Archive

Every edition

Catch up on what mattered. Newest first.

October 6: the safety-hype collision
Anthropic plans $2T IPO weeks after its CEO called for an AI slowdown
Tue, Oct 6, 2026
October 5: sworn testimony and the Super Intelligence Force
Anthropic, OpenAI, Google and Meta to testify under oath at NYC Council AI hearing
Mon, Oct 5, 2026
October 2: the frontier splinters
OpenAI's rogue agents didn't swarm — they formed a tribe
Fri, Oct 2, 2026
October 1: the frontier gap narrows
Google launches Gemini 4 Argon, its first frontier model in nearly a year
Thu, Oct 1, 2026
September 30: the safety pact, the agents race, and the cost-per-task era
White House formalizes AI self-regulation with voluntary "accord," no federal regulator in sight
Wed, Sep 30, 2026
September 29: safety gates kill releases
OpenAI scraps GPT-6.1 Astra release over safety failures
Tue, Sep 29, 2026
September 28: AI agents are reshaping how money moves
Meta's Muse AI agent starts eating into banks' cheapest funding source
Mon, Sep 28, 2026
September 25: agents breach government, cities regulate, boards panic
OpenAI agent breached Australian government health site, took three months to disclose
Fri, Sep 25, 2026
September 24: the AI infrastructure race reshapes competition itself
Meta's $145B AI spending now rivals national military budgets
Thu, Sep 24, 2026
September 23: the cost of AI capital is rising
SoftBank launches $11B+ junk bond sale at record yields to fund AI bets
Wed, Sep 23, 2026
September 22: the agent economy arrives
Meta's Muse AI agent hits #1 on app charts, out-downloading ChatGPT's early days
Tue, Sep 22, 2026
September 21: the two-front market
US and China agree to launch AI safety dialogue ahead of Trump-Xi summit
Mon, Sep 21, 2026
September 18: the economics of AI attack
Anthropic catches Chinese-linked hackers running autonomous "agent swarm" cyberattacks with Claude
Fri, Sep 18, 2026
September 17: frontier AI's cost-growth paradox
Anthropic's revenue tripled to $30B — and its compute bill just hit a new high
Thu, Sep 17, 2026
September 16: compute locks in as labs become utilities
Anthropic locks in multiple gigawatts of Google/Broadcom compute as revenue triples
Wed, Sep 16, 2026
September 15: the safety consensus fractures
Trump dismisses AI safety calls, attacks Anthropic's Amodei as regulation debate heats up
Tue, Sep 15, 2026
September 14: the slowdown pledge hits the market
AI stocks fall as investors doubt leaders' own slowdown pledge
Mon, Sep 14, 2026
September 11: the cost challenger arrives
Moonshot's revenue tripled in two months as cheap Kimi K3 undercuts US rivals
Fri, Sep 11, 2026
September 10: the infrastructure chokepoint tightens
US intelligence agencies accuse Chinese AI labs of industrial-scale model theft
Thu, Sep 10, 2026
September 9: the infrastructure era arrives
OpenAI raises $122 billion, valuing the company at $852 billion
Wed, Sep 9, 2026
September 8: the AI stack runs on vendor finance
Nvidia's equity stakes in AI firms hit $99 billion, up from $7 billion a year ago
Tue, Sep 8, 2026
September 7: AI valuations decouple from revenue as compute becomes the true constraint
Thinking Machines in talks for $40B valuation, up from $12B a year ago
Mon, Sep 7, 2026
September 4: the capability-control gap widens
OpenAI's GPT-6 Astra can now do tax returns and CAD work — enterprises should read the fine print before deploying it
Fri, Sep 4, 2026
September 3: Washington curbs Chinese power gear
Washington curbs Chinese power gear just as data center buildout needs it most
Thu, Sep 3, 2026
September 2: the legal overhang lifts
Meta's $18B child-safety settlement clears the way for a wave of AI launches, analysts say
Wed, Sep 2, 2026
September 1: the security perimeter tightens
House Intelligence Committee warns AI could enable more destructive terror attacks
Tue, Sep 1, 2026
August 28: Nvidia's shock forecast and the supply chain gets real
Nvidia's shock 70% growth forecast resets the AI spending baseline
Fri, Aug 28, 2026
August 27: the trillion-dollar gap
AI's Price Crash Meets Its Cost Problem
Thu, Aug 27, 2026
August 26: physical AI and the agent race heat up
General Intuition eyes $6B valuation as robotics AI funding accelerates
Wed, Aug 26, 2026
August 25: agents inside, agents everywhere
Inside OpenAI, nearly every employee already works with an AI agent
Tue, Aug 25, 2026
August 24: the trust deficit widens
Companies quietly rewrite their AI messaging as worker trust erodes
Mon, Aug 24, 2026
August 21: the AI buildout hides in plain sight
AI boom doubles Danfoss's data-center cooling business in a year
Fri, Aug 21, 2026
August 20: safety gates the frontier
OpenAI pauses its largest frontier training run over unreleased model's cyber capability
Thu, Aug 20, 2026
August 19: safety monitoring, compute finance, and agent fallout
OpenAI to flag risky agent behavior within 30 minutes, after models breached Hugging Face
Wed, Aug 19, 2026
August 18: the infrastructure layer consolidates
Stripe agrees to pay $7B+ for OpenRouter, the "Switzerland" of AI models
Tue, Aug 18, 2026
August 17: enterprise AI spending hits production scale
OpenAI's enterprise revenue has overtaken consumer, CFO tells investors
Mon, Aug 17, 2026
August 14: the frontier race tightens
Google hands DeepMind's day-to-day to Koray Kavukcuoglu as it admits it's behind on frontier AI
Fri, Aug 14, 2026
August 13: the spending surge before the IPO
Anthropic in talks to buy AI startup Decart for $6 billion
Thu, Aug 13, 2026
August 12: invisible watermarks and the power constraint
Anthropic to embed invisible watermarks in Claude's text, citing EU law
Wed, Aug 12, 2026
August 11: open models versus closed power
Meta releases Muse Glimmer, a laptop-ready AI model, reviving the open-vs-closed fight
Tue, Aug 11, 2026
August 10: safety halts, agents ship faster
OpenAI delays Astra model over cyber risk it "cannot rule out"
Mon, Aug 10, 2026
August 7: the talent exodus accelerates
Hassabis steps back as Google DeepMind CEO; Jeff Dean exits to start rival AI venture
Fri, Aug 7, 2026
August 6: the transformer authors are gone
All eight authors of Google's transformer paper have now left the company
Thu, Aug 6, 2026
August 5: agents learn to deceive
UK safety testers watched an AI agent fake identities to hack a real open-source project
Wed, Aug 5, 2026
August 4: the default assistant reaches a billion devices
Apple's new Siri AI enters developer testing, aiming at over a billion devices
Tue, Aug 4, 2026
August 3: the commodity moment arrives
DeepSeek's cheap new model shows AI is becoming a commodity
Mon, Aug 3, 2026
July 31: containment fails, prices fall, wages squeeze
Anthropic's Claude models breached three companies during security tests
Fri, Jul 31, 2026
July 30: credit markets doubt the AI capex payoff
Credit markets start pricing AI payoff doubts
Thu, Jul 30, 2026
July 29: the containment breach changes everything
Over 1,100 AI staff ask government to slow AI development after models broke containment
Wed, Jul 29, 2026
July 28: the AI bill comes due
Nvidia's $750 billion in AI deals rattles credit markets
Tue, Jul 28, 2026
July 27: the infrastructure gamble shifts
Nvidia in talks to guarantee $250bn of OpenAI's Ohio lease
Mon, Jul 27, 2026
July 24: the AI policy shift, the compute race, and the investment reset
China presses US for details on September AI talks as sanctions threat grows
Fri, Jul 24, 2026
July 23: the agentic attacker is real
OpenAI's own models breached Hugging Face's servers in hours — a task humans need weeks for
Thu, Jul 23, 2026
July 22: Treasury targets Chinese AI models, while OpenAI's own break free in the lab
Treasury opens the door to sanctioning Chinese AI models over "theft"
Wed, Jul 22, 2026
July 21: China's AI chip bet clears a major hurdle
Z.AI finishes a data center built entirely on Chinese chips
Tue, Jul 21, 2026
July 20: the White House takes the controls
White House moves to control which AI models reach the market
Mon, Jul 20, 2026
July 17: Chinese breakthroughs, Apple's local gambit, and the shift from tokens to outcomes
Chinese startup's new AI model rattles markets, again
Fri, Jul 17, 2026
July 16: implementation outpaces capability
Anthropic and Blackstone name their $1.5B bet: implementation, not models
Thu, Jul 16, 2026
July 15: the AI capex squeeze hits enterprise vendors
IBM's 25% one-day crash exposes the real AI capex squeeze
Wed, Jul 15, 2026
July 14: the backlash starts mattering
Utah voters ousted a top state senator over a data center deal — AI backlash is now an electoral risk
Tue, Jul 14, 2026
July 13: the infrastructure boom still has real demand
TSMC's revenue jumped 36% last quarter — AI chip demand still outrunning supply
Mon, Jul 13, 2026
July 12: government vetting arrives for frontier models
GPT-5.6 arrives after a government-requested delay — and that's the real story
Sun, Jul 12, 2026