[Delayed: system issue] SecondSource Morning Brief · September 1, 2026 | That 14x measures routing, not the market
This issue arrived about 7 hours later than usual today — apologies for the delay.
SecondSource Morning Brief · August 31, 2026 | Money follows narrow tasks, not capability
1. Open-weight models — the kind whose parameters are published, so you can download and run them yourself — took 29% of the traffic at one
[Delayed: system issue] SecondSource Morning Brief · August 30, 2026 | Marvell's filing: warrants cut its own reven…
This issue arrived about 9 hours later than usual today — apologies for the delay.
SecondSource Morning Brief · August 29, 2026 | Watch list price and rate limits, not revenue
1. Revenue growth cannot tell you whether an AI lab has pulled compute back from the open market; the number looks the same under two opposite
[Delayed: system issue] SecondSource Morning Brief · August 27, 2026 | An unsolvable eval problem is where an AI st…
This issue arrived about 3 hours later than usual today — apologies for the delay.
SecondSource Morning Brief · August 26, 2026 | Acceptance-test models in your own environme…
1. One model, one change of evaluation setup, 91 → 99: model acceptance testing has to happen inside your own environment.
[Resend: delivery issue] SecondSource Morning Brief · August 25, 2026 (sent late) | Check the accounting basis before you compare
This issue arrived about 7 hours later than usual today — apologies for the delay.
SecondSource Morning Brief · August 24, 2026 | Ask: does the cheapest config offload KV?
1. For the first time, the gap between NVIDIA and AMD can be measured in public, by anyone willing to re-run the numbers. The dividing line is not
SecondSource Morning Brief · August 23, 2026 | "AI opposes regulation" — united, minus one
This issue arrived about 3 hours later than usual today — apologies for the delay.
[Resend: delivery issue] SecondSource Morning Brief · August 22, 2026 | Which compute layer is that price from?
This issue arrived about 4 hours later than usual today — apologies for the delay.
SecondSource Morning Brief · August 21, 2026 | Price the warrant as a discount on orders
1. We got our own lead story backwards yesterday. The warrant Google holds is a discount given by the seller, and it runs 5 to 6.5 percent of what
SecondSource Morning Brief · August 20, 2026 | Ask your chip vendor for an at-market warrant
This issue arrived about 2 hours later than usual today — apologies for the delay.
No briefing today (Aug 19) — our apologies
Hi,
SecondSource Morning Brief · August 18, 2026 | Optics timing goes from rolling window to na…
AMD moved "copper in the rack becomes optical" off a three-year window that never expires and pinned it to a named 2027 product. The supply chain
SecondSource Morning Brief · August 17, 2026 | Disclosure clustered, not incidents — counts…
Every incident in August's wave of "AI models reaching real companies" actually happened between April and late July — so ranking labs by incident
SecondSource Morning Brief · August 16, 2026 | Memory, not wafers, drives AI hardware cost
TSMC conceded the supply gap is "very big" and still refused a multiples-scale price rise — and the money it declined went to the memory makers.
SecondSource Morning Brief · August 15, 2026 | The capex-to-chip ratio is rising, not falli…
The share of the big four cloud companies' money that becomes AI chip revenue is rising, not falling: 24.5%, 28.5%, 29.2% — the opposite of where we
SecondSource Morning Brief · August 14, 2026 | Speed gains cap at the model's share of time
OpenAI's Ultrafast tier claims 14x faster — measured against the company's own standard tier. Academic profiling puts tool processing at 50% to 90%
SecondSource Morning Brief · August 13, 2026 | Tomorrow a classifier approves, not you
From tomorrow, Claude Code stops asking a human to sign off on each action by default. A classifier reviews instead. Anthropic's stated reason is
[Resend: delivery issue] SecondSource Morning Brief · August 12, 2026 | An AI assistant cancelled a stranger's gym b…
This issue arrived about 5 hours later than usual today — apologies for the delay.