WHAT'S NEW
What we changed
Every visible change to the site, newest first. If something here works better — or worse — for you, we want to hear it.
Shipped 13 October 2026
The Daily Receipts, simpler to read
Every fact in the free weekday mail now says why it matters, each issue explains one AI term, and a short list at the top tells you what is inside. The same sourced facts, quicker to take in.
See it →Shipped 13 October 2026
A new homepage, with today's four facts up front
The first screen now opens on a card with the day's four facts, one at a time, and a tile for each part of the site, so you can start reading without scrolling.
See it →Shipped 13 October 2026
Daylight mode: read the site on a light background
Tap the sun in the top bar to switch the whole site to a light theme, easier to read outdoors or in a bright office. Tap the moon to go back. Dark stays the default.
See it →Shipped 7 October 2026
Sign in with Google or Apple, beside the email link
Two more doors into the same account. The email sign-in link works exactly as it did, nothing about your membership or your Receipts changes, and you can use whichever you prefer each time.
See it →Shipped 7 October 2026
Every fact we hold on a company, on that company's page
Nvidia's page now lists all eighteen, newest first, with Nvidia's own filings above everyone else's reporting and the quarter printed beside each figure. Live on every company we hold at least two facts on.
See it →Shipped 7 October 2026
Join from the page you are already reading
The fact library, the brief archive and a locked deep dive used to send you to the homepage to sign up. The field is on the page itself now, with the same free daily brief behind it.
See it →Shipped 6 October 2026
A step-by-step guide to copying one of our grid bots
Insider and Pro members already saw the exact settings for each pair. There is now a numbered walkthrough of copying one into Pionex, and an address to write to if a step does not match what you see.
See it →Shipped 30 September 2026
The Receipts Ledger is live: earn your way into Insider and Pro
Founding members now earn Receipts for joining, referring friends, reacting to editions, sharing us and commenting on our YouTube videos. 1,500 brings a free year of Insider, 2,500 a year of Pro. You start at 100.
See it →Shipped 30 September 2026
New fact card: Anthropic's SpaceX compute bill, up to $84.5B
Reuters reports Anthropic's IPO prospectus puts its SpaceX compute deal at up to $84.5B through May 2029, nearly double May's ~$45B. Most of it can be cancelled with 90 days' notice.
See it →Shipped 28 September 2026
Insider's perk list adds grid bot trading setups
The Insider tier, still in development, now promises detailed grid bot trading setups for every tradeable AI stock alongside its other member perks.
See it →Shipped 27 September 2026
The waitlist button says what it actually does
The founding-list form's button no longer just promises a free brief — it now says plainly that signing up makes you a founding member.
See it →Shipped 27 September 2026
AI-bots cross-references added to the screener
Screener cards and deep dives for companies with a tokenized-stock listing now show a spot-only "also tradeable as X" badge, plus a new /ai-bots page explaining the relationship and its terms in full.
See it →Shipped 22 September 2026
Nvidia, taken apart: $89bn a quarter, and who pays for it
Data-centre revenue of $89bn in the quarter to 26 July 2026 — and, in the same filings, a guarantee of up to $105bn on OpenAI's leases and $36bn of commitments to rent capacity back. For members; free in Nvidia's week, 19 October.
See it →Shipped 22 September 2026
Palantir, taken apart: 93% growth, no AI revenue line
Revenue of $1.935bn in the quarter to 30 June 2026, up 93%. The filings use the word AI 65 times and never as a revenue line — the money is split only by who pays. For members; free in Palantir's week, 12 October.
See it →Shipped 21 September 2026
Company deep dives: the article behind the exposure card
One company a week now gets a full article: what it sells, where it sits in the chain, what it filed, and what could break it. Every figure is tagged filed, adjusted, our math or judgement — valuation never appears.
See it →Shipped 20 September 2026
Exposure pages are now translated to the last line
The value-chain layer, the signal that stands in for an undisclosed AI share, and the open card's own prose were all still English on /de, /es and /zh. All three now follow the reader. Filed figures stay exactly as filed.
See it →Shipped 20 September 2026
Ten more companies on the AI exposure list
The set went from 17 companies to 27 — and not one of the ten new ones discloses an AI share of revenue. Each shows a cited signal instead: capex the company calls AI-driven, megawatts contracted, orders booked.
See it →Shipped 20 September 2026
The homepage loads lighter and settles sooner
330KB cut from the two heaviest images, and the offscreen half of the page no longer computes its layout until you scroll to it. Same page, less work before it is usable.
See it →Shipped 20 September 2026
The daily mail's video thumbnail finally loads
The image beside the channel link had never carried a URL an email client could fetch, so it arrived as a broken frame everywhere. It now serves over https, like the rest of the mail.
See it →Shipped 12 September 2026
Newsletter photo bands are finally visible
The dark photo band behind each section heading did not render in Gmail or Outlook — both use cid: attachments for background-image, which neither resolves. Bands now serve over https instead, and render everywhere.
See it →Shipped 12 September 2026
Screener and exposure pages now read in 3 more languages
72 placement rationales and 17 exposure verdicts were English-only on every localised page — read under a Chinese heading, for instance. All are now translated, machine-authored and not yet reviewed by a native speaker.
See it →Shipped 12 September 2026
The homepage is a third shorter on a phone
The receipts and the free brief now come first and the data follows, with the locked company cards moved to their own pages. On a phone the page went from 37 screens to 27, every chart, photo and diagram kept whole.
See it →Shipped 12 September 2026
Tap a model and its detail opens right there
On the leaderboard the selected model's numbers appeared in a panel above the table — off a phone screen entirely, so tapping a row looked like nothing had happened. The detail now opens under the row you tapped.
See it →Shipped 12 September 2026
Ten more companies have an AI exposure page
Alphabet, Amazon, Oracle, AMD, Marvell, Micron, Intel, ASML, Arista and Dell join the exposure set, each with the AI share of revenue it discloses — or the plain note that it discloses none.
See it →Shipped 12 September 2026
Company logos that looked broken now read
Five marks are dark enough to vanish against the near-black company card, so Micron's page looked like a broken image. They now sit on a light chip, in their own brand colour rather than inverted.
See it →Shipped 10 September 2026
The model leaderboard now shows the whole board
The leaderboard section in both newsletters now lists every model we track, not just the top three, and highlights each model's listed tickers in brand colour.
See it →Shipped 10 September 2026
Company spotlights now explain what the company does
Company of the week and company of the day now carry a few bullet points on what the business actually does, alongside the usual one-line reason it's exposed to the AI boom.
See it →Shipped 10 September 2026
The Daily Receipts preview shows the whole edition again
The /daily preview had stopped showing the leaderboard, the stock pick and the AI company of the day — it was quietly building them from an older shape of the page. All three are back.
See it →Shipped 4 September 2026
The AI value chain now works by tap on mobile
On phones and tablets, tapping a layer updated a detail panel a full screen below — no visible sign anything happened. Now it's an accordion: tap a layer, its detail opens right there. First layer open by default.
See it →Shipped 4 September 2026
Fact pages: smaller statement text, less scrolling
The headline statement on individual fact pages was sized to fight the sign-up box and source links for space below the fold. It's one size step smaller now, so both fit above it.
See it →Shipped 4 September 2026
A live count of what the site actually tracks
A new strip under the hero counts up real numbers on scroll — facts published, AI companies and models tracked, languages, weekly sends — pulled from the same data the site runs on.
See it →Shipped 4 September 2026
The Daily Receipts archive has quietly started
Every weekday edition is now being saved permanently in the background — the first layer of what becomes the Insider issue archive once accounts exist.
See it →Shipped 4 September 2026
Every dropdown on the site now matches the brand
The Facts archive, stock screener, and comparison filters used the browser's own unstyled popup — white background, blue highlight. All three now use one dark, on-brand dropdown.
See it →Shipped 4 September 2026
Sign up right from the hero, no extra click
The hero's call to action is now an email field you submit directly, not a button that sends you looking for one further down the page.
See it →Shipped 4 September 2026
The live ticker and scroll cue fit every screen again
Above the fold on desktop, tablet, and small foldables, the ticker, the scroll-down cue, and the headline now fit together without one pushing another off-screen.
See it →Shipped 23 August 2026
Every company in the screener now opens a card
Hover or tap any of the tracked companies and a summary card opens over the table, so you can read one company without losing your place in the list.
See it →Shipped 23 August 2026
Cerebras and Cloudflare join the screener
Two additions to the tracked list, and SK Hynix now follows its new Nasdaq listing rather than the Korean line.
See it →Shipped 23 August 2026
The homepage opens with an agenda
The page now starts by showing you what is on it. Each tile is a door into that section, and every section has a way back up.
See it →Shipped 22 August 2026
Small print you can actually read
The footer disclaimer and other muted text sat below the accessibility contrast floor. Every one of them has been lifted above it.
See it →
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