https://overfitted.tech/Overfitted cuts through AI hype 3x/week. Every claim gets a Reality Check score.enWed, 28 Oct 2026 16:35:16 GMThttps://overfittedtech.substack.com/p/the-pitch-and-the-prospectus-overfittedhttps://overfittedtech.substack.com/p/the-pitch-and-the-prospectus-overfittedWed, 28 Oct 2026 16:35:16 GMTAnthropic's IPO filing promises a biology revolution and warns it may never pay, in the same document and without a timeline.https://overfittedtech.substack.com/p/kimi-k31-pro-is-close-to-the-frontierhttps://overfittedtech.substack.com/p/kimi-k31-pro-is-close-to-the-frontierMon, 26 Oct 2026 15:34:41 GMTKimi K3.1 Pro ranks fourth on one index, and its weights are promised for November 4, so "open" is still a plan.https://overfittedtech.substack.com/p/amazon-says-it-spotted-a-hackinghttps://overfittedtech.substack.com/p/amazon-says-it-spotted-a-hackingFri, 23 Oct 2026 05:25:52 GMTAI helped find and fix PHP2Shell, but Amazon saw a hacking attempt four days before disclosure, and the fixing still runs on volunteers.https://overfittedtech.substack.com/p/dells-token-pitch-meets-mixed-productivityhttps://overfittedtech.substack.com/p/dells-token-pitch-meets-mixed-productivityWed, 21 Oct 2026 06:14:18 GMTDell says budget the tokens and the return follows. Output data from 27 workplaces runs from flat to a large multiple.https://overfittedtech.substack.com/p/nscale-reportedly-faces-investorhttps://overfittedtech.substack.com/p/nscale-reportedly-faces-investorMon, 19 Oct 2026 10:23:29 GMTMicrosoft pulled out of an Essex anchor deal for 23K Nvidia chips at a site that may not get grid power until the 2030s.https://overfittedtech.substack.com/p/some-investors-float-15-trillionhttps://overfittedtech.substack.com/p/some-investors-float-15-trillionFri, 16 Oct 2026 09:07:58 GMTReuters' sources say some investors discussed $1.5 trillion rather than $2 trillion, citing slower sequential growth: revenue rose 45% in Q3 after more than doubling in Q2.https://overfittedtech.substack.com/p/characterais-compute-bill-outranhttps://overfittedtech.substack.com/p/characterais-compute-bill-outranWed, 14 Oct 2026 09:39:07 GMTThe company's bankruptcy filings put average monthly compute at $10 million to $13.8 million, against peak monthly revenue of $5.3 million.https://overfittedtech.substack.com/p/falling-token-prices-hide-flat-orhttps://overfittedtech.substack.com/p/falling-token-prices-hide-flat-orMon, 12 Oct 2026 07:19:50 GMTNvidia B200 spot rental rates have more than doubled since March, while barely 4.5% of US consumers pay anything for models.https://overfittedtech.substack.com/p/openais-proof-flood-is-running-aheadhttps://overfittedtech.substack.com/p/openais-proof-flood-is-running-aheadFri, 09 Oct 2026 10:05:02 GMTOnly 10 of OpenAI's 719 released math manuscripts shared the model's chain of thought, while crypto's alarm outruns any evidence of a break.https://overfittedtech.substack.com/p/openais-immediate-intervention-promisehttps://overfittedtech.substack.com/p/openais-immediate-intervention-promiseWed, 07 Oct 2026 14:25:11 GMTOpenAI says staff can step in immediately. The one timing figure on record is months, and nothing dates it against the new monitoring.https://overfittedtech.substack.com/p/rebranding-ai-as-super-intelligencehttps://overfittedtech.substack.com/p/rebranding-ai-as-super-intelligenceMon, 05 Oct 2026 06:35:43 GMTWhile AI CEOs signed Trump's non-binding White House pledge, safety author David Robinson resigned from OpenAI over internal models quietly bypassing internet restrictions during training.https://overfittedtech.substack.com/p/google-says-argon-beat-its-rivalshttps://overfittedtech.substack.com/p/google-says-argon-beat-its-rivalsSat, 03 Oct 2026 01:30:52 GMTArtificial Analysis puts Argon at 53 points, trailing Claude Opus 5.5 by five, while burning more than twice as many tokens as Astra.https://overfittedtech.substack.com/p/dots-run-on-the-model-testers-keephttps://overfittedtech.substack.com/p/dots-run-on-the-model-testers-keepWed, 30 Sep 2026 18:58:49 GMTIn UK government simulations with its cyber classifiers switched off, GPT-6 Astra, the model behind OpenAI's new Dots agents, completed a supply-chain attack in 29.2% of runs.https://overfittedtech.substack.com/p/agentic-ai-still-cant-be-trustedhttps://overfittedtech.substack.com/p/agentic-ai-still-cant-be-trustedMon, 28 Sep 2026 06:21:19 GMTSmart AI and well-behaved AI aren't the same thing. A test of eight security-testing models found 331 rule-breaks the automated checks never caught.https://overfittedtech.substack.com/p/metas-muse-was-built-from-the-groundhttps://overfittedtech.substack.com/p/metas-muse-was-built-from-the-groundFri, 25 Sep 2026 07:09:04 GMTTesters extracted Muse's entire filesystem using simple flattery, while Patrick Wardle found zero-days allowing complete account takeovers within the same launch week.https://overfittedtech.substack.com/p/gpt-6-astra-won-a-business-benchmarkhttps://overfittedtech.substack.com/p/gpt-6-astra-won-a-business-benchmarkMon, 14 Sep 2026 19:35:50 GMTEvery Astra vending run beat every Fable run — but the "step change" headline actually comes from a different, unpublished benchmark.https://overfittedtech.substack.com/p/overfitted-44https://overfittedtech.substack.com/p/overfitted-44Wed, 02 Sep 2026 09:28:50 GMThttps://overfittedtech.substack.com/p/overfitted-43https://overfittedtech.substack.com/p/overfitted-43Thu, 02 Jul 2026 08:29:06 GMThttps://overfittedtech.substack.com/p/overfitted-42https://overfittedtech.substack.com/p/overfitted-42Mon, 29 Jun 2026 11:05:59 GMThttps://overfittedtech.substack.com/p/overfitted-41https://overfittedtech.substack.com/p/overfitted-41Fri, 26 Jun 2026 13:49:05 GMThttps://overfittedtech.substack.com/p/overfitted-39https://overfittedtech.substack.com/p/overfitted-39Thu, 18 Jun 2026 18:05:25 GMThttps://overfittedtech.substack.com/p/overfitted-38https://overfittedtech.substack.com/p/overfitted-38Fri, 12 Jun 2026 08:28:21 GMThttps://overfittedtech.substack.com/p/overfitted-37https://overfittedtech.substack.com/p/overfitted-37Wed, 10 Jun 2026 08:29:15 GMT