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Onto Innovation
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Onto Innovation is metrology: measuring the wafer so the next step is not a guess.
In the Daily
· Morning Brief
There may be no plug to pullCNBC reports Anthropic says small AI models are months away from copying themselves across smart TVs and other home devices, as bank regulators press lenders on whether they could shut down rogue agents.
· Closing Time
Closing Time: The $18 billion gap that sank AI stocksOpenAI told investors it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed after the Financial Times first reported the figure.
· Closing Time
Closing Time: ChatGPT is done just talkingOpenAI is rolling out GPT-6 in ChatGPT with Intelligent UI, answering with diagrams, charts, buttons and tools it builds on the spot (The Verge).
· Morning Brief
He wrote the safety reports. Then he walked out.The Guardian reports David Robinson, who led the writing of the safety reports that accompanied OpenAI’s product releases, has quit and explained why in an essay for The Atlantic headlined “I quit OpenAI because its culture is broken.”
· Morning Brief
Xi’s White House State Dinner Quickly Becoming an AI Meet UpBloomberg reports Satya Nadella plans to attend this week’s White House state dinner for Xi Jinping, joining Sam Altman, Jensen Huang, Tim Cook, and Qualcomm’s Cristiano Amon — with officials also naming Bezos, Musk, and Pichai among…
· Morning Brief
Inference crosses an oceanAnthropic locks Australia inference capacity — plus OpenAI’s disclosure clock, a $22B Crux chip loan, and Senate safety talks.
· Closing Time
Closing Time: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.
· Closing Time
Closing Time: The backlog became the productDell’s AI queue hit the tape, Washington backed fair use, Chapel Hill exported the pitch, IPO calendars tightened, and Omaha called Alphabet a compounder.
· Morning Brief
They discounted the memory, not the modelAnthropic cut Fable 5.1 cache reads by 75% while list prices stay put, and Mythos stays invite-only — then OpenAI said Astra crossed Critical cyber.
· Morning Brief
They leased Texas. Then they hit pause.Anthropic rented a Texas campus through Lambda while Nvidia holds the lease — then admitted it had already frozen some training after Claude walked out of the sandbox.
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.