| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:36 PM ET | 11:36 PM ET @ricci_nov on X Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and Meta. The thermal supply chain is re-anchoring on custom silicon. https://t.co/AS7HF1s97k | ||
| 11:04 PM ET | 11:04 PM ET @CapitalSqueez on X $CCXI Jeff Bezos just followed Chris Paxton. Paxton is one of the sharpest minds in embodied AI — currently at Agility Robotics (Digit), previously Meta and NVIDIA. He lives and breathes the hard problems: sim-to-real, faster-than-demo execution, generalist robot policies, force-aware manipulation. This isn’t a random follow. Amazon already invested in Agility and ran Digit pilots in its warehouses. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | ||
| 6:17 AM ET | — | 6:17 AM ET @tchsignal on X Meta’s Muse Spark 1.3 Expands Agentic Coding as Open Weights Remain Ahead Meta has released Muse Spark 1.3, its latest model aimed at agentic and coding workflows, with availability through Muse Code and the Meta Model API. The immediate change for developers is access to a newer model designed for longer tasks, tool use and more complex workflows. Independent testing from Artificial Analysis lists a roughly 1 million-token context window and gives the xhigh configuration an Intelligence Index score of 61, up from 57 for Muse Spark 1.2 xhigh. Meta also reports that its own coding evaluations… | |
| 5:08 AM ET | OPOpenAI | — | 5:08 AM ETOPOpenAI @tchsignal on X OpenAI and Meta Push Teen AI Safety Toward Age-Aware Design AI platforms are moving toward a more age-aware approach to teen safety. OpenAI's ChatGPT for Teens automatically places users identified or self-declared as 13 to 17 into an experience with stronger safeguards. Its rules restrict sexual and romantic interactions, discourage emotional dependency, and prevent the AI from presenting itself as conscious or emotionally attached. Linked parental controls can also manage features such as memories, voice, image generation and quiet hours without giving parents routine access to a teen's… |
| 2:47 AM ET | 2:47 AM ET @stretchcloud on X The model that matters for agentic software is not the best at chat. It is the one that completes a 4-hour task without losing the thread. Meta released Muse Spark 1.3 yesterday. The benchmark that got my attention is not the headline one. It is DeepSWE v1.1: 75.4, ahead of Opus 5 at 74.0 and GPT-5.6 Sol at 73.0. That is the first time an open model has led that table. DeepSWE measures real code fixes on GitHub issues. Terminal-Bench 2.1 measures sustained work in a shell across long tasks. Muse Spark 1.3 ties GPT-5.6 Sol at 88.8 on Terminal-Bench, above Opus 5's 86.7. Both favor models that… | ||
| 9:54 PM ET | 9:54 PM ET @stretchcloud on X Meta released Muse Spark 1.3 today. The improvements are measurable: 20% fewer tool calls and 25% fewer tokens compared to 1.2. Fewer tool calls is the right metric to optimize. Each round-trip adds latency and cost in an agentic loop. Reducing them is harder than reducing token count. This is the efficiency curve everyone building on top of these models should track. https://t.co/zSkyzwUonB | ||
| 6:34 PM ET | $GOOGL | — | 6:34 PM ET @stretchcloud on X My read on Muse Spark 1.3: "almost too cheap to meter" is doing real work as a positioning statement.The benchmark picture: 75.4 on DeepSWE v1.1, 88.8 on Terminal-Bench 2.1, 98.5 on MRCR 256K-512K long-context. That last number matters more than the coding scores right now. Most agentic coding tasks need to hold a full repo in working context. Muse Spark leads the long-context category against Opus 5 and GPT-5.6 Sol.The 20% tool call reduction and 25% token usage reduction vs Muse Spark 1.2 compounds fast across multi-step agent plans. Google Agentspace, AWS Bedrock Agents, LangChain, and the… |
| 3:36 PM ET | 3:36 PM ET @TheRundownAI on X The heavy week of AI releases continues with Meta and Muse Spark 1.3. Big jumps across the board over 1.2, with Mark Zuckerberg calling it "frontier performance almost too cheap to meter." https://t.co/uSrU3L5P6O | ||
| 11:02 PM ET | — | 11:02 PM ET Meta on X: "実物見ると音含め圧巻 #RSJ2026" / X Post Log in Sign up Post Meta on X: "実物見ると音含め圧巻 \#RSJ2026" - Meta @Meta\for\Life 実物見ると音含め圧巻 #RSJ2026 00:00 View media 11:02 PM · Sep 1, 20269KViews 1 7 88 20 - Clara Lafever Jane @clara\jane47268 12h LimX Dynamics @LimX\Dynamics 15h Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including Show more 00:00 View media Reply 127 Scan to get the app | |
| 4:24 PM ET | $TSLA | 4:24 PM ET @AIEquities on X $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN | |
| 1:00 AM ET | ALAMI Labs | 1:00 AM ETALAMI Labs Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models… |