OpenAI launched “Dots,” always-on agents whose included 24/7 activity doesn’t consume a user’s plan usage until the agent delegates work to other OpenAI products such as Codex. The launch plan included usage does not count for the first month after launch, while OpenAI expects a few million dots to be online within days. Once a Dot creates a Codex task (or similar metered work), that usage is billed under the delegated product’s limits, and included allowance levels differ by plan and may be reduced.
Memory makers Micron and Samsung said the RAM and broader memory shortage will last for at least the next few years. Micron CEO Sanjay Mehrotra expects demand to exceed available supply through 2028. Priorities in manufacturing capacity are shifting toward AI and server memory, which is expected to further constrain supply for consumer devices.
Zvi (Don't Worry About the Vase)·2 weeks ago·
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● 16 sources
Google announced Gemini 4 Argon is rolling out, but access to the model is not available yet. Pricing is set at $2/$10 for Gemini 4 Argon. The situation also follows OpenAI’s release of GPT-6.1 Sol at $2/$10 alongside other model and policy updates, while the lack of Argon access and ongoing safety coordination keep conclusions tentative.
Midstream pipeline dealmaking picked up as the Senate introduced a bipartisan infrastructure permitting reform bill that could move before the end of the year. ONEOK agreed to buy West Texas’s Brazos Midstream Permian Basin assets for $4.42 billion. If the bill advances, permitting for oil and gas pipelines and related power projects would be expedited, which would likely speed up future deals.
NVIDIA describes its AI “factories” as designed to maximize return on investment by improving how much revenue they can generate, how long they keep generating it, and how broadly they can sell work. NVIDIA says its Vera Rubin NVL72 systems deliver over 30x higher throughput per megawatt and up to 45x lower cost per million tokens on the DeepSeek V4 Pro model. The piece argues this leads to more profitable tokens, longer usable hardware life, and broader demand from running many AI and non-AI workloads on the same platform.
OpenAI relaunched its $200 ChatGPT Pro plan while cutting new subscribers’ usage allowance to about half, and it also introduced a $500 Pro 500 tier. The Pro 200 allowance dropped from 20x the $20 Plus plan’s usage to 10x (and it also removes the prior five-hour usage window by switching to weekly measurement). As a result, power users running coding agents like Codex will hit limits sooner and may need to buy extra credits or pay for higher tiers, even as token prices for some cheaper models have fallen.
The Sequence Opinion argues that AI compute could be treated like a commodity by using futures-market style contracts. It highlights that an AI company planning a training run three months ahead needs committed capacity before future rental prices are known. It says doing this requires defining exactly what is traded, setting quality measures, and writing contracts that account for risk.
Unprompt launches today as a Mac and iPhone companion that tracks AI usage from tools like Claude Code, Codex, and Cursor. It shows tokens and API-cost estimates, and the Mac free test includes 20,000 credits. Premium adds a 30-day water-use card, while iPhone work and AI app usage are logged via Screen Time for monthly comparison with friends.
Bank of England governor Andrew Bailey warned that heavy investment in AI could lead to financial market shocks in the UK. He cited Nvidia’s $5.5tn market valuation as an example of how AI expectations can push asset prices higher. The Bank of England says it is watching AI funding closely and preparing for possible asset-price corrections and other shocks to keep the financial system resilient.
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