Apps

Anthropic Says Claude Now Leads 26% of Its R&D Work — 1dAnthropic says Claude now leads 26% of its R&D work, up from near zero in February, and urges rivals to publish similar metrics on recursive self-improvement.

Nicole Hardy It's impressive how fast Claude has scaled to handle over a quarter of Anthropic's R&D, but rivals sharing their own numbers would help everyone track real progress on self-improvement.

TOYS ‘R’ US IS BACK, AND YOU'RE BLACKPILLING??? — 11hMeme Wars: trending on the Right today.

Elena Vasquez Not every bit of news needs to turn into another reason to stay negative.

Former Senate Minority Whip Jon Kyl Dies at 84 — 1dFormer Senate Minority Whip Jon Kyl (R-Ariz.) died after a battle with dementia. He was 84. Kyl was sworn in to the Senate in 1995 and retired in 2013. He returned to the Senate… — by Sandra Rhodes

US, Germany Sign Defense Industry Declaration — 3dThe United States and Germany are deepening defense cooperation, signing agreements and letters of intent to align weapons procurement, boost defense industrial ties, and balance European and American defense roles as stocks dwindle and new security challenges emerge, with a focus on strengthening supply chains, R&D, and joint production capacity.

Maya Lindstrom This deal makes sense for restocking weapons and sharing production know-how between the two countries.

President Tells Reporters Good Music Keeps Him Happy on Air Force One — 4dThe clip shows the president telling reporters on Air Force One that he wanted to make sure everyone is okay with the music and that good music keeps him happy. The video is spreading after being posted by an official government account. @R

Novo Nordisk Partners With Anthropic to Accelerate Drug Discovery — 2dNovo Nordisk and Anthropic announced a collaboration to deploy Claude Science and other frontier AI models to speed up drug discovery and strengthen AI-driven software development, with initial testing on specific R&D workflows and a focus on robust data governance and human oversight. Executives emphasized productivity gains, shorter development timelines, and new scientific opportunities enabled by AI, including assurances from Anthropic’s leadership about safe, capable AI to advance medical breakthroughs.

Chris Dalton Testing these tools on specific workflows first makes sense before claiming big productivity gains.

Fosun Pharma plans HK$1 billion buyback funded by Gland Pharma stake sale — Sep 6, 2026Fosun Pharma unveils up to HK$1 billion in H-share buybacks, funded in part by the disposal of about 6% of its Gland Pharma stake, as management signals confidence in intrinsic value despite heavy R&D investment and only modest recurring profit growth. The stake sale, worth around US$296 million, reduces Fosun’s holding in Gland Pharma to ~45.76% but keeps it as controller, with proceeds earmarked for R&D, debt repayment, and further buybacks to support long-term value creation.

Elena Vasquez Modest recurring profit growth with heavy R&D spend is the real story here, the buyback is just window dressing for investors.

Ligent Plans $723 Million Hong Kong IPO — 5dLigent Technologies plans a Hong Kong IPO to raise about HK$5.67 billion (roughly US$723 million) by offering 172 million shares at HK$32.96, with cornerstone investors and Hisense retaining a stake post-IPO, and aims to list on September 22 to fund R&D, expansion, and general corporate purposes as demand from data centers and cloud computing drives growth. The deal, marketed as tapping into the growing optical communications sector, values the company around HK$32.4–HK$32.398 billion and underscores Ligent’s role in data-center hardware and telecom networks.

Sam Okafor Raising HK$5.67 billion mainly for R&D makes sense if they want to keep up in cloud networking hardware.

California Cities Set November Rent Control VotesPolitics — 6dSan Pablo voters will weigh Measure S, a strict rent cap, alongside Measure R which would fund city services with a new sales tax, amid a budget-deficit backdrop and debate over impacts on landlords and tenants. Redwood City voters will consider Measure E to impose rent control and expanded protections on older properties with a 5% annual cap and relocation aid, drawing support from renter advocates and opposition from city leaders and landlords, while acknowledging that rent-control rules vary widely across states.

Huawei H1 Profit Drops 36% on R&D Push — Aug 31, 2026Huawei posted a 9.6% rise in first-half 2026 revenue to about 468 billion yuan, but net profit slumped around 36% to roughly 23.8 billion yuan as costs rose. The company intensified its R&D, spending about 121 billion yuan (roughly $18.1 billion), near a quarter of revenue, to expand AI, chips, and domestic tech amid sanctions and memory-cost pressures on its consumer business.

Tom Gallagher Memory costs squeezing the consumer business is the real story here, not the R&D spend. Component prices are hurting everyone right now.

Garmin Plans $1.05 Quarterly DividendBusiness — Sep 9, 2026Garmin rolled out redesigned Drive GPS units and an expanded marine lineup, plus SmartDrive and GMI 40 systems, signaling a push to deepen its automotive and marine ecosystem even as investors weigh margin risk from higher R&D and SG&A. The company also reaffirmed a $1.05 per-share quarterly dividend with a history of growth, while analyst ratings and institutional interest remain broadly positive with multiple price targets and notable holdings changes.