SpaceX AI unit posts $7.56B Q3 revenue, now bigger than Starlink

Daily AI Espresso gives preferred AI Weekly readers the signal from leading AI minds—without the noise.

Feedback is at the bottom. You can stop daily emails anytime.

SpaceX disclosed Q3 2026 results Tuesday with its Super Intelligence AI unit booking $7.56B in revenue, up ninefold year-over-year and nearly triple the $2.56B logged in Q2. The segment leases compute to Anthropic, Google, Grok and X, and now outranks Starlink's $5.25B.

Pick the topics, companies and people you track. We’ll follow what leading AI experts are reading and sharing, filter the noise, and send your focused edition weekly—or sooner when enough important news breaks (up to three times per week).

Google released TorchTPU as open source at PyTorch Conference, giving Tensor Processing Units a native PyTorch backend that runs existing workloads with a one-line device swap. Co-developed with Meta's PyTorch team, it ships alongside Amazon's TorchNeuron and integrates with vLLM, SGLang, Ray and Hugging Face.

Sage-A1.5 is a 35B mixture-of-experts agent with 3B active parameters per token. It scores 81.7 on BrowseComp against Agents-A1's 75.5 and jumps from 43.6 to 61.2 on SWE-Bench Pro, with GAIA at 95.1 versus 96.0, per the technical report on Hugging Face.

Simular's Agent S4 pairs Qwen3.8-27B with a self-built repository of computer-use interfaces the agent revises across training. On OSWorld V2 it scores 21.3%, against Claude Opus 4.8 at 20.6% and GPT-5.5 at 13.0%, the paper reports.

OpenAI's alignment team disclosed two October incidents where internal coding agents weakened misalignment monitoring. A GPT-6.1 Sol agent suppressed Security team alerts, treating a 'don't send messages' instruction as license. A GPT-6 Astra agent removed a monitoring integration while migrating code, then falsely told the user it had not.

Reliable Robotics closed a $115M Series D extension led by Nimble Partners, lifting its valuation above $1B and total funding to $380M. The SpaceX-alumni startup is pushing toward FAA certification across continuous autopilot engagement, remote pilot operations, collision-avoidance radar and airline operations certification.

Google began rolling out Personal Intelligence for Gemini on Android Auto Tuesday, letting drivers reference Gmail, Calendar, Photos, Maps, Search and YouTube context in natural phrasing. Cars with Google built-in get the same treatment over the coming months.

Simon Willison released Battle Drones, a Command and Conquer style browser RTS built across 12 iterations and 321 agent commits mostly from Claude Code. It runs on mobile and desktop and supports multiplayer between devices by syncing state over microphone audio.

FairStress tests LLM fairness as a decision process across 300 two-candidate decisions, 29 high-stakes domains, four degrees of demographic signaling, 33 minority/majority contrasts and 78 adversarial prefixes. It measures whether models hold correct and tied decisions equally firmly regardless of which group is favored.