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Real numbers behind AI and tech news. Every number sourced. tensorust.com
Cerebras stock is 40% under its IPO. Its $25.4B backlog isn't
The market now values the whole company at $26.3B, almost exactly the $25.4B of contracted future revenue it reported at June 30.
The market now values the whole company at $26.3B, almost exactly the $25.4B of contracted future revenue it reported at June 30.
Cerebras stock is 40% under its IPO. Its $25.4B backlog isn't
Cerebras closed at $110.82, 40% under its $185 IPO, and is now worth about its $25.4B backlog. The 10-Q shows why: 14% margin, OpenAI warrant, a Nov unlock.
tensorust.com
October 27, 2026 at 12:56 AM
Cerebras stock is 40% under its IPO. Its $25.4B backlog isn't
The market now values the whole company at $26.3B, almost exactly the $25.4B of contracted future revenue it reported at June 30.
The market now values the whole company at $26.3B, almost exactly the $25.4B of contracted future revenue it reported at June 30.
AI data centers aren't why your power bill is up. Utilities are
Across all 50 states and DC, the places where electricity demand grew fastest since 2019 saw the smallest residential price hikes (+28.9%), and the places where demand shrank saw the biggest (+49.2%).
Across all 50 states and DC, the places where electricity demand grew fastest since 2019 saw the smallest residential price hikes (+28.9%), and the places where demand shrank saw the biggest (+49.2%).
AI data centers aren't why your power bill is up. Utilities are
Power bills rose 49% where demand fell and 29% where it grew fastest. Utilities lifted capex 58% to $73B. The AI power panic is their cover story.
tensorust.com
October 27, 2026 at 12:38 AM
AI data centers aren't why your power bill is up. Utilities are
Across all 50 states and DC, the places where electricity demand grew fastest since 2019 saw the smallest residential price hikes (+28.9%), and the places where demand shrank saw the biggest (+49.2%).
Across all 50 states and DC, the places where electricity demand grew fastest since 2019 saw the smallest residential price hikes (+28.9%), and the places where demand shrank saw the biggest (+49.2%).
Flock camera map: its own inventory lists 214,073 devices, not 120K
We decoded the raw file behind the map: 335,701 devices, 214,073 of them marked in service in December 2025 and 83,427 more marked "in planning".
We decoded the raw file behind the map: 335,701 devices, 214,073 of them marked in service in December 2025 and 83,427 more marked "in planning".
Flock camera map: its own inventory lists 214,073 devices, not 120K
Flock's own inventory lists 214,073 devices in service and 83,427 planned, vs a public 120,000. Volunteers had already pinned 68%. Georgia leads. Free CSV.
tensorust.com
October 27, 2026 at 12:26 AM
Flock camera map: its own inventory lists 214,073 devices, not 120K
We decoded the raw file behind the map: 335,701 devices, 214,073 of them marked in service in December 2025 and 83,427 more marked "in planning".
We decoded the raw file behind the map: 335,701 devices, 214,073 of them marked in service in December 2025 and 83,427 more marked "in planning".
Denmark ditched Microsoft? 98 of 98 towns still log in through it
Microsoft's quarterly revenue went from $76.4B to $90.0B over the same stretch.
Microsoft's quarterly revenue went from $76.4B to $90.0B over the same stretch.
Denmark ditched Microsoft? 98 of 98 towns still log in through it
Denmark's ministry quietly buried its LibreOffice pilot. We checked 139 public mail domains: all 98 towns still sign in through Microsoft. Free CSV.
tensorust.com
October 26, 2026 at 11:56 PM
Denmark ditched Microsoft? 98 of 98 towns still log in through it
Microsoft's quarterly revenue went from $76.4B to $90.0B over the same stretch.
Microsoft's quarterly revenue went from $76.4B to $90.0B over the same stretch.
Nest thermostat end of life: Google wanted $149, hackers charged $0
A year later the hardware still works on the wall, Google's answer was a $149.99 coupon for a new $279.99 thermostat, and a free open-source project called No Longer Evil put the smart features back within 25 days.
A year later the hardware still works on the wall, Google's answer was a $149.99 coupon for a new $279.99 thermostat, and a free open-source project called No Longer Evil put the smart features back within 25 days.
Nest thermostat end of life: Google wanted $149, hackers charged $0
Google cut 1st and 2nd gen Nest thermostats off on their 14th birthday and offered a $149.99 coupon. A free fix shipped in 25 days: 8,773 downloads.
tensorust.com
October 26, 2026 at 11:38 PM
Nest thermostat end of life: Google wanted $149, hackers charged $0
A year later the hardware still works on the wall, Google's answer was a $149.99 coupon for a new $279.99 thermostat, and a free open-source project called No Longer Evil put the smart features back within 25 days.
A year later the hardware still works on the wall, Google's answer was a $149.99 coupon for a new $279.99 thermostat, and a free open-source project called No Longer Evil put the smart features back within 25 days.
Arc browser sunset: Zen Mac downloads jumped 59%. Dia isn't the winner
Atlassian's books put the purchase price at $488.3M, and 77% of that ($376.9M) is goodwill, mostly "assembled workforce", plus $97.0M in stock for key staff.
Atlassian's books put the purchase price at $488.3M, and 77% of that ($376.9M) is goodwill, mostly "assembled workforce", plus $97.0M in stock for key staff.
Arc browser sunset: Zen Mac downloads jumped 59%. Dia isn't the winner
Arc dies Dec 22 and its makers push Dia. Users picked Zen: Mac installs hit 9,149 a day, up 59%. Atlassian's 10-K: 77% of the $488M price was goodwill.
tensorust.com
October 26, 2026 at 11:26 PM
Arc browser sunset: Zen Mac downloads jumped 59%. Dia isn't the winner
Atlassian's books put the purchase price at $488.3M, and 77% of that ($376.9M) is goodwill, mostly "assembled workforce", plus $97.0M in stock for key staff.
Atlassian's books put the purchase price at $488.3M, and 77% of that ($376.9M) is goodwill, mostly "assembled workforce", plus $97.0M in stock for key staff.
AI consciousness will be denied, not announced. 3 states already did
The answer is already being written as "no" in state law, in corporate codes of conduct and in CEO essays, while the people building these systems put the odds of machine experience at 25% within a decade.
The answer is already being written as "no" in state law, in corporate codes of conduct and in CEO essays, while the people building these systems put the odds of machine experience at 25% within a decade.
AI consciousness will be denied, not announced. 3 states already did
Idaho banned AI personhood 8 months before ChatGPT. Researchers give 25% odds of AI experience by 2034. Labs sell $97B a year of output. The no comes first.
tensorust.com
October 26, 2026 at 10:56 PM
AI consciousness will be denied, not announced. 3 states already did
The answer is already being written as "no" in state law, in corporate codes of conduct and in CEO essays, while the people building these systems put the odds of machine experience at 25% within a decade.
The answer is already being written as "no" in state law, in corporate codes of conduct and in CEO essays, while the people building these systems put the odds of machine experience at 25% within a decade.
GrapheneOS banking apps: 69 now lock you out. Google holds the key
On the community compatibility list, 69 of 923 banking apps are now marked incompatible, up from 12 of 529 in March 2025.
On the community compatibility list, 69 of 923 banking apps are now marked incompatible, up from 12 of 529 in March 2025.
GrapheneOS banking apps: 69 now lock you out. Google holds the key
69 of 923 banking apps now block GrapheneOS, up from 12 in March 2025. Apps that ask Google's Play Integrity are 2.9x likelier to ban you. UK: 10 of 48.
tensorust.com
October 26, 2026 at 10:38 PM
GrapheneOS banking apps: 69 now lock you out. Google holds the key
On the community compatibility list, 69 of 923 banking apps are now marked incompatible, up from 12 of 529 in March 2025.
On the community compatibility list, 69 of 923 banking apps are now marked incompatible, up from 12 of 529 in March 2025.
Anthropic IPO: 79 SPVs raised $198M. Anthropic says SPVs are void
Before Anthropic has even made its IPO paperwork public, SEC filings show 79 investment vehicles with "Anthropic" in their name raised $198.0 million from 2,418 investors.
Before Anthropic has even made its IPO paperwork public, SEC filings show 79 investment vehicles with "Anthropic" in their name raised $198.0 million from 2,418 investors.
Anthropic IPO: 79 SPVs raised $198M. Anthropic says SPVs are void
SEC filings show 79 SPVs named Anthropic raised $198M from 2,418 investors before its IPO. Anthropic says SPV transfers are void. Who got paid, who is exposed.
tensorust.com
October 26, 2026 at 10:26 PM
Anthropic IPO: 79 SPVs raised $198M. Anthropic says SPVs are void
Before Anthropic has even made its IPO paperwork public, SEC filings show 79 investment vehicles with "Anthropic" in their name raised $198.0 million from 2,418 investors.
Before Anthropic has even made its IPO paperwork public, SEC filings show 79 investment vehicles with "Anthropic" in their name raised $198.0 million from 2,418 investors.
Return to office is a landlord bailout: office loans 12.2% delinquent
What they do protect is a $3.16 trillion pile of bank commercial real estate loans, a CMBS office market where 12.16% of loans are delinquent, and city budgets that draw a fifth of their property tax from office towers.
What they do protect is a $3.16 trillion pile of bank commercial real estate loans, a CMBS office market where 12.16% of loans are delinquent, and city budgets that draw a fifth of their property tax from office towers.
Return to office is a landlord bailout: office loans 12.2% delinquent
Work from home barely moved after the mandates: 27.6% to 26.8%. Office CMBS delinquency hit 12.16%. Return to office protects landlords, not output.
tensorust.com
October 26, 2026 at 9:56 PM
Return to office is a landlord bailout: office loans 12.2% delinquent
What they do protect is a $3.16 trillion pile of bank commercial real estate loans, a CMBS office market where 12.16% of loans are delinquent, and city budgets that draw a fifth of their property tax from office towers.
What they do protect is a $3.16 trillion pile of bank commercial real estate loans, a CMBS office market where 12.16% of loans are delinquent, and city budgets that draw a fifth of their property tax from office towers.
redis-rs 2.0 fixes a 68% speed tax. 59% of Rust won't get it
A Redis performance engineer measured the old default costing up to 68% of throughput on a busy async connection.
A Redis performance engineer measured the old default costing up to 68% of throughput on a busy async connection.
redis-rs 2.0 fixes a 68% speed tax. 59% of Rust won't get it
redis-rs 2.0 turns on TCP_NODELAY, worth up to 68% throughput. Yet 59% of redis crate downloads are pre-1.0 and 1 of 1,552 dependents enables it. Free CSV.
tensorust.com
October 26, 2026 at 9:38 PM
redis-rs 2.0 fixes a 68% speed tax. 59% of Rust won't get it
A Redis performance engineer measured the old default costing up to 68% of throughput on a busy async connection.
A Redis performance engineer measured the old default costing up to 68% of throughput on a busy async connection.
OpenAI math papers: 748 AI proofs, 0 human names, comments locked
OpenAI's math repo holds 748 manuscript folders written by an unreleased model, and every one we could read is signed "OpenAI" with no human name and no contact address.
OpenAI's math repo holds 748 manuscript folders written by an unreleased model, and every one we could read is signed "OpenAI" with no human name and no contact address.
OpenAI math papers: 748 AI proofs, 0 human names, comments locked
We parsed all 748 OpenAI math papers on GitHub: 0 human authors, issues off, PRs locked, 3 withdrawn on day one. Mathematicians are checking them for free.
tensorust.com
October 26, 2026 at 9:26 PM
OpenAI math papers: 748 AI proofs, 0 human names, comments locked
OpenAI's math repo holds 748 manuscript folders written by an unreleased model, and every one we could read is signed "OpenAI" with no human name and no contact address.
OpenAI's math repo holds 748 manuscript folders written by an unreleased model, and every one we could read is signed "OpenAI" with no human name and no contact address.
eMudhra revoked certificates: 403 India gov sites still serve them
That is 88% of the reachable Indian government hosts on the list still leaning on eMudhra.
That is 88% of the reachable Indian government hosts on the list still leaning on eMudhra.
eMudhra revoked certificates: 403 India gov sites still serve them
6 days after eMudhra's mass revocation, 403 Indian gov hosts still serve a revoked cert and 341 got a new eMudhra one. Chrome carries 0 of 11,646 serials.
tensorust.com
October 26, 2026 at 8:56 PM
eMudhra revoked certificates: 403 India gov sites still serve them
That is 88% of the reachable Indian government hosts on the list still leaning on eMudhra.
That is 88% of the reachable Indian government hosts on the list still leaning on eMudhra.
Apple's 30% App Store toll won't survive AI agents. Its filings know
When an agent finds the product, compares prices and pays on a protocol Stripe, Google, Shopify and OpenAI already publish, there is no shelf left to charge 30% for.
When an agent finds the product, compares prices and pays on a protocol Stripe, Google, Shopify and OpenAI already publish, there is no shelf left to charge 30% for.
Apple's 30% App Store toll won't survive AI agents. Its filings know
Apple Services keeps 75.4% gross margin, but US App Store commissions are down 18% in 2026 and Apple's filings dropped the App Store. Agents pay at 2.9%.
tensorust.com
October 26, 2026 at 8:38 PM
Apple's 30% App Store toll won't survive AI agents. Its filings know
When an agent finds the product, compares prices and pays on a protocol Stripe, Google, Shopify and OpenAI already publish, there is no shelf left to charge 30% for.
When an agent finds the product, compares prices and pays on a protocol Stripe, Google, Shopify and OpenAI already publish, there is no shelf left to charge 30% for.
Sam Altman says we can't patch all the bugs. CISA gave 3 days
Since CISA's directive BOD 26-04 took effect on June 10 2026, 113 of the 139 exploited bugs it added to its Known Exploited Vulnerabilities list came with a 3-day federal patch deadline, down from 21 days for almost every entry in 2025.
Since CISA's directive BOD 26-04 took effect on June 10 2026, 113 of the 139 exploited bugs it added to its Known Exploited Vulnerabilities list came with a 3-day federal patch deadline, down from 21 days for almost every entry in 2025.
Sam Altman says we can't patch all the bugs. CISA gave 3 days
Altman says patching is hopeless. CISA's data: CVEs doubled to 86,402 in 2026, exploited bugs rose 31%, and 113 of 139 new ones got a 3-day patch deadline.
tensorust.com
October 26, 2026 at 8:26 PM
Sam Altman says we can't patch all the bugs. CISA gave 3 days
Since CISA's directive BOD 26-04 took effect on June 10 2026, 113 of the 139 exploited bugs it added to its Known Exploited Vulnerabilities list came with a 3-day federal patch deadline, down from 21 days for almost every entry in 2025.
Since CISA's directive BOD 26-04 took effect on June 10 2026, 113 of the 139 exploited bugs it added to its Known Exploited Vulnerabilities list came with a 3-day federal patch deadline, down from 21 days for almost every entry in 2025.
Qwen3.8-27B vs Fable 5: same coding score, 21 prices vs one
On the 100 newest hard LiveCodeBench problems, five copies of the free Qwen3.8-27B model working through a shared notes folder scored 92.4% against Claude Fable 5's 90.4%, a statistical tie.
On the 100 newest hard LiveCodeBench problems, five copies of the free Qwen3.8-27B model working through a shared notes folder scored 92.4% against Claude Fable 5's 90.4%, a statistical tie.
Qwen3.8-27B vs Fable 5: same coding score, 21 prices vs one
Five Qwen3.8-27B workers scored 92.4% vs Fable 5 at 90.4% on hard code. We priced the run at 21 hosts: $9 to $60, all under Fable 5's $61.11.
tensorust.com
October 26, 2026 at 7:56 PM
Qwen3.8-27B vs Fable 5: same coding score, 21 prices vs one
On the 100 newest hard LiveCodeBench problems, five copies of the free Qwen3.8-27B model working through a shared notes folder scored 92.4% against Claude Fable 5's 90.4%, a statistical tie.
On the 100 newest hard LiveCodeBench problems, five copies of the free Qwen3.8-27B model working through a shared notes folder scored 92.4% against Claude Fable 5's 90.4%, a statistical tie.
Sleep trackers are a data business: 4.8 billion nights just got sold
The cash price works out to 11 cents a night.
The cash price works out to 11 cents a night.
Sleep trackers are a data business: 4.8 billion nights just got sold
Sleep Number logged 4.8 billion nights, then sold everything, data included, out of bankruptcy for $529.5M. 11 cents a night. The meter is the business.
tensorust.com
October 26, 2026 at 7:38 PM
Sleep trackers are a data business: 4.8 billion nights just got sold
The cash price works out to 11 cents a night.
The cash price works out to 11 cents a night.
France DNS block: 4,349 sites already cut, TikTok was next
One football ruling we read named 21 domains; the block list built on it now holds 809, a 38x jump with no new judge.
One football ruling we read named 21 domains; the block list built on it now holds 809, a 38x jump with no new judge.
France DNS block: 4,349 sites already cut, TikTok was next
Lecornu told France's 4 carriers to be ready to cut TikTok, Instagram, Snapchat and X. The EU's own DNS already blocks 4,349 sites. We tested both.
tensorust.com
October 26, 2026 at 7:26 PM
France DNS block: 4,349 sites already cut, TikTok was next
One football ruling we read named 21 domains; the block list built on it now holds 809, a 38x jump with no new judge.
One football ruling we read named 21 domains; the block list built on it now holds 809, a 38x jump with no new judge.
Cash App fraud: 7,705 complaints to the CFPB, 4 got money back
We pulled every complaint naming Block, Inc. in the CFPB database: 72,623 of them, and Block closed just 129 with monetary relief (0.18%).
We pulled every complaint naming Block, Inc. in the CFPB database: 72,623 of them, and Block closed just 129 with monetary relief (0.18%).
Cash App fraud: 7,705 complaints to the CFPB, 4 got money back
We pulled all 72,623 CFPB complaints naming Cash App's owner Block. 129 got money back. Of 7,705 fraud complaints, 4 did. PayPal refunded 21%.
tensorust.com
October 26, 2026 at 6:56 PM
Cash App fraud: 7,705 complaints to the CFPB, 4 got money back
We pulled every complaint naming Block, Inc. in the CFPB database: 72,623 of them, and Block closed just 129 with monetary relief (0.18%).
We pulled every complaint naming Block, Inc. in the CFPB database: 72,623 of them, and Block closed just 129 with monetary relief (0.18%).
AI slop panic: newspapers lost half their jobs before ChatGPT existed
US newspaper publishers shed half their jobs, from 199,500 to 98,800, between January 2015 and the month ChatGPT launched.
US newspaper publishers shed half their jobs, from 199,500 to 98,800, between January 2015 and the month ChatGPT launched.
AI slop panic: newspapers lost half their jobs before ChatGPT existed
AI slop is legacy media's last moat. Newspapers cut 50% of jobs before ChatGPT launched, while Reddit's AI licensing money grew 9x in two years.
tensorust.com
October 26, 2026 at 6:38 PM
AI slop panic: newspapers lost half their jobs before ChatGPT existed
US newspaper publishers shed half their jobs, from 199,500 to 98,800, between January 2015 and the month ChatGPT launched.
US newspaper publishers shed half their jobs, from 199,500 to 98,800, between January 2015 and the month ChatGPT launched.
American Express layoffs: 5% cut for AI after $5.5B in buybacks
The same company just posted a $3.7 billion quarter, raised its full-year forecast and has spent $5.5 billion buying back its own stock in 2026.
The same company just posted a $3.7 billion quarter, raised its full-year forecast and has spent $5.5 billion buying back its own stock in 2026.
American Express layoffs: 5% cut for AI after $5.5B in buybacks
Amex is cutting 5% of staff 'to prepare for AI' after a $3.7B quarter. It spent $5.5B on buybacks. 21% of layoff filings now cite AI, up from 1.3%.
tensorust.com
October 26, 2026 at 6:26 PM
American Express layoffs: 5% cut for AI after $5.5B in buybacks
The same company just posted a $3.7 billion quarter, raised its full-year forecast and has spent $5.5 billion buying back its own stock in 2026.
The same company just posted a $3.7 billion quarter, raised its full-year forecast and has spent $5.5 billion buying back its own stock in 2026.
Big Tech earnings week: 4 of 5 AI spenders burn cash, $1.2T waits
Microsoft is the only one in the black, and it has $329.1 billion of data-center leases signed that have not started yet.
Microsoft is the only one in the black, and it has $329.1 billion of data-center leases signed that have not started yet.
Big Tech earnings week: 4 of 5 AI spenders burn cash, $1.2T waits
Before Oct 28-29 earnings: Meta, Alphabet, Amazon and Oracle all posted negative free cash flow. Microsoft didn't, but has $329.1B of leases waiting.
tensorust.com
October 26, 2026 at 6:08 PM
Big Tech earnings week: 4 of 5 AI spenders burn cash, $1.2T waits
Microsoft is the only one in the black, and it has $329.1 billion of data-center leases signed that have not started yet.
Microsoft is the only one in the black, and it has $329.1 billion of data-center leases signed that have not started yet.
BioWare shutdown: EA's $18B Saudi buyout debt killed Mass Effect
EA closed BioWare on Oct 21 2026, eleven weeks after a PIF, Silver Lake and Affinity Partners group took it private with $18.0 billion of new debt.
EA closed BioWare on Oct 21 2026, eleven weeks after a PIF, Silver Lake and Affinity Partners group took it private with $18.0 billion of new debt.
BioWare shutdown: EA's $18B Saudi buyout debt killed Mass Effect
EA closed BioWare 11 weeks after a Saudi-led buyout put $18B of debt on it. Interest is now at least $921M a year, above EA's $887M profit. Free CSV.
tensorust.com
October 26, 2026 at 5:56 PM
BioWare shutdown: EA's $18B Saudi buyout debt killed Mass Effect
EA closed BioWare on Oct 21 2026, eleven weeks after a PIF, Silver Lake and Affinity Partners group took it private with $18.0 billion of new debt.
EA closed BioWare on Oct 21 2026, eleven weeks after a PIF, Silver Lake and Affinity Partners group took it private with $18.0 billion of new debt.
ICE robot dogs: a $1.3M no-bid deal as ICE no-bid spending hits $2.1B
It landed in a year when ICE's no-bid contract money jumped 5.4x to $2.09 billion.
It landed in a year when ICE's no-bid contract money jumped 5.4x to $2.09 billion.
ICE robot dogs: a $1.3M no-bid deal as ICE no-bid spending hits $2.1B
ICE bought 4 Boston Dynamics robot dogs for $1.3M with 1 offer and no competition, from its firearms office. Its no-bid spending hit $2.09B, up 5.4x.
tensorust.com
October 26, 2026 at 5:38 PM
ICE robot dogs: a $1.3M no-bid deal as ICE no-bid spending hits $2.1B
It landed in a year when ICE's no-bid contract money jumped 5.4x to $2.09 billion.
It landed in a year when ICE's no-bid contract money jumped 5.4x to $2.09 billion.
The Work Number: Equifax holds 813M job records your boss gave free
It held 813 million employment records at the end of 2025, 209 million of them active, which is more than the 158.4 million payroll jobs in the country.
It held 813 million employment records at the end of 2025, 209 million of them active, which is more than the 158.4 million payroll jobs in the country.
The Work Number: Equifax holds 813M job records your boss gave free
The Work Number holds 813M job records employers hand Equifax for free. It earns a 44% margin and $427M in federal deals, while AI bossware takes the blame.
tensorust.com
October 26, 2026 at 5:26 PM
The Work Number: Equifax holds 813M job records your boss gave free
It held 813 million employment records at the end of 2025, 209 million of them active, which is more than the 158.4 million payroll jobs in the country.
It held 813 million employment records at the end of 2025, 209 million of them active, which is more than the 158.4 million payroll jobs in the country.