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# Evening Scan
- URL: https://adjacent.media/scan/2026-08-03-pm/
- Published: 2026-08-03T23:08:00.000Z
- Updated: 2026-08-03T23:08:00.000Z
- Description: The MacBook Air shortage story got weirder today: it’s not demand, it’s memory chips, and it’s not clearing before the holidays. Alibaba jumped back into the open-model arms race less than a week after Kimi K3’s moment.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

The MacBook Air shortage story got weirder today: it's not demand, it's memory chips, and it's not clearing before the holidays. Alibaba jumped back into the open-model arms race less than a week after Kimi K3's moment.

> **10x+** — Robinhood's prediction-markets revenue growth YoY, now bigger than its stock or crypto trading business. *(The Information)*

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#### [Alibaba drops Qwen3.8-Max, claims it beats Kimi K3](https://www.bloomberg.com/news/articles/2026-08-03/alibaba-drops-another-china-ai-model-with-breakthrough-performance?ref=adjacent.media) (paywall)

A 2.4T-parameter model with weights dropping next week — China's open-model race is now a weekly release cadence. *(Bloomberg)*

#### [The global memory shortage hits the MacBook Air](https://techcrunch.com/2026/08/02/the-global-memory-shortage-hits-the-macbook-air/?ref=adjacent.media)

Apple raised the price in June and it's still selling out. Supply chain constraints, rather than weak demand, are driving this story. *(TechCrunch)*

#### [Robinhood's prediction markets now outearn its stock trading](https://www.theinformation.com/articles/robinhood-now-makes-revenue-predictions-stock-trades?ref=adjacent.media)

$156M in a quarter. The "just a niche for election bettors" take aged badly. *(The Information)*

#### [$100M bitcoin cold-storage hack hits 5,000+ wallets](https://open.substack.com/pub/pomp/p/what-to-know-about-the-100-million)

Cold storage was supposed to be the safe part — worth watching who's holding the bag by Friday. *(The Pomp Letter)*