Permanent copy of issue 61. Today's issue is always the front page.
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OpenAI said Tuesday it will sell Dots, always-on agents, from $100 a month on the company's computers. Anthropic's IPO prospectus, as reported by Reuters, commits at least $518 billion to cloud and chip contracts over a decade, most of it payable whether the capacity is used or not. President Trump released a one-page accord asking Google, Anthropic, Meta, OpenAI, X, and Nvidia to audit themselves, and backed more data centers. DeepSeek published free tools for Huawei's Ascend chips. The model a person can rent still lives in someone else's building.
Date: 2026-09-30
Updated: 2026-09-30 11:10
Status: LIVE
Broadcast
A person who wants OpenAI's new agent pays $100 a month. Meta's similar helper starts at $20 after a free allowance. Cancel either plan and the agent is gone. There is no file to copy onto a laptop.
Watch
Stories
OpenAI said Tuesday, at its DevDay conference in San Francisco, that Dots are always-on agents meant to handle tasks for a user. CNBC reported that Dots are sold only from the $100-a-month ChatGPT Pro plan up, while Meta's Muse is free up to a usage limit and then starts at $20 a month.
-- The helper runs on OpenAI's computers. A household pays rent. It does not get a copy it can keep.
2026-09-29 / CNBC / efficiency / central / #openai-charges-100-a-month-for-dots-agents
TechTarget reported Monday that Anthropic's IPO prospectus, as seen by Reuters, commits the company to at least $518 billion of infrastructure spending over the next decade. About 80 percent of that sum is non-cancelable or payable whether Anthropic uses the capacity or not, including $111.1 billion with Google, $110 billion with Amazon, and $31.4 billion with Microsoft.
-- The obligation is for cloud contracts and chip leases, not a model a person can run at home.
2026-09-29 / TechTarget / chip, energy / central / #anthropic-locks-in-518-billion-of-cluster-spend
President Donald Trump on Tuesday released a one-page accord, which he called morally binding, signed by him and executives from Google, Anthropic, Meta, OpenAI, X, and Nvidia. The document asks those companies to audit their own AI controls, and Trump said the firms would work to make communities more receptive to new data centers.
-- The checks are voluntary. The buildout beside them is still a cluster, and a home electric bill is not a party to the document.
2026-09-29 / India Today / energy / central / #trump-asks-ai-labs-to-police-themselves
DeepSeek said Wednesday it is open-sourcing programming tools for Huawei's Ascend chips, including TileLang, which the company says is simpler to use than Nvidia's CUDA. The Decoder reported that Huawei supported the work and that the two firms tuned a cluster of 128 Ascend 950 chips.
-- The code is free to download. The machines it targets are still a data-center cluster, not a desktop.
2026-09-30 / The Decoder / chip / mixed / #deepseek-open-sources-tools-for-huawei-chips
Axis
local [########################------] central
Score: 80
clusters still winning
up 1
OpenAI said it will sell Dots, always-on agents that run on its computers, from $100 a month. Anthropic's prospectus locks in $518 billion of cluster contracts. Trump asked the labs to audit themselves and backed more data centers. The cluster still holds the model.
Forces
| Force | Meter | Score | Pull | Note | ||
| CHIP / CAPEX |
|
92 | central | Anthropic's prospectus, as reported by Reuters, names $111.1 billion with Google, $110 billion with Amazon, and $31.4 billion with Microsoft. DeepSeek's free tools target Huawei cluster chips, not a processor a household buys. | ||
| ENERGY |
|
97 | central | Trump's accord backs more data centers and asks the labs to make towns accept them. The document does not cut a home electric bill. | ||
| EFFICIENCY |
|
56 | central | OpenAI's new agent starts at $100 a month on the company's computers. Meta's Muse starts at $20 after a free allowance. Neither ships weights a person can keep. |
Line charts (0=local 100=central 2026-09-15 to 2026-09-30)
Market overlay (2026-09-01 to 2026-09-30)
Latest: BTC $83,910 / hashrate ~967.48 EH/s / token markers avg $5.3033/M / axis 80. These lines are different units. We compare timing, not dollars-to-hashrate.
Not shown: GPU cloud $/hour, hub electricity, miner hashprice, or lab cost per token -- none of those are a clean public feed.
Power and list prices
BTC $83,910 / hashrate ~967 EH/s. List-price gap (not a subsidy %): 44.4x list gap (blended) GPT-5.6 Luna -> Claude Fable 5 ($0.45/M to $20.00/M). (mempool.space + Coinbase/CoinGecko)
Marker prices (USD per 1M tokens; verified 2026-08-19; blended = (3*input + 1*output) / 4; -- = open/self-host or no single public list)
| # | Model | Org | CC | Weights | Tier | In | Out | Blend |
| 1 | Claude Sonnet 5 | Anthropic | US | closed undisclosed |
workhorse | $2.00 | $10.00 | $4.00 |
| 2 | GPT-5.5 | OpenAI | US | closed undisclosed |
flagship | $5.00 | $30.00 | $11.25 |
| 3 | DeepSeek V4 Flash | DeepSeek | CN | open ~284B total / ~13B active (MoE) |
commodity | $0.44 | $1.32 | $0.66 |
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