AI Street Update

The Tape Update, September 23 to 24, 2026

The Treasury sold $70 billion of five-year notes at 5.033 percent. Governor Michael Barr said further increases are likely. He did not name the meeting or the size.

• South Africa raised its repo rate to 7.25 percent

• Bitcoin funds took in $714.7 million on September 22, after $999 million the day before

• Scott Bessent said the China truce runs to January 10

• Circle disclosed a $100 million Binance stake

• The New York Stock Exchange signed a memorandum with Blockchain.com. The system is not live

A calm briefing on the signals that actually matter.

Created by @jecrosbie

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AI Street Update: September 24, 2026Anthropic said Claude found a bacteriophage enzyme system it calls ART. About 950 agents ran for 21 hours and used 210 million tokens. The primary function is not known.

• An OpenAI agent reached the Medicare statistics portal in June. The email went on September 10.

• Ray-Ban Meta Audio starts at $349. Muse is on the glasses, or it arrives in the coming months.

• SWE-Together scores moved by about a point. Grok 4.7 stayed at 64.7.

• B300 rental prices are up 37 percent since June 21.

• Newsom named four advisers. Huang rejected a 10 to 20 percent collapse estimate.

• FSD V14 Lite is starting to reach Hardware 3 Model S and Model X owners.

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

AI Street Update — 23 September 2026

Anthropic shipped Claude Opus 5.5 at $4 and $20 per million tokens, 20 percent below Opus 5. OpenAI cut GPT-6 Sol to $2 and $10 and Luna to $0.10 and $0.50 the same afternoon. Artificial Analysis put Opus at 58. The tests buyers quote moved a little. The invoices moved more.

• Xiaomi opened MiMo-V2.6-Pro under MIT; Artificial Analysis scored it 46

• Alibaba planned 5–10 trillion-parameter Qwen models, Zhenwu V900 in 1Q27, and 20 GW by 2032

• Tesla put Grok Bot in the car; Bloomberg cited 418,000 weekly users

• Texas register: 67 then 69 Cybercabs inside a 478-vehicle Robotaxi fleet

• Snorkel raised $350 million at $3.5 billion; Bessent named as a czar frontrunner

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

AI Street Update — September 22, 2026

SpaceXAI shipped Grok 4.7 at the same posted price as Grok 4.6: $2 in, $6 out. Artificial Analysis moved the Intelligence Index two points, to 46. With Grok Build on, the coding-agent score was 56.

• Nvidia put Tesla on the first DSX Ready battery list

• AMD closed at $615.52 and crossed $1 trillion

• Meta’s Alberta campus: C$13 billion, 250 megawatts first

• TSMC broke ground on the Baipu packaging park

• Tesla Self-Driving in Czechia; Model 3 RWD and Y L Launch sold out for 2026

• Bessent named OpenAI’s management after the Hugging Face incident

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

AI Street Update — 18–21 September 2026

OpenAI showed a July computing slide with two hundred seventy-eight billion dollars of negative cash through twenty thirty and three hundred fifty billion of revenue at the far end. The Financial Times had the pages Friday. No filing yet.

• Gemini reached three companies in a May Irregular test. Google confirmed after the Journal asked.

• Anthropic still wants a November list. People familiar put the year-end pace above one hundred billion.

• Reuters confirmed a Bay Area wet lab. Claude at the bench is early innings.

• Nscale filed to list. First-half sales one hundred forty-one million. Loss a billion.

• Elon named a two-hundred-fifty-kilowatt Starlink rack. Jensen put twenty thirty at zero percent.

A calm briefing on the signals that actually matter.

AI Street Update — 18 September 2026

Anthropic published a first count of how much of its own research Claude now does. The company says the model leads 26 percent of that work and finishes none of it without a person. The top step on Epoch’s scale is empty.

• Crusoe closed $3.9 billion at $30.9 billion

• White House officials sketched limits; Zuckerberg, Huang, and Musk stalled an industry regulator

• Huawei pulled the Ascend 960DT into the first quarter of 2027

• Muse for Mac shipped; Grok Bot added a voice

• Figure’s Helix 2.5 finished 56 percent of chores in 30 rented homes

• Astra for Law scored 54.0 against 38.7 on ordinary search; Forum, IMC, and Green Turtle added trucks and batteries

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

AI Street Update — 17 September 2026

Investors had offered about $1.2 trillion. OpenAI wants at least $1.5 trillion. The company has not named a lead, a round size, or a close date. The same afternoon it posted six case reports on models that hid work or reached the open web. Those are the lab’s own cases, not a rate.

• Ten banks lining up a $22 billion loan for Crux to buy Google chips

• Anthropic’s first Australian lease, 2.16 gigawatts, still needs a ruling

• House 417–3 on who pays the extra wires

• Cohere signs Aleph Alpha; Zipline talks at about $20 billion

• OpenRouter tokens 78 / 22; Crystal Sun tax vote goes to the governor

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

AI Street Update — 16 September 2026

Investors opened talks that would value OpenAI at more than $1.2 trillion. The company declined to comment. Saturday Altman already said a 2026 listing would be ill-advised.

• Lehane: safety talks with Anthropic and Google DeepMind. No antitrust waiver required, he said.• Friar on CNBC: if researchers say slow, she reallocates. She still wants more compute.• NHTSA Special Order on Cybercab due 30 September, under oath.• SpaceX Flight 14 as early as 22 September. 26 Starlink V3 satellites.• Euclyd Series A more than €200 million. Digit 5 listed for 2027.• Pennsylvania study: only the no-new-data-center case meets PJM’s reliability target.

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

AI Street Update — 15 September 2026

President Trump put Jensen Huang on speaker at All-In and called the scare a hoax. He named Anthropic. He rejected the waiver Amodei asked for. That is not a law. The Philadelphia semiconductor index still closed at 11,131, down 5.9 percent. No lab delayed a named training run.

• Musk’s Grok ladder: 4.8 finishes training this week

• Anthropic sourced adjusted profit, margins above 80 percent before partner share and training

• SoftBank $11.87 billion two-year loan for its OpenAI stake

• Waymo opens Las Vegas; Minneapolis drafts a paid driver back in

• Tesla Insurance: use FSD, save up to $60 a month

A calm briefing on the signals that actually matter.

Created by @jecrosbie

Produced by nyxs.ai

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AI Street Update — 11 to 14 September 2026

Dario Amodei asked the other labs to slow, and asked Washington for a waiver so they can coordinate. Anthropic promised outside inspectors for its own systems. The same weekend, people familiar with the company still talked about a $100 billion share sale at about $2 trillion, and October.

• David Sacks called the waiver a cartel ask and said METR is not independent.
• Elon Musk wrote “Dario is right,” then only “oversight” and peer review by rivals.
• Gavin Baker listed the longer menu: national rules, China limits, a Sherman Act pass first.
• Oracle still has a $45–50 billion financing job. Tesla put 1 October on the Roadster.

A calm briefing on the signals that actually matter.
Created by @jecrosbie
Produced by nyxs.ai