dcbuilder.eth

Will Depue: forensic evidence Chinese AI labs trained newest models on NVIDIA Blackwell✨ FRESH

Will Depue of Unemployment Labs reported forensic evidence that DeepSeek, Moonshot, MiniMax, and Ant Group initialized their newest open-weight models on NVIDIA Blackwell chips, which are barred from export to China. He says traces of a GPU-specific weight-initialization pattern survive into published models, and that a search of more than six trillion chip-layout and seed combinations matched six models, including DeepSeek-V4-Pro, Kimi K3, and MiniMax-M3, with four matching Grace Blackwell GB200 and GB300 systems. He says a Blackwell B300 reproduced DeepSeek-V4-Flash starting weights bit for bit and a rented GB200 reproduced Kimi K3 to a correlation of 0.999995, and that senior researchers at OpenAI and Anthropic independently verified the result. He estimates the largest runs used 2,000 to 3,000 Blackwell GPUs each, adding up to more than half a billion dollars of export-controlled GPUs across these labs, and notes the analysis does not show where the chips physically are. The report is at unemploymentlabs.com/checkpoint-forensics.

Published Nov 12, 2026will depueAI

Ethlabs proposes pqai27: post-quantum and post-AI Ethereum in 2027✨ FRESH

Ethlabs published its view on post-quantum and post-AI timelines on Ethereum Magicians as input into Ethereum governance, after a week with core developers at Devcon. It argues Ethereum can become post-quantum and plausibly post-AI in 2027 (pqai27), that being post-quantum is not enough, and that upcoming hardforks including Hegota should be rethought so anything not on the critical path is reconsidered. Ethlabs said it will withdraw quick slots from Hegota and dedicate its resources to pqai27.

Published Nov 11, 2026EthlabsResearch

Will Depue launches $100,000 amateur astronomy grant and a dwarf planet candidate✨ FRESH

Will Depue announced a $100,000 grant for amateur astronomy research at claudestronomy.com. He said that he, Josh Wolk, and Luke Farritor have been searching public telescope data, and that their first release is a dwarf planet about one quarter the width of Pluto, orbiting about twice as far (past Neptune), and around the 50th largest object in the solar system. Wolk's quoted post calls it a dwarf planet candidate found with Claude, and Depue said Wolk is in the process of confirming it. There is no application form: contact team@macrogrants.com or (415) 516-3509; the program provides GPUs and Claude or Codex credits. Claudestronomy is a project under macrogrants, a new 501(c)(3) nonprofit Depue said would be announced later.

Published Nov 11, 2026will depueResearch

SpaceX Super Intelligence introduces Grok Bot 1.0✨ FRESH

SpaceX Super Intelligence introduced Grok Bot 1.0, saying bots can be shared and are more collaborative and capable than ever. A 79-second video shows bots joining calls, looking up feedback and making recommendations, messaging other bots and teams, collaborating in a design tool, and flagging sensitive financials before sharing a deck.

Published Nov 11, 2026SpaceX Super IntelligenceAI

Starlink introduces Mini 2, a portable terminal with up to 4.5 hours on battery✨ FRESH

Starlink introduced Mini 2, its next-generation portable terminal. It offers up to 4.5 hours of connectivity on a single charge with a quick-swap battery, or can be plugged in with USB-C, and has built-in Wi-Fi so users with a clear view of the sky can get online in 60 seconds. Preorders are now open by invitation in the US.

Published Nov 10, 2026StarlinkProduct

Helsing introduces Clarity, an AI-native intelligence platform for armed forces✨ FRESH

Helsing introduced Clarity, an AI-native agentic intelligence platform for armed forces, developed in Europe under European control.

Published Nov 11, 2026HelsingAI

Google DeepMind uses Gemini 4 Carbon to formally verify the Signal protocol✨ FRESH

Google and Google DeepMind put Gemini 4 Carbon and AlphaProof Code to work formally verifying the code underlying the Signal protocol, down to compiled device code. Sundar Pichai said Gemini 4 Carbon generated over 6 million lines of machine-checked Lean proofs, compressing years of expert manual verification into weeks, with about 1% of the codebase requiring human review. The results are being open sourced for the security community.

Published Nov 10, 2026Sundar Pichai

The Method interviews Zipline CEO Keller Cliffton on the Rwanda launch and a $21.5B valuation✨ FRESH

The Method released episode 1, an interview with Zipline co-founder and CEO Keller Cliffton, recorded with Sophia Dew at Zipline's South San Francisco factory. The post says it was illegal to fly autonomously in US airspace when Cliffton started the company, so Zipline launched in Rwanda instead, flying blood to 21 hospitals, and is now valued at $21.5 billion. The conversation also covers why each 10x jump in scale breaks the company and the case for 50 billion US instant deliveries.

Published Nov 10, 2026The Method

OpenAI introduces Control Room to halt unsafe research workloads in 35 seconds✨ FRESH

OpenAI built Control Room, a central system to track model workloads across its research infrastructure and stop them quickly when safety or security concerns arise. It connects every research inference workload, including agentic sampling for model training and evaluation and data processing, works together with OpenAI's misalignment monitoring systems, and halts model output within 35 seconds of a decision to intervene to stop or pause a job.

Published Nov 9, 2026OpenAI

HBM5 doubles bandwidth without adding pins, per Samsung at Hot Chips✨ FRESH

SemiAnalysis, citing Samsung's Hot Chips 2026 presentation, says HBM5 keeps the same 2048 pins as HBM4E while running each pin nearly twice as fast, from 14 Gbps to over 28 Gbps. Because GPU shoreline space is limited after HBM4 already doubled pin count, the extra bandwidth comes from more DRAM banks (SemiAnalysis estimates 2x per layer), doubled TSVs, and an upgraded PHY moved to the edge of the base die, cutting the path to the GPU from about 5.5mm to 2mm. The catch is that HBM5's PHY can run at more than 4x the power of HBM4E, so suppliers are introducing a thermal chimney on top of the PHY.

Published Nov 10, 2026SemiAnalysisInfrastructure

Google announces TPU 8tx for confidential inference and TPU 8i Max✨ FRESH

SemiAnalysis reports that Google announced TPU 8tx for confidential inference and TPU 8i Max. It says this builds on rapid progress across the TPUv7 inference stack that can, at a high level, be transferred to the TPUv8 series, including Muse Spark Open, SGLang, and RadixArk. SemiAnalysis also says TPUv7 is moggning the GB300 NVL72.

Published Nov 9, 2026SemiAnalysisAI

Browser Use 1.0.0 has the agent write Python on raw CDP✨ FRESH

Browser Use released version 1.0.0, deleting 90% of the old library and dropping a predefined state and action space. The agent now writes a Python REPL on raw CDP. The company says the same models are up to 50% better, 2-5x cheaper, and 2-3x faster, and calls it a SOTA web agent. It asks users to pin the version with ==.

Published Nov 10, 2026Browser UseProduct

MEGA commits $30 million to build new products on MegaETH, starting with AI inference✨ FRESHHiring1

MEGA, which lists itself as the parent of MegaETH, committed $30 million to build new products on MegaETH, starting with AI inference.

Published Nov 10, 2026

MegaETHPortfolioFunding

Phylax circuit breakers go live on Ethereum via Titan Builder, covering 1 in 2 blocks✨ FRESH

Phylax said that starting today, 1 in 2 Ethereum blocks will be protected. Apps can set circuit breakers that Titan Builder enforces at block construction, excluding transactions that violate app-defined rules before settlement. In the design, apps write and deploy policies, Phylax checks them, and Titan Builder excludes violating state transitions.

Published Nov 10, 2026

PhylaxPortfolio

Claude Fable 5.2 and Claude Mythos 5.2 improve coding, reasoning, and vision✨ FRESH

Anthropic introduced Claude Fable 5.2 and Claude Mythos 5.2 for ambitious technical work, with gains in coding, reasoning, and vision. Fable 5.2 is available on paid plans and major clouds at $8/$40 per million input/output tokens. The models are a step above Opus 5.5 on most evaluated capabilities, generate outputs up to 30% faster than 5.1, and Fable and Mythos share the same underlying model with Mythos gated through Life Sciences and Cyber Verification Programs.

Published Nov 9, 2026ClaudeAI

L2BEAT rebrands as ETHBEAT, expanding beyond L2 risk tracking✨ FRESH

L2BEAT announced it is now ETHBEAT. After more than five years of keeping L2s accountable, the open-source public-good platform is extending its risk and guarantees tracking to privacy, interop, staking and beyond, with the goal of transparency on the guarantees users get on Ethereum.

Published Nov 4, 2026ETHBEAT (prev L2BEAT)Infrastructure

OpenAI autonomous cyber pipeline finds and patches 948 Linux privilege escalations✨ FRESH

OpenAI security researchers built an autonomous cyber vulnerability discovery, exploitation, and patching pipeline. In a single run with an upcoming cyber model, it validated and generated patches for 948 local privilege escalation vulnerabilities in the Linux kernel. The full run cost $1,213,430 in API credits (about $1,279 per vulnerability). Agents also used at least 10 Linux exploitation techniques OpenAI describes as novel. OpenAI is working with Linux maintainers and Patch the Planet partners on reports and patches.

Published Nov 4, 2026OpenAI

OpenAI introduces ChatGPT Images 2.6 with GIFs and reference images✨ FRESH

OpenAI launched ChatGPT Images 2.6, adding GIFs and reference images. Two new models are also coming to the API with 50% faster image generation.

Published Nov 4, 2026OpenAIProduct

Category Labs introduces write-public ORAM for private blockchain RPCHiring7

Category Labs published research introducing write-public ORAM, a new oblivious RAM suited to blockchains, and an open-source private RPC design that lets users query blockchain state without revealing what they read. The work, largely from the 2026 research internship program, includes a paper and an Ethereum execution-client implementation that can sync state, keep up with fast chains such as Monad on block import, and serve over 100 oblivious eth_call requests per second.

Published Nov 5, 2026

MonadPortfolioResearch

Morpho October update: RWA deposits top $2B and Midnight deposits rise 500%Hiring8

In its October Morpho Effect update, Morpho reported more than $2 billion in RWA total deposits, up 100% since June; active loans up 40% in 90 days, nearly 20% of all onchain loans; Midnight total deposits up 500% in 30 days; and credit utility enabled for Robinhood Stock Tokens.

Published Nov 5, 2026

MorphoPortfolioCrypto

Delta on intent sharing as the deal that brings banks into agentic finance

Myles O'Neil, who leads strategy at Delta, published an X Article arguing that banks will not adopt agentic payment tokens or reopen agent access to accounts until agent companies share the customer intent data banks need to see what was authorized. The piece outlines 3DS-like intent packages and Open Banking-style scoped permissions, and describes Delta's agent gateway and intent verification for checking proposed financial actions against customer-authorized mandates before execution.

Published Nov 5, 2026

DeltaPortfolioProduct

Jack Cable publishes a practical guide to security for November 2026✨ FRESH

After a rough few weeks for security, Jack Cable, Head of Security Products at Cognition, published an X Article titled "A Practical Guide to Security in November 2026" collecting the highest-impact actions people can take today.

Published Nov 3, 2026Jack Cable (@jackhcable)

Binance publishes initial report on its $6.34B security incident, attributed to North Korea✨ FRESH

Binance's initial report says about $6.34B in digital assets were impacted on 29 October and about $2.85B has been frozen or intercepted, with Binance absorbing the loss and 98% of impacted token assets replenished as of 31 October. Attackers reached an internal wallet signing service through a multi-stage campaign including fake job interviews, a malicious code repository, a tampered Homebrew install and a compromised internal AI tool, then used EIP-7702 authorizations to keep moving funds from an MPC hot wallet after withdrawals were suspended. The FBI attributes the attack to North Korea.

Published Nov 3, 2026Binance

Anthropic introduces FlashProve, open-source provable inference for large language models✨ FRESH

FlashProve builds on established cryptographic techniques to let developers verify whether a given response came from a given AI model, and is substantially more efficient than prior open-source methods. The proofs can make it harder for attackers to hijack a chat or let safety evaluators verify that the model they test is the same one served to customers. Anthropic is open-sourcing the code, built with collaborators including Alessandro Chiesa and Ben Mayer (transmissions11).

Published Nov 3, 2026AnthropicResearch

Category Labs publishes the Monad Private Settlement white paperHiring7

A month after introducing Monad Private Settlement, Category Labs published its technical white paper on Monad Private Settlement Domains: private, permissioned, customizable execution domains rooted in the Monad blockchain, with confidential state and transactions and composability with the public chain. It covers private execution domains, shared sequencing on Monad, cross-domain messaging, and configurable access controls.

Published Nov 3, 2026

MonadPortfolioResearch

Builders in demand: engineering job postings up 30% over the past year

Job postings over the past 12 months rose 30% in engineering, 26% in software development and 13% in manufacturing, according to a16z's Charts of the Week.

Published Oct 31, 2026a16zGeneral

OpenAI introduces LifeVal, a benchmark for everyday personal assistant tasks✨ FRESH

OpenAI built LifeVal, a new benchmark shaped by feedback from thousands of ChatGPT users on where they most want help from a personal assistant, from finding childcare to accessing government services to managing personal finances. Over the past year, OpenAI has used LifeVal to measure and improve how well its models handle these everyday tasks.

Published Nov 2, 2026OpenAIAI

Linux TCP flaw CVE-2026-98432 lets attackers take over unpatched servers with MPTCP enabled✨ FRESH

Per Ali Yahya, any unpatched Linux server with even a single TCP port exposed to the internet, such as for HTTP or SSH, and MPTCP active, the default for many Go web servers, is vulnerable to complete takeover.

Published Nov 1, 2026Ali Yahya

Weight-Space Programming: GPT-6 Astra edits Qwen3.5-0.8B weights directly to improve math up to 6x✨ FRESH

Researchers had GPT-6 Astra edit the weights of Qwen3.5-0.8B directly, changing only 0.016% of them without gradients or training. The edits fixed the small model's reasoning loops, improved math by up to 6x and instruction following by 3x. The team calls the approach Weight-Space Programming, with frontier LLMs reading and writing neural network weights natively.

Published Nov 2, 2026Rikiya TakehiResearch

Paradigm releases Solar v0.3, a Solidity compiler over 100x faster than solc✨ FRESH

Solar v0.3, Paradigm's Solidity compiler written in Rust, is the first version that generates EVM bytecode and compiles Solidity over 100x faster than solc, producing bytecode faster than Solady without assembly and fixing Stack Too Deep. It ships in Forge today with forge --use solar.

Published Nov 2, 2026Georgios Konstantopoulos (Paradigm)Crypto

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Portfolio news

Will Depue: forensic evidence Chinese AI labs trained newest models on NVIDIA Blackwell✨ FRESH

Ethlabs proposes pqai27: post-quantum and post-AI Ethereum in 2027✨ FRESH

Will Depue launches $100,000 amateur astronomy grant and a dwarf planet candidate✨ FRESH

SpaceX Super Intelligence introduces Grok Bot 1.0✨ FRESH

Starlink introduces Mini 2, a portable terminal with up to 4.5 hours on battery✨ FRESH

Helsing introduces Clarity, an AI-native intelligence platform for armed forces✨ FRESH

Google DeepMind uses Gemini 4 Carbon to formally verify the Signal protocol✨ FRESH

The Method interviews Zipline CEO Keller Cliffton on the Rwanda launch and a $21.5B valuation✨ FRESH

OpenAI introduces Control Room to halt unsafe research workloads in 35 seconds✨ FRESH

HBM5 doubles bandwidth without adding pins, per Samsung at Hot Chips✨ FRESH

Google announces TPU 8tx for confidential inference and TPU 8i Max✨ FRESH

Browser Use 1.0.0 has the agent write Python on raw CDP✨ FRESH

MEGA commits $30 million to build new products on MegaETH, starting with AI inference✨ FRESHHiring1

Phylax circuit breakers go live on Ethereum via Titan Builder, covering 1 in 2 blocks✨ FRESH

Claude Fable 5.2 and Claude Mythos 5.2 improve coding, reasoning, and vision✨ FRESH

L2BEAT rebrands as ETHBEAT, expanding beyond L2 risk tracking✨ FRESH

OpenAI autonomous cyber pipeline finds and patches 948 Linux privilege escalations✨ FRESH

OpenAI introduces ChatGPT Images 2.6 with GIFs and reference images✨ FRESH

Category Labs introduces write-public ORAM for private blockchain RPCHiring7

Morpho October update: RWA deposits top $2B and Midnight deposits rise 500%Hiring8

Delta on intent sharing as the deal that brings banks into agentic finance

Jack Cable publishes a practical guide to security for November 2026✨ FRESH

Binance publishes initial report on its $6.34B security incident, attributed to North Korea✨ FRESH

Anthropic introduces FlashProve, open-source provable inference for large language models✨ FRESH

Category Labs publishes the Monad Private Settlement white paperHiring7

Builders in demand: engineering job postings up 30% over the past year

OpenAI introduces LifeVal, a benchmark for everyday personal assistant tasks✨ FRESH

Linux TCP flaw CVE-2026-98432 lets attackers take over unpatched servers with MPTCP enabled✨ FRESH

Weight-Space Programming: GPT-6 Astra edits Qwen3.5-0.8B weights directly to improve math up to 6x✨ FRESH

Paradigm releases Solar v0.3, a Solidity compiler over 100x faster than solc✨ FRESH

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