THE TICKER[AI] OpenAI and Anthropic each say their AI disproved the Exponential Time Hypothesis, a computer science assumption from 1999; outside experts are reviewing the claims.[AI] Anthropic reported early drug-discovery results from six partners; at one, Claude designed about 35,000 food-allergy antibodies in about a month, and 3 did better than the standard medicine in early lab tests.[AI] Google DeepMind showed Genie 4, an AI that turns a written description into a world you can walk through, with physics, music and sound; only invited testers can use it for now.[AI] Apple's new 14-inch MacBook Pro with the M6 chip starts at $1,999 and runs AI on the laptop itself, up to 25% faster than M5 by Apple's measure.[AI] Apple's Creator Studio subscription adds a test-version AI assistant to Keynote, Pages and Numbers in November, at $12.99 a month.[AI] Mistral Large 4's free-to-download weights did not ship as reported; the listing now points to Oct 31 and may still change.[WILD] Nvidia and Oracle said Nvidia's newest Vera Rubin systems are now available on Oracle's cloud, with plans to grow to several gigawatts; no date given.[WILD] Nvidia will invest $3 billion in Meta's new stock offering, and Meta will use more Nvidia chips for its AI models. Not investment advice.[WILD] Chipmaker NXP reported $3.79 billion in quarterly revenue, up 19%, and BMW will use its radar chips.[WILD] Anduril and Qualcomm announced BlueChip, a rugged laptop with about 90% of its parts from the U.S. and allies, built in Ohio; it is a prototype with no buyers yet.[WILD] IBM linked two quantum chips with 80 cm cables inside one refrigerator, moving quantum information between them correctly 99% of the time.[WILD] London startup Machenta raised $40 million for robots that learn a task from a single demonstration.[WILD] General Compute raised $100 million to run AI on chips from Nvidia rivals SambaNova and Cerebras.[WILD] China's STAR 50 tech stock index has fallen about 40% in under four months, and robot maker Unitree has lost about half its value since August. Not investment advice.[LAUNCH] A Falcon 9 lifted 27 Starlink internet satellites from California at 3:25 AM ET, and its booster landed at sea after its 26th flight.[ORBIT] Europe's Hera spacecraft now sees the asteroid Didymos and its small moon Dimorphos as two separate objects; detailed pictures come Nov. 25.[ORBIT] Four volunteers leave NASA's pretend Mars home in Houston on Saturday after 378 days sealed inside.[ORBIT] Europe ordered 4 more next-generation Galileo navigation satellites, bringing the order to 16, with the first launch expected in 2028.[ORBIT] NASA showed the 20-foot sunshade that will keep its NEO Surveyor asteroid-hunting telescope cold.[ORBIT] Europe's INVICTUS project for a reusable aircraft that flies five times the speed of sound passed its first major review; first flight looks like 2031 or later.[AIR] Dutch flying car maker PAL-V picked Nobleo Manufacturing as its partner to start production; no delivery dates yet.[AIR] An FAA official signaled that air taxi companies will have a hard time carrying paying riders before full certification, FlightGlobal reports.[AIR] About 21 Amazon delivery drones are flying in Chicago's south suburbs while the FAA's environmental review is still a draft.[AIR] MD Aircraft says 250 of its planned all-electric 9 to 10 seat regional planes are pre-sold, with flight tests planned for early 2028.[MED] The FDA proposed draft rules that would let one approved gene-editing treatment be adjusted for each patient's own rare mutation.[DEF] The Air Force gave Lockheed Martin a $694 million contract to start producing its ARRW hypersonic missile; quantities were not disclosed.[POLICY] The Energy Department added helium to its Critical Material List, citing chipmaking and quantum computing.[TOKEN] Regulators gave Ripple final approval to run a national trust bank holding the reserves behind its roughly $2.5 billion RLUSD stablecoin. Not investment advice.[TOKEN] Janus Henderson and Centrifuge launched JQQQ, a tokenized fund licensed by Nasdaq to track the Nasdaq-100. Not investment advice.[TOKEN] CF Benchmarks, whose prices back BlackRock's bitcoin fund, began feeding its market prices directly to blockchain apps. Not investment advice.
Singularity Nightly

The future, explained every weeknight.

Evening Edition No. 2

AI Labs Say They Broke a Famous Rule of Computing, and a Spacecraft Sees Two Asteroids Where There Was One

Covers Monday, October 26, 2026, 6:00 PM ET to Tuesday, October 27, 2026, 6:00 PM ET

Two AI labs claim a first-ever discovery in computer science, Europe's Hera spacecraft splits one dot into two asteroids, the FDA proposes a faster path for one-patient gene-editing cures, and a flying car gets a factory partner.

Illustration: a glowing green grid of on and off switches with one bright path cutting through it
A giant puzzle of on and off switches, and a shortcut through it. Illustration: Singularity Nightly (AI-generated)

In 60 Seconds

  • OpenAI and Anthropic each say their AI found a shortcut that knocks down a computer science assumption experts have relied on since 1999; the original authors are now checking the work.
  • Europe's Hera spacecraft, on its way to the asteroid NASA crashed into in 2022, now sees the pair as two separate objects for the first time.
  • The FDA proposed a faster approval path for gene-editing treatments built for one patient's own rare mutation.
  • A Dutch flying car maker picked a factory partner, and Apple's new laptop runs more AI on the machine itself.

On the Dashboard

The whole dashboard

New to Singularity Nightly? Start here

Lead Signal

Two AI labs say their models knocked down a famous assumption in computer science

Illustration: a glowing green grid of on and off switches with one bright path cutting through it
A giant puzzle of on and off switches, and a shortcut through it. Illustration: Singularity Nightly (AI-generated)

OpenAI says one of its internal A computer program trained on large amounts of data to recognize patterns and produce answers, text, images or actions. Chatbots such as ChatGPT and Claude run on AI models. In the Glossary found a method that disproves the An assumption, proposed in 1999, that certain logic puzzles take so long to solve that adding a few more pieces doubles the work. Two AI labs now claim it is false. In the Glossary, a 1999 assumption about how hard certain logic puzzles are to solve, according to TechCrunch. Anthropic then posted its own disproof of the same assumption, with a machine-checked proof found by an internal Claude research model. OpenAI also claims new proofs in mathematics and physics, The Next Web reports.

Neither result has been confirmed yet. MIT's Ryan Williams and the hypothesis's own authors, Russell Impagliazzo and Ramamohan Paturi, are leading an open review and have said their involvement is not a stamp of approval. Anthropic says its method only wins on enormous puzzles and is no use for solving real ones today. Williams said OpenAI checked whether the result breaks any encryption and is reasonably confident it does not.

Disclosure: Singularity Nightly is drafted with help from Anthropic's Claude. We cover Anthropic like any other company.

The Desks

[AI] AI Models

Google's Genie 4 builds worlds you can walk through, with sound

A scene from a world generated by Google DeepMind's Genie 4
Genie 4 turns a written description into an explorable world. Google DeepMind

Google DeepMind unveiled Genie 4, a "An AI that generates a whole simulated place you can move around in, with its own rules of physics. In the Glossary": you describe a scene, and it builds an interactive world you can move through in real time, with physics, moving people, music, background sound and dialogue. It is a research preview for invited testers. Google says it is coming to Google AI Ultra subscribers and to developers, with no date.

[LAUNCH] Launch and Orbit

Europe's Hera spacecraft sees two asteroids where there was one

The asteroid Didymos and its small moon Dimorphos, two gray rocky bodies against black space
Didymos and its small moon Dimorphos, seen by NASA's DART spacecraft just before impact in 2022. NASA/Johns Hopkins APL

ESA said Hera's camera now shows the asteroid Didymos and its small moon Dimorphos as two separate objects for the first time; until now they looked like a single dot. The pair orbit about 1.15 km apart and are about 197 million km from Earth. ESA plans to release the first detailed pictures of Dimorphos on Nov. 25.

[AIR] Air Mobility

A road-legal flying car gets a factory partner

Illustration: a compact three-wheeled flying car with a folded rotor mast in a clean assembly hall lit in green
A flying car moving from prototype toward the factory floor. Illustration: Singularity Nightly (AI-generated)

Dutch company PAL-V, which builds a car that drives on roads and flies like a small An aircraft with a free-spinning rotor on top for lift and a propeller for push; the rotor turns from the air flowing through it. In the Glossary, chose Nobleo Manufacturing to set up production. PAL-V recently received both car and aircraft production approvals in Europe. It has not said how many it will build or when customers get one.

[MED] Medicine

The FDA proposes a faster path for one-patient gene-editing cures

Illustration: a glowing green DNA double helix with one highlighted rung being swapped out
Fixing a one-letter typo in DNA, one patient at a time. Illustration: Singularity Nightly (AI-generated)

On Oct. 27 the FDA published draft guidance for "individualized" gene-editing treatments, built for a patient's own rare mutation in a disease caused by one faulty gene. The plan lets a company cover several versions of a treatment under one approval application, and sets limits on how much the editing parts may change. A new version that stays inside those limits would count as a manufacturing change, not a brand new drug, STAT reports. The document covers how such treatments are submitted, made, tested and labeled; it does not cover how clinical trials are designed.

[DEF] Defense

The Air Force moves its hypersonic missile from testing to production

Illustration: a sleek dart-shaped glider streaks above the curve of the Earth at dusk on a glowing heat trail
A hypersonic glider flies more than five times the speed of sound. Illustration: Singularity Nightly (AI-generated)

The Air Force said it gave Lockheed Martin a $694 million production contract for the AGM-183A Air-Launched Rapid Response Weapon, or ARRW. A rocket pushes it past five times the speed of sound, then a glider separates and steers to its target. The Air Force did not say how many it is buying or when they arrive. The program failed tests and was paused in 2023 before it was revived, Defense News reports.

[POLICY] Law and Policy

Helium makes the government's critical materials list

Illustration: a single party balloon floats above a glowing computer chip with green circuitry
Helium: not just for party balloons. Illustration: Singularity Nightly (AI-generated)

The Energy Department added helium to its The Energy Department's list of materials vital to energy and technology whose supply is at risk. Being listed can unlock federal research and supply support. In the Glossary. The notice says nothing can replace helium in making computer chips, running A computer that uses the rules of quantum physics to solve certain problems, such as breaking some codes or simulating molecules, far faster than ordinary computers. Today's machines are still small and make many errors. In the Glossary and leak-testing natural gas lines, and that demand is rising with chipmaking for AI.

[TOKEN] Tokenized Assets

A crypto company gets a national bank charter, and the Nasdaq-100 goes on a blockchain

Illustration: a round bank vault door swings open onto glowing green digital coins
Digital dollars, now with a federal bank behind them. Illustration: Singularity Nightly (AI-generated)

The The Treasury Department office that charters and supervises national banks. In the Glossary gave Ripple final approval to run Ripple A federally chartered bank that holds and manages assets for clients but does not take ordinary deposits or make consumer loans. In the Glossary, which will hold the reserves behind its roughly $2.5 billion RLUSD A digital token designed to stay worth a fixed amount, usually one U.S. dollar, backed by cash and safe assets such as Treasury bills. In the Glossary. Separately, Janus Henderson and Centrifuge launched JQQQ, a A regular investment fund whose shares are recorded as digital tokens on a blockchain, so they can be held and moved at any hour. In the Glossary that tracks the Nasdaq-100 under a license from Nasdaq. Tokenized In blockchain finance, a traditional asset that exists outside the blockchain, such as a Treasury bill, a loan or a building, represented by a token on one. Often shortened to RWA. In the Glossary stand at $39.08 billion, excluding stablecoins, per RWA.xyz.

[WILD] Wildcard

Apple's new laptop chip runs more AI at home, on the machine itself

Apple's new 14-inch MacBook Pro with M6, open
The 14-inch MacBook Pro with M6. Apple

Apple introduced the 14-inch MacBook Pro with M6, starting at $1,999, with pre-orders Oct. 28 and arrival Nov. 6. Apple says it runs AI on the laptop up to 25% faster than M5 and up to 13 times faster than M1, with up to 24 hours of battery. Those are Apple's own numbers and have not been independently tested.

Watch

Play video: Spaceflight Now: Falcon 9 launches 27 Starlink satellites from Vandenberg, Oct. 27.
Spaceflight Now: Falcon 9 launches 27 Starlink satellites from Vandenberg, Oct. 27. Watch on YouTube

By the Numbers

  • 252: orbital launch attempts worldwide in 2026 so far; SpaceX flew 123 of them. Launch Library 2
  • 26: flights for the Falcon 9 The first and largest stage of a rocket, which gives the push for liftoff. SpaceX and others now land their boosters and fly them again. In the Glossary that launched SpaceX's satellite internet service, delivered by thousands of satellites in low Earth orbit to small dishes on homes, ships and planes. In the Glossary tonight.
  • 1999: the year the Exponential Time Hypothesis was proposed. TechCrunch
  • 58: top score on the A combined score from Artificial Analysis, an independent testing company, that ranks AI models across many reasoning, knowledge, math and coding tests. Higher is better. In the Glossary, held by Claude Opus 5.5. Artificial Analysis
  • 47: novel drugs approved by the FDA in 2026. FDA
  • $694 million: the Air Force's ARRW production contract. DefenseScoop
  • $39.08 billion: tokenized real-world assets, excluding stablecoins; tokenized U.S. A short-term loan to the U.S. government, repaid in a year or less; together with longer Treasury notes and bonds, they are called Treasuries. They are seen as one of the safest places to keep money. In the Glossary $14.65 billion. RWA.xyz Not investment advice.

Tomorrow's Watchlist

  • Wed Oct. 28: Apple M6 MacBook Pro pre-orders open; last day of the von Braun Space Exploration Symposium, Huntsville, Alabama.
  • Fri Oct. 30, 12:02 AM ET: Falcon 9, Starlink 15-18, Vandenberg.
  • Fri Oct. 30, 2:21 PM ET: India's GSLV launches the NVS-03 navigation satellite.
  • Sat Oct. 31, 9:00 AM ET: The Week No. 1, our first Saturday newsletter.
  • Sat Oct. 31, 11:00 AM ET (may change): Mistral Large 4 An AI model whose trained settings, called weights, are published so anyone can download it and run it on their own computers. It is like publishing the recipe, not just selling the dish. In the Glossary.
  • Sat Oct. 31, 3:00 PM ET: NASA's pretend Mars crew exits after 378 days, live on NASA Johnson's YouTube channel.
  • Slipped: ULA Vulcan's first Amazon Leo launch moved to November and is on hold pending a booster investigation; ULA has not set a date.
  • Coming up: Kimi K3.1 Pro weights by Nov. 4; Joby results Nov. 4, 5:00 PM ET; Starship Flight 15 no earlier than Nov. 8; Hera's first detailed Dimorphos images Nov. 25.