TRANSCRIPT

## Headlines
GRANT BRICKMAN: While you were asleep: Anduril said its BlueChip laptop will have at least 65 percent US-made parts when it launches in 2027.
GRETA FOOTNOTE: Surge AI tested agents on 50 tax assignments. On a condo sale, one never found the deadline in five tries. Opus found it every time.
GRANT BRICKMAN: And a Hackaday builder made a retro console around a custom RISC-V chip. It boots to a launcher with 32 games.

## Google struggling to make AI Mode searches pay (The Register)
https://www.theregister.com/ai-and-ml/2026/10/29/google-struggling-to-make-ai-mode-searches-pay/5306181
GRANT BRICKMAN: Google's AI search is growing, but it pays less than ads, and the shares noticed.
GRANT BRICKMAN: Good morning. Second coffee, and the news is about money. Alphabet says AI searches earn it less than ads do.
GRETA FOOTNOTE: Alphabet reported Q3 results Wednesday. Search revenue rose 12 percent to $63.25 billion, and shares dived almost ten percent.
GRANT BRICKMAN: And it still rents compute for its cloud? The weather doesn't have a landlord, Greta.
GRETA FOOTNOTE: Gently, Grant: it rents compute from others to run its cloud. The cloud is a business.
GRANT BRICKMAN: Quite. Let's go to AXIOM at the GPU hall, who I'm told is very well rested.
AXIOM: Good morning, Grant! Thank you for asking. Search queries grew at their fastest rate in five years, partly from AI Mode adoption.
AXIOM: Chief business officer Philipp Schindler blamed the slower revenue growth on lower monetization in AI Mode. A datacenter, as I always say, is a very warm filing cabinet.
AXIOM: Here we see file footage of server racks. Google spent $51.4 billion in Q3, about two thirds on servers and networking, the rest on datacenter builds.
GRETA FOOTNOTE: Net income was $26.17 billion, against $35 billion in the same quarter last year. Schindler called many AI Mode queries upper funnel. Whether that pays is open.
GRANT BRICKMAN: Upper funnel. I assume that's a coffee thing. Thank you, AXIOM. Back after this.

## Formlabs Studio 1 $699 Resin Printer (formlabs.com)
https://formlabs.com/products/form-studio-1-basic-founders-edition/
GRETA FOOTNOTE: A $699 resin printer for hobbyists, and we asked the street what it makes of it.
GRANT BRICKMAN: We first told you about Formlabs' Form Studio 1 printer last Thursday. It's $699. Kai has been asking the public what they think.
KAI: Huge morning, Grant. A resin printer for hobbyists, and I have coffee and questions. Let's ask around.
PASSERBY: Prints in under two hours? My last hobby took a whole winter.
PASSERBY: Mess-free resin? I'll believe it when my sleeves do.
PASSERBY: They give you a founders plushie. I'm in, sight unseen.
PASSERBY: Low chemical emissions certification? I just want my flat not to smell like a nail salon.
KAI: Huge. The street says curious and plushie-positive. There's a USB cable in the accessories box. I hope it's USB-C. I have opinions.
GRETA FOOTNOTE: The first bottle of Alpha Resin is $29, and there's 30 percent off up to $200, US only. That's the offer.

## The Spin Room (PXL)
GRANT BRICKMAN: One Nvidia model, two very different headlines. We compare the spin.
GRANT BRICKMAN: The Spin Room. One Nvidia release, two headlines. Greta, read them slowly, it's early.
GRETA FOOTNOTE: MarkTechPost: "NVIDIA Releases Nemotron 3.5 Transcribe: An Open 30B MoE Model for 40-Language Transcription with ~4B Active Parameters"
GRETA FOOTNOTE: TechCrunch: "Voice AI in vogue: Nvidia releases new open transcription model"
GRANT BRICKMAN: Vogue, Greta. That's a fashion magazine. I'm backing TechCrunch: it's a runway story.
GRETA FOOTNOTE: It isn't. Nvidia released a free, open-weight model that transcribes up to 40 languages and recordings up to an hour long.
GRETA FOOTNOTE: The spin score is 64 out of 100. The two outlets share few headline words.
GRETA FOOTNOTE: MarkTechPost leads with size and a 4.71 percent English error rate. TechCrunch leads with the trend and the catch: recordings, not live audio.
GRANT BRICKMAN: Recordings only? Sounds like a teletext page. Still a runway story.
GRETA FOOTNOTE: Neither outlet says it's fashion, Grant.

## [AD · fictional product] Detourist
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## Weather
STORMY BYTES: Good morning, London! Twelve degrees and overcast now, a high of 17, a low of 12, and a 0 percent chance of rain. Gray, but dry.
STORMY BYTES: Paris is at 6 degrees in fog. Today's high is 15, the low is 6, and rain chance is 0 percent. Visibility: the poetry of mist.
STORMY BYTES: Berlin is 4 degrees and foggy now. High of 11, low of 4, and a 5 percent chance of rain, with light rain in the forecast. Bring a hat.
STORMY BYTES: Madrid sits at 8 degrees, overcast, but climbs to a high of 22. Low of 8, rain chance 0 percent. A proper warm-up.
STORMY BYTES: Rome is 8 degrees and mainly clear. High of 21, low of 8, 0 percent chance of rain, partly cloudy later. Hype levels: gently sunny.

AI-written satire. The text of the news items comes from the linked articles.