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The stack

4 picks · curated
01
Hacker News 580 c · 327 pts

OpenAI withdraws three mathematical results

A sign error in OpenAI's paper on Weil classes on split abelian eightfolds invalidated a key cancellation argument, taking down that result and two papers built on it, including a claimed proof of the rational Hodge conjecture for products of K3 surfaces. Fourteen other manuscripts were revised with proof repairs, and only about 42% of the 719 top-line results are formalized in Lean so far.

02
Reuters today

US and European telecom stocks slide as SpaceX spectrum deal rattles sector

SpaceX agreed to buy Grain Management's nationwide 800 MHz low-band spectrum portfolio, worth about $8 billion per the WSJ, for its Starlink Mobile push. T-Mobile, Verizon and AT&T fell 5.5–7.4% premarket and Deutsche Telekom 6.5%, while tower operators rose on bets that even a satellite-centric network needs terrestrial build-out.

03
The Information paywalled

OpenAI ARR snafu highlights flawed metric

The widely circulated $70 billion annualized-revenue figure for OpenAI was wrong; the company is closer to $50 billion, and the FT's report of the lower number on Thursday rattled chip stocks. The piece uses the miss to question ARR, a run-rate extrapolation rather than booked revenue, as the yardstick for AI companies.

04
AP Wire today

Navi Pillay wins the Nobel Peace Prize for her work in international justice

The 85-year-old South African jurist, who defended an imprisoned Nelson Mandela, served as U.N. human rights chief and now sits as an ad hoc judge at the International Court of Justice, was honored for promoting international law. The award, on the prize's 125th anniversary, is being read as a rebuke to Washington and Jerusalem, which rejected the findings of the U.N. Gaza commission she led.