Serafini Productions has shown BrokenLore: MIKI-CHAN, a first-person horror game about a study AI that gets too close. It follows Kazuaki, a student trying to pass the entrance exam for Teidai. He plugs in a USB study program, and the assistant on it, Miki-chan, starts taking a personal interest. The studio said the idea dates to 2023, with full production starting last summer. While testing an early build, the team said, “our own character managed to scare us.” No release date was given.

Hello everyone, As many of you just saw in today’s State of Play, pre-orders for Phantom Blade Zero will open this summer! At the same time, I want to share another update: Phantom Blade Zero will now launch on October 29, 2026, moved from its previous date of September 9, 2026. First of all, I want to offer my sincere apologies to all the players who have been following and supporting us. This was not an easy decision. More than anyone, we understand the expectations our players have placed on us. And precisely because of those expectations, we do not want to release Phantom Blade Zero knowing there is still an opportunity to take it one step further. Looking back over the past few years, the development of Phantom Blade Zero has been a thrilling journey of evolution. As we built the game, we continued learning, refining our technology, and expanding the scale and resources behind the project. From its first reveal in 2023, to its first offline hands-on demo in 2024, to the Seven-Star Sword Formation, Lion Dance, and Drunken Sword showcased in 2025, Phantom Blade Zero has continued to evolve year after year, with each new showing representing a clear leap forward from the last. And we have shared that evolution with players around the world every step of the way. Over the past few months, we have been streamlining content and focusing our efforts on polishing the areas that matter most. During this process, I saw one final opportunity for Phantom Blade Zero to make another meaningful leap forward. We have upgraded a number of character models and reworked many environments across the game, pushing them toward the highest standard we can currently achieve. We have also spent additional effort preserving as much of this visual impact as possible even without relying on ray tracing. Of course, ray tracing will further enhance the visuals, but our priority is to make sure the core look, atmosphere, and intensity of Phantom Blade Zero come through at full force for as many players as possible. A 50-day delay cannot solve everything. But it does give us enough time to complete a number of clearly defined and genuinely important improvements. These refinements will directly affect how the game feels when players first step into the world of Phantom Blade Zero. We could have delivered some of them through post-launch updates, but for the players who choose to join us on day one, we believe they deserve the best version of Phantom Blade Zero we can deliver from the very beginning. I am truly sorry for the delay, and I want to thank everyone who has continued to follow and support Phantom Blade Zero. This summer, we will have much more to show you. I believe every extra day of waiting will be worth it. I'd also like to share what you can expect next: 1. A new trailer that will release alongside pre-orders, featuring entirely new in-game footage. 2. After pre-order opens, we will also have a dedicated State of Play focused entirely on Phantom Blade Zero: a 15-to-20-minute deep dive into the game’s world, combat, exploration, and character progression systems. The vast majority of what we show there will be brand-new. We will share the exact dates in upcoming announcements! Once again, thank you all for your continued support! Soulframe S-GAME CEO / Creator of Phantom Blade Zero

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The Federal Reserve raised interest rates by 25 bps for the first time since July 2023 in a unanimous 12-0 decision. In its statement, the Fed said Middle East conflicts and broader geopolitical developments contributed to the decision. The updated dot plot now points to one more 25 bps hike in 2026, with 12 of 18 officials expecting exactly one additional hike, 4 expecting two more hikes, and 2 expecting no further hikes. The Fed also projects 2 additional rate hikes in 2027, signaling policymakers expect rates to remain higher for longer. 2. President Trump is expected to meet with Gulf leaders on the sidelines of the U.N. General Assembly in New York next Tuesday to discuss the next phase of the Iran conflict, according to reports. The discussions are expected to focus on U.S. proposals for a postwar strategy, with leaders from the Gulf Cooperation Council (GCC), Saudi Arabia, the UAE, Qatar, Bahrain, Kuwait, and Oman, expected to participate. The meeting comes as the administration works on a broader postwar framework ahead of the Sept. 24 Trump–Xi summit, where regional security and AI are also expected to be discussed. 3. Generac $GNRC signed a long-term agreement to supply backup power generators for Amazon $AMZN data centers, with total payments under the deal potentially reaching $8B. Initial generator deliveries are expected to total roughly $2.4B across 2027 and 2028. As part of the agreement, Amazon received warrants to purchase up to 1.69M Generac shares at $200.93 each, with about 308K shares vesting immediately and the rest vesting in stages as Amazon’s payments move toward the $8B threshold. The warrants are exercisable through September 2033. The deal gives Generac a major long-term hyperscaler customer as AI data center growth continues driving demand for backup power and broader energy infrastructure. 4. Fed Chair Kevin Warsh said today’s rate hike removed a “dose of accommodation,” adding that the move shows the Fed is serious about restoring price stability. Warsh also said he believes the Fed can bring inflation back under control without damaging the labor market: “We don’t need to do harm to the job market to achieve our objective.” On AI, he said the Fed is closely monitoring developments but that decisions around AI’s risks and rewards belong to other policymakers, adding that the Fed’s AI task force is expected to report back by year-end. Meanwhile, White House official Desai called the Fed’s rate hike “rather unfortunate.” 5. Nebius $NBIS announced another ~20% price increase for on-demand H100, H200, B200, and B300 GPUs, effective October 1, just 4 months after raising prices by roughly 30%. The company also posted 5 first-place results in the latest MLPerf AI inference benchmarks, including the top full-rack performance on NVIDIA’s GB300 NVL72. Nebius was one of only 2 companies to submit results on NVIDIA’s next-generation Vera Rubin NVL72 platform, achieving 603K tokens/sec running DeepSeek R1 across 72 GPUs in the preview category. The results further reinforce Nebius’ infrastructure capabilities, engineering execution, and close partnership with NVIDIA. 6. The top 10 most active options today by contracts traded were $NVDA with 3.0M contracts, $TSLA with 2.4M contracts, $AAPL with 1.6M contracts, $SPCX with 1.2M contracts, $INTC with 1.0M contracts, $MU with 857K contracts, $META with 857K contracts, $AMZN with 854K contracts, $AMD with 743K contracts, and $HOOD with 403K contracts. 7. Trump administration officials are reportedly considering a meeting with major AI and tech executives on the sidelines of Xi Jinping’s Washington visit next week, though nothing has been finalized, according to CNN. OpenAI CEO Sam Altman and Nvidia $NVDA CEO Jensen Huang are among those expected to be in Washington for the state dinner and could potentially attend. The proposed discussion would focus on the future of AI and related risks, although Xi is not currently expected to participate. The meeting comes as the U.S. and China also prepare to discuss shared AI risks ahead of the September 24 Trump–Xi summit. 8. Chipotle $CMG is partnering with Palantir $PLTR to strengthen food safety monitoring across its restaurants. Chipotle will use Palantir’s platform to track potential food safety risks, including pest incidents, employee illnesses, and other operational factors that could impact restaurant safety. The partnership comes after a challenging summer for food safety across the U.S. and highlights how Palantir continues expanding beyond government and industrial customers into large-scale commercial use cases, where its software is being used to improve operational decision-making and risk management. 9. U.S. homebuilder confidence fell to 32, its weakest reading since late 2022, as elevated mortgage rates continued weighing on demand. The average 30-year mortgage rate has climbed back above 7%, near its highest level in almost 2 years. Builders are increasingly responding with incentives, with 38% cutting prices and 66% offering buyer concessions. At the same time, housing inventory has reached a 7-year high, while Redfin estimates there were 58% more sellers than buyers in August, the widest imbalance since it began tracking the data in 2013. 10. Nokia $NOK is expanding AI-RAN trials with operators across North America, Europe, Asia-Pacific, and the Middle East as carriers move from early evaluations into lab and live-field testing. The platform combines Nokia’s anyRAN software with NVIDIA’s Aerial RAN Computer and has delivered more than 20% improvement in spectral efficiency, according to Nokia. New and ongoing partners include A1 Group, Chunghwa Telecom, du, e&, Mobily, stc, TPG Telecom, Zain Saudi, and NTT DOCOMO, while earlier evaluations involved T-Mobile, SoftBank, and Indosat. Nokia and NVIDIA are also expanding their AI-RAN collaboration as the telecom industry moves toward AI-native 5G and 6G networks. 11. Apple $AAPL is reportedly weighing a return to the server market with an AI-focused enterprise system built around its own M-series chips and NVIDIA’s NVLink Fusion networking technology, according to The Information. The proposed servers would use either 2 or 4 M8 Ultra chips and target AI developers, enterprises, and governments looking to run AI inference on private infrastructure. The project is currently aimed for 2029, though the plans could still change or be canceled. The move follows surging demand from AI developers for Mac mini and Mac Studio systems, helping drive Mac revenue up nearly 29% last quarter to $10.4B. If launched, it would mark Apple’s return to the server market for the first time since discontinuing Xserve in 2011. 12. CoreWeave $CRWV signed a definitive 15-year anchor lease with Blockfusion for capacity at its Niagara Falls, New York AI data center campus. The former power plant is being converted into a high-density, liquid-cooled AI facility powered predominantly by hydroelectric energy. The agreement further expands CoreWeave’s long-term AI infrastructure footprint while leveraging low-cost, renewable power to support next-generation GPU deployments. WALL STREET IS THE GREATEST SHOW ON EARTH.

A US senator walked up to an airport checkpoint and refused to have his face scanned. His name is Jeff Merkley. He is the senator from Oregon. He has spent three years trying to get the TSA to tell travelers something the TSA already admits on its own website. The face scan at the checkpoint is optional. Almost nobody is told. There is one sentence that stops it. Here is the sentence, and everything the TSA does not want you to know about saying it. First, the TSA's own words. From the TSA website: "Travelers who do not wish to participate in the facial recognition technology process may decline the optional photo, without recourse, in favor of an alternative identity verification process, which does not use facial recognition technology to verify their identity." Optional photo. Without recourse. Those are their words, not mine. The TSA also says this on the same page: "Travelers will not lose their place in line for security screening." And using the alternative method "does not take longer." So the two things a TSA agent might tell you at the checkpoint, that you will hold up the line or take longer, are ruled out by the TSA's own website. Now the sentence. When you get to the checkpoint, before the scan, say this: "I do not consent to the scan and would like to have my ID manually verified." That is it. The officer will take your physical ID, either a driver's license or a passport, and check the photo against your face the way they did for the last twenty years. Merkley has documented himself doing this on flights between DC and Portland. Here is why almost no one knows. Senator Merkley has been pushing this since July 2023. He went to Reagan Washington National Airport that summer to publicly demonstrate the opt-out and to challenge the TSA on how the program is being run. The Washington Post covered it. In May 2025, Merkley introduced the Traveler Privacy Protection Act with Senators John Kennedy of Louisiana, Ed Markey of Massachusetts, and Roger Marshall of Kansas. Two Republicans, two Democrats. The bill is endorsed by the American Civil Liberties Union, the Electronic Privacy Information Center, Public Citizen, and three other watchdog groups. Merkley's own words from that press release: "Folks don't want a national surveillance state, but that's exactly what the TSA's unchecked expansion of facial recognition technology is leading us to." And: "Americans have the right to opt out of using TSA's facial recognition at the airport, and we need to protect that right. Our Traveler Privacy Protection Act safeguards the freedoms and privacy of all Americans by making sure no one is required to have their face scanned to travel." Here is what the TSA is planning. Facial recognition is currently at more than 84 US airports. The TSA plans to expand it to more than 430. That is nearly every commercial airport in the country. And per the bill's findings, the TSA is "eventually planning to make this technology mandatory for all travelers." Right now it is optional. That window is closing. The TSA says the technology is not being abused. Their exact wording: "Biometrics are not used for surveillance. Facial recognition technology is solely used to automate the current manual ID credential checking process and will not be used for surveillance or any law enforcement purpose." Take them at their word. The point is not that the TSA is doing something illegal. The point is you get to choose. Here is the 5-minute action you can take tonight, before your next flight. - Memorize the sentence: "I do not consent to the scan and would like to have my ID manually verified." - Have your physical ID out and ready. Driver's license or passport. Not a screenshot on your phone. - When you get to the podium, hand the agent your ID and say the sentence in a normal tone. Do not apologize. - If the agent pushes back or tells you it will take longer, calmly repeat the sentence. If they still refuse, ask for a supervisor. - This applies to TSA checkpoints only. International arrivals into the US go through Customs and Border Protection, which is a different agency with different rules. For most US domestic flights, the sentence above is what you need. Here is the last thing. The TSA already admits, on its own website, that this is optional. A sitting US senator has spent three years asking them to put that in plain sight at the checkpoint. They have not. The signs at the podium do not tell you. The agents often do not tell you. The airline app does not tell you. Congress is being lobbied by the airlines to keep it that way. Reuters reported in July 2025 that the airline industry publicly opposed Merkley's bill. Right now, before the 430 airport rollout, you still have a one-sentence way out. Say the sentence. Show your ID. Walk through.

SITUATION ANALYSIS: SpaceXAI acquires Cursor Today, SpaceXAI completed its $60 billion acquisition of AI coding company Cursor, one of the largest tech deals in history. Both xAI and Cursor were founded less than five years ago. Cursor began in 2022 as Anysphere, a project led by four MIT students — Michael Truell, Sualeh Asif, Aman Sanger, and Arvid Lunnemark — building tools around nascent AI models. They started out building tools for mechanical and CAD engineering, which failed due to their lack of domain expertise, before pivoting to software engineering. In March 2023, the same month GPT-4 was released, Anysphere published the first version of Cursor, then just a fork of Microsoft Visual Studio Code optimized for large language models. Very few people knew at the time how big agentic coding would be, or how quickly it would take over. Cursor raised an $8M seed round in October 2023 led by the OpenAI Startup Fund, then a $60M Series A in August 2024 led by a16z, Thrive, OpenAI, and multiple top angels. It grew rapidly, taking just over a year (Oct 2023 to Jan 2025) to scale from $1M to $100M ARR, and nine months to scale to $1B ARR (Oct/Nov 2025). The company forecasts over $6B ARR by the end of 2026. All of this scaling was heavily reliant on frontier labs like OpenAI and Anthropic, who provided the models used in Cursor’s products. This was especially problematic given that both companies started developing products — Claude Code and Codex — that directly competed with Cursor on agentic coding. In October 2025, Cursor released Cursor 2.0, pivoting to more fully autonomous coding, and Composer, their first model. Composer was slightly less intelligent than top frontier models like GPT-5 and Claude Sonnet 4.5, but much faster and more efficient, helping Cursor retain its independence. xAI’s origins go much further back. In 2015, fearful of potential Google dominance over superintelligence, Elon Musk and Sam Altman co-founded OpenAI as an open-source AI research nonprofit. Musk provided most of OpenAI’s early funding. In 2018, frustrated by its perceived lack of progress, Musk attempted to take direct control of the company. The other co-founders rejected the proposal, and Musk resigned. Under Sam Altman, it converted to a for-profit company, took a major investment from Microsoft, and began developing paid products: first the GPT-3 API in 2020, and then the unexpectedly successful “research preview” of ChatGPT in 2022. Not wanting to allow Altman to win the race to superintelligence, Musk founded xAI in March 2023. In November 2023, the first version of Grok was released, fully integrated with the X app. It was later open-sourced. In May 2024, xAI raised a $6 billion Series B. That summer, they moved at breakneck speed to build Colossus 1, then the largest data center in the world, in just 122 days. Grok 3, trained on Colossus, was released the following February. The next month, xAI acquired X. Four months later, they released Grok 4, the largest model ever trained. But despite the enormous amounts of capital and compute and the hardcore work culture, not all was well. xAI’s models lagged substantially behind OpenAI and Anthropic, and almost the entire founding team had left by the beginning of 2026. Musk conceded that the company was not built right the first time around, and needed to be rebuilt from the foundations. He needed a team with a proven track record of building great models. So he turned to Cursor. On April 21, xAI and Cursor announced a partnership on model training, plus a deal: either SpaceX (xAI’s parent company) would acquire Cursor for $60 billion, or walk away for a $10 billion breakup fee. Cursor Composer 2.5 was released in May, performing very close to the frontier at a fraction of the cost. Grok 4.5, released in July, was the best Grok model ever by far. And Grok 4.6, released earlier this week, is the best model in the world other than Opus 5, Fable, and Sol. The SpaceXAI-Cursor acquisition ended up saving both companies: Cursor is no longer directly threatened by coding model competitors, and SpaceXAI now has a world-class model team once again. Elon Musk has said that SpaceXAI is currently training a 10T parameter Grok model. When it comes out, we’ll be monitoring. Written by @theojaffee. Read more at our link in bio.

In 2023, more than 5,000 attended the 30th Annual "OWN IT!" Baron Conference at New York's iconic Met Opera House. The 2024, 31st Annual "Building Legacy" Baron Conference on November 15th at The Met… features exceptional executives of SpaceX...MSCI...Arch Capital...and Red Rock Resorts...the Baron Capital team...incredible entertainment...and an ice cream cone served by former ice cream truck driver Ron... Oh yeah...good luck winning one of three awesome Tesla Y door prizes. All expenses, including door prizes...are paid by @BaronCapital...not our clients... Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting Please read them carefully before investing. Portfolio holdings as a percentage of net assets as of June 30, 2024 for securities mentioned are as follows: Space Exploration Technologies Corporation - Baron Asset Fund (2.9%), Baron Fifth Avenue Growth Fund (0.9%), Baron Focused Growth Fund (10.3%), Baron Global Advantage Fund (6.1%), Baron Opportunity Fund (2.8%), Baron Partners Fund (13.2%*); Tesla, Inc. - Baron Fifth Avenue Growth Fund (3.2%), Baron Focused Growth Fund (8.6%), Baron Global Advantage Fund (3.3%), Baron Opportunity Fund (3.5%), Baron Partners Fund (28.9%*), Baron Technology Fund (2.5%); MSCI Inc. - Baron Asset Fund (0.5%), Baron Durable Advantage Fund (2.1%), Baron FinTech Fund (2.5%), Baron Focused Growth Fund (3.1%), Baron Growth Fund (9.8%), Baron Partners Fund (1.8%*); Arch Capital Group Ltd. - Baron Asset Fund (4.8%), Baron Durable Advantage Fund (2.1%), Baron FinTech Fund (3.0%), Baron Focused Growth Fund (6.4%), Baron Growth Fund (12.7%), Baron International Growth Fund (2.8%), Baron Partners Fund (9.5%*); Red Rock Resorts, Inc. - Baron Discovery Fund (1.6%), Baron Focused Growth Fund (3.9%), Baron Growth Fund (1.5%), Baron Partners Fund (1.5%*), Baron Real Estate Fund (1.7%), Baron Small Cap Fund (3.6%). *% of Long Positions. Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk. All expenses associated with this conference are paid by Baron Capital, Inc. No conference expenses are paid by Baron Funds. BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).

Grok Bot summary: IAC 2026 presentation by SpaceXAI President Michael Nicolls. 🎯 The main message - SpaceX was founded in 2002 to make life multi-planetary and "extend the light of consciousness to the stars." - He said the biggest risk as constellations grow is not debris. It's satellite operators not sharing data with each other. 🌍 How Starlink grew - Starlink began in 2019 with 60 V0.9 satellites. User service started in late 2020 as the "Better Than Nothing Beta." - V1.5 added space lasers, which let the satellites link into a mesh. That's when Starlink really took off, reaching oceans, Antarctica and airplanes. - V2 (2023) has 4x the capacity of V1. Falcon launches V2 satellites 2–3 times a week, and each launch adds about 3 terabits of capacity. - V3 launched on Starship about a week before the talk. Each V3 satellite has another 10x capacity, and each Starship launch carries 20–30x what a Falcon launch does. - Starlink now has over 11,000 satellites, about 60% of all active satellites in low Earth orbit. - It serves more than 13M customers in about 170 markets, plus ships and planes. - The laser mesh means Starlink doesn't depend on local ground infrastructure. During last year's fires and power outages in Spain, it kept tens of thousands of customers and emergency responders online. 🚀 The life of a Starlink satellite - **Before launch:** SpaceX checks that deploying the satellites won't bring them close to anything else, and shares where they'll be. - **Deploy:** satellites are released below 300 km, where almost no other operators fly. - **Orbit raising:** each climb path is checked against other satellites and crewed space stations, and SpaceX publishes the satellites' positions every hour on the way up. - **Lower orbits for safety:** the original plan was about 1,000 km. Now every satellite flies below 500 km, and V3 will fly at about 350–360 km. At these heights a dead satellite falls back to Earth within months instead of staying up for centuries. 🛡️ How they avoid collisions - Each satellite makes small station-keeping moves about once a day and a collision-avoidance move about every 10 days. - Across the fleet, that's about 1,000 avoidance moves a day. - Starlink's threshold for moving is nearly 100x more cautious than the industry standard, so the whole fleet's collision risk is about the same as a much smaller constellation's. - "Ducking" moves turn the satellite so it presents a smaller target during a close pass, cutting the collision risk about 10x more. - Automated software makes these decisions, which is why Starlink tries to stay in contact with every satellite at all times. 📡 Always connected - Starship's live launch video was streamed over Starlink. - The new V3 satellites connected to the network within 2 minutes of release, because Starlink terminals are built into the satellites. Their lasers link into the mesh within tens of minutes. - The goal is to make contact right away and never lose it. 🌬️ Space weather - During a 2024 solar storm, air density in orbit jumped 5x in a few hours, which throws off predictions of where satellites will be. - Starlink is "probably one of the best sensors" for this. It measures density in real time and automatically corrects its position forecasts. 🔭 Working with astronomers - **Optical:** SpaceX tried Vantablack paint and sun visors. What finally worked was a mirror-like film that reflects sunlight away from the ground, combined with careful steering. A V2 satellite now looks about as bright as a sheet of paper. This was done with groups like the Vera Rubin Observatory. - **Radio:** working with observatories like the US National Radio Astronomy Observatory (NRAO), Starlink steers its beams and frequencies around where the telescopes are pointing. As a result, the telescopes can now observe more often. ♻️ End of life - SpaceX uses statistics to predict when parts will fail and deorbits satellites early. Many of those satellites would have kept working. - Retired satellites are steered down within weeks, not left to drift for the 5 or 25 years regulations allow. - They're built to burn up completely, and reentry is aimed over the ocean. - Of about 10,000 satellites launched by early 2026, only a few dead ones remain in orbit. The goal is zero. - "Reliability and rate go together." ⚠️ The biggest danger: other operators - Tracked debris is like obstacles on a road: if you can measure it, you can avoid it. - What you can't avoid is a satellite that maneuvers without telling anyone. Starlink has had passes as close as tens of meters this way. - Starlink has maneuvered around satellites from about 650 operators in recent months, but shares position data with only about half of them. "That number is too low." - SpaceX shares data with China's space station and some Chinese operators. Many operators don't share at all, including some in the US, Europe and Japan. ⭐ Stargaze: Starlink's own space tracking - Over 30,000 star trackers on Starlink satellites spot passing objects as streaks against the stars. - Stargaze now tracks over 17,000 objects, including about 90% of the maneuvering satellites that cross Starlink's orbits. - In one example, an untracked satellite's predicted 9 km miss shrank to about 60 m after it maneuvered toward Starlink. Stargaze caught the move and the Starlink satellite dodged in time. - He said it's still no substitute for operators sharing their plans in advance. 🤝 The ask: share your data - SpaceX runs its own space safety data platform, and over 100 operators have signed up. - Operators can upload their satellite positions and check them against Starlink and against Stargaze tracking. - His message to every operator was to join the platform and share their positions. 🧠 StarMind: AI compute in space - StarMind is SpaceX's planned AI satellite constellation, starting launches and scaling next year. - The goal is to move AI compute off Earth. He expects StarMind to drive demand for Starship launches the way Starlink did for Falcon. - On the ground, SpaceX is building over 2 GW of compute in Memphis. He said AI demand will be nearly limitless, and Earth's resources make that hard to keep scaling there. - In space, the satellites run on solar power and shed heat through large radiators. - Each satellite is simpler than a Starlink: basically a computer with big solar panels and radiators. - Each one has about 250 kW, roughly one NVL72 rack of compute. - They'd fly in tight clusters of about 10 satellites linked by about 10 terabits of bandwidth, then connect to Starlink. - SpaceX has filed for up to **1 million satellites**, in low-inclination and sun-synchronous orbits. Building them could mean thousands of satellites a week. - New challenges include much higher reliability and redundancy, flying in close formation, and micrometeoroids. Dead satellites might be sent away from Earth instead of burning up in the atmosphere. 🌙 Beyond Earth - Starlink is developing very high-bandwidth lasers to connect the Moon, then Mars, building an "interplanetary mesh." - All of that depends on getting safety right in low Earth orbit first. 💡 Key takeaways - Starlink is the world's biggest constellation, and it's moving lower to be safer. - It makes about 1,000 collision-avoidance moves a day, with nearly 100x more caution than the industry standard. - The biggest risk is operators who don't share where their satellites are going. - StarMind could scale to 1 million AI satellites, with launches starting next year. - "Coordination is a key element for realizing all of our ambitions."

As generative AI tools continue to evolve, we believe it's more important than ever to know what's AI-generated and what isn't. That’s why @GoogleDeepMind launched SynthID in 2023—a technology that adds a hidden digital watermark to AI content. Here’s a summary of SynthID’s journey and where the provenance technology (the documented history and origin of digital content) is today: — SynthID watermarking was originally built for images, but now supports video, audio, and text. — The technology has watermarked over 100 billion images and videos, alongside 60,000 years of audio. — You can now verify content with SynthID directly in Google Search, Gemini in Chrome, and the @GeminiApp, where it has been utilized over 50 million times. — We’ve also adopted C2PA Content Credentials across a growing number of our generative AI tools. This includes the images and videos created within the Gemini app. So now, in addition to the SynthID watermark, you can also see where an image or video originated and how it’s been altered. — We have open-sourced our text watermarking technology, and we are working with companies like @OpenAI, @NVIDIA, and @Apple to apply SynthID to generative media. Let us know what you think of the tool so far!

Every dispute comes down to the facts. Finding them is often the most manual, most expensive part of legal work. @WeAreLegora is acquiring Wexler, the fact intelligence platform used by leading litigation and disputes teams, and by in-house legal teams at some of the world's largest companies. It will be our fifth acquisition in 2026. This matters because of where the work is heading. Agentic systems will not just handle more legal work. They will generate far more fact queries along the way. Most tools return summaries or loosely sourced excerpts. Wexler does something different: it runs documents through a gated pipeline that isolates discrete, verifiable happenings, who said what, to whom, when, and why it matters to the case, across more than 1,000,000 documents per matter. Founded in January 2023, Wexler built a team of 18, grew revenue eightfold year on year, and hit over 400% net revenue retention. They will become the founding team of Legora's new London engineering hub, and combined with our platform, Wexler's engine will become a fact layer underneath Legora's agentic workflows, from case chronologies for litigation teams to catching factual exposure before it becomes a claim. We'll be excited to welcome them to the team.