Osmantic founder @TheAhmadOsman demos a hack-and-slash game his local agent built end-to-end on the RTX Spark without ever touching the internet: "We have this thing called Portal. It’s our agent. The code name for it was Cairo because I come from Cairo, Egypt. It starts with hello, then, can you make me a hack and slash dungeon crawler style game for Lord of the Rings." "This was built fully locally. Can you imagine that? You can pick up arrows, you can pick up health, you level up." "This was built end-to-end locally. Something like this a year ago wasn’t possible, but now it just works." @OsmanticAI

MEME: If GPT-7 is AGI, OpenAI could potentially ditch Broadcom entirely and bring everything in-house, as GPT-7 could be better than Broadcom at designing 224G SerDes, handling PD, and managing the supply chain.

Was at Anthropic HQ this afternoon. A few takes: - Problems in the AI era roughly are two kinds: the ones that are saturating and the ones that compound values. Work on the latter, and build a harness that moves the exponential. - Context anxiety was real at one point: the model refuses to do the work and as they complain about the little left context, not some misconfig or my illusion. and they fixed it in recent models. - Unhobbling should be done with every model upgrade. If the model upgrades and the harness doesn't, the model degrades. - They've got famous ML papers on the wall, plus The Bitter Lesson. Love that. Back at the Jina office, we used to hang our conference posters up. Miss that. - Security around the office is tight.

Dan Ives on memory demand: "I just landed from Korea and we're seeing memory chip demand/supply 13 to 1." For every 1 unit of memory capacity available, buyers are requesting for 13 units. Via @CNBC $MU $DRAM $EWY $SKHY

More than half of the games currently in Steam Early Access have gone over a year without an update. A new analysis of Steam data looked at 12,320 Early Access games as of September 26, 2026. > 56.7%, 6,989 games, had no new build, patch notes, or update announcement for at least one year. >87% of games that had been in Early Access for more than 5 years had gone over a year without an update. >87% of the games that left Early Access between 2020 and 2025 reached full release within 3 years. >Games with 1,000+ reviews had a 78.8% chance of reaching full release. >Games with fewer than 10 reviews had only a 30.8% chance of reaching full release.