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dimanche 15 novembre 2026

Top 10 tweets · La sélection conservée telle qu’elle a été publiée.

  1. 01

    Mechazilla catches Starship! Congratulations to the entire SpaceX team on this incredible achievement!

    Le vaisseau du vol 15 a fait 14 fois le tour de la Terre avant d'être rattrapé par la tour, une première qui rapproche un Starship entièrement réutilisable.

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  2. 02

    One of the coolest things I've ever seen!! Loved the thunderclap as the starship dropped out of the heavens, before the catch. True alien tech. Huge congrats @elonmusk and the @SpaceX team! the whole stack is now proven out. Ad Astra! 🚀

    Le PDG de Google DeepMind, laboratoire rival de celui de Musk, estime que la capture valide tout le système Starship, propulseur et vaisseau.

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  3. 03

    JUST IN: A mystery trader has made nearly $200 million betting against Nvidia, $NVDA, weeks before Jensen Huang resigned as CEO, per the FT. Here's how the trade worked: The trader bought 180,000 put options at a $150 strike and sold 280,000 puts at a $100 strike. In simple terms, it was a bet that Nvidia would fall hard. It cost about $8 million to put on. It's now worth around $196 million. That's about 24x their money. Nobody knows who it is yet.

    Le FT a repéré un pari sur la baisse de Nvidia passé quelques semaines avant le départ de Jensen Huang ; son auteur reste inconnu.

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  4. 04

    Alphabet, $GOOGL, is now burning cash. Its quarterly free cash flow has turned negative for the first time in the 20 years shown on this WSJ chart, falling to about -$6 billion and then about -$9 billion in the last two quarters. As recently as early 2026, it was generating roughly $25 billion a quarter.

    La maison mère de Google était l'une des plus grosses machines à cash de la tech ; ses centres de données d'IA coûtent désormais plus que ne rapportent ses activités.

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  5. 05

    According to WSJ, Jensen’s mistress Alice Huang had arranged to send $12b worth of “top-of-the-line” chips to China (hundreds of thousands of chips) in what would have been a certain criminal violation of US law - in one year alone! Whether or not she was an MSS agent is the least important question here. The key question is - how much did Jensen or others at Nvidia know about this and help facilitate this illegal smuggling? And what did BIS/Commerce department know about this and when did they know it?

    Le cofondateur de CrowdStrike lit l'enquête du WSJ sur 12 milliards de dollars de puces envoyées en Chine et demande ce que savaient Nvidia et le Commerce.

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  6. 06

    Maybe to summarize the basic argument of this essay a different way: Current AIs are spiky and jagged - worse than humans in most domain, but often as good, or better, in ones with verifiable proxies (for example, math). One such verifiable domain (I argue) is AI research. And while the first AIs that dramatically accelerate AI progress will be quite narrow (i.e. probably not able to automate most jobs), the consequences of that accelerated progress will be very general. And that's because better learning algorithms are very general. For example, GPT-6 (while still being jagged) is just way, way better than GPT-3 at practically everything. I'm arguing that we're only a couple years away (and possibly only a couple months away) from a process by which (initially) narrow AIs concentrate a jump as big as the one from GPT-3 to GPT-6 into a single year. And if you got another jump that big, but starting from the base of GPT-7, I think you would end up with AIs that would rapidly become better than the best humans in every field.

    Le nouvel essai de Dwarkesh Patel soutient que la recherche en IA, comme les maths, a des réponses vérifiables et pourrait être le premier domaine que l'IA accélère.

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  7. 07

    “Grand Theft Auto VI” has passed $1 billion in sales a week before its release, according to estimates from analytics firm Sensor Tower. The game has sold about 10.3 million copies in pre-orders, up from $751 million in revenue just a week ago. PlayStation 5 accounts for roughly 75% of sales, and Xbox about 25%. Take-Two CEO Strauss Zelnick said pre-orders were “far in excess” of the company’s expectations. The game launches Nov. 19 on PS5 and Xbox Series X/S.

    Le premier Grand Theft Auto inédit depuis 2013 rapporte déjà un milliard de dollars à Take-Two avant sa sortie en magasin le 19 novembre.

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  8. 08

    CHINA FOUND A BACKDOOR TO US AI CHIPS Massive data centers in Southeast Asia have reportedly been giving Chinese companies the computing power the US tried to BLOCK, per the WSJ. One Malaysian company allegedly received more than 200 shipments of restricted Nvidia technology in a single year. Singapore and Malaysia are now investigating.

    Une enquête du WSJ montre comment les contrôles américains à l'exportation ont été contournés via du calcul loué ; Singapour et la Malaisie enquêtent.

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  9. 09

    How Code Mode is implemented in Claude Code - they use node:vm running in process in Bun Codex does their code mode in v8, OpenCode does theirs in a custom interpreter, Pi uses quickjs Interesting how much variance there is in the implementations

    Le nouveau Code Mode de Claude Code permet à Claude de regrouper ses appels d'outils en JavaScript ; les développeurs comparent comment chaque agent exécute ce code.

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  10. 10

    A federal court in California found that the plaintiffs’ allegations plausibly suggest Samsung, SK hynix, and Micron agreed to restrict DRAM supply. The court denied the three companies’ motion to dismiss, allowing the antitrust lawsuit to proceed.

    La décision permet aux acheteurs d'accuser les trois fabricants de presque toute la DRAM mondiale d'avoir freiné la production pour faire monter les prix.

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