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# Evening Scan
- URL: https://adjacent.media/scan/2026-10-02-pm/
- Published: 2026-10-02T23:18:52.000Z
- Updated: 2026-10-02T23:18:52.000Z
- Description: Today’s headline was supposed to be about who’s building what in AI; instead the sharper stories were about who’s paying for it, who’s settling up, and who’s openly warning that the hardware bill isn’t going away. Also, Nike had a quarter.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Today's headline was supposed to be about who's building what in AI; instead the sharper stories were about who's paying for it, who's settling up, and who's openly warning that the hardware bill isn't going away. Also, Nike had a quarter.

> **$272.5M** — what Lyft will pay to close out a 2020 driver-classification lawsuit. *(TechCrunch)*

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#### [Micron Projects Tightening RAM Shortages Through 2028 As It Generates Record Profit](https://hardware.slashdot.org/story/26/10/01/1822222/micron-projects-tightening-ram-shortages-through-2028-as-it-generates-record-profit?utm%5Fsource=rss1.0mainlinkanon&utm%5Fmedium=feed)

A supplier posted record profit while stating the shortage worsens through 2028\. *(Slashdot)*

#### [Sources: Amazon has held talks with investors about a deal to spin off $8B of Grace Blackwell chips into an SPV, then lease them back for its US data centers](https://www.ft.com/content/97d8d346-519e-48fb-8df8-66cf5f12ef62?ref=adjacent.media) (paywall)

Hyperscalers are getting creative with accounting to sustain GPU rack growth. *(Financial Times)*

#### [Kevin Mandia's new 'agent swarm' security startup Armadin raises $255.5M at $2.5B valuation](https://techcrunch.com/2026/10/01/kevin-mandias-new-agent-swarm-security-startup-armadin-raises-255-5m-at-2-5b-valuation/?ref=adjacent.media)

The Mandiant founder launched a new company backed by major funding, betting that "AI agents to attack and defend" remains an easy pitch. *(TechCrunch)*

#### [Nike Revenue Down As Company Signals Workforce Reduction](https://frontofficesports.com/article/nike-revenue-down-company-signals-workforce-reduction/?ref=adjacent.media)

$11.2 billion in quarterly revenue, down 4% and below Wall Street's consensus, with job cuts now in play. *(Front Office Sports)*

#### [Apple's reportedly developing a smart home camera that doesn't record video](https://www.theverge.com/tech/1003877/apple-security-camera-no-video?ref=adjacent.media)

A security camera that sends text descriptions instead of footage trades video surveillance for privacy, or replaces "someone's at the door" with a notification. *(The Verge)*