Scoop: I sent a public record request to the FTC for complaints mentioning ChatGPT. I got 200 back, but a few stood out. They described experiencing severe delusions, paranoia, and spiritual crises, and they attributed it to ChatGPT. Link in the reply: wired.com/story/ftc-comp…

Huge earnings beat from @Intel. Stock is soaring and we don't even have Panther Lake on the books yet. That's going to further improve margins. Gonna be interesting to see how 2026 pans out.

Anthropic: "We are announcing that we plan to expand our use of $GOOGL Cloud technologies, including up to one million TPUs..." $AVGO

Not now, TPU

*during Intel earnings

It's earnings seasonnn x.com/LaurenGoode/st…

New, on Intel earnings: wired.com/story/intel-ea…

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BofA skeptical of Qualcomm's 15% rally on AI chip news, calling it a potential "fade." Their take: These are lower-end chips w/o HBM, shipping in a year, with only a Middle East customer disclosed. They estimate $1-2B in revenue potential, but $QCOM market cap just jumped $20B

Our amazing new AI package is out on WIRED (interactive! tarot cards!) and I wrote about the latest techno-religious awakening, AI wired.com/story/ai-relig… Including a cameo from AI Jesus on Twitch

"Altman said earlier this month that ChatGPT now has 800 million weekly active users. The company’s estimates therefore suggest that every seven days, around 560,000 people may be exchanging messages with ChatGPT that indicate they are experiencing mania or psychosis. About 2.4

I honestly didn't have the chance to read all of our incredible AI essays before they published and so was unawares that we would be running a story in which Casey Newton called Ed Zitron a "Temu Kara Swisher" wired.com/story/ai-pr-ed…

From earlier this year wired.com/story/grok-ant…

We did a deep dive into how data centers actually work, why there's such an incredible rush to build them, the energy demands of data centers, and whether AI will continue to scale as much as AI purveyors believe it will wired.com/story/uncanny-…

"That last bit is particularly amusing. I assume it's in there just to let everyone know that they were going to get that rumored 33% stake, but the most recent crazy amounts of money coming into OpenAI diluted it down to 'roughly 27%.'" spyglass.org/openai-microso… via M.G. Siegler

Nvidia has become the world's first *$5 trillion* dollar company ft.com/content/62933c…

Meta, Google, and Microsoft all reported quarterly earnings today—and all signaled that capex is only going to go up up up wired.com/story/microsof…

Mark Moerdler, senior analyst at Bernstein, says MSFT is “building capacity in tranches over time and can shift resources, which gives them a lot of protection.” But, he added, “Is there an overall AI bubble? It’s possible, and that they did not answer.” wired.com/story/microsof…

I want “we’re not talking about the Blackwell" on a t-shirt bloomberg.com/news/articles/…