Chips, Creators, & Claude’s Cloud

📡 Radar

🛰️ Blue Owl Backs OpenAI’s Stargate

Private credit giant Blue Owl is putting $3B into a New Mexico data center that will power OpenAI’s Stargate project, with banks lining up another 18 billion dollars in loans around it. The facility is planned as a multi gigawatt campus, built to feed the next wave of frontier models. It is a clear signal that AI infrastructure is becoming its own asset class, with private credit stepping in where equity used to dominate. TechStartups

🛥️ Anduril Builds Autonomous Warships

Anduril Industries has partnered with HD Hyundai Heavy Industries to co-develop a new class of dual-use Autonomous Surface Vessels (ASVs), intended for both U.S. Navy use and commercial markets. These vessels will feature open-architecture systems, modular payloads, and integrated autonomy to perform intelligence, surveillance, strike, and electronic-warfare missions. Anduril plans to build prototypes in Korea and scale manufacturing in the U.S., signaling its expansion from unmanned submarines into large-scale surface-fleet production. The move positions Anduril deeper in the naval arena and highlights its ambition to transform maritime defense through software-defined hardware. Anduril

🤖 Tesla Dreams of a Terafab

At Tesla’s shareholder meeting, Musk said the company may need its own gigantic chip fab to meet future demand for AI and robotics, on top of existing work with TSMC and Samsung. He floated a potential partnership with Intel while talking up Tesla’s next generation in house AI chips, which he claims will be far more power and cost efficient than current options. The goal is simple enough to understand, if Tesla wants to own autonomy and robots at scale, it probably needs to own more of the silicon that powers them. Reuters

📊 Google Bakes Prediction Markets into Finance

Google is starting to surface real time odds from Kalshi and Polymarket directly inside its finance tools, putting prediction market signals next to traditional market data. That means traders, allocators, and armchair macro nerds will see crowd implied probabilities for events like elections and rate cuts inside the Google interface they already use. It is another sign that prediction markets are moving from the fringe into the financial mainstream. NBC

🎢 MrBeast Builds Beast Land in Riyadh

MrBeast is opening a temporary theme park called Beast Land in Riyadh as part of this year’s Riyadh Season, running from mid November through the end of the year. The park will feature stunt style attractions, game show style experiences, and big ticket bundle packages tailored to his global fan base. It is a good reminder that creator IP is now strong enough to anchor real world destinations, not just YouTube thumbnails. Economic Times

👻 Perplexity Powers Search Inside Snapchat

Snap and Perplexity signed a deal to bring Perplexity’s conversational search engine straight into the Snapchat chat interface starting in 2026. As part of the partnership, Perplexity will reportedly pay Snap 400 million dollars in cash and stock for the integration. This gives Perplexity a huge consumer distribution channel, and gives Snap an AI native search layer that keeps users inside the app instead of bouncing to the open web.  TechCrunch

🏗️ Anthropic Drops $50B on Data Centers

Anthropic announced a 50 billion dollar plan to build custom data centers in Texas and New York in partnership with Fluidstack, with the first sites expected to go live in 2026. The buildout is designed to support Claude for hundreds of thousands of enterprise customers, while locking in long term compute independence. It puts Anthropic firmly in the same infrastructure league as the hyperscalers and pushes the AI arms race deeper into concrete, steel, and power lines. Reuters

✨ GPT-5.1 Arrives with More Personality

OpenAI released GPT 5.1, introducing two new variants called Instant and Thinking. Instant is designed to feel warmer and more conversational, while Thinking slows down for harder problems and speeds up on simple ones. The update also adds better style controls so users can shape ChatGPT’s tone and personality, making it feel more like a customized assistant. It is another step toward AI that adapts to context and intent rather than acting like a single one size fits all model. OpenAI

💬 Prompt

What can I help you with?

Analyze this car listing and tell me the realistic out-the-door price, the fair market value, the likely margin the dealer has, and where I should push back during negotiation.

🧠 Wisdom

🔮 The Oracle of Omaha

Warren Buffet said goodbye in his final annual letter earlier this week. As he signed off, here were his final pieces of advice:

LEGEND.

✨ Elon and the Cradle of Humanity

Elon reminds us that the future is worth fighting for. Must watch if you think about the future as much as we do.

📚 Read vs. Write

A great way to approach thinking.

🤝 Get in the Room

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