AISep 21, 2026 · 8:31 AM ET · Import AI (Jack Clark) Is the wall AI is hitting in the room with us right now?
Builder score 33Why it scoresRules judge: AI item; Source: Import AI (Jack Clark).
InfrastructureSep 19, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) AirBnB’s housing accelerator, rising steel prices, a resurgence of US coal power, low-head dams, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: chips, energy, policy; Source: Construction Physics (Brian Potter).
CapitalSep 18, 2026 · 11:00 AM ET · Federal Reserve press releases Federal Reserve Board announces termination of enforcement action with SNB Bancshares and Bank of Eufaula
Builder score 33Why it scoresRules judge: Capital item; Source: Federal Reserve press releases.
CapitalSep 18, 2026 · 11:00 AM ET · Federal Reserve press releases Federal Reserve Board issues enforcement actions with former employee of Northstar Bank, former employee of American Express Travel Related Services Company, Inc., and former employee of Regions Bank
Builder score 33Why it scoresRules judge: Capital item; Source: Federal Reserve press releases.
AISep 18, 2026 · 10:34 AM ET · SemiAnalysis New Model Architecture Implications for TAM of DRAM/NVMe, DeepSeek V4.1 Flash, AgentX, InferenceX, NVMe experiments
Builder score 50Why it scoresRules judge: AI item; Topics: agents; Source: SemiAnalysis.
CapitalSep 18, 2026 · 8:55 AM ET · Not Boring Tarlatamab, Fayuvi, NGI, Jev, Thatch $1B + Extra Doses
Builder score 33Why it scoresRules judge: Capital item; Source: Not Boring.
InfrastructureSep 17, 2026 · 8:02 AM ET · Construction Physics (Brian Potter) If you’re reading this, there’s a very good chance you’ve seen this famous image of three iterations of SpaceX’s Raptor rocket engine.
Builder score 42Why it scoresRules judge: Infrastructure item; Source: Construction Physics (Brian Potter).
CapitalSep 16, 2026 · 2:00 PM ET · Federal Reserve press releases Federal Reserve issues FOMC statement
Builder score 33Why it scoresRules judge: Capital item; Source: Federal Reserve press releases.
CapitalSep 16, 2026 · 2:00 PM ET · Federal Reserve press releases Federal Reserve Board and Federal Open Market Committee release economic projections from the September 15-16 FOMC meeting
Builder score 33Why it scoresRules judge: Capital item; Source: Federal Reserve press releases.
20GW sits inside a restricted local boundary, 1,525MW actually slips, 2.3GW nationwide including New York
Builder score 42Why it scoresRules judge: Infrastructure item; Source: SemiAnalysis.
AISep 14, 2026 · 6:08 PM ET · SemiAnalysis Jensen Sandbagging Performance Again, 2x more Annual Profit Per GigaWatt, The More you Buy, The More you Earn, AgentX, InferenceX, Extreme Co-Design
Builder score 67Why it scoresRules judge: AI item; Topics: agents, compute; Source: SemiAnalysis.
AISep 14, 2026 · 12:37 PM ET · SemiAnalysis Robot Models, Silicon Efficiency, Jetson Thor vs. B300 TCO, Deployments, The Network Wall
Builder score 67Why it scoresRules judge: AI item; Topics: automation, compute; Source: SemiAnalysis.