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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

AN INSIDE LOOK AT OPENAI AND ANTHROPIC'S FINANCES AHEAD OF THEIR IPOS

OpenAI and Anthropic are racing toward potentially record-breaking IPOs by the end of the year. OpenAI expects to burn $85 billion in 2028. Anthropic doesn't expect to spend nearly as much, but its forecasts tell a similar story of mounting computing costs. There are no signs that the AI arms race is slowing down, with both companies releasing new versions of their models at a faster cadence than ever before. This article contains charts drawn from confidential financial documents that both companies shared with investors, offering a window into the economics of the two largest AI labs in the world.

GOOGLE'S 20-YEAR SECRET IS NOW AVAILABLE TO EVERY ENTERPRISE

Decision traces can create a compounding loop in B2B, similar to how consumer platforms leveraged behavioral data. Unlike B2C, enterprise decisions involve multiple stakeholders and complex workflows, making reasoning hard to capture. Traditional software records outcomes but misses the “why.” New AI agents, operating in the write path of workflows, can log structured decision artifacts in context graphs, enabling prediction, learning, and institutional knowledge capture that transforms enterprise value.

APPLE APPROVES DRIVERS THAT LET AMD AND NVIDIA EGPUS RUN ON MAC — SOFTWARE DESIGNED FOR AI, THOUGH, AND NOT BUILT FOR GAMING

Apple has signed drivers for Nvidia eGPUs. Users can now pair their eGPUs with Macs for AI LLM processing without having to use workarounds like disabling System Integrity Protection. High-end Apple computers have become popular for use with AI agents like OpenClaw. The demand has been so high that delivery times for Macs with massive amounts of memory have increased to up to six weeks.

IMPULSE SPACE, ANDURIL BUILDING SPACE TECHNOLOGY FOR GOLDEN DOME

Impulse Space and Anduril Industries have been selected to develop space-based missile interceptor technology for President Trump's planned Golden Dome missile defense shield. Space-based interceptors are a key but unproven component of the Golden Dome effort. The Golden Dome will protect the US and possibly other countries with layers of defense systems from ground to space. The project is expected to cost $185 billion and demonstrate operational capability by 2028.

SCIENTISTS BUILD LIVING ROBOTS WITH NERVOUS SYSTEMS

Neurobots are clusters of living cells that, when cultured in simple saline conditions, spontaneously self-organize in such a manner that they move and act in novel ways. They're made with natural cells, arranged manually by scientists. Neurobots can move and respond to their surroundings. Scientists are still figuring out the organizing principles that enable these movements. Once they understand how they work, the researchers can then focus on engineering them for various uses, such as monitoring ecosystem health.

EIGHT YEARS OF WANTING, THREE MONTHS OF BUILDING WITH AI

Despite how important SQLite is to the industry, no one seems to have invested in building a really good developer experience for it. syntaqlite is a set of high-fidelity devtools for SQLite developed over around 250 hours of effort over three months by a developer using an AI coding agent. This post systematically breaks down the developer's experience in building syntaqlite with AI, covering both where AI helped and where it was detrimental.

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