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🚨 NEW GROK BUILD UPDATE 🚨 Grok Build v1.0.0 is now live. SpaceXAI is pushing new Grok Build updates almost daily. Updates: UI & navigation • Dashboard rows show a short summary of what the agent did in the previous turn • Extensions modal groups items alphabetically with collapsible Skills sections • Grok skips the project-directory prompt when launched from home or other non-project directories • /feedback opens a dedicated report box instead of prompt mode • Auto theme detection works over SSH and inside tmux • Markdown tables reflow inside cells on narrow panes instead of clipping • Typing exit or quit in the dashboard exits the CLI • Mode indicator (plan/agent/ask) stays in sync after resume and mode changes • /delete returns to the dashboard when you delete a session opened from it • Enter in the slash command menu runs the highlighted command • Session-only slash commands show a message when used from the dashboard • /new from the dashboard returns to the dashboard from an empty prompt Permissions & input • Permission prompts show the complete script; long bash bodies expand with Ctrl-F • Tab and Esc behave consistently on question, permission, and cancel-turn cards • Rapid send-now presses no longer lose earlier queued messages • Esc and stop prevent background tasks from restarting the model after cancel • Queued prompts stay visible while waiting on subagents; slash/image rows can be reordered Reliability & correctness • MCP tools that return images no longer drop or corrupt large screenshots • Sandboxed Grok starts on large directories with many deny-glob matches • Login no longer skips when an invalid API key is in the environment • Model picker and command palette work while reviewing a plan • Codebase restore no longer hangs on large or shallow git repositories • Remote resume restores conversation only unless --restore-code is passed • Copying CJK text with the mouse includes every character at the selection edges • API errors appear as clean banners instead of raw JSON dumps • Grok retries more server errors during outages • Auto recaps no longer appear mid-turn or while busy • /btw error messages wrap fully • Forking very large sessions no longer uses many times the session file size in memory • Exiting an empty session is instant, even on slow networks Update now with "grok update" command.
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Introducing Kitesurf: a browser built for agents, running entirely on Cloudflare Workers. Chromium is too heavy to hand every agent one. Kitesurf is written in Rust, uses 3-7x less CPU and memory, and spins up per request. Free in beta:
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NVIDIA is reportedly working on a feature that could let future GeForce GPUs use an SSD as extra VRAM. When a graphics card runs out of VRAM, it could use data stored on a fast NVMe SSD instead. Your SSD won’t be as fast as real VRAM, but it could help when a game or AI app needs more memory than your graphics card has. That could mean fewer stutters and better performance in some situations. The feature is reportedly based on RTX IO and Microsoft’s DirectStorage technology.
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The DRAM Market Just Got a New Giant. For 20 years, it was Samsung, SK Hynix, Micron. Now meet CXMT — China's fastest-scaling DRAM maker, riding the AI memory supercycle. Now tradeable on Bybit.
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Added to the core memory treasure ❤️
Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!
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CXMT—whose memory chips have been sought by Apple—made a blockbuster trading debut on Monday and briefly became the most valuable publicly listed company in mainland China. Read more:
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35% is what memory now costs as a share of HP's PC build materials, up sharply from just 15% to 18% the previous quarter, per HP's own Q1 2026 earnings call about rising component costs. Filecoin pricing comes from competing providers, not one company's costs.
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A data center where compute and memory pool dynamically. Where millions of resources operate as one machine. Where architecture is defined by the needs of the workload, not the limits of connectivity. This vision of all-optical infrastructure points to a future with unprecedented scale, flexibility, and performance. Watch the closing moments from Marvell’s COMPUTEX 2026 keynote to see what’s possible. Watch the full keynote:
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