Martin McDonagh’s WILD HORSE NINE. Starring John Malkovich, Sam Rockwell, Steve Buscemi, Mariana di Girolamo, and Ailín Salas, with Tom Waits, and Parker Posey. Coming to AMC Theatres 11/6. #WildHorseNine#

Martin Hairer, one of the other members of AGMAI (the advisory group on mathematics and AI), has written a post on the Proofs and Prompts blog that will I hope clarify what our purpose is. The rest of the blog is highly recommended too.

Martina McIsaac, an executive at MSC Industrial Supply, a major U.S. distributor of industrial tools, warned that a tungsten supply shock is affecting the company’s supply chain and continuing to drive up the cost of industrial cutting tools. At the Jefferies Industrial Conference held on the same day, McIsaac stated that the cost of raw materials used to produce tungsten carbide cutting tools has increased by nearly 500%, and suppliers continue to pass these rising costs on to downstream manufacturing enterprises. Cutting tools account for approximately 15% of MSC’s revenue, meaning that rising tungsten prices have become a significant source of pricing pressure for the company. It is reported that MSC is one of the largest distributors of industrial tools and supplies in North America, with its products widely used in factories and machining enterprises. McIsaac pointed out: “Tungsten is currently the biggest driver of cost increases. While it does not represent our entire business, it accounts for a substantial share, and this supply shock has not yet passed.” When asked about the impact of the tungsten supply shock, McIsaac responded: “Tungsten prices have indeed stabilized, but the ripple effects on the supply chain are not over. For instance, some suppliers source tungsten powder from different origins and hold varying inventory levels, leading to differing paces of price adjustments. While each supplier’s situation varies, there remains room for further price increases. As we previously indicated, we expect another round of price hikes by the end of the fourth quarter or the beginning of the first quarter of next year.”

Martin Casado’s AI infrastructure team at Andreessen Horowitz is coming off a remarkable run of startup sales, capped by Cursor and OpenRouter. Now the firm is putting more money behind AI agents, chips and the software that runs them. Full story:

Martina Flammer helped advance brensocatib from development through FDA approval as the first DPP1 inhibitor for bronchiectasis. She is a 2026 Fierce 50 Breakthrough honoree. 🔗 @Insmed #Fierce50#

.@martin_casado: “I’d rather put soy sauce and salt grains in my eyeball and rub it in than do PE where you’re basically firing people for a living. I will never, ever, ever, ever do that…” “I’ve done almost 200 deals. I can’t think of a single deal that other people weren’t absolutely instrumental in, whether it’s closing the deal, sourcing, doing the picking, diligence.” (via @EricNewcomer)