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 modelsā internet access during training
Kimi K3.1 Pro debuts as Chinaās 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 todayās 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 iFixitās 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 iFixitās teardown.
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3. SpaceX closes $40B GPU debt deal, Elon says, but pricing talks said to be ongoing
+200 neoclouds face āguppy-level death and consolidation,ā 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.
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5. OpenAI plans to restrict frontier modelsā internet access during training over safety concerns
After a pause in late Sep., OpenAI resumed training its frontier AI models.
āOur red-teaming agents found vulnerabilities in almost every one of these services that gave them limited forms of internet access,ā OpenAI said.
OpenAI said it has since deployed software patches, imposed tighter network restrictions, and disclosed the findings to vendors.
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7. Kimi K3.1 Pro debuts as Chinaās 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-1017ās $0.30/$1.20 (peak), and Grok 4.7ās $2/$6.
Kimi K3.1 Pro Highspeed also debuted, offering 2ā3Ć 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.
