Arm Holdings CEO Rene Haas told CNBC's Jim Cramer that his confidence in reaching $2 billion in revenue for the company's new AGI CPU has increased since the July earnings call. Arm first flagged $2 billion in demand visibility in May, double its earlier $1 billion estimate, but had held off raising guidance while working to secure sufficient manufacturing capacity.
A developer released a free browser-based logic puzzle called 'Plan The Roadmap' on Show HN, part of a series called Corporate Mind Games. Players drag 16 tickets into four quarterly columns, each with a point target, while satisfying constraints set by simulated meeting participants, winning when all indicator faces turn from frowning to smiling.
A software engineering commentary distinguishes between writing code—translating ideas into executable instructions, a task AI handles well—and building software, which involves deciding what instructions should exist, how systems interact, and which tradeoffs and constraints matter. The piece uses an example of processing incoming events to show that architectural decisions like consistency, retries, and ordering have little to do with syntax or programming language choice.