stephane

Ten in the morning in New York, 17 August. About a fifth of GitHub's web and API traffic was coming...

Google’s $10M Spirit Airlines Data Buy Slips to September 9

Answer card stating that Google won a bankruptcy auction for the internal enterprise data of the defunct Spirit Airlines with a 10 million dollar bid, beating a 7.5 million dollar bid from Mercor, that the package covers about 100 million employee emails and 500 million Microsoft Teams messages, and that the approval hearing in the Southern District of New York moved to 9 September 2026 after the flight attendants union objected.

19 August 2026

An airline that stopped flying in May just sold its Slack-equivalent. Google won a bankruptcy auction for Spirit Airlines' internal...

Claude Code weekly limits drop a third after August 19

Answer card: the 50 percent weekly usage limits promotion in Claude Code ends at 11:59 PM PT on 19 August 2026 for Pro, Max and Team plans, returning weekly limits to standard levels, which removes a third of the headroom rather than half, with no change to plans, billing or the 5 hour session window.

18 August 2026

You will probably notice it on Thursday, mid refactor, when the weekly meter sits lower than it has all summer....

Groq raised $350M and now sells Nvidia capacity

Answer card summarising Groq's $350 million Series A of 17 August 2026, reported at a $3.5 billion valuation, led by Disruptive with Nvidia planning to participate, five days after Groq became an Nvidia Cloud Partner.

Groq spent years selling one idea, that Nvidia was the wrong shape for inference and a custom chip called an...

Stripe is reportedly buying OpenRouter for over $7B

Answer card summarising the reported Stripe acquisition of OpenRouter for more than $7 billion on 16 August 2026, unconfirmed by either company, and OpenRouter's published pricing of no inference markup with a 5.5% fee on credit top ups.

Open your OpenRouter dashboard this morning and it looks exactly like it did last week. Same keys, same balance, same...

Every Claude output is watermarked, with no opt-out

Anthropic announcement illustration for the Claude text watermarking post: an ornate quill pen resting across a detailed engraved hand, on a muted heather background.

Paste a Claude answer into a doc and something invisible travels with it. Since 2 August, every new model Anthropic...

Nvidia’s $105B OpenAI exposure is a lease guarantee

Official joint announcement card from SB Energy showing three photographs across the top, a groundbreaking ceremony with excavators holding a large US flag over a group in hard hats beside SoftBank and SB Energy banners, an aerial view of a large industrial campus, and two women at a community jobs event, above a dark navy panel carrying the NVIDIA, SB Energy and OpenAI logos.

Nvidia published a press release on Monday, and the number everyone repeated was not in it. The $105 billion showed...

Nvidia’s 13F shows $63B in equity and not one new buy

Answer card: Nvidia disclosed a 63.44 billion dollar US equity portfolio for the quarter ended 30 June 2026, of which Intel at 29.99 billion and SpaceX at 20.98 billion make up 80.3 percent, with a large zero marking the number of shares bought or sold in the seven positions carried over from the previous quarter.

A 13F is a photograph of a day that is already six weeks gone, which is usually why nobody bothers...

Quantinuum is putting 98 qubits inside an Oracle data centre

Your cloud console is about to grow a tab you can't use yet. On 11 August, Quantinuum and Oracle said...

Microsoft merged the Copilot apps, and three features retire

Answer card: Microsoft began merging the consumer Copilot app and Microsoft 365 Copilot into a single application on 13 August 2026, with mobile and web worldwide in mid August and Windows and Mac in mid September, and retires Copilot Group Chat, Podcasts and consumer Deep Research on 18 August 2026 while leaving work and school data boundaries unchanged.