> ## Content Index > Fetch the complete content index at: https://adjacent.media/llms.txt > Use this file to discover other available public pages before exploring further. # AI's Everything Moment, Money Moves, Builds, Buildings, and Boarding Gates - URL: https://adjacent.media/scan/2026-10-01-am/ - Published: 2026-10-01T10:16:16.000Z - Updated: 2026-10-01T10:16:17.000Z - Description: Thursday’s thread: AI is absorbing capital, policy attention, and vocabulary. Investors are financing AI-linked groups at record scale, regulators are changing course, and a government memo now says “Super Intelligence” with a straight face. - Author: Jonathan Greene - Tags: #scan-am, #scan Thursday's thread: AI is absorbing capital, policy attention, and vocabulary. Investors are financing AI-linked groups at record scale, regulators are changing course, and a government memo now says "Super Intelligence" with a straight face. In Seoul, the chip industry is holding its usual round of customer meetings. --- ### Machines & Minds #### [Goldman Sachs: investors have provided \~$500B in financing to AI-linked groups in 2026 so far](https://www.ft.com/content/00f94018-e658-4545-b16e-1bc00e19b754?accessToken=zwAAAaDtcUGnkc8A-UAY5lhFRdOxbhvADhm3VA.MEUCIQCk0bvA9uQKrZlCp0GL9rve9wmoj8dfFyGXr-MWPq79DgIgZ%5FivYBzDusi7FrEOPvdrc3%5FAdCYz-nZwGh%5FSwtenXfg&&ref=adjacent.media#x26;sharetype=gift&token=5d7943ea-853a-4ae6-bcd8-a428a5f975a7&syn-25a6b1a6=1) (paywall) Hyperscaler debt is now spilling into euro and Canadian-dollar markets, and the dollar bond market alone isn't enough to absorb it. *(Financial Times)* #### [AMD acquires World Labs AI startup, upping the ante against Nvidia](https://arstechnica.com/ai/2026/09/amd-acquires-world-labs-ai-pioneer-fei-fei-lis-world-models-startup/?ref=adjacent.media) AMD's purchase of Fei-Fei Li's world-models company gives it a software story alongside its silicon. *(Ars Technica)* #### [Trump orders US government to call AI 'Super Intelligence'](https://www.theverge.com/policy/1002468/trump-ai-superintelligence-executive-order-ai?ref=adjacent.media) The executive branch has officially retired the term "AI," a branding move for a technology that still can't reliably book a restaurant. *(The Verge)* #### [AI industry moves to thwart data centre backlash ahead of US midterms](https://www.ft.com/content/9705f5bf-bc06-481d-b2a3-1299463074b8?syn-25a6b1a6=1&ref=adjacent.media) (paywall) Google, Meta, and Microsoft are pledging to cover energy costs and cut water use, with an election calendar as the backdrop. *(Financial Times)* #### [OpenAI Dev Day, Dot and OpenAI's Product Transition, Sign In With ChatGPT](https://stratechery.com/2026/openai-dev-day-dot-and-openais-product-transition-sign-in-with-chatgpt/?ref=adjacent.media) Thompson calls the product pitch confusing but sees more vision underneath, and "Sign in with ChatGPT" is the part to watch. *(Stratechery)* ### Connected World #### [David Ellison won Warner. Next up: taking on Netflix and YouTube.](https://www.businessinsider.com/ellison-paramount-warner-netflix-youtube-rich-greenfield-peter-kafka-interview-2026-9?ref=adjacent.media) Two years from movie producer to media mogul is quick. Integrating two legacy studios while fighting streaming giants is harder. *(Business Insider)* #### [Ford CEO Jim Farley teams with Jamie Dimon on $2 billion initiative](https://fortune.com/2026/09/30/blue-collar-jobs-skilled-trades-backbone-american-dream/?ref=adjacent.media) A carmaker and a banker agreeing the skilled-trades shortage is too big for any single employer shows how bad it's gotten. *(Fortune)* #### [Ken Griffin donates record $3bn to Carnegie Mellon in push for Miami campus](https://www.ft.com/content/3b5b46d7-2dcf-40f0-82f3-65ab6e4be76b?syn-25a6b1a6=1&ref=adjacent.media) (paywall) It's a record gift and a bid to make Miami a rival to New York and London. *(Financial Times)* #### [Robinhood to launch perps, weekend stock trading for US users](https://www.theblock.co/news/business/2026-09-29-robinhood-perps-trading-417242?ref=adjacent.media) (paywall) Weekend equities plus in-app AI agents means the market never closes, and neither does your anxiety. *(The Block)* #### [Kalshi to end liquidity incentive program amid wash trading allegations](https://www.theblock.co/news/business/2026-09-30-kalshi-ends-trader-incentive-program-417247?ref=adjacent.media) (paywall) Record September volume near $53B arrives as the incentive program that may have inflated it gets shut down. *(The Block)* ### Connected World #### [Mesabi Metallics to build a $15B lower-carbon steel mill in Iowa](https://www.canarymedia.com/articles/green-steel/mesabi-metallics-steel-mill-iowa?ref=adjacent.media) The company behind the first new US iron ore mine in 50 years is now going for the mill too. *(Canary Media)* #### [Samsung expects to quadruple its foundry customers by 2029](https://www.sammobile.com/news/samsung-expects-to-quadruple-its-the-foundry-customers-by-2029/?ref=adjacent.media) After years of burning cash, the foundry is pitching a growth story, and Lisa Su's Seoul trip suggests customers are listening. *(SamMobile)* #### [Hilton Tech Exec Says AI Agents Put OTAs 'Under Real Threat'](https://skift.com/2026/09/29/hilton-tech-exec-says-ai-agents-put-otas-under-real-threat/?ref=adjacent.media) A hotel CIO cheering the decline of online travel agencies is the least surprising sentence in travel tech this week. *(Skift)* #### [Airbus gets a new freighter – and its giant door – into the air for the first time](https://www.theregister.com/offbeat/2026/09/30/airbus-gets-a-new-freighter-and-its-giant-door-into-the-air-for-the-first-time/5299972?ref=adjacent.media) The A350F is airborne, and the cargo door, per the headline, is the real celebrity. *(The Register)* ### Connected World #### [Steam's Pyrowave Update To Remote Play Chases Latency At All Costs](https://aftermath.site/pyrowave-steam-remote-play/?ref=adjacent.media) Valve is cutting lag from remote play, so your couch can finally pretend to be your desk. *(Aftermath)*