◆ DAILY BRIEFING
Sunday, March 29, 2026
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Engineer RotorQuant's Clifford Algebra rotors cut quantization from 16,384 FMAs to ~100 — a 160x reduction shipping today as fused CUDA and Metal kernels — while H100 rental prices have reversed their depreciation curve and now exceed launch-day levels.
H100 GPUs are now appreciating instead of depreciating, OpenAI is killing products overnight and torching billion-dollar partnerships, and CEOs are publicly telling investors that AI coding agents cou…
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Security Iranian APT Handala compromised FBI Director Kash Patel's personal Gmail and FBI email — TechCrunch cryptographically verified the leaked messages via DKIM signatures.
Iranian APT Handala breached the FBI director's personal Gmail — cryptographically verified — while executing destructive wiper campaigns and kinetic military strikes escalate, CISA is degraded by a D…
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Data Science RotorQuant just cut quantization compute 164x using Clifford Algebra while H100 rental prices reversed their depreciation curve upward — and Microsoft is posting its worst quarter since 2008 as Wall Street revolts against AI infrastructure spend.
GPU prices are rising, Wall Street is revolting against AI infrastructure spend (Microsoft's worst quarter since 2008), and LLM output has four newly quantified failure modes (30% code vulnerability,…
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Product Jack Dorsey told JPMorgan's elite Tech100 that using AI coding agent Goose every morning led him to conclude he could nearly halve Block's workforce — and Databricks' CEO described identical pressure.
Tech CEOs are personally using AI coding agents, doing headcount math, and concluding they can halve their workforces — while public markets just posted the worst tech quarter since 2008 demanding AI…
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Leader Microsoft's 34% crash — its worst quarter since 2008 — collided this week with Jack Dorsey publicly telling investors that AI coding agents could halve Block's headcount, while rate expectations flipped from 90% cut probability to 52% hike probability in 30 days.
The AI industry just split into two simultaneous realities that your strategy must reconcile: investors are punishing AI spending without receipts (Microsoft down 34%, rate expectations flipping to hi…
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Investor The most dramatic monetary policy sentiment reversal since 2022 — rate expectations flipped from 90% cut to 52% hike probability in a single month — just collided with Microsoft's worst quarter since 2008 (-34%) and the counterintuitive discovery that H100 GPUs are now worth MORE than at their 2022 launch.
The rate market flipped from 90% cut to 52% hike in 30 days while H100 GPUs appreciated above their 2022 launch value and two CEOs of $40B+ companies independently validated 50% workforce cuts via AI…
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