Podcast 5-5 by Dongee · November 7, 2026

Transcript

Gabriel: Saturday, November seventh. Welcome! Lina, today I'm starting with a pickup that's stepping aside.

Lina: Which pickup?

Gabriel: Tesla's Cybertruck. Elon Musk said yesterday on X that they'll wind down production at Gigafactory Texas around the middle of next year.

Lina: Why?

Gabriel: To make room for the Cybercab, the two-seat robotaxi.

Lina: So the truck is done?

Gabriel: Careful, he didn't say that. He didn't say whether it moves to another plant or gets discontinued. And Texas is the only known factory that can build it.

Lina: And people who already own one…

Gabriel: Musk replied that the fleet will be around for a long time. Lead engineer Wes Morrill wrote that the truck lives on through the Cybercab.

Lina: Nice line. But… was it selling well?

Gabriel: Well: planned capacity was two hundred fifty thousand a year.

Lina: And they sold…?

Gabriel: Cox Automotive, an auto industry research firm, estimates about seventy-two thousand in total. And Kelley Blue Book, the car pricing guide: just over twenty thousand last year in the US, almost half of twenty twenty-four.

Lina: Stadium capacity… small-town crowd.

Gabriel: Ouch.

Lina: So how are people reading it?

Gabriel: Some see it as a logical shift toward the robotaxi, Tesla's big bet.

Lina: And others say it's admitting the truck never sold at scale. You, with a Cybertruck in the garage… do you celebrate, or keep it as a museum piece?

Lina: Gabriel, remember Crusoe, the AI factory company?

Gabriel: Yeah. What happened?

Lina: It confirmed yesterday that Google bought its data center site in southeast Wyoming.

Gabriel: How much did it pay?

Lina: They didn't say. But the day before, Google announced a seventeen billion dollar investment in that campus.

Gabriel: Seventeen billion. Wow.

Lina: And Crusoe had already done the groundwork: picked the land, got permits and built the energy plan with Tallgrass Energy, an infrastructure firm.

Gabriel: So why sell?

Lina: TechCrunch says Google had wanted to be a customer, raised concerns about cost and timing under Crusoe…

Gabriel: — and now it's taking over the build.

Lina: Right, it keeps it.

Gabriel: So: being the customer wasn't enough… and it took the building.

Lina: Something like that, right? Crusoe is still working on another Google campus near Amarillo.

Gabriel: And is Crusoe big?

Lina: Its CEO, Chase Lochmiller, talks about more than six gigawatts under contract and more than forty in the pipeline.

Gabriel: Some see it as big tech taking control when an independent developer doesn't deliver on time.

Lina: And others say: Crusoe got paid for the groundwork and keeps building gigawatts elsewhere. If you had seventeen billion for a data center… would you hand it to a partner or build it yourself?

Gabriel: Check this out. Physical Superintelligence, a research lab, announced yesterday that one of its systems, using a non-public Anthropic model, proved the Aaronson-Ambainis conjecture.

Lina: What's that?

Gabriel: An open question since two thousand eight: when a quantum computer can be exponentially faster than a regular one.

Lina: And they answered it?

Gabriel: The system had a complete proof on day three. Lean, the assistant that checks every step, accepted it.

Lina: Okay. And it stopped there?

Gabriel: No. Then it improved the result twice.

Lina: And Lean accepted that final version too?

Gabriel: Yes, according to PSI. They published the paper and the formalization in Lean four, with no gaps and no made-up axioms.

Lina: Did Anthropic say which model it was?

Gabriel: No comment.

Lina: And who built it?

Gabriel: David Turturean, from PSI, built the system. And in August, Stanford had solved only a special case.

Lina: Sounds like AI is now closing problems humans left open for almost two decades.

Gabriel: Some celebrate it exactly like that: a milestone for formal proof with AI.

Lina: Careful, others point out a mathematician still has to confirm the formal version is exactly the conjecture on paper. The human paper isn't machine-checked.

Gabriel: Good point.

Lina: Be honest: would you trust a theorem… if an AI signed it?

Lina: Hey. Bloomberg reports that OpenAI has already raised eleven billion dollars.

Gabriel: Really?

Lina: In a round that values it at one point two five trillion.

Gabriel: And is it closed?

Lina: No. The round is still open. It could reach about twenty billion in the coming weeks.

Gabriel: Well, then they're more than fine.

Lina: Here's the catch: in September there was talk of up to thirty billion. These numbers fall short.

Gabriel: Huh. And Anthropic…

Lina: The same day, Bloomberg said potential buyers in its IPO are looking at around one point one trillion.

Gabriel: And before?

Lina: A month ago, two trillion was expected.

Gabriel: The ceiling dropped… and they still sign huge checks.

Lina: The AI market is jittery after the elections and the votes against data centers.

Gabriel: And is OpenAI going public?

Lina: It pushed back its IPO from this year; next year is expected.

Gabriel: Some see big investors still eager, despite the stock market scare.

Lina: And others say: the round is slower and smaller than hoped. If you were offered a way in at that valuation… would you invest or wait for the IPO?

Gabriel: And we wrap up with this. Censys, the firm that scans the internet, found hundreds of copies of Artex open to anyone.

Lina: Artex?

Gabriel: A Chinese tool for running attack tests with AI agents. It works on its own: it scouts, attacks and can pull data out, with little human help. That's how Microsoft described it.

Lina: And they were… with no password?

Gabriel: More than eight hundred separate deployments, reachable from the web without logging in. The blog mentions one thousand four hundred sixty-five servers with the console exposed.

Lina: So: the lock… wasn't even on.

Gabriel: Careful, not every use is malicious. There are authorized testers.

Lina: Okay, so no big deal.

Gabriel: Well… it is a deal: the software doesn't need to be exposed to the internet.

Lina: Has it been used in attacks?

Gabriel: Yes. South Korean finance in September. ConnectWise, an IT support firm, in October: spying on organizations through Microsoft's cloud.

Lina: And who was behind it?

Gabriel: CrowdStrike, a cybersecurity firm, attributed one case to a Chinese-speaking operator.

Lina: And on top of that, open to the world.

Gabriel: Artex said it will go closed source. But copies remain on public code sites.

Lina: Some read it as an AI attack weapon at scale, ready for anyone to grab.

Gabriel: And others answer: it's the same old lesson, something badly configured. You, listening: would you check today which security tools you have open to the world? I'll do it as soon as we're done.

Gabriel: That's it for today's episode.

Lina: If a question stuck with you, share it with someone and talk it over.

Gabriel: Tomorrow, five more stories. And if you have a Cybertruck… enjoy it: the fleet, Musk says, is here for the long haul.

Lina: I'm checking that none of my consoles are open like Artex. Talk to you tomorrow.