OpenAI is quietly cutting usage limits so they can launch a $500 plan. This is a pricing scam built on opaque subscription limits. Two months ago, burning through a $200 plan was hard. Last year, the $20 tier was more than enough for almost everyone. Now? A $200 tier fails after one day of real work. The $20 tier is just a free trial. We need real consumer protection for AI subscriptions.

JUST IN: Bill Gates warns AI is powerful enough to cause “a billion deaths.”

🚨 BREAKING: SpaceXAI will have 1 MILLION GPUs online NEXT WEEK and 1.44 MILLION by year-end >Colossus 1: 150k H100 + 50k H200 + 30k GB200 >Colossus 2: 110k GB200 + 440k GB300 >Another 220k GB300 next week >Another 220k in November >Another 220k in December 660,000 GB300s TURNING ON IN 90 DAYS

Trump says Xi liked the idea of calling AI “super intelligence.” Because that would be “SUPER!” Everyone agreed. I did not use superintelligence to write this post.

Anyone know why Dario wasn’t invited to the White House state dinner today?

NEW: DOJ now designating critics of data centers as potential “foreign agents,” warning that posting “anti-AI propaganda” may bring criminal charges.

JUST IN: Investigation reveals former Anthropic researcher Jacob Coxon reportedly worked with a “doomer PR firm” while launching his viral campaign warning of AI’s existential risks.

Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at $5M per rack. That is $3,165/kg. Strip out the 1.5 tons of busbar, manifold and coolant and the GPU packages alone are well into gold territory, but we're pricing the rack, because that's what you actually take delivery of. Where that sits on the illicit commodity curve today ($/kg): $2,400 Cannabis flower $3,165 GB300 NVL72 $3,500 Fentanyl $28,000 Cocaine $65,000 Heroin $138,000 Gold So today NVIDIA ships a product that is denser in value than weed, roughly fentanyl-grade, and still an order of magnitude short of cocaine. For now... GB200 NVL72 was $4M, GB300 is ~$5M, and Vera Rubin NVL72 is already quoted at up to $8.8M at essentially the same rack mass. Rack weight is constrained by the datacenter floor loading; rack price is constrained by nothing. That's ~1.75x $/kg per generation with HBM, CoWoS and power all supply-limited through the decade. Cocaine: Colombia's new president has pledged a hard-line security crackdown with $1B in US aid behind it Every prior crackdown has consolidated the industry into fewer, better-capitalized operators with better logistics and higher yields per hectare. Consolidation is deflationary. We model US wholesale drifting from ~$28k/kg toward ~$12k/kg by 2030 as the supply chain professionalizes. **Crossover: 2030.** Our extrapolated NVL72-class rack hits ~$17k/kg while wholesale cocaine falls to ~$12k/kg. At that point the rational cartel pivots to smuggling racks, except a rack has a fixed 500+ kW power draw, a 3,300 lb forklift requirement and an export-control regime that is actually enforced. Cocaine has none of these problems, which is why it will remain the superior product for anyone without a substation. Key risks to the thesis: US retail coke is still ~$60–200/g, i.e. $60k–200k/kg so the crossover only holds at wholesale. Retail compute (H100 hour on a neocloud) is also marked up, so we consider this an apples-to-apples wholesale comparison. Full model available to Coke Research subscribers.

OPENAI 🔥: The upcoming ChatGPT Pro Max plan will cost $500. So far, this will be one of the most expensive AI subscriptions available on the market. I hope "it will be worth the wait" 👀

GPT-Sol is spitting out Chinese characters mid sentence right now, which shows it's heavily quantized. What they're giving users is straight garbage. Is this what we're paying for?

So yeah… this is what we were teasing last night. TenPayGo for the trip. And yes, WeChat supports international cards and e-wallets too. We’ve had that covered for a while — but good to know we can still surprise you. 👀 If the trip somehow turns into new friends, group chats and “when are you coming back?” That part’s still our department.

삼성 냉장고 전국 단위 먹통 사태 터진 이유 삼성전자에서 테스트 중이던 소프트웨어를 실수로 전산에 배포해 버림 그 바람에 전국에 있는 삼성 스마트 냉장고들이 단체로 전원 뻗고 가동 중단됨 추석 연휴 앞두고 음식이며 비싼 약 다 쟁여놨는데 냉장고 꺼져서 난리 남 냉장고에 몇백만 원어치 마운자로 보관하던 사람들은 전부 폐기 처분할 판임 삼성에서 긴급 조치하겠다고 공지 올렸는데 피해 가구가 수천 세대라 감당이 안 됨 지금 AS 접수 넣어도 다음 달 중순 넘어서야 방문 수리 온다고 함 명절 앞두고 냉장고 음식 다 썩어 나가는데 수리는 한 달 뒤라 소비자들 단체 멘붕 옴 소프트웨어 실수 하나로 날린 보상금만 계산해도 감당 안 될 수준임