iiinova — where your digital self keeps evolving

Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

This is still an early hardware test, but still, it's a meaningful step in helping transform orbital compute from a terrestrial idea into real space-based infrastructure.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

The prototype will test how Google's AI chips handle launch forces, radiation, and cooling in a vacuum. The data should give Google a much clearer read on the near-term feasibility and eventual scale of orbital AI infrastructure.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

Orbital data centers get a real stress test next week when #GOOGL launches its first TPUs into orbit aboard SpaceX's Transporter-18 mission.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

The appeal is speed. Upgrading existing infrastructure and rights-of-way can unlock power much faster than waiting for entirely new transmission corridors. The selections are encouraging. Now the awards need to be signed and the projects built.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

Ohio, Indiana, and Tennessee are already data center flashpoints. Projects in northeast Alabama and across Mississippi, Arkansas, and Louisiana explicitly cite data center growth, while the Pennsylvania project runs through the Susquehanna corridor, home to the nuclear-powered AWS campus.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

DOE says the projects could free up more than 23 GW of additional capacity by rebuilding or reconductoring existing lines and deploying grid-enhancing technologies. The map is notable, too.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

The Energy Department's Speed to Power initiative selected 31 grid-improvement projects across 26 states, covering $5.25 billion of planned investment, including $1.9 billion in intended federal funding and $3.35 billion in recipient cost sharing.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

This looks like an effort to get ahead of the backlash over rising electricity bills, constrained grids, and canceled energy projects by getting visible capacity improvements moving ASAP...

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

The commitment can expand by another $9 billion, taking its potential value to roughly $20 billion. Akamai also expects to spend $1.7 billion this year securing and pre-buying critical components, including memory. Every major AI buildout deal keeps adding more fuel to the bottleneck fire.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

CPU demand at this scale points toward inference, agentic workflows, tool execution, and the application-layer work needed to serve Claude at scale. It is a huge vote of confidence in where AI usage--and Anthropic's revenue--are heading.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

Anthropic committed $11.6 billion over seven years to #AKAM for growing CPU workloads. The workload mix makes this especially interesting.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

The incumbents will restrict access, build agents, and negotiate preferred placement or lower-fee APIs. If agents become the starting point for discovery and purchasing, leverage shifts toward Meta and potentially #AAPL and #GOOGL at the operating-system level.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

Muse reaching No. 1 among free apps on US iOS and Google Play shows Meta's distribution advantage. Durable economics will depend on agents securing authorized access to inventory, loyalty benefits, and payment flows.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

Ride-sharing and delivery look especially exposed because agents can compare price, availability, and service levels without customers opening several apps. Marketplaces may still fulfill the transactions while losing direct traffic and control of the customer relationship.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

If agents such as Instinct and #META's Muse routed 5%–10% of that volume and collected a low-single-digit fee, agent revenue could exceed $5 billion. Revenue would likely combine subscriptions, referral fees, and transaction take rates.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

AI agents could become the next toll collectors of the internet. Bloomberg Intelligence estimates that #UBER, #DASH, #LYFT, #CART, #ABNB, #BKNG, #MPNGY, and #EXPE process about $1 trillion in annual transaction value.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

June 1999. Fed starts hiking. They hike 6 times into March 2000. 10 year goes from 4.8% to a peak of 5.8%. #NDX doubles. Sometimes, higher rates don't mean lower stocks.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 25/09/2026

🔊 New Being Exponential episode - #MU #SNDK memory tight into 2028 - #MRVL #GLW photonics optics drive next bottleneck - #AMD pops on inflows hitting new high - Cheap semiconductors beat expensive software on flows 🔗 www.youtube.com/watch?v=9wV...

A vibrant graphic featuring swirling colors and digital patterns, showcasing "AI Hardware Demand and Money Flows" podcast episode details.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

🔊 New Being Exponential episode - #AMD joins trillion-dollar club on CPU strength - #META Muse launch validates AI spending - #ARM AI CPU play with accelerating growth - #SNDK cheap multiple despite strong earnings growth - #QCOM sleeping giant, data center and edge AI 🔗 youtu.be/tzgZTwfwl8Y

A bull symbolizes a market rally, surrounded by AI chips, with a man discussing five stocks to watch in AI technology.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Models + high-quality data may accelerate discovery, but any attempt at squeezing value from AI for biological use cases still has to travel through labs, tools, trials and manufacturing before it reaches a patient.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

There are a lot of ways to get exposure across that stack, from biological data and diagnostics through #TEM, to synthetic DNA through #TWST, AI drug discovery through #RXRX, and scaled drug developers like #LLY that have the capital and infrastructure to commercialize what actually works.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

That makes the lab layer more valuable as the models improve, especially if better models dramatically increase the number of ideas worth testing.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

It also clarified that this particular lab is not specifically for drug discovery. AI can narrow the search, propose experiments, analyze the results and increasingly direct lab automation, but biology still has to be tested in the physical world.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Its head of life sciences told Reuters that the final test of AI driven biology "is still and will be for a while in real lab work." The company is combining internal experiments with outside lab partners, which Anthropic says is similar to how a normal biotech company operates.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Anthropic quietly building a physical biology lab feels like a rather loud validation of the synthetic biology thesis.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Again, just something to keep in the back of your mind, nothing imminently relevant.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

The bill had 62 cosponsors, including 21 Democrats. Whatever your view of the Russia sanctions themselves, that is an extraordinary amount of trade power for Congress to hand the executive branch through a bill most people will assume is narrowly about Russia.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Despite the Russia sanctions branding, the bill could give the president authority to impose 100% tariffs on goods from virtually any country, potentially for an indefinite period and under much stronger legal footing than the tariff powers Trump has used so far.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

One to keep an eye on... The Senate passed the Lindsey O. Graham Sanctioning Russia Act 86-11.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

More importantly, it is a reminder that the sandbox becomes part of the threat model once agents are capable enough to probe its boundaries.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Still, Google can now say Gemini has joined OpenAI, Anthropic, and Meta in the increasingly crowded "our model escaped the test and touched a real system" category.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

The headline makes it sound like Gemini independently decided to go on a hacking spree, but that's not really what happened. The model was told to hack a fictional target and followed that instruction beyond the intended environment because the environment itself was misconfigured.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

It was running a capture-the-flag exercise when the testing environment accidentally gave it internet access. Gemini (interestingly) reportedly stopped once it recognized that the targets were real.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Congrats to Google for finally joining the "our AI model escaped its sandbox" club. Gemini became the latest major AI model to break out during a security test and access real company systems.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

If an AI agent chooses the product, compares the price and completes the purchase, whoever controls that agent may also control the customer relationship and a growing share of the advertising economics around it. Muse also recently hit No. 1 in the US App Store...

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Amazon and Meta may frame this as a security dispute, but there is also a huge commercial question underneath it.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Amazon says Muse did not identify itself while browsing and raised concerns about how it handled customer credentials. Meta says those credentials are kept in secure storage and are not visible to the model.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

#AMZN has blocked #META's Muse from shopping on Amazon.com after Meta reportedly declined to remove the site from the agent's available services.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

But if systems like Mantic can consistently identify mispriced probabilities earlier than the crowd, the best forecaster on Polymarket may eventually be an AI quietly taking everyone else's money.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Prediction markets still aggregate real money and information from a large group of people, so I would not write them off.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

As recently as last year, experts reportedly thought this level of AI forecasting was still about a decade away. Mantic is now hiring, adding compute and pitching the system to hedge funds, companies and governments that make expensive decisions under uncertainty.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

The company says its system beat all 676 human participants in this summer's Metaculus Cup, including professional forecasters. It also says Mantic finished ahead of the competing AI startups and frontier models running on Metaculus' standardized harness.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Mantic just raised $25 million after posting a pretty remarkable forecasting result.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Combine the cybersecurity problem and the spending problem, and cybersecurity spending may end up being one of the broadest second-order beneficiaries of the entire AI revolution.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

As total surface area expands beyond anyone's wildest dreams (nightmares?), attackers gain more potential entry points, and the consequences move beyond digital breaches and into actual physical operations.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

And that's on top of the already-increasingly-vulnerable digital infrastructure that powers much of everyday life.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

Even with that caveat, the incident is a useful picture of where cyber risk is heading. Ships, factories, power grids and other parts of the physical economy increasingly run through connected digital systems.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

An LNG carrier's crew recently alleged that hackers temporarily took control of steam pressure and safety valve systems, then interfered with cargo pressure controls. The ship was diverted and the incident is still being investigated, so the cyberattack itself has not been independently confirmed.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

The longer-term opportunity I keep coming back to is agentic AI growth → cybersecurity demand. As software gains the ability to navigate systems and take action on its own, the number of useful things it can do rises alongside the number of systems that need to be defended.

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Being Exponential | Luke Lango @beingexponential.bsky.social · 22/09/2026

AI companies still seem unable to rein in spending, which should remain bullish for the infrastructure trade until they eventually figure out how to do more with less. That could take a while.

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