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Apple eGPU support ⚡, inside AI lab finances 💰, Claude Code system prompts 🤖

Apple has signed drivers for Nvidia eGPUs. Users can now pair their eGPUs with Macs for AI LLM processing without having to use workarounds ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

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Big Tech & Startups

An Inside Look at OpenAI and Anthropic's Finances Ahead of Their IPOs (6 minute read)

OpenAI and Anthropic are racing toward potentially record-breaking IPOs by the end of the year. OpenAI expects to burn $85 billion in 2028. Anthropic doesn't expect to spend nearly as much, but its forecasts tell a similar story of mounting computing costs. There are no signs that the AI arms race is slowing down, with both companies releasing new versions of their models at a faster cadence than ever before. This article contains charts drawn from confidential financial documents that both companies shared with investors, offering a window into the economics of the two largest AI labs in the world.
Apple approves drivers that let AMD and Nvidia eGPUs run on Mac — software designed for AI, though, and not built for gaming (2 minute read)

Apple has signed drivers for Nvidia eGPUs. Users can now pair their eGPUs with Macs for AI LLM processing without having to use workarounds like disabling System Integrity Protection. High-end Apple computers have become popular for use with AI agents like OpenClaw. The demand has been so high that delivery times for Macs with massive amounts of memory have increased to up to six weeks.
🚀

Science & Futuristic Technology

Impulse Space, Anduril Building Space Technology for Golden Dome (3 minute read)

Impulse Space and Anduril Industries have been selected to develop space-based missile interceptor technology for President Trump's planned Golden Dome missile defense shield. Space-based interceptors are a key but unproven component of the Golden Dome effort. The Golden Dome will protect the US and possibly other countries with layers of defense systems from ground to space. The project is expected to cost $185 billion and demonstrate operational capability by 2028.
Scientists Build Living Robots With Nervous Systems (4 minute read)

Neurobots are clusters of living cells that, when cultured in simple saline conditions, spontaneously self-organize in such a manner that they move and act in novel ways. They're made with natural cells, arranged manually by scientists. Neurobots can move and respond to their surroundings. Scientists are still figuring out the organizing principles that enable these movements. Once they understand how they work, the researchers can then focus on engineering them for various uses, such as monitoring ecosystem health.
💻

Programming, Design & Data Science

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Eight years of wanting, three months of building with AI (23 minute read)

Despite how important SQLite is to the industry, no one seems to have invested in building a really good developer experience for it. syntaqlite is a set of high-fidelity devtools for SQLite developed over around 250 hours of effort over three months by a developer using an AI coding agent. This post systematically breaks down the developer's experience in building syntaqlite with AI, covering both where AI helped and where it was detrimental.
How Claude Code Builds a System Prompt (3 minute read)

System prompts are often the best manual for how an app is intended to work. The accidental leak of Claude Code's source code reveals how Claude Code assembles a context and shows how complex context engineering can be, and the importance of harnesses. This post contains a table that shows how Claude Code assembles a system prompt. Some components are always included, while others are conditional, and components may have variations.
🎁

Miscellaneous

China's Tech Giants Are Recruiting High Schoolers (3 minute read)

Chinese tech companies are increasingly seeking out high schoolers to fulfill research and internship roles due to insufficient talent in universities. Creativity is increasingly valued for roles such as product managers, and it is believed that younger candidates may be more likely to imagine things that do not yet exist. Globally, some tech leaders are questioning whether universities are still the best way to train talent. Tech companies recruit many people without bachelor's degrees who just figure things out on their own.
Economists Once Dismissed the AI Job Threat, but Not Anymore (12 minute read)

Many economists don't see much evidence that AI is disrupting the job market, but they are starting to take seriously the possibility that it could happen someday soon. AI is expected to grow the economy as the technology improves, but its effect on jobs and the economy is difficult to predict. Given the potential scale of disruption, economists say it is time to start considering policies to help workers who may be displaced or otherwise harmed by the changing economy. The conversations need to happen now, as a lot will change in the next two to five years.

Quick Links

Your job won’t make you AI-first. Gauntlet will (Sponsor)

Gaunlet is a 10-week engineering fellowship built around sustained execution. Design and ship production-grade AI systems that advance your career. Alumni land $200k-$950k starting compensation. Apply to join Cohort 5
Non-Determinism Isn't a Bug. It's Tuesday: Why Product Managers Were Built for AI (They Just Don't Know It Yet) (14 minute read)

The gap between 'using AI' and 'getting real value from AI' is fundamentally a product problem.
OpenAI COO Shifts Out of Role, AGI CEO Taking Medical Leave (5 minute read)

Brad Lightcap, OpenAI's longtime COO, will now lead special projects and report directly to CEO Sam Altman.
GitHub activity is surging (1 minute read)

GitHub is on pace for 14 billion commits in a year, if growth remains linear.
Elon Musk insists banks working on SpaceX IPO must buy Grok subscriptions (2 minute read)

Musk also asked that the banks advertise on X, but he was less adamant about that request.
1 in 30 – Artemis, Greatness, and Risk. (8 minute read)

NASA's 'loss of crew' threshold for Artemis missions is calculated to be 1 in 30.
Why domain-specific LLMs won't exist: an intuition (3 minute read)

The big AI model providers would have made domain-specific models if there was any feasibility in it.

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Dan Ni & Stephen Flanders


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