Morning brief · 8 September 2026

Walked away from Decart

Anthropic walked away from a potential ~$6B acquisition of Decart AI (Nvidia-backed Israeli inference shop, last private mark ~$4B) after due diligence, per Bloomberg early Tuesday. Reasons undisclosed; sides may still collaborate. Awkward timing against IPO prep.

Huang overnight: "NVIDIA compute is fungible, durable and highly rentable," quoting a note that 3-year-old H100 rentals are up about 22% month-on-month to about $3.28/hr.

Tesla: FSD Supervised approved in Slovenia, the 6th EU market. Tesla Europe posted late Monday; Musk amplified. Customer rollout "soon" via OTA; Europe access remains subscription (~€99/mo).

Brockman highlighted ChatGPT Work learning a user's personal writing style from connected tools (Gmail, Drive, Slack, SharePoint).

Lighter: SpaceXAI Grok Build updates toward an agent workspace; Starlink now on Austrian Airlines.

Quiet from Hassabis, Karpathy, Sutskever, and Amodei personally.