Welcome, busybees
Oracle sent a force majeure notice this week to the developer of Project Jupiter, one of the flagship sites in the $500 billion Stargate AI infrastructure buildout it announced with OpenAI and SoftBank. Force majeure clauses exist for earthquakes, hurricanes, wars, events genuinely outside anyoneâs control. Oracle is using one because a state regulator keeps denying a gas pipeline permit. The company insists the 2028 opening date âremains on our planned schedule.â Its stock dropped as much as 4% within hours of the news breaking anyway.
Meanwhile, a Stockholm startup most people outside tech have never heard of just quietly crossed a revenue number bigger than most public companies ever reach.f you asked, weâre breaking down exactly whatâs true (and not true) about Claudeâs new text watermarking, which has generated real backlash this week.
Hereâs what happened in AI today:
⢠Oracle invoked a force majeure clause on its flagship Stargate data center, and its own stock didnât believe the reassurance.
⢠The siteâs biggest problem isnât chips or capital, itâs a blocked gas pipeline permit and a looming air-quality deadline.
⢠Lovable crossed $600 million in annual revenue, doubling in three months, with two-thirds of the Fortune 500 already using it.
⢠Lovable raised over $700 million across two rounds just eight months apart.
âŚand a whole lot more that you can read about below.
⢠Oracle Just Invoked a Clause Usually Reserved for Earthquakes and Hurricanes
Oracle sent a force majeure notice to Blue Owl Capital, developer of Project Jupiter, a 2.45-gigawatt Stargate data center campus in New Mexicoâs DoĂąa Ana County, Bloomberg first reported Thursday. Force majeure clauses excuse a party from contractual obligations when events outside its control get in the way, more commonly invoked for natural disasters than permitting delays. Oracle isnât trying to exit as the campusâs main tenant, the notice would simply let it delay payments if the facility misses its 2028 target. The site has been hit by a real string of setbacks tied to its energy supply: itâs designed to run on gas-powered fuel cells from Bloom Energy, but an Energy Transfer pipeline meant to deliver that gas has been delayed nearly six months after regulators repeatedly denied permits, and a separate air-quality permit for the fuel cell system remains pending, with New Mexicoâs environment department facing a November 23 deadline to decide. Oracle maintains publicly that âProject Jupiter remains on our planned schedule,â and Blue Owl says the notice âdoes not change the financial commitments to this multi-year project.â The market reacted differently, Oracle shares fell as much as 4% following the report.
⢠A Startup Most People Havenât Heard Of Just Crossed $600 Million in Revenue
Lovable, the Stockholm-based âvibe-codingâ platform, crossed $600 million in annualized revenue, co-founder Fabian Hedin announced Thursday at the HumanX summit in Amsterdam, up from roughly $500 million just three months earlier in June. Hedin said the company has pushed hard into enterprise, with people at two-thirds of Fortune 500 companies now using the product, including Microsoft, Nvidia, and Deutsche Telekom. He drew a sharp distinction from tools like Codex or Claude Code: âLovable does not output code. The output is a product, and increasingly so, a business,â pointing to nearly a billion monthly views across apps built on the platform, roughly ten times Lovableâs own traffic. The revenue milestone follows two funding rounds in eight months: $300 million from Menlo Ventures and CapitalG at a $6.6 billion valuation last December, then $400 million from Menlo and the Scaleup Europe Fund at a $13.3 billion valuation this August.
Todayâs Job Board
Product Engineer | CoLoop
London, England, GB (Full-time)
Build the AI copilot for insights and strategy work.
Software Engineer, Fullstack | Aviator
San Francisco, CA, US (Full-time)
Build a Google-level engineering productivity suite for fast-moving software teams.
Senior Software Engineer | Pine Park Health
Berkeley, CA / Remote (Full-time)
Build software for a company providing primary care in senior living communities.
AI/ML Infrastructure Engineer | Zensors
San Francisco, CA, US (Full-time)
Build the AI infrastructure that understands and automates the physical world.
Full-Stack Software Development Lead | SiPhox Health
Remote (Full-time)
Build at-home health monitoring hardware powered by silicon photonic chips.
Software Engineer (AI) | Numeral
New York, NY / Remote (Full-time)
Build the AI-native sales tax solution.
Full Stack Software Engineer (Frontend-leaning) | Caribou
London, England, GB (Full-time)
Build the product for the autonomous tax firm handling filings end to end.
Todayâs Money Moves đ¸
Lightspeed Targets $250M for a New India Fund, Focused on Early-Stage AI
Lightspeed is raising a new $250 million fund specifically targeting early-stage AI startups in India, a real signal of how much investor attention is shifting toward AI outside the US and China.
Ando Wants to Take On Slack With a Messaging App Built for Humans and Agents
Ando is building a team messaging platform designed from the ground up for humans and AI agents to work side by side, positioning itself as a direct challenger to Slack in an agent-native form.
Skill of the Day
Give Metaâs Muse an Ongoing Job
Most peopleâs first real AI agent wonât be a fully autonomous coding tool, itâll be something more like Metaâs Muse, which can keep working after youâve closed the app. That changes whatâs actually worth asking it to do. The best jobs for an always-on agent are the ones youâd otherwise have to keep checking yourself.
Give it one ongoing job to start: watching a price, planning a trip, or keeping you on top of an inbox. Check its status regularly to see what itâs already done, whatâs coming next, and anything sitting there waiting for your approval. If that one job actually works well, expand what it can do through Feed, Ideas, Goals, or the files it saves to Library. Start small, give it one low-stakes job first, and only add real permissions once that job genuinely needs them. Read what youâre actually agreeing to before you grant that access.
Prompt of the Day
The Ongoing Job Brief
I want to give an AI agent one ongoing job instead of a one-time task. Help me define it clearly.
The job Iâm considering: [describe what you want it to monitor or manage]
Give me:
The exact scope of what it should watch or do, and whatâs explicitly out of bounds.
What âdoneâ or âworth flagging meâ looks like for this specific job.
The minimum permissions it actually needs to do this, nothing extra.
One low-stakes way to test it before expanding what itâs allowed to touch.
Thatâs a wrap for today, busybees.
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