I’ll be attending @NVIDIAGTC in Berlin for the first time. Should be a great event I’ll cover the event, including new announcements from $NVDA & its partners, along with NVIDIA CEO Jensen Huang’s keynote on Oct. 21. If you’re planning to attend too: nvda.ws/4xj95HD

Yesterday we previewed Griffin, a Human Interaction Model capable of seeing, hearing, sounding, and looking like a human does. There have been a lot of questions, so I wanted to take a moment to share our thoughts. By way of introduction: Tavus is a research lab focused on enabling machines to meet us where we are, and to understand the nuances of how we communicate beyond words. Griffin, our latest model, isn’t publicly available yet. Yesterday’s announcement was a limited research preview to demonstrate what the model is capable of. With AI progressing so quickly, we prefer to share breakthroughs openly and in real-time as we work on a safe public release. Face-to-face is how we evolutionarily communicate, it carries the most meaning and intent, and we want computers to be able to help with work that benefits from that emotional understanding, expression, and immersion. Some examples of the kinds of use cases we care deeply about: - A tutor that can build understanding of how a student learns, see exactly when there is confusion or disengagement, and adapt the lesson to fit them. - A health expert that can answer any questions about your upcoming appointment or prescription, at the pace you want, at any time you need, even on a weekend. - A language coach that you can practice speaking with, that can correct your movement and pronunciation, and help build confidence to have real conversations - Or the perfect assistant for everyone, that understands intent, knows how you work and remembers what matters. We’re working with partners on safeguards and systems for disclosure, as well as inviting discussions with officials around wider regulation and safe use. People will always know they’re interacting with AI, while providing an interface that removes the need to ‘speak computer’. We believe in a future where computers understand us well enough to make technology more accessible, more useful, and make us more capable as humans. That is the world we want to build, and we understand the responsibility to do so safely.

$META is opening Muse up to custom hardware. Nat Friedman announced Muse Gadgets, with open-source ESP32 firmware and a Linux SDK that let developers connect Muse to displays, speakers, sensors, actuators, Raspberry Pis and other devices. Every gadget pairs with Muse using an SDK token. Meta also built Muse Home Link, a small USB-C device that connects Muse to your home network so it can interact with compatible TVs, speakers, printers and anything exposing a local HTTP API. Meta manufactured 5,000 Home Links. They’re expected to ship in October and are free to active U.S. Muse subscribers, one per subscriber, while supplies last.

Nscale has hired longtime $META exec. Justin Osofsky as COO ahead of its planned U.S. IPO Osofsky spent 18 years at Meta, most recently as Chief Partnerships Officer Note: Nscale is an AI infrastructure/neo-cloud co. partnered with $NVDA & $MSFT & is seeking to raise up to $3B

$CME is withdrawing plans for a 24/7, 10-barrel crude oil contract. Industry feedback raised concerns around added risk and unintended consequences. CME says it may revisit the product after further CFTC review.

Here are a few of our sponsors who are just getting started with their pages and putting out some good content. If you’re interested, give them a follow: @tradealpha @thegexstream @tradretfs

btw dont forget the "one more thing..." theyve been working on dots for a while now

U.S. TO OFFER VISTRA $VST $4B LOAN TO BOOST NUCLEAR POWER OUTPUT

we put on a broadway musical about accounts payable. slate called it "a glorified ad for a tech company." correct. it was also the most fun we've ever had as a company. the part i didn't expect was what happened after. a flood of messages from theater folks in new york saying it meant the world to them. billy porter told the crowd that industrials like this paid his rent for decades, until they disappeared in the early 2000s. for most of the last century, when a company had something to say, it hired composers, choreographers and actors. somewhere along the way we decided marketing should be cheap, measurable and forgettable. i hope more companies lose their minds a little. make something people feel.

Anthropic is committing $100M to train 10,000 “Frontier Deployed Engineers” by the end of 2027 through its new Claude Frontier Academy. First cohorts include engineers from Accenture, Bain, Capgemini, Deloitte, McKinsey, Morgan Stanley, Commonwealth Bank and Novo Nordisk. Participants begin with in-person training, then spend 12 weeks deploying a real Claude project inside their own organization with support from Anthropic engineers. The goal is to build more engineers who can take enterprise AI projects from prototype to production.

Anthropic is investing $100M to train 10,000 engineers to build enterprise AI talent, per Reuters.

Google just raised the Pixel 10a price by $100 in the U.S., from $499 to $599. Samsung raised most Galaxy S26 models by $100 yesterday, with the 1TB Ultra up $200. Apple also raised several existing iPhones by $100 last month.

Goldman Sachs $GS reportedly made hundreds of millions in incentive fees from clients’ early SpaceX investments after its IPO, on top of ~$100M in advisory fees from the listing.

Disney $DIS is expanding its content licensing deal with Netflix $NFLX, sending both library titles and current-season shows to the platform on a nonexclusive basis. Titles include: • All five Ice Age films • Percy Jackson S1-2 • Will Trent S1-4 • Shifting Gears S1-2 • Tracker S1-3 internationally • Soul, Elio and Raya and the Last Dragon • Felicity, Revenge and Army Wives Disney is also using some of the Netflix windows as promotion ahead of new Disney+ seasons and theatrical releases. The titles currently on Disney+ and Hulu will remain there.

NASDAQ 100 HITS 31,000 FOR THE FIRST TIME EVER

$CRDO +10%

French 🇫🇷 President Emmanuel Macron says G7 leaders have agreed to release up to 100M barrels of emergency diesel and crude oil stocks over four months to help ease pressure on fuel markets.

WHITE HOUSE HASSETT: THIS JOBS REPORT WAS ABOUT EXPECTED PRESIDENT IS COMMITTED TO CUTTING THE DEFICIT WE DO NOT WANT TO INFLATE OUR WAY OUT OF DEBT

TRUMP EXPECTED TO PICK JAY CLAYTON TO BE NEW AI CZAR: CNN