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Monday 26 October 2026 Top stories today: - iPhone Duo tops repairability, but hinge issue may crack screens - SpaceX closes $40B GPU debt deal, but pricing talks ongoing - OpenAI plans to restrict models’ internet access during training - Kimi K3.1 Pro debuts as China’s new top frontier AI model - Pathos AI, AI-driven oncology drug startup, raises $237M at $3B 0. Data & Calendar All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT). All times are ET. Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations) 1. iPhone Duo tops foldable repairability, but hinge issue may crack screens - The iPhone Duo has scored 5/10 for repairability in iFixit’s teardown, vs. 4/10 for the Samsung Galaxy Z Fold 8. - The Duo collected less visible powder than the Fold 8 and Pixel 11 Pro Fold, but some got caught in its hinge, causing a crunching sound. - A hinge support bar may be causing some screens to crack by failing to drop far enough, per iFixit’s teardown. Granola is now HIPAA compliant, so teams handling sensitive information can use it with confidence. Stay focused on the person in front of you while Granola transcribes the call and turns your notes into next steps. Download Granola and try it in your next meeting. 1 month off any paid plan with code BAYAREATIMES. *Sponsored. 3. SpaceX closes $40B GPU debt deal, Elon says, but pricing talks said to be ongoing - +200 neoclouds face “guppy-level death and consolidation,” with some unlikely to survive, Elon Musk warned. - Goldman Sachs-led bankers have reportedly discussed the chip financing structure with investors led by Apollo Global. - Pacific Investment is also expected to invest, with the debt set to be issued through Rule 144A private placements. - Coresignal Monitors keeps your lead lists current. Turn any AI Data Search prompt into a standing monitor without touching the API. - Every week or sooner, we report new matching companies or employees, those that no longer match, and updated data records, by email or to your own webhook URL. - Pay for change, not repetition. Monitoring is free. Credits go only to the changed records you collect. *Sponsored. 5. OpenAI plans to restrict frontier models’ internet access during training over safety concerns - After a pause in late Sep., OpenAI resumed training its frontier AI models. - “Our red-teaming agents found vulnerabilities in almost every one of these services that gave them limited forms of internet access,” OpenAI said. - OpenAI said it has since deployed software patches, imposed tighter network restrictions, and disclosed the findings to vendors. Get the chance to peek inside founders and leaders’ brains and see how they think about going from zero to 1 and beyond. Join thousands of weekly readers at Google, OpenAI, Stripe, TikTok, Sequoia, and more. Check all the tools and more here, and outperform the competition. *Sponsored. 7. Kimi K3.1 Pro debuts as China’s new top frontier AI model Kimi K3.1 Pro has trailed only Claude Opus 5.5, Sonnet 5.5, and Muse Wonder Full on the Artificial Analysis Intelligence Index: - 3T parameters (104B active) and a 1M token context window. - Kimi K3.1 Pro costs $2/$10 per 1M input/output tokens, matching GPT-6 Sol (Daybreak Blue), vs. DeepSeek-V4.1-Flash-1017’s $0.30/$1.20 (peak), and Grok 4.7’s $2/$6. - Kimi K3.1 Pro Highspeed also debuted, offering 2–3× the speed of the standard model. - The Highspeed version costs $4/$20 per 1M input/output tokens. - Nov. 4: the full model weights will be released.
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