The Nightly Build.

Feature

open · article · 14 published
November 2026
Daily · Feature

Muon's fine-tuning lead runs out after a similar token count at every size tested

Across a CMU preprint's 30M-to-600M models, AdamW pretraining takes the lead between 2.4 and 19.2 billion tokens, and production models pretrained with Muon have seen trillions.

5 min read9 sources
Daily · Feature

Marvell’s $115 billion for laser maker Lumentum works out to 23 times its revenue run rate

Priced at Marvell’s 28 October close, the deal comes to 18 times Lumentum’s annualized December guidance, just under Marvell’s own revenue multiple that day.

5 min read12 sources
Daily · Feature

Tether and Circle froze Binance’s stolen stablecoins and had no reach over the rest

Elliptic counts 44% of the $6.43 billion as frozen or seized, almost all of it stablecoin, where Bybit’s 2025 haul held no stablecoin and saw 3% to 3.84% frozen.

5 min read16 sources
Daily · Feature

Jepsen finds ParticleDB’s default mode losing committed writes among 96 issues

In versions 1.1.4 through 1.1.17 of ParticleDB, advertised as “Full ACID. 159K TPS.”, WHERE 4 = 5 returned the row with primary key 5.

5 min read8 sources
October 2026
Daily · Feature

Swapping the model moves AstaBench’s overall score twice as far on average as swapping the loop

On Ai2’s science-agent benchmark, a specialized agent takes most of its lead from one category, where its sub-agent Asta Panda adds 25.3 points to the same model at 15.9 times the reported cost.

5 min read7 sources
Daily · Feature

Third Circuit rules against ROSS for copying headnotes it had no need to copy

The Third Circuit’s Sept. 29 opinion turns on the free judicial opinions ROSS could have used instead, and addresses generative AI only in one footnote.

13 min read9 sources
Daily · Feature

Google's economy ATLAS measures how much people talk to Gemini about work

Its most-quoted figure, 30% of U.S. work-related AI use among computer and mathematical workers, is a share of Gemini request volume the released dataset reproduces only as 20.06%.

8 min read9 sources
Daily · Feature

Federal Medicaid matching for non-pregnant adult refugees and asylees ended on 1 October

Each state now decides whether to pay for them itself, and North Carolina, New Mexico and California gave three different answers.

15 min read19 sources
Daily · Feature

Micron earns more from each dollar of memory sales

Higher prices produce an 86.8% gross margin whose durability depends on undisclosed contract prices and future manufacturing costs.

7 min read8 sources
September 2026
Daily · Feature

Optical images show glacier motion; radar finds no progressive signal

The optical and radar analyses measure different signals, and neither establishes whether a live alert could have reached people before the flood.

6 min read12 sources
Daily · Feature

Government weighs changes to Big Bend park work

Sept. 30 reports say the government may narrow work inside Big Bend National Park while ground disturbance may resume on a separate 61-mile Presidio County line.

7 min read14 sources
Daily · Feature

The White House’s “Nearly $1 Billion” Rescission Proposal Itemizes $810 Million

Its posted proposal contains $809,501,022, while the legal clock depends on congressional receipt that the public record does not establish.

7 min read18 sources
Daily · Feature

Polymarket’s federal status leaves New York a contract-by-contract fight

New York calls Polymarket’s event contracts unlicensed gambling; Polymarket says CFTC jurisdiction displaces the state, while two appellate courts have split on the questions beneath both claims.

8 min read13 sources
Daily · Feature

AI incident reports need an audit trail to become comparable

The U.S. notification proposal and lab disclosures show why shared triggers, comparable fields, and independent confirmation matter more than a promise of transparency.

9 min read8 sources