending solutions, with cash‑flow underwriting emerging as the headline technology. New cash‑flow scores, built on open‑banking data and machine learning, now beat traditional credit scores...

Your First AI-Powered Win-Back Campaign in 30 Minutes Flat
The post argues that win‑back campaigns, when powered by AI, can be set up in under 30 minutes and deliver high ROI. It highlights that reacquiring a churned customer costs five to seven times less than acquiring new ones, and...

Talking to Machines: What AI Can’t Tell You About Itself
Nick Potkalitsky’s new Substack‑released book distills three years of hands‑on AI work into nine concrete breakthroughs, each paired with a real‑world session and two insights—how the model operates and how to work with it. The material is organized into three...
New Mexico’s Meta Ruling and Encryption
A New Mexico judge ruled that Meta’s 2023 addition of end‑to‑end encryption to Facebook Messenger created liability because predators could use the shielded platform to groom minors. The state is seeking court‑mandated changes that could force Meta to weaken or...

How to Combat Cyber-Enabled Cargo Theft: Insights From NMFTA
At its Spring Meeting in Savannah, the NMFTA highlighted the growing threat of cyber‑enabled cargo theft. A panel with Werner Enterprises, Johanson Transportation Service and NMFTA’s cybersecurity director stressed that any cargo theft should trigger immediate involvement of a company’s...

Building Knowledge Graphs To Support Agentic Workflows
The article argues that knowledge graphs only add value when they inform both decisions and actions, shifting from pure information representation to outcome‑centric engineering. By recounting past projects—one that saved tens of millions annually and another that generated roughly $2 billion...

Pharmaceutical Executive Daily: Neurocrine Biosciences Agrees to Acquire Soleno Therapeutics
Neurocrine Biosciences announced a $2.9 billion cash acquisition of Soleno Therapeutics, paying $53 per share—a 34% premium to Soleno’s closing price and 51% premium to its 30‑day VWAP. The deal brings Vykat XR, the only FDA‑approved therapy for hyperphagia in Prader‑Willi syndrome,...
Microsoft Piles Up 80 "Copilot" Products, Apps, and Services
Microsoft announced that it now offers 80 distinct Copilot‑branded products, apps, services, and hardware, marking the largest branding overhaul in its history. The Copilot icon appears across every Microsoft vertical, from consumer Windows 11 and Microsoft 365 to enterprise platforms and developer...

Citi Research Explores Quantum Innovation for National Security and Infrastructure
Citi Research is spotlighting quantum technologies as a strategic asset for national security and critical infrastructure. In a recent podcast, Infleqtion CEO Matthew Kinsella said quantum computing is closing the gap to practical use, while quantum sensing already delivers superior...

Why Netflix Is Missing the Lesson Nike and Starbucks Just Learned.
The article argues that artificial intelligence is moving from a hardware‑focused hype phase to a productivity‑driven era, mirroring the historical rollout of electricity. Brands like Nike and Starbucks are already using AI to produce original entertainment, capture audiences, and monetize...

Oracle Cuts 30,000 Jobs to Finance an AI Infrastructure Buildout
Oracle announced the termination of roughly 30,000 employees, about 18% of its global staff, to fund a massive AI data‑center expansion valued at approximately $156 billion. The layoffs follow a $2.1 billion restructuring provision disclosed in its March 2026 10‑Q, signaling a...
Academic Clinical Trials for Rapamycin to Answer Questions on Dosing for Anti-Aging Use
Researchers at UT Health San Antonio have launched a multi‑phase academic clinical trial to evaluate rapamycin’s biological effects in older adults. The program begins with a younger‑cohort benchmark study, then seeks the optimal dose that restores immune and metabolic markers...

IPhone 18 and iPhone Air 2 Design Won't Be Changing, According to New Leak
New leak from Fixed Focus Digital suggests Apple’s upcoming iPhone 18 will retain the same design as the iPhone 17, with only subtle dimension adjustments and no screen size change. The same report indicates the iPhone Air 2 will also...
Tozorakimab Scores Double Win in Phase III COPD Trials
AstraZeneca announced that its IL‑33 monoclonal antibody tozorakimab achieved its primary endpoints in two Phase III COPD trials, Oberon and Titania. The drug significantly reduced the annual rate of moderate‑to‑severe exacerbations versus placebo across former and current smokers. AstraZeneca positions tozorakimab...
Intel "Nova Lake" To Use Xe3 Graphics and Xe3P Display/Media Engine
Intel’s upcoming Nova Lake CPUs, part of the Core Ultra 400 series, will integrate Xe3 graphics and the Xe3P display/media engine rather than the newer Xe4 IP. The platform targets a late‑2026 launch with early‑2027 market availability and will natively support...

We Start Tomorrow at 9am
The author launches a 14‑day, AI‑enhanced content program that promises to build a personal‑brand ecosystem with just 1‑2 hours of daily effort. Participants receive daily modules, starting tomorrow at 9 am MST, plus a pre‑launch "day 0" module designed to jump‑start the...

This MSI RTX 5070 Ti Gaming Laptop with 20-Core CPU and 144 Hz Panel Is $298 Off
MSI’s Vector 16 HX AI gaming laptop, equipped with an RTX 5070 Ti GPU, a 20‑core Core Ultra 7 255HX CPU, 16 GB DDR5 RAM and a 144 Hz FHD+ panel, is on sale for $1,349.99 on Woot—a $298 (18%) discount. The machine targets QHD and high‑refresh‑rate FHD gaming, offering...
A Small But Useful Debugging Addition For AMD Zen Systems With Linux 7.1
Linux 7.1 adds automatic reporting of AMD's AGESA firmware version to the kernel log, eliminating the need to reboot into BIOS or parse vendor notes. The change is delivered via a patch in the tip/x86/platform branch and will be merged...

"Have Research? Want Readers?"
OTW has launched a dedicated Spine Research Hub that places orthopedic and spine research directly in front of thousands of practicing surgeons. The service promises to turn years of academic effort into measurable surgeon awareness, interest, and action. Researchers can...

The NASA Watch That Lets Kids Write Real Code for $129
The NASA Artemis Watch 2.0 is a $129 smartwatch that lets kids write real code using open‑source firmware. Launched alongside the Artemis II lunar mission, the watch ships pre‑assembled with a dual‑core ESP32, color LCD and multiple sensors. It offers three coding...
YieldWerx Delivers a Master Class in Co-Packaged Photonics Implementation
YieldWerx announced a forthcoming webinar that will teach semiconductor engineers how to implement co‑packaged photonics (CPO) across the full product lifecycle. The session, led by CEO/CTO Aftkhar Aslam, will detail the 12 cross‑domain challenges—from optical data complexity to test‑flow discontinuities—and...
On Artemis and Starshot
Artemis’ recent launch reignited the excitement of returning humans to deep space, showcasing NASA’s powerful yet expensive Space Launch System (SLS). The mission underscores the urgency of developing more affordable, reusable launch solutions for a sustained lunar presence and eventual...

How Much Commission Does Etsy Take? Full Fee Breakdown
Etsy charges a 6.5% transaction fee, a $0.20 listing fee, and a payment‑processing fee of 3% + $0.25 for U.S. sellers, resulting in a baseline cost of roughly 9.5‑13% per sale. Mandatory Offsite Ads add another 12‑15% once a shop exceeds $10,000...

AI Is Advancing Too Fast
The post highlights that AI models are advancing at an unprecedented pace, becoming more capable, autonomous, and embedded in real‑world systems. Recent releases now write production‑grade code, orchestrate complex workflows, and interact with live environments—capabilities that were absent just a...

Where Non-Technical People Should Start With AI
The post argues that non‑technical professionals stumble on AI because they start with tools instead of a clear purpose. It urges readers to first define the tasks they want to automate, then use a chatbot to surface the top AI...

AECC Tests Megawatt Hydrogen Turboprop Engine
China's Aviation Engine Corporation of China (AECC) successfully completed the maiden flight of its AEP100 megawatt hydrogen‑fueled turboprop engine. The test used a 7.5‑ton unmanned cargo aircraft that took off from Zhuzhou, Hunan, and flew 36 km at 220 kph while reaching...
Spilling the Neural Tea: A Journey Down the Side-Channel
Recent research highlights the growing use of side‑channel attacks to reverse‑engineer deep neural networks, revealing model architectures and, in limited cases, weight information. Physical side channels on edge devices and micro‑architectural channels in cloud environments have demonstrated success in extracting...
How Rare Earth Elements Power Modern Electric Lawn Equipment: From Motors to Manufacturing
Electric lawn tools have shifted from noisy gas engines to quiet, battery‑powered devices thanks to rare‑earth permanent magnets and phosphor‑based displays. Neodymium‑praseodymium (NdFeB) magnets provide high torque in compact motors, while dysprosium and terbium preserve magnetic strength at high temperatures....

X2D or P2 Evolution? Analyzing Bambu Lab’s Likely Direction After Retiring the X1 Series
Bambu Lab has retired its flagship X1 series, replacing it with the P2S model that offers comparable performance at a lower price point. Speculation about an X2D dual‑extruder printer is growing, but the author argues the market is shifting toward...
![[OFC 2026] Part 2 of 5: CPO and the AI Interconnect Challenge](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!FG3y!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3201360a-f898-4593-8267-8cfc0766cc04_1280x1280.png)
[OFC 2026] Part 2 of 5: CPO and the AI Interconnect Challenge
AI compute clusters are doubling annually, pushing Meta's rack designs from 72 GPUs to over 256 nodes and exceeding 1 MW of power per rack. At these scales, copper backplanes face insurmountable limits in power delivery, bandwidth density, and routing complexity....
![[OFC 2026] Part 2 of 5: CPO and the AI Interconnect Challenge](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!FG3y!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3201360a-f898-4593-8267-8cfc0766cc04_1280x1280.png)
[OFC 2026] Part 2 of 5: CPO and the AI Interconnect Challenge
AI training racks are scaling rapidly, with Meta's upcoming ORW rack doubling node count and pushing single‑rack power beyond one megawatt. Copper backplanes now face insurmountable limits in bandwidth, power density, and routing complexity. Meta used OFC 2026 to set...

Lady of Larissa Flies Again: Incredible New Footage Emerges of the Secretive RQ-180 Spy Drone
New high‑resolution video captured over Larissa, Greece, provides the clearest view yet of the U.S. Air Force’s secretive RQ‑180 stealth UAV. The footage, taken from directly beneath the aircraft during a landing approach, confirms its distinctive landing gear, a flush...

Since When Is Preparation Suspicious?
A new AI recruiting platform uses webcam‑based eye‑movement tracking to flag candidates who glance away during video interviews, labeling such behavior as potential cheating. The tool is marketed as a way to identify candidates relying on prepared answers rather than...