# Google DeepMind's AI Proves Signal's Locks Hold, Voyager 1 Nears One Light-Day From Home, and Robot Boats for the Marines Evening Edition No. 12 · Tuesday, November 10, 2026, 8:00 PM ET · Singularity Nightly Covers Monday, November 9, 2026, 6:00 PM ET to Tuesday, November 10, 2026, 6:00 PM ET Edited by Dennis W. Davis. AI-assisted; see How We Make This: https://singularitynightly.com/how-we-make-this/ > Google DeepMind's AI agents mathematically prove the core of Signal's encryption is secure, Anthropic brings Claude into spreadsheets and meetings, Kratos signs up to launch from a platform at sea, Voyager 1 is about to become the first spacecraft one full light-day from Earth, Amazon's drones win approval to serve 8,000 homes in England, the FDA authorizes a two-armed robot that removes bladder tumors in one piece, the Pentagon picks three companies to build half-sunk robot supply boats, Congress weighs new limits on AI chip sales to China, big banks put $270 million behind their own stablecoin, and Path Robotics raises $300 million for welding robots. **Stuck on AI, software or a book?** [Office Hours with Dennis W. Davis](https://denniswdavis.com/office-hours/) is one-on-one help on Zoom with computers, creative software and publishing. Office Hours is run by Wanderlight Inc, which also publishes Singularity Nightly. ## In 60 Seconds - Google DeepMind's AI agents proved, with math a computer can check, that the core code keeping Signal messages private works as promised, in four weeks instead of years. - Voyager 1, launched in 1977, will be 16 billion miles away on Nov. 18, so far that its radio signal takes a full day to reach us. - The FDA authorized a robot with two needle-thin arms that removes bladder tumors in one piece, which helps doctors see how far a cancer has spread. - Amazon's delivery drones won approval to serve about 8,000 homes around Darlington, England, up from about 600. ## Lead Signal **Google DeepMind's AI agents prove the heart of Signal's encryption is secure** ![NASA leaders cut the ribbon at the opening of NASA's Modular Supercomputing Facility at Ames Research Center in 2019](https://singularitynightly.com/img/editions/nasa-ames-modular-supercomputing-1041.jpg) *NASA leaders open the Modular Supercomputing Facility at Ames Research Center in 2019. Proof checking work like DeepMind's runs on rows of computers in buildings like this one. Credit: NASA/Ames Research Center/Dominic Hart* Google DeepMind on Tuesday [introduced AlphaProof Code](https://deepmind.google/blog/introducing-alphaproof-code/), a team of AI agents that writes formal proofs, step by step math arguments a computer can check line by line, in a language called Lean. Its first big job was Signal, the free messaging app that keeps chats private with encryption, a way of scrambling messages so only the sender and receiver can read them. The agents checked Signal's core encryption code all the way down to the machine code that actually runs on phones. One of the things they proved is that messages stay protected even before and after a phone has been briefly broken into. The work took four weeks; DeepMind says expert teams have needed years for jobs like this. The agents wrote millions of lines of Lean, sent about 1% of the code to human experts to look over, and let the computer check the rest. As a test, researchers put two old Signal bugs, already fixed years ago, back into a separate copy of the code, and both times the system produced a checked proof that the broken version was not safe. The agents run on Google's Gemini Carbon model, and the proofs are [free for anyone to read](https://google-deepmind.github.io/code-verification). Signal's chief technology officer, Ehren Kret, called the approach "a major breakthrough." > **Why it matters:** testing software can only show that bugs were not found; a proof shows the code works for every possible case. Hundreds of millions of people trust Signal's kind of encryption for private messages, and the same method could one day check the code in banks, cars and hospitals. Today it is one important piece of code, and checking whole apps this way is still ahead. ## The Ticker - [AI] Google DeepMind's AlphaProof Code proved Signal's core encryption code secure in four weeks, a job that has taken experts years. [source](https://deepmind.google/blog/introducing-alphaproof-code/) - Why it matters: AI can now help prove that software is safe, not just test it. - [AI] Claude Fable 5.2 took first place on the Artificial Analysis Intelligence Index with 65, ahead of Gemini 4 Carbon at 60. [source](https://artificialanalysis.ai/leaderboards/models) - Why it matters: an outside scorer now agrees the new model is the strongest it has tested. - [AI] Anthropic launched Claude Sheets, Claude Meetings and Claude Whiteboards, putting its AI into spreadsheets, video calls and team planning. [source](https://www.engadget.com/2312177/anthropic-takes-on-google-and-microsoft-with-claude-sheets/) - Why it matters: AI labs now compete with the office software most people use at work. - [AI] OpenAI opened Businesses in ChatGPT in beta, letting verified companies run their own labeled agents inside ChatGPT, which about 1.2 billion people use each week. [source](https://thenextweb.com/news/openai-businesses-in-chatgpt-business-agents) - Why it matters: asking ChatGPT about a store may soon mean talking to that store's own AI. - [AI] Notion said some AI chat transcripts from under 1% of workspaces were exposed through Fireworks, an outside company that runs AI for it, and urged users to change any passwords they pasted in. [source](https://www.notion.com/help/security-incident-involving-a-third-party-ai-vendor) - Why it matters: what you type into an AI tool can leak through that tool's suppliers. - [AI] New York opened a $55 million AI safety and research center at SUNY Binghamton with more than 80 researchers. [source](https://www.longisland.com/news/11-10-26/governor-hochul-declares-ny-will-lead-the-nation-in-ai-science-and-safety-launches-new-research-institute.html) - Why it matters: states are building their own ability to test powerful AI. - [WILD] TSMC's board approved up to $500 million each for shares in Anthropic and OpenAI, and its October sales rose 59.7% from a year earlier. [source](https://www.sec.gov/Archives/edgar/data/0001046179/000104617926000797/tsm-boardx202611xx.htm) Not investment advice. - Why it matters: the company that makes nearly every advanced AI chip is now buying into its biggest customers. - [WILD] Rigetti said its 108-qubit quantum computer got two-qubit operations right 99.5% of the time. [source](https://globenewswire.com/news-release/2026/11/10/3400214/0/en/rigetti-computing-reports-third-quarter-2026-financial-results.html) Not investment advice. - Why it matters: fewer errors is the main thing quantum computers need before they can do useful work. - [WILD] Path Robotics raised $300 million at a $2.45 billion value to teach robots more factory jobs beyond welding. [source](https://www.robotics247.com/article/path-robotics-announces-300m-series-e-financing-at-2.45b-valuation) Not investment advice. - Why it matters: skilled welders are hard to find, and robots could help build ships and machines faster. - [WILD] CoreWeave, which rents AI computers to OpenAI and others, said after the market close that third quarter revenue rose about 168% to $3.66 billion, with $132.5 billion of signed future work; it still lost $709 million and raised its 2026 sales forecast to $13.0 to $13.3 billion. [source](https://www.sec.gov/Archives/edgar/data/0001769628/000176962826000461/coreweave3q26earningspress.htm) Not investment advice. - Why it matters: the money flowing into computers that run AI is still growing fast, even as building them costs billions. - [LAUNCH] Kratos signed a long-term deal to launch defense rockets from Seagate Space's first floating launch platform, starting in 2027. [source](https://www.globenewswire.com/news-release/2026/11/10/3399593/224/en/kratos-and-seagate-space-partner-to-advance-mobile-offshore-launch-capabilities-for-national-security-missions.html) - Why it matters: launch pads on land are crowded, and the ocean has room. - [LAUNCH] The FAA began an environmental review of SpaceX's request for up to 456 Starship launches a year from Texas, up from 25; public comments are due Dec. 7. [source](https://www.faa.gov/space/stakeholder_engagement/spacex_starship) - Why it matters: it would make South Texas one of the busiest launch sites on Earth. - [ORBIT] Voyager 1 will be one light-day from Earth on Nov. 18, about 16 billion miles away. [source](https://www.nasa.gov/news-release/nasa-invites-media-public-to-join-voyager-1-one-light-day-activities/) - Why it matters: no human-made object has ever been this far from home. - [ORBIT] Axiom Space sued rival Vast, saying Vast copied parts of Axiom's mission plan into a filing to NASA; Vast denies it. [source](https://arstechnica.com/space/2026/11/one-space-station-company-sues-another-for-copying-its-work/) - Why it matters: it is the first court fight between companies racing to build private space stations. - [ORBIT] Two NASA-backed studies say ripples in space called gravitational waves could reveal planets circling pairs of dead stars. [source](https://science.nasa.gov/missions/lisa/gravitational-waves-can-reveal-new-worlds/) - Why it matters: it would be a new way to find worlds no telescope can see. - [AIR] Amazon's Prime Air won the UK's first SAIL 4 approval and grew drone delivery in Darlington from about 600 homes to about 8,000. [source](https://www.aboutamazon.co.uk/news/innovation/prime-air-secures-sail-4-approval-uk-civil-aviation-authority) - Why it matters: drone delivery is moving from small trials to whole towns. - [AIR] Archer said its Midnight air taxi will start piloted flights in Los Angeles in the coming weeks and its deal for three Boeing units is close to done. [source](https://investors.archer.com/news/news-details/2026/Archer-Announces-Q3-2026-Results-Receives-FAA-Market-Survey-Certificate-Unlocking-LA-Operations-and-Boeing-Deal-Close-Imminent/default.aspx) Not investment advice. - Why it matters: Los Angeles could be the first big U.S. city to see air taxis fly regularly. - [MED] The FDA authorized Virtuoso Surgical's two-armed robot that removes bladder tumors in one piece through the body's natural opening. [source](https://www.medtechdive.com/news/virtuoso-robot-wins-fda-nod-for-bladder-tumor-removal/874261/) - Why it matters: a whole tumor tells doctors more about a cancer than scraped-out pieces. - [MED] PepGen's experimental drug fixed on average 46.5% of the faulty genetic step behind myotonic dystrophy type 1 in 6 patients. [source](https://www.statnews.com/2026/11/10/muscular-dystrophy-dm1-pepgen-pgn-edodm1-early-results/) - Why it matters: this muscle disease has no approved treatment. - [MED] An HIV treatment of two antibodies given every 8 weeks kept the virus down in 16 of 17 patients at 24 weeks, in The Lancet HIV. [source](https://globenewswire.com/news-release/2026/11/10/3399414/0/en/taimed-biologics-announces-publication-in-the-lancet-hiv-of-phase-1b-2a-study-of-long-acting-dual-antibody-hiv-maintenance-regimen-tmb-365-tmb-380.html) - Why it matters: it points toward HIV care without daily pills. - [MED] Oura, the smart ring maker, agreed to buy the AI health chat company Counsel Health for $625 million. [source](https://www.statnews.com/2026/11/10/oura-acquires-counsel-health-big-bet-ai-care/) - Why it matters: your ring may soon pass you from sleep data to a real doctor. - [DEF] The Defense Innovation Unit picked Saronic, Sea Machines and Rudder to build test versions of half-sunk robot boats that carry supplies for the Marines. [source](https://www.defensedaily.com/diu-awards-three-prototype-contracts-for-marine-corps-alpv/navy-usmc/) - Why it matters: robot boats could deliver supplies without risking crews. - [DEF] The Air Force asked companies for ready-made AI that can fly spacecraft on their own between Earth and the Moon; answers are due Dec. 4. [source](https://defensescoop.com/2026/11/10/air-force-wants-ai-for-cislunar-space-vehicles/) - Why it matters: deep space is too far for people to steer every move by hand. - [POLICY] Congressional leaders in both parties pushed to add limits on AI chip sales to China to the yearly defense bill. [source](https://247wallst.com/investing/2026/11/10/congress-wants-china-chip-limits-in-the-defense-bill-after-nvidias-spy-scandal/) - Why it matters: it could give Congress a say over which AI chips go to China. - [POLICY] Senators questioned Danielle Thumann Severs, nominee for the FCC, as Democrats warned the agency could end up with no Democratic members. [source](https://www.commerce.senate.gov/press/dem/release/senator-hickenlooper-warns-of-the-dangers-of-an-fcc-with-only-republican-commissioners/) - Why it matters: the FCC decides rules for phones, satellites and broadcast TV. - [POLICY] Michigan's governor-elect, Jocelyn Benson, proposed pausing new data centers until the state sets rules on water, power bills and tax breaks. [source](https://www.clickondetroit.com/news/local/2026/11/10/michigan-data-centers-governor-elect-jocelyn-benson-proposes-new-regulations-on-water-energy-tax-breaks/) - Why it matters: who pays for new power lines can show up on household bills. - [POLICY] The Pentagon removed the drug ingredient maker WuXi AppTec from its list of companies it says are tied to China's military, after losing in court. [source](https://www.pharmamanufacturing.com/quality-risk/supply-chain/article/55417484/pentagon-removes-wuxi-apptec-from-1260h-list-of-chinese-military-companies) - Why it matters: WuXi makes ingredients for many medicines sold in the U.S. - [TOKEN] Goldman Sachs, Citigroup and other banks committed about $270 million to Project Faro, a bank-run stablecoin planned for 2027, Bloomberg reports. [source](https://coindesk.com/es/business/2026/11/10/goldman-sachs-citi-among-banks-said-to-commit-usd270-million-to-stablecoin-venture) Not investment advice. - Why it matters: your own bank may one day offer a digital dollar that moves around the clock. - [TOKEN] Treasury's order cutting the crypto exchange MEXC off from U.S. banks was published and takes effect in about 30 days. [source](https://www.fincen.gov/system/files/2026-11/MEXC-Section-9714.pdf) Not investment advice. - Why it matters: anyone with money on MEXC will soon find U.S. transfers blocked, and should watch for scam messages. - [TOKEN] Tokenized real-world assets passed $40 billion, at $40.01 billion, up from $39.78 billion on Monday, per RWA.xyz. [source](https://app.rwa.xyz/) Not investment advice. - Why it matters: the total keeps climbing to new highs. ## The Desks ### AI Models **Anthropic brings Claude into spreadsheets, video calls and team whiteboards** ![A Claude Sheets spreadsheet from Anthropic's launch images](https://singularitynightly.com/img/editions/anthropic-claude-sheets-screen-780.jpg) *A Claude Sheets spreadsheet from Anthropic's launch images. Credit: Anthropic* Anthropic, the company that makes the Claude AI, showed new work tools at an event in San Francisco on Tuesday, [Engadget reports](https://www.engadget.com/2312177/anthropic-takes-on-google-and-microsoft-with-claude-sheets/). Claude Sheets lets Claude build and edit spreadsheets with several tabs and formulas, the math rules inside cells, keeps track of every change it makes, and saves files for Excel; it is in beta, an early test version, for paying users on the web, computers and phones. Claude Meetings is an agent, an AI that carries out tasks on its own, that joins Google Meet video calls, takes notes and follows up on to-do items. It is only for business plans, tells everyone in the meeting chat that it is there, and stays out of calls with outside guests unless a company allows it. Claude Whiteboards sorts a team's ideas by theme and drafts a to-do list for each person. Claude Dashboards gets a new name, Claude Data, and full apps from Adobe, Atlassian and HubSpot can now open inside Claude. Anthropic did not share prices. > **Why it matters:** for years, office work has meant Microsoft and Google tools. Now the AI labs want to be the place where the spreadsheet gets built and the meeting notes get written. A helper that does the busywork could free up hours a week, as long as people check its work. Disclosure: Singularity Nightly is drafted with help from Anthropic's Claude. We cover Anthropic like any other company. ### Launches **Kratos signs up to launch rockets from a platform at sea** ![Seagate Space's planned Gateway offshore launch platform](https://singularitynightly.com/img/editions/seagate-space-gateway-platform-1253.jpg) *Seagate Space's planned Gateway offshore launch platform, from the companies' press images. Credit: Seagate Space/Kratos* Kratos, a defense company that builds drones and test rockets, [signed a long-term agreement](https://www.globenewswire.com/news-release/2026/11/10/3399593/224/en/kratos-and-seagate-space-partner-to-advance-mobile-offshore-launch-capabilities-for-national-security-missions.html) on Tuesday to use the first Gateway platform from Seagate Space of St. Petersburg, Florida. Gateway is an offshore launch platform, a floating pad that can sail out to open ocean and launch rockets there. Seagate signed its first contract to build one at the same time. Kratos plans its first mission from the platform in 2027, starting with hypersonic test vehicles, which fly more than five times the speed of sound, and targets the military uses for practice. Neither company shared the price or length of the deal. Kratos CEO Eric DeMarco said the sea gives "flexibility, responsiveness, and operational choice." Seagate has also announced partners including Aurex, [SatNews reports](https://satnews.com/2026/11/10/seagate-space-and-aurex-partner-to-develop-offshore-launch-capabilities/). > **Why it matters:** America's land launch sites are busy, and test flights can wait months for a turn. A pad that moves to open water can launch on new paths, far from homes. The first launch is planned for 2027. ### Satellites and Orbit **Voyager 1 is about to be one light-day from home** ![An artist's concept of a Voyager spacecraft in deep space](https://singularitynightly.com/img/editions/voyager-1-light-day-concept-2000.jpg) *An artist's concept of a Voyager spacecraft in deep space. Credit: NASA/JPL-Caltech* NASA's Voyager 1, launched in 1977, will be about 16 billion miles from Earth on Wednesday, Nov. 18, [NASA says](https://www.nasa.gov/news-release/nasa-invites-media-public-to-join-voyager-1-one-light-day-activities/). That is one light-day, the distance light travels in 24 hours, so a radio message sent to Voyager now takes a whole day to get there and another day for the answer to come back. NASA calls it "the most distant human-made object." Voyager 1 left the bubble of the Sun's wind and entered interstellar space, the space between the stars, in 2012, and it still sends back science. NASA invites everyone to "Shine Bright for Voyager's Light-Day" after sunset on Tuesday, Nov. 17, by flashing a phone light to spell VGR in Morse code, a code of short and long flashes. A panel from NASA's Jet Propulsion Laboratory streams on nasa.gov/live at 12:00 PM ET on Thursday, Nov. 19. > **Why it matters:** a machine built in the 1970s is still talking to us from beyond the planets. It shows how far careful engineering can go. Its power is slowly running down, so every year it keeps working is a gift. ### Air Mobility **Amazon's delivery drones get approval to serve a whole English town** ![Amazon's MK30 Prime Air delivery drone](https://singularitynightly.com/img/editions/amazon-mk30-drone-2000.jpg) *Amazon's MK30 delivery drone, from Amazon's press images. Credit: Amazon* The UK Civil Aviation Authority gave Amazon's Prime Air a SAIL 4 approval, [Amazon says](https://www.aboutamazon.co.uk/news/innovation/prime-air-secures-sail-4-approval-uk-civil-aviation-authority), the first in the country. SAIL is a safety score for drone flights, from I to VI, and a higher number means the company had to prove more safety steps. Starting Tuesday, about 8,000 homes within 7.5 miles of Amazon's Darlington warehouse in northeast England can get deliveries, up from about 600, [ITV reports](https://www.itv.com/news/tyne-tees/2026-11-10/amazon-drone-delivery-step-closer-to-uk-roll-out). The MK30 drone, which has six motors, carries items up to 5 pounds and drops them off in under two hours, at no extra cost for Prime members. Theunis Scheepers of Prime Air Europe said "Earning it took years of disciplined engineering." In July an MK30 came down in a garden in Darlington; no one was hurt, and investigators opened an inquiry. > **Why it matters:** small things like medicine or a phone charger could arrive by air in less time than a trip to the store. Moving from a few hundred homes to thousands is how drone delivery becomes normal. Regulators are watching safety closely as it grows. ### Medicine **The FDA authorizes a two-armed robot that removes bladder tumors in one piece** ![Virtuoso Surgical's robotic system for bladder surgery through the urethra](https://singularitynightly.com/img/editions/virtuoso-endoscopy-robot-1200.jpg) *The Virtuoso Endoscopy System, from Virtuoso Surgical's press images. Credit: Courtesy of Virtuoso Surgical* Virtuoso Surgical of Nashville [received De Novo authorization](https://www.medtechdive.com/news/virtuoso-robot-wins-fda-nod-for-bladder-tumor-removal/874261/) from the FDA on Tuesday for its Virtuoso Endoscopy System. De Novo is the FDA's path for a brand new kind of device with nothing like it already on the market. Today, bladder tumors are usually scraped out in small pieces through a thin tube called an endoscope. Virtuoso puts two arms, each about as thin as a needle and made of bendy metal tubes, at the tip of the tube: one lifts the tumor while the other cuts underneath, so it comes out whole, [Urology Times reports](https://www.urologytimes.com/view/fda-grants-de-novo-authorization-virtuoso-robotic-system-bladder-tumor-resection). In the first 20 patients of a study, the bladder wall muscle doctors need to see was present in 94% of removed tumors, against about 70% with the usual surgery, and there were no problems during surgery. CEO Duke Herrell said removing a tumor in one piece "supports clearer diagnosis and staging." Leading U.S. urology centers get it first, in 2027. > **Why it matters:** bladder cancer treatment depends on knowing how deep a tumor goes. A whole tumor gives the lab a clean answer, so patients get the right treatment sooner. It is a small study so far, and wider use starts in 2027. ### Defense **The Pentagon picks three companies to build half-sunk robot boats that resupply Marines** ![A Marine with 1st Marine Logistics Group operates an Autonomous Low-Profile Vessel at Camp Pendleton, California](https://singularitynightly.com/img/editions/dvids-alpv-camp-pendleton-1000.jpg) *A Marine with 1st Marine Logistics Group operates an Autonomous Low-Profile Vessel during testing at Camp Pendleton, California, on Jan. 22, 2026. Credit: U.S. Marine Corps photo by Sgt. Mary Torres, via DVIDS* The Defense Innovation Unit, the Pentagon office that brings in new technology from companies, said Monday evening it gave three prototype contracts, deals to build test versions, for its Autonomous Low Profile Vessel project, [Defense Daily reports](https://www.defensedaily.com/diu-awards-three-prototype-contracts-for-marine-corps-alpv/navy-usmc/). The winners are Saronic Technologies, Sea Machines Robotics and Rudder Industries, a first-time Pentagon partner, [Ocean News reports](https://oceannews.com/news/defense/diu-awards-three-prototype-contracts-for-autonomous-low-profile-vessel-program). A low-profile vessel rides almost level with the water, so it is hard to see or spot on radar, and these boats drive themselves. The Marine Corps Warfighting Laboratory and the Navy's small boat engineers are partners. The dollar amounts were not shared. DIU said the goal is "rapid prototyping and fielding at scale." Marines tested one of the boats at Camp Pendleton in January. > **Why it matters:** getting food, fuel and parts to small groups spread across islands is slow and risky for crews. Boats that steer themselves could carry those loads instead. These are test boats; any large order would come later. ### Law and Policy **Congress pushes to add new limits on AI chip sales to China to the defense bill** ![The U.S. Capitol building in Washington, D.C.](https://singularitynightly.com/img/editions/us-capitol-dome-2000.jpg) *The U.S. Capitol in Washington, where the final defense bill is being written. Credit: Noclip, Wikimedia Commons (public domain)* Leaders in both parties are pushing to put three chip bills into the final version of the National Defense Authorization Act, the yearly law that sets Pentagon policy, [24/7 Wall St. reports](https://247wallst.com/investing/2026/11/10/congress-wants-china-chip-limits-in-the-defense-bill-after-nvidias-spy-scandal/). The AI Overwatch Act would let Congress review licenses to sell advanced AI chips to China and other countries of concern. The Chip Security Act would make companies keep track of where their AI chips end up abroad. The MATCH Act would push allies to limit sales of chipmaking tools to China. House Democratic leader Hakeem Jeffries "strongly supports" the Senate's chip language and said there are "real concerns that need to be addressed," [Reuters reports](https://www.aol.com/articles/jeffries-pushes-tighter-china-chip-150607000.html). The push follows reports, from unnamed U.S. officials, that Nvidia's CEO was the target of a foreign spying effort; China called the claims "entirely groundless," [Al Jazeera reports](https://www.aljazeera.com/economy/2026/11/10/nvidia-spy-scandal-fuels-debate-over-chip-exports-to-china). House committee chairs asked Nvidia's Jensen Huang to say by Wednesday whether he will attend a closed briefing on Nov. 18. None of these measures is law yet. > **Why it matters:** the chips that train AI are also used to build military AI, so who can buy them is a big question. These rules would give Congress, not only the White House, a say. The final bill is still being written, and the chip limits may or may not make it in. ### Tokenized Assets **Big banks put $270 million behind their own dollar stablecoin** ![Printing equipment at the Bureau of Engraving and Printing producing sheets of 50 one-dollar notes](https://singularitynightly.com/img/editions/bep-currency-printing-575.jpg) *Machines at the U.S. Bureau of Engraving and Printing print and check sheets of 50 one-dollar notes. Credit: U.S. Bureau of Engraving and Printing* Goldman Sachs, Citigroup and other banks have committed about $270 million to Project Faro, enough to run it for five years, Bloomberg reported Tuesday, [according to CoinDesk](https://coindesk.com/es/business/2026/11/10/goldman-sachs-citi-among-banks-said-to-commit-usd270-million-to-stablecoin-venture). A stablecoin is a digital token meant to always be worth one dollar, backed by cash and short-term government debt. Faro plans a U.S. company to issue a dollar stablecoin, and later tokens for other big currencies, starting with the euro. The group has 21 members, including Santander, Deutsche Bank, Bank of America, Wells Fargo and Fidelity, and aims to launch in the first half of 2027, [Unchained reports](https://unchainedcrypto.com/goldman-citi-and-other-banks-reportedly-fund-270-million-stablecoin-initiative/). Today two private coins, Tether's USDT and Circle's USDC, hold about 84% of a stablecoin market of about $293 billion. The banks did not comment. Not investment advice. > **Why it matters:** a dollar token from familiar banks could let people and businesses send money any hour of any day, as fast as a text. It would also compete with the crypto companies that run most stablecoins today. Nothing launches before 2027, and the U.S. rules for issuers take effect in January. ### Wildcard **Path Robotics raises $300 million to move welding robots toward running whole factories** ![Path Robotics Obsidian intelligent welding cell](https://singularitynightly.com/img/editions/path-robotics-welding-1920.jpg) *A Path Robotics Obsidian welding cell, from the company's images. Credit: Path Robotics* Path Robotics of Columbus, Ohio, [raised $300 million](https://www.robotics247.com/article/path-robotics-announces-300m-series-e-financing-at-2.45b-valuation) on Tuesday, valuing it at $2.45 billion. Path makes robots that weld, joining metal parts with heat, and trains them with Obsidian, what it calls a physical AI model, an AI that learns to control machines in the real world, built from real welding data. In May it launched Rove, a welder that rides on a four-legged robot so it can walk to the job. Its yearly subscription revenue grew 17 times in 18 months, and in August it signed a $600 million deal with HII, a shipbuilder, to help build Navy ships. The money will go to new jobs beyond welding, new kinds of robots and computer power to train its AI. CEO Andy Lonsberry said "Our goal isn't to automate one step, but to automate the entire factory." Not investment advice. > **Why it matters:** America has far fewer welders than it needs, which slows down shipyards and factories. Robots that learn the skill could help build ships, bridges and machines faster. People are still needed to set up, check and fix the work. ## Watch [Video: Boston Dynamics (Nov. 9): Atlas on wheels glides sideways, balances on one wheel and lands a spinning jump in a research test.](https://www.youtube.com/watch?v=NL65Awuv8gU) [Video: AI Revolution (Nov. 9): a roundup of humanoid robots in China, including news anchors with artificial skin and a 24-hour store run by robots.](https://www.youtube.com/watch?v=WPc-_6ToOqE) [Video: In case you missed it, SpaceX (Nov. 7): Starship, Go For Orbit, the story of Starship's path to its first orbital flight with Starlink satellites.](https://www.youtube.com/watch?v=8ySMdUIF3cY) ## Voices - Elon Musk, on X, said the software SpaceX built to move huge amounts of data through Starlink is "very well suited to training super intelligence." [source](https://x.com/elonmusk/status/2120102767624880364) (opinion) - Dr. Alexander Wissner-Gross, in his Innermost Loop newsletter, opened Tuesday's issue with "The Singularity's quiet period just got loud." [source](https://theinnermostloop.substack.com/p/welcome-to-november-10-2026) (opinion) ## By the Numbers - 4 weeks: how long DeepMind's agents took to prove Signal's core encryption code secure, a job that has taken experts years. [Google DeepMind](https://deepmind.google/blog/introducing-alphaproof-code/) - 65: Claude Fable 5.2's score on the Artificial Analysis Intelligence Index, the new top score, up from 60. [Artificial Analysis](https://artificialanalysis.ai/leaderboards/models) - 16 billion miles: Voyager 1's distance from Earth on Nov. 18, one light-day. [NASA](https://www.nasa.gov/news-release/nasa-invites-media-public-to-join-voyager-1-one-light-day-activities/) - 0: orbital launches worldwide in the window; 261 in 2026. [Launch Library 2](https://ll.thespacedevs.com/2.3.0/launches/previous/?net__gte=2026-11-09T23:00:00Z&mode=list) - 456: Starship launches a year SpaceX wants to fly from Texas, up from 25. [FAA](https://www.faa.gov/space/stakeholder_engagement/spacex_starship) - About 8,000: homes in Darlington, England, that Amazon's drones can now reach, up from about 600. [Amazon](https://www.aboutamazon.co.uk/news/innovation/prime-air-secures-sail-4-approval-uk-civil-aviation-authority) - 94%: removed bladder tumors that included the wall muscle doctors need to see, with the Virtuoso robot, in 20 patients. [MedTech Dive](https://www.medtechdive.com/news/virtuoso-robot-wins-fda-nod-for-bladder-tumor-removal/874261/) - 48: novel drugs approved by the FDA in 2026 so far. [FDA](https://www.fda.gov/drugs/novel-drug-approvals-fda/novel-drug-approvals-2026) - $270 million: what banks committed to the Project Faro stablecoin. [CoinDesk](https://coindesk.com/es/business/2026/11/10/goldman-sachs-citi-among-banks-said-to-commit-usd270-million-to-stablecoin-venture) Not investment advice. - $132.5 billion: CoreWeave's backlog of signed future work for its AI computers, as of Sept. 30. [CoreWeave](https://www.sec.gov/Archives/edgar/data/0001769628/000176962826000461/coreweave3q26earningspress.htm) Not investment advice. - $2.45 billion: Path Robotics' value after its new funding. [Robotics 24/7](https://www.robotics247.com/article/path-robotics-announces-300m-series-e-financing-at-2.45b-valuation) - $40.01 billion: tokenized real-world assets, excluding stablecoins. [RWA.xyz](https://app.rwa.xyz/) Not investment advice. ## Tomorrow's Watchlist - Wed Nov. 11: Veterans Day; China's Long March 2D launches from Jiuquan, 6:40 AM ET; the European Commission is expected to present its Digital Fairness Act; deadline for Nvidia's Jensen Huang to answer House chairs; Falcon 9 launches USSF-627 from Vandenberg, 9:35 PM ET. - Thu Nov. 12: Intuitive Machines results, 8:30 AM ET; Virgin Galactic results, 5:00 PM ET; Cisco and Applied Materials report after the market close. - Fri Nov. 13: South Korea's Mir rocket may make its first full flight from a sea platform, about 12:00 AM ET; Vulcan returns to flight with 40 Amazon Leo satellites, 12:54 PM ET; Starship Flight 15 tries to catch both its booster and its ship, window 5:45 to 7:00 PM ET, pending its FAA license. - Sat Nov. 14: Rocket Lab's Electron launches a radar satellite for iQPS, 12:30 AM ET; FDA decision due on Summit's lung cancer drug ivonescimab; ObesityWeek opens near Washington. --- Source: https://singularitynightly.com/editions/2026-11-10-evening-12/ License: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/) Cite: Singularity Nightly, "Google DeepMind's AI Proves Signal's Locks Hold, Voyager 1 Nears One Light-Day From Home, and Robot Boats for the Marines", Tuesday, November 10, 2026, https://singularitynightly.com/editions/2026-11-10-evening-12/. CC BY 4.0.