One newsletter per topic, and a separate edition for each kind of reader — an engineer and an investor get the same story told with different detail, different numbers and a different “so what”. Every figure is checked against the original source.
Today · Oct. 16 2026
Beijing switched on a pre-export filing today, and a change of control can trigger it by itself.
Also today: none of nine frontier agents met all three of the scientists' conditions across 135 papers, one MCP registry entry in eight is wrong about something the registry never checks, and AMD put a rack design against Nvidia's with no signed order behind it.
Read today’s issues →Agents that do work rather than answer questions — the tools, and the research on whether they hold up.
Who raised, who launched, who shut down, and what the terms mean for your own round.
Chips, fabs, datacentres and power — where the AI money actually lands.
New papers and benchmarks, read closely enough to say what the numbers do not support.
Every number is read off the primary source — the filing, the paper, the repository. Anything we could not confirm is labelled where it appears.
The same day is written up separately for engineers, researchers, founders and investors. You read the one aimed at you.
Slot counts are maxima, not quotas. A thin day runs short rather than filling space.