Wednesday, March 25, 2026 · San Francisco
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Anthropic Adds Auto Dream to Claude Code, Fixing Memory Decay Between Sessions Sanders and Ocasio-Cortez Introduce Bill to Halt AI Data Center Construction China Bars Manus Founders From Leaving Country Over Meta's $2 Billion AI Deal Marvel Fusion Pivots Lasers to Defense as Fusion Timeline Extends Harvey Raises $200 Million at $11 Billion as VCs Chase Legal AI Granola Raises $125 Million at $1.5 Billion Valuation for AI Notetaker Anthropic Adds Auto Dream to Claude Code, Fixing Memory Decay Between Sessions Sanders and Ocasio-Cortez Introduce Bill to Halt AI Data Center Construction China Bars Manus Founders From Leaving Country Over Meta's $2 Billion AI Deal Marvel Fusion Pivots Lasers to Defense as Fusion Timeline Extends Harvey Raises $200 Million at $11 Billion as VCs Chase Legal AI Granola Raises $125 Million at $1.5 Billion Valuation for AI Notetaker
AI News

China Bars Manus Founders From Leaving Country Over Meta's $2 Billion AI Deal

China Bars Manus Founders From Leaving Country Over Meta's $2 Billion AI Deal

China barred Manus co-founders Xiao Hong and Ji Yichao from leaving the country after the NDRC questioned them about foreign investment violations tied to Meta's $2 billion acquisition. The exit bans escalate January's administrative review into personal restriction. Regulators are now examining whether core AI intellectual property was transferred to Singapore without required government approval. The deal is done. Unwinding it has not been ruled out.

By Marcus Schuler · 12 min read ·
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01 Latest Intelligence
The One Number
$2.1M — Sora's total lifetime revenue from a product burning an estimated $15 million per day in compute
From: OPINION: OpenAI Killed Its Best Demo. Strategy Is Subtraction.
02 Vibe Coding
Anthropic Adds Auto Dream to Claude Code, Fixing Memory Decay Between Sessions
Vibe Coding

Anthropic Adds Auto Dream to Claude Code, Fixing Memory Decay Between Sessions

Anthropic began rolling out Auto Dream, a background sub-agent that consolidates Claude Code's memory files between sessions. The four-phase cycle fixes duplicates, stale dates, and contradictions that degraded auto-memory quality after 20+ sessions. The system prompt is already public on GitHub.

Harkaram Grewal · 12 min read ·
Claude Code, Codex, and Gemini CLI Are Converging. The Gaps Matter More
Vibe Coding

Claude Code, Codex, and Gemini CLI Are Converging. The Gaps Matter More

Claude Code, Codex CLI, and Gemini CLI share commands like /clear, /model, and @ file references. But similar commands behave differently across tools, context windows range from 192K to 1M tokens, and each company's strategic divergence tells a sharper story than the shared vocabulary.

Marcus Schuler · 12 min read ·
Claude Code Channels Has No Voice Support. You Can Add It in 20 Minutes
Vibe Coding

Claude Code Channels Has No Voice Support. You Can Add It in 20 Minutes

Claude Code Channels launched without voice messaging. A 120-line patch and a Whisper server add it in 20 minutes, with cloud alternatives for those without GPU hardware. Plus: how OpenClaw's agent improvised voice transcription before anyone built support for it.

Marcus Schuler · 15 min read ·
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03 PRO Briefings
The Intelligence Arbitrage Is Closing
Implicator PRO Briefing

The Intelligence Arbitrage Is Closing

AI token prices fell 99% in three years. Enterprise value now flows to orchestration, data flywheels, workflow integration, and compliance.

Marcus Schuler · 28 min read ·
From Today's Analysis
“A New Mexico jury found Meta liable on all counts, awarding $375 million. Meta's stock rose 5%. But the fine was never the point. The verdict handed 40 state attorneys general a tested legal playbook that sidesteps Section 230. The next phase will decide what Meta must change.”
From: A Jury Said Meta Harmed Children. Investors Didn't Care. They Should.
04 Morning Briefings

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05 Deep Dives
Arm Abandoned Neutrality. Its Biggest Customers Cheered.
Analysis

Arm Abandoned Neutrality. Its Biggest Customers Cheered.

For 35 years, Arm made money by licensing chip blueprints and never competing with customers. CEO Rene Haas just ended that arrangement with a 136-core data center processor Arm will sell directly. The strange part: over 50 licensees applauded. Jensen Huang recorded a congratulatory video. Amazon called it a remarkable success. When your supplier becomes your rival and nobody flinches, the reasons tell you more about the industry than the chip itself.

Harkaram Grewal
Harkaram Grewal · Analysis
ESC