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September 28, 2026, 9:35 AM
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memeorandum
WeSmirchTop News
| Kif Leswing / CNBC: |
Nvidia launches the Open Agent Safety Platform, a reference design to stop AI agents from escaping sandboxes, with OpenShell for CPUs and Sentry for Nvidia DPUs — Nvidia is rolling out a new software platform to allow AI developers to set safeguards for agents and prevent them from breaking out of containment.
More: Nvidia Newsroom, NVIDIA Technical Blog, Wired, Bloomberg, Help Net Security, Wall Street Journal, The New Stack, CBS News, Forbes, SiliconANGLE, The Hill, GamesBeat, Cyber Security News, TechSpot, Quartz, Finimize, Livemint, The Indian Express, Constellation Research, Superpower Daily, SecurityWeek, and Unite.AI
X: @jensenhuang, @ccatalini, @kimmonismus, @bgurley, @rohanpaul_ai, @miaai_lab, @stockmktnewz, @samirkhazaka, @moninvestor, @wallstengine, @videocardz, @hesamation, @murtuza_merc, @michaelgannotti, @tuhinone, @mark_k, @jensenhuang, @lluciano_btc, @xfreeze, and @nvidia
LinkedIn: Thomas Di Giacomo, Dr. Philipp Herzig, Shiri Hochhauser, Gecko Robotics, Dan Lahav, Michael Dell, and Francis deSouza. Bluesky: @liveadivinelife
Forums: r/Economics and r/technology
| Meghan Bobrowsky / Wall Street Journal: |
Mark Zuckerberg unveils Meta Enterprise Platform, its “next major pillar of our business” to deploy AI tools, and appoints MongoDB CEO Chirantan Desai to run it — The tech giant is pushing to monetize its multibillion-dollar AI investments by selling more tools and services to companies
More: Meta Newsroom, Reuters, CNBC, Bloomberg, MongoDB, Inc., and Yahoo Finance
X: @negligible_cap, @thestalwart, @rtylercrown, @thestalwart, @zephyr_z9, @rihardjarc, @keennay, @rynorhn, @annmarie, @firstadopter, @metanewsroom, @finkd, @finkd, @finkd, and @finkd. LinkedIn: Chirantan “CJ” Desai
| Amy Thomson / Bloomberg: |
Nvidia increases its share buyback program by $150B, raising the remaining authorized amount to $235B, aiming to complete it through FY 2028; NVDA is up 20% YTD — Nvidia Corp., the chip developer at the heart of the artificial intelligence boom, increased the size of its share buyback plan …
More: Nvidia Newsroom, Investor's Business Daily, CTech, Wall Street Journal, Reuters, Finimize, Hindustan Times, CNBC, The Economic Times, Quartz, Yahoo Finance, Barron's Online, Pulse 2.0, Financial Times, CoinGape, Finbold, Superpower Daily, The Crypto Basic, Watcher Guru, Seeking Alpha, Unite.AI, BNN Bloomberg, Dow Jones Newswires, TheEnergyMag, Business Insider, and Channel NewsAsia
X: @negligible_cap, @kakashiii111, and @charliebilello
| Bloomberg: |
Sources: China has expanded its foreign travel restrictions to include the direct relatives, such as spouses and children, of certain key AI and chip executives — China has expanded overseas travel restrictions for top AI professionals in private firms to include the families of key personnel …
Bluesky: @marypcbuk and @kevinhardiman
| Stefania Palma / Financial Times: |
Litigation funder Burford Capital says it stands to gain up to $1.4B after a US jury ruled against Apple in a patent case, awarding $5.7B in damages to Taction — Litigation funder's share price jumps 9% after US jury's decision — Litigation funder Burford Capital said it stands to gain … | Utkarsh Shetti / Reuters: |
AI agent startup Instinct raised a $1B Series C from Sequoia, Benchmark, and Coatue at a $10B valuation and details recent products, such as a concierge service — AI agent firm Instinct said on Monday it has raised $1 billion at a $10 billion valuation in a Series C funding round.
More: New York Times
| Patrick Jenkins / Financial Times: |
An interview with ASML CEO Christophe Fouquet on the company's 42-year history, its complex supply chain across 2,000 companies, US export bans, AI, and more — Christophe Fouquet has built Europe's biggest business through a total monopoly over the most advanced chipmaking equipment
X: @egarciagarcia, @firstadopter, @tanarrowz, and @ali_wyne
| The Washington Sun: |
Hundreds of people attended a pro-AI party in DC on September 26, in what the organizers called a counterprogram to the “bipartisan psychosis” over data centers — The Loudoun County Iced Tea, an homage to Virginia's “data center alley,” was peach-forward and watery, with a flat finish.
More: Gizmodo and The Register
| Ben Thompson / Stratechery: |
AI agents are the ultimate aggregators; they reveal apps as a means, not an end, and offering them is tech's ultimate prize, with Meta and Microsoft well-poised — Three revolutionary products — you know the line. A wide-screen iPod with touch controls, a revolutionary mobile phone …
X: @stratechery
| Alexandr Wang / @alexandr_wang: |
Alexandr Wang says Meta built Muse “to help people build the world they want”, offering “every person on earth ... a second mind beyond their own” — Here's to the wanting. Here's to the dreaming. Here's to everyone. https://x.com/...
More: Memeburn, Daring Fireball, and The Observer
X: @katienotopoulos, @radiofun8, @dthorson, @itsjessyin, @collinhqian, @mosseri, @danpeguine, @jerryjliu0, @muse, @philippkoralus, @benscharfstein, @gurpriyasidhu, @scobleizer, @natebjones, @jiffylu, @andrey__hq, @hanscnelson, @athyunnath, @thezvi, @mattyglesias, @warrenwhitlock, @adamnmayer, and @timodc
| Sourav Rudra / It's FOSS: |
The Dutch government is testing DAWO, a NixOS-based digital work environment covering the OS, an office suite, and more, after Microsoft cut off the ICC in 2025 — Eight municipalities are already testing DAWO, the government's NixOS-powered work environment.
X: @frectonz, @ronefroni, @pirat_nation, @twtayaan, @stroemseng, @jwiechers, @memesofnixos, @ryantm, and @frectonz. Bluesky: @bentonra. Mastodon: @remixtures@tldr.nettime.org
| Artificial Analysis: |
Artificial Analysis launches the Cyber Index Alliance with partners Collinear, IBM, Nvidia, and Vercel to evaluate how AI agents find and fix vulnerabilities — The Artificial Analysis Cyber Index Alliance brings together industry partners to set a new standard for evaluating how AI models perform on enterprise cyber defense tasks.| Financial Times: |
AlphaSense: mentions of open models in US earnings calls and conferences rose 6x YoY in August and September; open models hit 56% of Vercel tokens in August — US businesses far beyond Silicon Valley are adopting Chinese alternatives to OpenAI and Anthropic's systems| Sean O'Kane / TechCrunch: |
Quartermaster, which builds a SmartMast for ships to relay real-time maritime data, raised a $140M Series B, with $100M in equity, after a $43M Series A in May — Arlington, Virginia-based startup Quartermaster in May closed a $43 million Series A around its idea of using weather-hardened sensors … | Liana Baker / Bloomberg: |
Cyber defense tech company RedLattice plans to go public via the Bold Eagle Acquisition Corp. SPAC, in a deal valuing RedLattice at ~$1.25B including debt — Private equity-backed cyber defense technology firm RedLattice said it's going public via a merger with blank-check company Bold Eagle Acquisition Corp.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Invest Like the Best:
Noah Shinn - Building Instinct: The Personal Agent
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Lenny's Podcast:
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Meta's Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Sources:
Satya Nadella on Microsoft's agent bet and AI's trust problem
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Channels with Peter Kafka:
Meta's New $1300 Glasses and the Fight to Control AI
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Great Chat:
Doomers at Dreamforce
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
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