Heads up if you've updated the Codex app. Check Settings > Data Controls > Location. If enabled, ChatGPT can access your precise location, potentially down to your exact address. Location data may also be shared with third-party providers for local results. It's supposed to be off by default, but worth double-checking.

Heading out? Listen our to our summarized analysis of the LP universe and percent of commitments to four asset classes. Written by Patrick Devereaux at @FactSet and narrated by AI. Listen here: Spotify: Apple Podcasts:

Headlines in recent months have focused on how Democrats are making inroads in red parts of the country. But Republicans, who start with a majority of 53-47, still have a good chance of keeping the Senate. 🔗 Here’s how they could do it:

Headlines: — The #AZCardinals# name Minshew starter — No #Eagles# changing coming — Myles Garrett returns to practice — Jack Campbell still hospitalized

HEAD OF MIDDLE EAST ENERGY & OPEC+ INSIGHTS BAKR ON X: DIPLOMATIC SOURCES TOLD AL-JADEED THAT A BREAKTHROUGH IN US-IRANIAN NEGOTIATIONS WAS ACHIEVED AFTER QATARI MEDIATION SUCCESSFULLY OVERCAME PROCEDURAL OBSTACLES - AL-JADEED NEWS

Heading into November I think the selloff in $NBIS, $CRWV and $IREN is getting a bit extreme when $NVDA B300 rental prices are up 52% since May and even older H100s are getting more expensive to rent. Meanwhile AI token prices have fallen more than half from their peak which tells you a lot about where real pricing power sits in AI economy. And while market worries about financing IREN just secured $363M against contracted GPUs and Nebius expects over $9B in customer prepayments which shows capital is still available for operators with real demand.