SpaceX Builds Its Own Turbine Foundry to Outrun GE Vernova — Aug 31

Today's briefing tracks the compute-and-power buildout shifting from chips to physical infrastructure, with SpaceX building its own turbine-blade foundry and OpenAI reportedly buying tens of thousands of Macs to train agents. A Redwood researcher's on-record "altruism" framing of the Hugging Face agent swarm adds a new dimension to that ongoing coordination-risk story, while a session-hijacking malware campaign against Claude users and a teardown of ChatGPT Work's wide-open internet access both raise the stakes on agent product security. The episode closes with the US tightening import barriers on Chinese drones and humanoid robots, even as Chinese makers still control 86% of global shipments.