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2.459 afleveringen, van nieuw naar oud
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The Agentic Era
27 augustus 2026 · 20 min
Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, and Instinct raised at $2.5B. Lees meer
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Nvidia reports Q2 revenue up 106% YoY to $96.22B, above $92.17B est., Data Center revenue up 117% to $89B, above $85.08B est., and net income up 126% to $59.7B (Nvidia)
Nvidia guides to ~70% revenue growth next fiscal year, well above the 45% analysts expected, sending shares up as much as 7.6%, though margins will bottom at 71%-72% on memory costs (Bloomberg)
Source: Nvidia has agreed to acquire Hugging Face for $12.9B; the AI repository has had several potential suitors among its investors, including Salesforce (The Information)
Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies (Politico)
Cybersecurity stocks surge, with Okta up 20%+ and CrowdStrike up 15%+, after earnings showed that AI adoption is driving attacks and spending on security tools (CNBC)
AI assistant Instinct is raising a $250M Series B co-led by Index and Benchmark at a $2.5B valuation, taking its total funding to $350M since its 2025 founding (The Wall Street Journal)
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Meta Settles
26 augustus 2026 · 22 min
Meta agreed to pay up to $16.68B to settle state claims it hooked kids on Facebook and Instagram, with teen time limits attached. Z.ai unmasked Ox Alpha, Amazon killed Mechanical Turk, and Reuters detailed Zuckerberg's aborted AI-native purge. Lees meer
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Filing: Meta agrees to pay up to $16.68B to settle US states' claims that it designed Facebook and Instagram to addict children, misled consumers, and more (Reuters)
The deal ends the bellwether Oakland federal trial where four states sought roughly $200B; Meta pays ~$12B upfront and $5B more only if Snap, TikTok, and YouTube also settle (The New York Times)
The remedies include age assurance with linked-account checks, push notifications disabled during school hours, productive pauses at 60 and 90 minutes, and no cosmetic filters or likes for teens (The Verge)
Z.ai confirms Ox Alpha is a new iteration of its GLM series and says it will release the weights for it tonight; Ox Alpha topped OpenRouter's leaderboard (Bloomberg)
AWS says it plans to shut down Mechanical Turk on September 30, "following an assessment"; the service, launched in 2005, outsourced tasks to 500K+ humans (CNBC)
Investigation: Meta explored slashing many teams by ~60% to become "AI native", but pulled back after staff revolted and data showed AI agents were ineffective (Reuters)
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New Macs
25 augustus 2026 · 21 min
Apple refreshed the Mac Studio with M5 Max and M5 Ultra and gave the Mac mini M6 silicon, at higher prices. OpenAI's Jalapeño chip beat Nvidia on efficiency, Perplexity went fully local, WhatsApp toughened logins, and Uber livestreamed teen rides. Lees meer
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Apple updates the Mac Studio with M5 Max and M5 Ultra, with up to 4.3x faster AI performance, faster graphics, and up to 512GB of unified memory for $2,499+ (Apple Newsroom)
Apple unveils a Mac mini with M6 and M5 Pro, with up to 4x faster AI performance and 2x faster graphics, for $899+ and $1,699+, with preorders today and shipping September 22 (The Verge)
Apple's M6 is its first 2nm chip with a 12-core CPU and GPU, while the M5 Ultra fuses two dual-die M5 Max chips into a 36-core CPU, 80-core GPU "most powerful chip ever" (The Verge)
OpenAI says its Jalapeño chip delivered 1.5x-1.9x more AI work per watt and 1.7x-3.6x lower latency than Nvidia chips across GPT-OSS, DeepSeek R1, Kimi K2.5 1T (The Verge)
WhatsApp upgrades its two-step verification, letting users replace the six-digit PIN with a longer alphanumeric password, and adds support for multiple passkeys (TechCrunch)
Perplexity launches Portable Computer, a local AI agent platform running fully on-device with zero token costs, starting with Nvidia DGX Spark and RTX Linux PCs (VentureBeat)
Uber launches an optional safety feature allowing parents or guardians to watch a livestream of their teen's ride via the driver's front-facing phone camera (Bloomberg)
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Hugging Face Next?
24 augustus 2026 · 20 min
Hugging Face explored a sale at $13B+, keeping the AI M&A wave rolling. Trump scolded towns that reject data centers while Abbott said the industry dug its own grave, Fable 5 spending plateaued, and Apple cut 200+ jobs. Lees meer
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Sources: Hugging Face is exploring a sale that could value it at $13B+, up from $4.5B in 2023, and has been working with a bank to evaluate bidders' interest (Business Insider)
Delangue has said Hugging Face is close to profitability and barely touched its 2023 round, and it turned down a $500M Nvidia investment at a $7B valuation earlier this year (TechCrunch)
President Trump says communities that oppose data centers are "making a mistake" as they create "tremendous amounts of jobs and money", amid bipartisan backlash (Axios)
Texas Gov. Greg Abbott says data center companies "dug their own grave" and deserve the backlash, after ordering an audit that has stalled roughly 1,800 projects (Fortune)
Ramp data: Fable 5, launched in June, has plateaued at ~11% of spending on Anthropic tools, as companies shift to cheaper models; Opus 5 surpassed Fable 5 (Financial Times)
Nvidia plans to use its $6B licensing deal with Poolside to build one of the world's most powerful open-weight models, to compete with DeepSeek and Kimi K3 (The Wall Street Journal)
Sources: Apple is cutting 200+ jobs, including ~100 positions from the Vision Pro unit and another 100 from the Siri team, as it focuses on new devices and AI (Bloomberg)
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(Portfolio Profile) Onix
23 augustus 2026 · 1 uur 8 min
In this episode, we explore Onix, a platform that enables experts to train their own AI models to help millions with health, wellness, and personal development. Founders Nicholas Nadeau and David Bennahum discuss how their domain-specific, trust-based approach is reshaping AI and expertise sharing. Lees meer
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Tokens As The New Currency?
20 augustus 2026 · 21 min
Stripe made the OpenRouter deal official at $7.5B. Unitree's Shanghai debut popped 460% past a $50B market cap, YouTube dangled millions to keep creators off Netflix, Slack launched Slack Code, and Binance turned AI agents loose on trading. Lees meer
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Stripe agrees to acquire NYC-based OpenRouter; a source says Stripe is paying $7.5B, with $1.5B going to the startup's founders and $6B to its investors (The New York Times)
Collison frames tokens as the central currency for companies building with AI, capping two years of Stripe buying the plumbing under AI spending, from Metronome to Bridge (SiliconANGLE)
Hangzhou-based humanoid robot maker Unitree's stock surges 460% in its Shanghai trading debut, giving it a $50B+ market cap, after it raised ~$904M in its IPO (Bloomberg)
Unitree says its new "Superman" humanoid can hit 12.66 meters per second, faster than Usain Bolt's top speed, and leap two meters, ahead of the World Humanoid Robot Games (Futurism)
The 30-second video of Unitree's "Superman" robot jumping and sprinting down a track (Unitree Robotics on X)
Sources: YouTube is offering top creators millions to post videos exclusively on YouTube for a period and will penalize those that post to Netflix concurrently (Bloomberg)
Slack launches Slack Code, adding dedicated, project-specific channels that let teams collaborate with AI coding agents "like teammates" across all Slack plans (The Verge)
Binance launches Agent OS, a platform that lets AI agents analyze markets and execute trades on users' behalf; users set limits on AI agents' access and trades (TechCrunch)
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Anthropic Doing 2x OpenAI?
19 augustus 2026 · 20 min
OpenAI paused training and rewrote its Preparedness Framework after Astra flirted with a critical cyber threshold. Leaked numbers showed Anthropic out-earning OpenAI nearly two to one, Anthropic prepped supervoting shares, Amazon expanded drone delivery, and Meta's addiction trial opened. Lees meer
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OpenAI changed safety practices and paused RL training for two weeks after the Hugging Face breach and evidence Astra may have met a critical cyber threshold (Axios)
Sources: OpenAI's Q2 sales grew 18% QoQ to $6.7B as its losses widened from $9.3B to $12.3B; Anthropic's sales grew 2x+ to $11.6B, with a small operating profit (The Wall Street Journal)
Sources: Anthropic's revenue run rate reached $65B by the end of July, up from $47B in May 2026, $19B in March 2026, $9B in December 2025, and $4B in July 2025 (Bloomberg)
Sources: Anthropic prepares to give its co-founders shares with extra voting power to help insulate them from outside pressure; Amodei owns ~2% of Anthropic (The Information)
Amazon plans to expand Prime Air drone deliveries to cities in at least five more US states in the coming months, including Chicago and Atlanta by 2026's end (Bloomberg)
In opening arguments, US state AGs say that Meta intentionally sought to addict children to Facebook and Instagram in pursuit of profit; Meta rejects the claims (Reuters)
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Video AirPods
18 augustus 2026 · 21 min
Apple made peace with the EU, unveiling new App Store terms and a 5% Core Technology Commission. OpenAI launched ChatGPT for Teens, camera-equipped AirPods Ultra leaked, Alibaba's Qwen model blew past 1M downloads, and Harvey built its own legal model. Lees meer
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Apple squashes EU beef with new App Store rules (The Verge)
AirPods Ultra with cameras just leaked in video — and the privacy debate has already started (Tom's Guide)
OpenAI debuts ChatGPT for Teens, a mode that limits high-risk chats about self-harm, eating disorders, violence, and more, and has studying tools and guardrails (The New York Times)
Comcast is rolling out Wi-Fi motion sensing to its Xfinity XB7 and newer gateways, a free opt-in feature that enables its routers to detect movement at home (The Verge)
Alibaba says its new open-source multimodal model, Qwen3.8-27B, passed 1M+ downloads within a few days of release, making it one of its fastest-growing models (The Information)
Harvey announces Harvey Tenet, its first in-house, proprietary model for legal work, trained on mock disputes and case files using a version of Kimi K3 (Business Insider)
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Is It Ironic If Amazon Is Shredding Books?
17 augustus 2026 · 21 min
Stripe locked in a $7B+ deal for OpenRouter, and OpenAI leased a 10GW Ohio campus with Nvidia backstopping it. The Journal found $3T in off-balance-sheet AI commitments, an AirTag caught Amazon shredding rare books, and Anthropic detailed Claude's invisible watermarks. Lees meer
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Sources: Stripe has finalized a deal to acquire AI model marketplace OpenRouter for more than $7B; founded in 2023, OpenRouter had a $1.3B valuation in May (Bloomberg)
OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (The Wall Street Journal)
Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (The Wall Street Journal)
Anthropic explains how Claude's invisible text watermarks will work (The Verge)
Investigation: Amazon is buying huge quantities of rare books, scanning them for AI, and destroying them; a tracked Biblio order went to its Las Vegas facility (The Decoder)
Used bookstores are seeing a sales resurgence driven not by readers but by AI companies placing bulk orders in the thousands, with the books destructively scanned, then pulped (Fast Company)
AI film startups are setting up studios in Hollywood, using US and Chinese AI models while touting lower production costs and a way around traditional financing (The Guardian)
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The Model A Day Podcast
14 augustus 2026 · 21 min
China's labs kept coming: Z.ai's GLM-5.3 claimed Mythos-5-level cyber chops and DeepSeek's V4-Pro landed to mixed reviews. OpenAI gave ChatGPT a memory of your Mac, the Journal flagged $121B in paper profits, and Claude agents started a turf war. Lees meer
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China's Z.ai Touts New GLM-5.3 Model as Cyber Defense Tool (The Information)
DeepSeek releases its flagship V4-Pro model to mixed reviews, ranking second among open-source models behind Kimi K3, priced at just $0.435/1M input and $0.87/1M output tokens (The Information)
OpenAI launches Computer History, an opt-in feature that turns recent computer activity on macOS into memories and a timeline that ChatGPT and Codex can use (The New Stack)
In Q2, "other income", mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits (The Wall Street Journal)
Longreads
Anthropic details multiagent experiments showing Claude agents can wage a "turf war" over incompatible goals, fail to coordinate, collude on prices, and more (TechCrunch)
The AI takeover of mathematics has begun: excitement and despair as OpenAI's Astra cracks problems that would once have earned a mathematician a job in academia (The Verge)
Picking winners in an AI industrial revolution is near impossible, but one bet looks safe: land, which AI can't create or replace, and the workers who turn it into housing (The Dispatch)
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AI 50% Off!
13 augustus 2026 · 20 min
Anthropic's investors talked up a $2T+ October IPO, even as data showed Fable 5 barely selling. Google cut prices on Gemini 3.7 Flash, OpenAI previewed a 14× faster tier, Trump enlisted private hackers, and Twitch fed Amazon's AI. Lees meer
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Google's Gemini 3.7 Flash targets coding and agents with a 50% introductory price cut (VentureBeat)
OpenAI previews Ultrafast, an API tier powered by Cerebras that runs GPT-5.6 Sol up to 14× faster and generates up to 750 output tokens per second (9to5Mac)
President Trump signs a memo letting the US government partner with private companies to conduct cyberattacks abroad against criminal groups targeting Americans (Bloomberg)
Sources: Anthropic's investors expect it to float at a $2T+ valuation in an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026 (Financial Times)
Ramp data: Fable 5 drew just 6% of Anthropic's API tokens in its first month and 75% of GPT-5.6 Sol's model revenue, suggesting corporate willingness to pay for frontier AI has hit a ceiling (The Decoder)
Databricks closed a $5B funding round at a $190B valuation, six months after raising $5B at a $134B valuation, and says it has crossed $7B in revenue run rate (CNBC)
Twitch says it intends to use videos streamed on its platform to help train Amazon's generative AI content models and adds a setting for creators to opt out (TechCrunch)
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New Pixels
12 augustus 2026 · 20 min
Google's Pixel event dominated, with the Pixel 11 line, a $1,899 Pro Fold, and a $399 Watch 5 packed with Gemini and health trends. SpaceXAI closed the day out by dropping Grok 4.6, which it says matches GPT-5.6 Sol. Lees meer
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Google unveils the $899+ Pixel 11, $1,099+ 11 Pro, and $1,299+ 11 Pro XL, with a Tensor G6, new Gemini features, Magic Capture to pick the best frames, and more (TechCrunch)
Google unveils the $1,899+ Pixel 11 Pro Fold, with a stronger hinge, inner and outer displays that are 20% brighter, Tensor G6 chip, and an updated 48MP camera (Engadget)
Google unveils the $399 Pixel Watch 5 with a satin pyrite case finish, offline Gemini, proactive AI suggestions, better GPS maps, and insulin resistance trends (The Verge)
SpaceXAI releases Grok 4.6, saying it matches GPT-5.6 Sol on the Artificial Analysis Intelligence Index, and prices it at $2/1M input and $6/1M output tokens (SpaceXAI)
Grok 4.6 is built for long-running agents, coding, and knowledge work, beating Grok 4.5 on CursorBench, FrontierCode, APEX-Agents, and Terminal-Bench, out today via Cursor, OpenRouter, and Vercel (9to5Mac)
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Watermarking AI
11 augustus 2026 · 19 min
Anthropic said new Claude models will watermark generated text to satisfy the EU AI Act, and it's out courting investors for a possibly record-breaking IPO. Apple's glass iPhone stayed on track, YouTube doubled its monetization bar, and FlightAware sued Kalshi. Lees meer
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Anthropic says new Claude models will embed watermarks in generated text and C2PA metadata in files to comply with the EU AI Act, and it will update past models (The Register)
Sources: Anthropic is courting investors for what could be the biggest IPO yet, touting rapid growth and plans to address mounting public backlash against AI (The Wall Street Journal)
Sources: Apple remains on track to launch a glass-centric design overhaul of the iPhone Pro line in 2027, countering rumors that led Jefferies to downgrade AAPL (Bloomberg)
YouTube says that from February 1, new creators will need double, or 8,000, watch hours over the past year or 20M Shorts views in the past 90 days to earn money (TechCrunch)
Zuckerberg's long essay returns to his "open" AI arguments at an opportune time, as Chinese open-weight models are "close enough" to frontier at much less cost (Spyglass)
Flight tracking platform FlightAware sues Kalshi in New York, alleging Kalshi is using its data without permission to let users bet on flight cancellations (The Wall Street Journal)
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Open AI Needs To Pause?
10 augustus 2026 · 20 min
OpenAI paused its Astra model over cyber capabilities it can't rule out, while Zvi picked apart the Hugging Face timeline. Zuck went open-weight with a 6,500-word manifesto, iPhone 18 Pro parts got pricier, and AI agents took students' quizzes. Lees meer
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OpenAI puts the brakes on a new model because it's supposedly too powerful (The Verge)
Zvi Mowshowitz walks the timeline: OpenAI's agents found an Artifactory zero-day on June 26 that went unnoticed until a July 4 outage, and training continued from there (Don't Worry About The Vase)
Meta releases Muse Glimmer, an open-weight model, and plans to launch an open-weight version of its most advanced model, Muse Spark 1.2, in the coming weeks (The Wall Street Journal)
The iPhone 18 Pro will cost Apple 38% more in parts – but there's some good news (9to5Mac)
Online course cheating has accelerated from chatbot-written essays to agents executing commands like "log in and complete my quiz"; major AI tools didn't refuse (The New York Times)
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A Different Kind Of AI Virus
7 augustus 2026 · 19 min
A New Mexico judge ordered Meta to pay $942M over harms to kids, with a trillion-dollar trial next. ByteDance started pretraining a 10T-parameter model, AMD bought Taalas to etch weights into silicon, and OpenAI's 2027 gadget leaked. Lees meer
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Meta Ordered to Pay $942 Million to Address Harm to Kids From Social Media (The Wall Street Journal)
Sources: ByteDance is pretraining an AI model with up to 10T parameters, roughly 3x larger than Kimi K3 and larger than the 8T estimate for Anthropic's Mythos 5 (Financial Times)
AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon with the promise to boost inference performance, for an undisclosed sum (The Register)
Sources: OpenAI's new device, slated for 2027, is a hockey puck-sized smart speaker with moving parts that help give it personality and will likely cost $300+ (Bloomberg)
Longreads
Scientists trained AI on genetic sequences to design viruses not found in nature, yielding 16 viable viruses that can infect bacteria but don't threaten humans (The New York Times)
David Imel: you could be taking way better photos on your phone (The Verge)
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Meta Can Code Too!
6 augustus 2026 · 20 min
Meta jumped into the coding-agent race with Muse Code, priced to undercut everyone. OpenAI revealed its rogue agents ran a secret message board to swap exploits, Rockstar dated a GTA VI look, and Google's brain drain got messier. Lees meer
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Meta releases Muse Code in beta, a terminal coding agent powered by Muse Spark 1.2, a coding-focused model priced at $1.25/1M input and $4.25/1M output tokens (CNBC)
Meta says its Muse Spark 1.1 model exploited a vulnerability in another third-party service during cybersecurity testing, after evaluations firm Irregular caused the misconfiguration (The Information)
OpenAI says the Hugging Face breach involved AI agents creating an internal message board, unnoticed by humans, where they shared exploits and planned the hacks (Wired)
Rockstar says it will show an "extended look" at Grand Theft Auto VI on August 27, premiering on Netflix at 3pm ET before streaming on YouTube at 9pm ET (The Verge)
Sources: Demis Hassabis had been drifting away from Google DeepMind CEO day-to-day duties for at least a year and struggled to get satisfaction out of the role (Semafor)
Sources: Google researchers are frustrated over compute access as Cloud sells TPUs to rivals like Anthropic, amid an exodus that now includes all eight "Attention Is All You Need" authors (CNBC)
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Big Google AI Shakeup
5 augustus 2026 · 20 min
Google shook up its AI leadership, kicking Demis Hassabis upstairs while Jeff Dean and Sanjay Ghemawat left to found Discovery Loop. SpaceX's first earnings spooked investors, a UK-tested AI agent went rogue, and Disney let TikTok fans into Disney+. Lees meer
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Google just announced a major shakeup of its top AI leadership (The Verge)
SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., AI operating loss of $1.26B, vs. $2.39B est., says capex in Q3 and Q4 will remain similar to Q2 (Bloomberg)
An AI agent went rogue during UK safety tests, creating fake identities and launching social engineering attacks unprompted (The Decoder)
Disney announces a global deal with TikTok to bring "thoughtfully curated" fan-created short-form videos based on Disney's IP to Disney+'s vertical Verts feed (The New York Times)
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OpenAI Has Receipts
4 augustus 2026 · 19 min
OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs, and Microsoft told engineers tokenmaxxing was over. Lees meer
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OpenAI drags Apple's lawsuit into the court of public opinion (The Verge)
Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal (Reuters)
Bending Spoons buys Airtable at an implied equity value of ~$2.25B, five years after a $735M round valued the no-code company at $11.7B; Airtable's ARR is now ~$480M (Silicon Republic)
Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years (Bloomberg)
Sources: the US is preparing to set a price floor and impose tariffs on polysilicon, a material critical to chips, later this month, in a bid to counter China (Reuters)
Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons (Bloomberg)
White House to host AI companies Tuesday to review new model-testing framework (CNBC)
Internal email: Microsoft introduces token budget limits for employees' AI use, saying "tokenmaxxing is not what we are optimizing for" (404 Media)
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DO You Understand Sandboxing Or No?
3 augustus 2026 · 20 min
OpenAI found more instances of AI agents escaping containment, and nobody's sure who's liable. Astra solved ten open math problems, Google pulled a Google Earth image tool over deepfake fears, and AI chip counts were set to 10x by 2028. Lees meer
Sources: OpenAI has discovered other instances where AI agents escaped containment; none of the agents were thought to have left OpenAI's network (Reuters)
Anthropic's breaches dated back to April but went undiscovered until last week; former UK cyber chief Ciaran Martin calls the lapses "sloppy" as experts warn of national security risks (Bloomberg)
Legal experts say US courts haven't settled who's liable when an AI agent goes rogue, with agency law, tort law, and the CFAA's intent requirements all an awkward fit (Wired)
OpenAI Says Astra Solved 10 Open Math Problems With Lean Proofs (Implicator AI)
Google rolls back an image generation tool in Google Earth to add "stronger guardrails" after concerns arose it can be used to create deepfake satellite imagery (NPR)
A look at the deluge of AI computing power set to come online in the coming years; Epoch AI expects the number of AI chips in use to double every nine months (NYT)
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I Don’t Think You Understand What “Sandboxed” Means
31 juli 2026 · 19 min
Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerating AWS growth and a $220B capex plan, and Aschenbrenner's fund cratered 67%. Lees meer
Anthropic Says Claude Hacked Into 3 Organizations During Cybersecurity Tests (Wired)
Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook (Bloomberg)
Amazon Shares Jump as Cloud Sales—and Spending—Accelerate (WSJ)
Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out (WSJ)
Longreads
How TikTok, Reels, and Amazon storefronts enabled microinfluencers with less than 100K followers to earn middle-class salaries via brand and affiliate deals (Bloomberg)
What happiness researchers say about enjoying your time off: anticipation is a free source of pleasure, company beats going solo, and build in some physical challenge (Washington Post)
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The AI Trade
30 juli 2026 · 20 min
Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Lees meer
Microsoft's Shares Surge on Fastest Cloud Growth Since 2022 (Bloomberg)
Meta Falls After Defending AI Bets to Skeptical Investors (Bloomberg)
AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC)
Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg)
Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (Bloomberg)
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Is Everybody Racing RSI?
29 juli 2026 · 20 min
Over 1,100 AI staffers signed a letter asking Washington to help pace frontier development. Wall Street got nervous as AI capex ballooned, Silicon Valley's backlash against Anthropic built over open weights, and the argument that this is all about recursive self-improvement either being right on the horizon, or a dead end. Lees meer
AI's finally expensive enough to make Wall Street nervous (The Verge)
Over 1,100 staffers from AI companies, including John Schulman and OpenAI's Jakub Pachocki, sign a letter requesting the US government to "pace" AI development (Bloomberg)
Signatories to the "Pacing the Frontier" statement include OpenAI's Mark Chen and Wojciech Zaremba and Anthropic's Jack Clark, Chris Olah, and Jared Kaplan, who say the world may need the option to buy time (The Verge)
Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models (WSJ)
The Actual Reason Why Google "Fell Out" of the AI Race Changes Everything (The Algorithmic Bridge)
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Anthropic Doesn't Hate Open Weights, Says Anthropic.
28 juli 2026 · 20 min
Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitters, Apple launched Klarna leasing, and shipped 194 CVE fixes. Lees meer
Anthropic wants tests, not bans, as OpenAI and Google back open weights (The New Stack)
Source: Sam Altman will meet with senior US officials, lawmakers, and economists in Washington, DC, this week to preview OpenAI's upcoming family of AI models (CNBC)
South Korea's KOSPI drops 11%+, led by chip stocks, amid concerns over China's chipmaking progress and the AI spending boom; Samsung falls 11%+ and SK Hynix 12% (Bloomberg)
Credit default swap prices tied to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom, and Nvidia hit record highs as investors turn jittery over Big Tech's data center debt; Oracle's five-year CDS reached 215bps (FT)
Apple launches Apple Upgrade, a new US leasing program in partnership with Klarna that replaces the iPhone Upgrade Program, starting at $17.99/month for iPhones (MacRumors)
Apple releases 26.6 updates for iOS, macOS, iPadOS, watchOS, tvOS, and visionOS with a huge number of security fixes; macOS Tahoe 26.6 alone addresses 155 CVEs (9to5Mac)
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Nvidia On The March
27 juli 2026 · 20 min
Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and Peacock landed on YouTube Premium. Lees meer
Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (Bloomberg)
Sources: Nvidia is in talks to guarantee ~$250B in financing for a 10 GW SoftBank data center project in southern Ohio that OpenAI is in advanced talks to lease; the site could cost $500B+ (WSJ)
CXMT's stock closed up 466% in its Shanghai debut, giving the Hefei-based memory chipmaker a ~$487B market cap, making it the most valuable China-listed company (CNBC)
Amazon files an FCC application to deploy a constellation of up to 5,105 satellites starting in 2028 to provide direct-to-device voice and data connectivity (Reuters)
Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues (Bloomberg)
NBCU and YouTube reach a multiyear deal to include all Peacock content in YouTube Premium subscriptions in the US starting in early 2027 (CNBC)
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Stripe Wants To Buy Everything
24 juli 2026 · 20 min
Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia and Microsoft defended open-weight AI. Lees meer
Sources: Stripe is in talks to acquire OpenRouter, which helps developers use AI models and could fetch ~$10B; PitchBook: OpenRouter was valued at $1.3B in May (WSJ)
Sources: Stripe and Advent's unsolicited $53B PayPal offer, backed by ~$50B in committed bank financing, would create a payments giant processing ~$3.7T annually; PayPal has not responded (Reuters)
Midjourney bought astrology app Co-Star, which uses AI to offer personalized advice, in the spring and is building its first standalone image-generation app (Bloomberg)
Meta launches Facebook Verified, a free program it says will verify that users are real humans by analyzing a facial recognition selfie and assigning badges (Engadget)
Meta launches Seller, a free standalone app version of Facebook Marketplace; Seller includes AI features that scan photos to fill out listings automatically (NYT)
Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (The Information)
Signatories including Palantir avoid naming China or Moonshot in the open-weight letter, framing it instead around US AI leadership being judged by a strong open ecosystem, not one frontier model (Bloomberg)
Longreads
Meet All The Middle Aged Women Who Don't Exist: AI-generated wellness influencers, all gorgeous and all "57", are selling NMN supplements to women over 40 (Charlotte's Book)
Big US pizza delivery chains are struggling as DoorDash and Uber Eats give independent pizzerias greater market access, erasing the tech moat chains once had (FT)
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Even OpenAI Folks Are Freaked Out
23 juli 2026 · 21 min
OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added selfie-video account recovery, and Light unveiled a minimalist flip phone. Lees meer
Sources: OpenAI's staff were "freaked out" when its AI models breached Hugging Face, as OpenAI used more aggressive training methods to compete with Anthropic (FT)
Sources: Three OpenAI models, GPT-5.6 Sol and two unreleased ones, pulled off the Hugging Face hack in hours, work a skilled human would need weeks for; OpenAI has briefed the US government (Bloomberg)
Google reports Q2 free cash flow at negative $5.9B amid increased AI infrastructure spending, marking its first cash burn since going public in August 2004 (FT)
Google adds a selfie video sign-in option for account recovery, using tools like liveness detection to safeguard against deepfake attacks, rolling out globally (Wired)
The Light Flip is a minimalist flip phone with a point to prove (The Verge)
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The AI Has Escaped Containment
22 juli 2026 · 21 min
OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled its Z Fold 8 Ultra, Fold 8, and Flip 8. Lees meer
OpenAI says its models, including GPT-5.6 Sol and "an even more capable pre-release model", breached Hugging Face while OpenAI tested their cyber capabilities (Axios)
OpenAI says its models, including GPT-5.6 Sol and "an even more capable pre-release model", breached Hugging Face while OpenAI tested their cyber capabilities (Cybersecurity Dive)
OpenAI says its models, including GPT-5.6 Sol and "an even more capable pre-release model", breached Hugging Face while OpenAI tested their cyber capabilities (Information Age)
White House OSTP Director Michael Kratsios says "we have information that Moonshot AI distilled Anthropic's Fable for the development of its K3 model" (X)
White House OSTP Director Michael Kratsios says "we have information that Moonshot AI distilled Anthropic's Fable for the development of its K3 model" (Business Insider)
Samsung unveils the $2,100+ Galaxy Z Fold 8 Ultra, featuring its "most advanced foldable design", a Flex Titanium display, a 5,000mAH battery, and Android 17 (9to5Google)
Samsung unveils the $2,100+ Galaxy Z Fold 8 Ultra, featuring its "most advanced foldable design", a Flex Titanium display, a 5,000mAH battery, and Android 17 (The Verge)
The Verge's hands-on with the wider, shorter $1,899.99 Galaxy Z Fold 8 finds the unusual shape surprisingly comfortable, positioning it as a media-consumption device rather than a multitasker (The Verge)
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New Gemini
21 juli 2026 · 21 min
Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backed leasing program, and OpenAI passed 10M Codex and Work users. Lees meer
Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber (9to5Google)
Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber, and says it has started its "most ambitious pre-training run yet" for Gemini 4 (CNBC)
Sources: China is weighing tightening AI and chip export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech acquisitions (FT)
US Treasury Secretary Scott Bessent says the Trump administration will investigate whether Chinese AI models were illegally distilled from American models, and raises the possibility of sanctions (CNBC)
Sources: Apple plans to launch Apple Upgrade, a leasing program for iPhone, iPad, Mac, and Apple Watch, in partnership with Klarna in the US next week (Bloomberg)
OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Bloomberg)
OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Implicator AI)
Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (Bloomberg)
Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (The Verge)
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It's All China AI All The Time
20 juli 2026 · 21 min
Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocked its breach forensics, and Google built a Gemini chip. Lees meer
Alibaba launches a 2.4T parameter Qwen3.8 Max preview that it says rivals frontier AI models and is second only to Fable 5, plans to make it "open-weight soon" (Bloomberg)
The Trump administration has reportedly explored sanctions, security warnings, and executive-order requirements since 2025 to build a slow, durable squeeze on Chinese AI models instead of pursuing an outright ban (The Decoder)
Ben Thompson argues the market reaction to Kimi and other Chinese models is overblown, since it's compute scarcity — not a real Chinese cost advantage — that's keeping frontier-model prices high (Stratechery)
Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (The Stack)
Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates its Gemini AI model blueprint into the silicon, for 2028 (The Information)
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Kimi K3
17 juli 2026 · 20 min
Moonshot AI released Kimi K3, a 2.8T-parameter model it says rivals Opus 4.8 and GPT-5.5. Google fell months behind on Gemini 3.5 Pro, MLB banned dugout iPads from accessing GenAI for in-game calls, and The Verge tested Siri AI. Lees meer
Moonshot AI releases Kimi K3, a 2.8T-parameter AI model that it says rivals Claude Opus 4.8 and GPT-5.5, and plans to release its full model weights by July 27 (VentureBeat)
Sources: Google is months behind schedule on delivering Gemini 3.5 Pro as it tries to improve its capabilities, particularly in coding; GOOG closes down 4.43% (Bloomberg)
Memo: MLB bans the use of league-provided dugout iPads to access GenAI for in-game strategy calls; sources say at least a third of teams used AI this way (The Athletic)
Longreads
The Verge spends a month testing Siri AI in the iOS 27 public beta, finding it's already reshaping how people use their iPhone, though it can't yet reach non-Apple apps (The Verge)
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The Delivery Space Consolidates
16 juli 2026 · 20 min
Uber agreed to acquire Delivery Hero for ~$14.8B, expanding into 99 markets. Thinking Machines released its first open-weight model, Inkling, SpaceXAI open-sourced Grok Build after a data-upload backlash, and sources detailed xAI's chaotic race to catch Claude under new leadership. Lees meer
Uber agrees to acquire Delivery Hero in a deal that values the German food delivery company at ~$14.8B, offering €41.50 per share and buying Prosus' 16.8% stake (Bloomberg)
Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (Thinking Machines Lab)
Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (WSJ)
SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (Simon Willison)
SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (The Decoder)
Sources detail how xAI has been slowed down by internal chaos as Musk pushed for Grok to match Claude, amid signs it is turning a corner under Michael Nicolls (Bloomberg)
Sources: Apple is preparing new iPads, including an iPad mini with an OLED screen by October and refreshed entry-level iPads and iPad Airs for 2027 (Bloomberg)
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PayPal On The Block?
15 juli 2026 · 23 min
New York became the first state to pause new data center permits, worrying the AI industry. Stripe and Advent offered $53B+ for PayPal, OpenAI's first device leaked as a screen-free speaker, and PrismML shrank a model to run on iPhones. Lees meer
AI advocates fear New York's moratorium on new data centers could embolden Democrats to enact more state restrictions and seize on the issue in the midterms (Politico)
Sources: Stripe and PE firm Advent have jointly offered $60.50/share to acquire PayPal, a 28% premium to Tuesday's close, valuing it at $53B+; PYPL jumps 15%+ (Reuters)
Sources: OpenAI's first device will be a moveable, screen-free smart speaker with a camera and sensors, meant to serve as an AI companion that taps into ChatGPT (Bloomberg)
OpenAI says Apple's claim that OpenAI never responded to its concerns is false; emails: an Apple lawyer mixed up two OpenAI staffers in Apple's initial outreach (NBC News)
OpenAI says Apple's claim that OpenAI never responded to its concerns is false; emails: an Apple lawyer mixed up two OpenAI staffers in Apple's initial outreach (9to5Mac)
PrismML launches Bonsai 27B, a model based on Qwen3.6 27B that it says runs natively on Apple devices via MLX; its CEO says Apple is evaluating the tech (CNBC)
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Let's Regulate This AI Stuff?
14 juli 2026 · 20 min
Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debuted an AI compute forward curve, and Anthropic studied Claude's values. Lees meer
Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (X)
Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (The Verge)
IBM reports preliminary Q2 revenue up 1% YoY to $17.2B, below $17.9B est., as CEO Arvind Krishna says customers are shifting spending to chips; IBM falls 20%+ (Bloomberg)
Spotify launches a Talk to Spotify feature that lets users create playlists and more, rolling out in beta to Premium users 18+ in the US, Ireland, and Sweden (Engadget)
Kalshi launches a forward curve tool for AI compute, using event contracts to track the future rental costs of GPUs, storage, and memory (Bloomberg)
Simulating everything, sort of: The promise and limits of world models (Ars Technica)
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Apple Sues OpenAI
13 juli 2026 · 21 min
Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on price, and Meta killed its Instagram AI opt-out feature. Lees meer
Apple sues OpenAI, alleging that ex-Apple employees stole "Apple's trade secrets for the benefit of OpenAI", and says OpenAI never responded to its concerns (9to5Mac)
A coalition of 12 states led by California files an antitrust lawsuit to block Paramount's WBD merger, alleging it lessens competition in three markets (Variety)
Anthropic says it is extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code's weekly rate limits 50% higher, through July 19 (Economic Times)
OpenAI, Meta, and SpaceXAI are racing to offer more cost-efficient AI models as enterprise customers, stung by "tokenmaxxing" bills, scrutinize their AI spending (Bloomberg)
Meta says it will discontinue a feature that allowed users to generate images in Meta AI using public Instagram accounts, following days of criticism (Variety)
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The New GPT
10 juli 2026 · 22 min
OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket sought margin trading approval, and SK Hynix debuted on Nasdaq raising $26.5B. Lees meer
OpenAI broadly releases GPT-5.6, and launches ChatGPT Work, an AI agent that can gather context across apps and files to create documents, on macOS and Windows (Axios)
OpenAI broadly releases GPT-5.6, and launches ChatGPT Work, an AI agent that can gather context across apps and files to create documents, on macOS and Windows (TechCrunch)
Fidji Simo, OpenAI's CEO of AGI Deployment, says she will step down and become a part-time adviser after her medical condition worsened; Simo joined in August (WSJ)
In preliminary findings, the EU Commission said Facebook's and Instagram's "addictive design" violates the DSA, telling Meta to make changes or risk hefty fines (NYT)
Filing: Polymarket is seeking CFTC approval to offer margin trading in the US, a move that would let users bet on events with less capital upfront (Bloomberg)
SK Hynix raises $26.5B in the largest ever US market debut by a foreign company, selling 177.9M ADRs for $149 each; the sale was more than 7x oversubscribed (Bloomberg)
SK Hynix raises $26.5B in the largest ever US market debut by a foreign company, selling 177.9M ADRs for $149 each; the sale was more than 7x oversubscribed (CNBC)
Xreal launches $299 A01 Plus AR glasses, weighing just 62 grams and featuring 1080p micro OLED panels with a 120Hz refresh rate and a 50-degree field of view (The Verge)
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The Day Of All The Models
9 juli 2026 · 21 min
SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the largest AI model on an iPhone, and Character.AI launched AI microdramas. Lees meer
SpaceXAI debuts Grok 4.5, its first model built in partnership with Cursor, designed to "handle difficult, long-running tasks" across finance, legal, and coding (Bloomberg)
Meta releases Muse Spark 1.1, capable of more advanced coding and a "step-change" from the first generation, available to US developers via a public API preview (The Verge)
OpenAI launches GPT-Live, new voice models powering ChatGPT Voice and built on a full-duplex architecture, meaning they can listen and speak at the same time (OpenAI)
OpenAI launches GPT-Live, new voice models powering ChatGPT Voice and built on a full-duplex architecture, meaning they can listen and speak at the same time (VentureBeat)
PrismML says it ran a 27B-parameter Qwen 3.6 model on an iPhone 17 Pro, bigger than any prior on-device model; sources: Apple held talks with PrismML about it (The Information)
Character.AI launches three human-written, AI-generated microdramas, whose characters users can chat with, and aims to eventually let users make their own shows (TechCrunch)
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China (AI) Rising
8 juli 2026 · 21 min
Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp, and Xbox's $80B Game Pass bet failed. Lees meer
OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (CNBC)
Chinese authorities have held meetings with top tech firms about potentially restricting overseas access to China's most advanced AI models, sources say (Reuters)
Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (9to5Mac)
Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (ZDNet)
Meta launches Muse Image in Meta AI, Instagram, and WhatsApp, and previews Muse Video, the first media generation models from its Superintelligence Labs (Meta)
Meta's new Muse Image tool lets users generate AI photos similar to what they'd normally post, including vacation selfies and photo-booth style shots (NYT)
Public Instagram profiles are automatically opted into being used as material for others' AI image generations via Meta AI, unless users adjust their settings (Wired)
Xbox spent nearly $80B over a decade on content deals betting gamers would flock to Game Pass, but most gamers prefer sticking to a handful of favorite games (Bloomberg)
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Xbox Decimated By Layoffs
7 juli 2026 · 22 min
Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to SpaceXAI, and Anthropic researchers found a hidden "J-space" inside Claude. Lees meer
Microsoft is laying off ~4,800 employees, or ~2.1% of its workforce; most are in sales or Xbox, where ~20% of jobs are set to be cut by the end of FY 2027 (The Verge)
Microsoft's Xbox to Cut 3,200 Jobs, Divest Five Studios in Major Overhaul (Bloomberg)
Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (Reuters)
Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (WSJ)
Court filing: Meta says four US states seek $1.4T over claims it designed Facebook and Instagram to addict youth and misled the public; its market cap is ~$1.5T (Reuters)
xAI rebrands to SpaceXAI and unveils a new logo; Elon Musk said in May that xAI would be dissolved as a separate company and become the AI products from SpaceX (Business Insider)
Anthropic researchers detail J-space, a small set of neural patterns in Claude that reveals internal thoughts that don't appear in the model's output (Anthropic)
Anthropic researchers detail J-space, a small set of neural patterns in Claude that reveals internal thoughts that don't appear in the model's output (VentureBeat)
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(BNS) Using AI To Manage Your Back Yard
6 juli 2026 · 41 min
This is the article we reference in the conversation: Lees meer
My yard is dying, so I made an app for that (The Verge)
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(BNS) How I Used AI To Transform My Job
3 juli 2026 · 1 uur 10 min
In the fast-paced world of live sports broadcasting, the role of a vision mixer is crucial yet often overlooked. Today, we’re diving into the insights shared by David Steer, an experienced vision mixer currently working at the World Cup in Mexico, who used AI to change how he did his job. Lees meer
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OpenAI To Give It Away?
2 juli 2026 · 22 min
OpenAI floated giving the US government a 5% stake to court the Trump administration. Nvidia promised to backstop cloud providers for a revenue cut, SpaceX showed investors an xAI phone prototype, Apple ramped foldable iPhone orders, and Z.ai launched ZCode. Lees meer
Sources: OpenAI has discussed giving a 5% stake to the US government, seeking to clear political obstacles by securing buy-in from the Trump administration (FT)
Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program (The Information)
Sources: SpaceX showed investors a handset-like device prototype with AI tech from xAI, a proprietary OS, a Snapdragon chip, and a design slimmer than an iPhone (WSJ)
Sources: Apple has told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from 7M to 8M previously, and 80M iPhones in total across new models (Nikkei Asia)
Apple reportedly orders 10M foldable iPhone Ultra models, which could sell for around $2500 (9to5Mac)
Sources: Apple is in negotiations to buy chips from CXMT and YMTC, two Chinese semiconductor makers on a Pentagon blacklist, for use in devices sold in China (Bloomberg)
Z.ai launches ZCode, an "Agentic Development Environment" optimized for its new GLM-5.2 model; Z.ai's GLM Coding Plan costs from $16.20 to $144 per month (VentureBeat)
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NOW Fable's Back?
1 juli 2026 · 21 min
Anthropic said Commerce lifted export controls on Fable 5 and Mythos 5, restoring access Wednesday, and launched Sonnet 5. Sony is ending PlayStation game discs in 2028, a 140-company group unveiled Open USD, and Meta's building a cloud business. Lees meer
Anthropic says the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5 and that it will begin restoring access Wednesday (X)
Anthropic says the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5 and that it will begin restoring access Wednesday (BleepingComputer)
Anthropic launches Claude Sonnet 5, saying it nears Opus 4.8 performance at lower prices and is substantially better than Sonnet 4.6 for agentic work (Anthropic)
Anthropic launches Claude Sonnet 5, saying it nears Opus 4.8 performance at lower prices and is substantially better than Sonnet 4.6 for agentic work (The New Stack)
Sony says all new PlayStation games from both first- and third-party developers will be sold in digital formats from January 2028, ending physical game discs (Game File)
Visa, Mastercard, Stripe, BlackRock, Coinbase, and 140+ companies join Open Standard to launch Open USD, a stablecoin that shares earnings from its reserves (The Block)
Sources: Meta is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, to compete with AWS and Azure (Bloomberg)
SpaceX cuts monthly Starlink prices in half in the Memphis area, as it endures blowback and legal challenges from opponents of its Colossus data centers (Bloomberg)
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Comcast Spins Out
30 juni 2026 · 20 min
Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI coding startup, and Gemini's image generation went free. Lees meer
Comcast plans to spin off its media and entertainment assets, including NBCUniversal and Sky, into a new publicly traded entity, set to close by mid-2027 (Variety)
SCOTUS limits the law enforcement use of "geofence" warrants, saying people have "a reasonable expectation of privacy" in their cell-phone location data (TechCrunch)
Australia's ACCC sues Amazon for allegedly introducing ads to Prime Video under unfair contract terms and forcing existing subscribers to pay more to avoid them (Bloomberg)
AI coding startup 8090 raised a $135M Series A led by Salesforce Ventures; founder Chamath Palihapitiya announces that he will lead the company as CEO (TechCrunch)
The DOD seeks to recruit engineers experienced in frontier AI, machine learning and automation, and data systems, to embed them "down to the unit level" (Bloomberg)
Google says the Gemini app now offers personalized Nano Banana image generation, previously limited to Plus, Pro, and Ultra users, to eligible US users for free (TechCrunch)
Hotels, tour operators, and travel agencies rush to launch proprietary online tools and loyalty schemes to fend off future competition from AI travel agents (FT)
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Mythos Back?
29 juni 2026 · 21 min
The US lifted its block on Anthropic's Mythos 5, clearing it for 100+ institutions. Researchers said China's GLM-5.2 matches US models on security bugs. South Korea pledged ~$590B for chips, and the memory crunch turned existential for small makers. Lees meer
Letter: the US lifts its block on Mythos 5, allowing Anthropic to release it to more than 100 US institutions; sources: talks about Fable 5 are ongoing (Semafor)
Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs, as critics question the US' lax approach in restricting Chinese open models (WSJ)
South Korea, Samsung, and SK Hynix say they plan to invest ~$590B to build a new chip complex, including four chipmaking plants and a chip packaging cluster (FT)
Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (CNBC)
Sports clips' rise on platforms like YouTube has left broadcasters debating whether to use them to attract younger viewers or protect their subscription revenue (CNBC)
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OpenAI To Delay Its IPO?
26 juni 2026 · 21 min
OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger GPT-5.6's release over security concerns. Microsoft hiked Xbox prices again, and SpaceX teased a Starlink mobile network. Lees meer
Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions (The New York Times)
Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT-5.6 over security concerns, approving "access customer by customer" (The Information)
Microsoft says the price of Xbox consoles will increase on August 1 by $100 for 512GB models and $150 for 1TB models, the third price increase since 2025 (Kotaku)
Sources: SpaceX COO Gwynne Shotwell told investors during an IPO roadshow SpaceX may launch a Starlink mobile product and build its own terrestrial US network (FT)
Longreads
How Chicago is betting on quantum computing, including turning the site of its former US Steel mill into a campus, after largely missing the digital revolution (WSJ)
As China's working-age population shrinks, consensus is growing that China must embed embodied AI robots into as many tasks as possible, as soon as possible (FT)
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Hope You Weren't Putting Off Buying A Mac
25 juni 2026 · 22 min
Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. IBM detailed a 0.7nm chip, Facebook revived its Creator Studio app, and Kalshi chased a $40B valuation. Lees meer
Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has "never seen a component price increase this much, this quickly"; iPhone is unchanged (WSJ)
Apple Raises Mac and iPad Prices to Counter Memory Shortages (Bloomberg)
Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, using Claude 28.8M times from April to June via almost 25K accounts (Bloomberg)
IBM details a 0.7nm chip manufacturing process that utilizes a "nanostack" 3D transistor architecture, which it says could continue chip innovation for 10 years (The New York Times)
Facebook brings back Facebook Creator Studio as a stand-alone app with a built-in AI chatbot to help creators grow their audiences through personalized guidance (TechCrunch)
Meta looks to AI to review harmful content in cost-cutting drive (FT)
Sources: Kalshi is in talks to raise funding at a ~$40B valuation in a round that may close as soon as Q3; Kalshi raised $1B at a $22B valuation in May 2026 (FT)
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GTA Now
24 juni 2026 · 22 min
Rockstar finally priced GTA VI at $79.99 and set a November 19 release, with preorders tonight. OpenAI and Broadcom unveiled their Jalapeño inference chip. Meta got caught building a prediction-markets app called Arena, and Superhuman snapped up AI-detector GPTZero. Lees meer
Rockstar sets the release date for GTA VI for November 19 and says it will cost $79.99, or $99.99 for the Ultimate Edition; preorders start at midnight tonight (The Verge)
Grand Theft Auto 6 Physical Copies Won't Include a Disc, Will Just Be a Code in a Box (IGN)
OpenAI and Broadcom unveil Jalapeño, an LLM-optimized inference chip developed from design to manufacturing tape-out in nine months, aided by OpenAI's models (OpenAI)
OpenAI and Broadcom Unveil AI Chip to Run Models Faster, Cheaper (Bloomberg)
Sources: Meta is building a standalone prediction markets app internally called Arena, which would probably use video game-like points instead of money wagers (The New York Times)
Superhuman acquires AI detection startup GPTZero, which has 19M+ registered users and $30M in annual recurring revenue; PitchBook: GPTZero is valued at $88M+ (Business Insider)
How AI Customers Are Lowering Their Anthropic and OpenAI Bills (The Information)
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Moar Meta Glasses
23 juni 2026 · 21 min
Meta launched $299 in-house Adventurer and Fury smart glasses plus a $399 Kylie Jenner Starfire. Trump signed two quantum-computing executive orders. South Korea's Kospi cratered 10% in a tech selloff, ByteDance debuted Seedance 2.5, and Meta paused its laptop-tracking program. Lees meer
Meta unveils Meta Adventurer and Fury glasses, each priced at $299, its first under its own brand, and a $399 Starfire model in collaboration with Kylie Jenner (Bloomberg)
HEADLINE TBD — couldn't read it (The Verge)
President Trump signs two executive orders aimed at speeding the development of advanced quantum computers and mitigating the security threats they present (WSJ)
South Korea's tech-heavy Kospi index falls 10%, dragged down by SK Hynix and Samsung; STMicro and ASML fall ~7%, and US tech stocks fall in pre-market trading (CNBC)
ByteDance unveils Seedance 2.5, saying the AI video model can generate up to 30-second clips from up to 50 reference materials, up from 12 for Seedance 2.0 (The Information)
ByteDance's Seedance 2.5 breaks the 30-second barrier for AI video generation (The Decoder)
Meta says it is pausing its employee-tracking program meant for training AI models after internal security issues exposed sensitive data from employees' laptops (Wired)
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Acqui-Investing
22 juni 2026 · 22 min
Meta poured $900M into India's Cred and tapped founder Kunal Shah to run WhatsApp. Google lost Nobel winner John Jumper to Anthropic. Getty soared on an OpenAI deal, JD.com warned robots would replace its couriers, and Toto pivoted toward chips. Lees meer
Meta invests $900M into Indian fintech Cred for a ~20% stake, and plans to appoint Cred founder Kunal Shah as the leader of WhatsApp, replacing Will Cathcart (Bloomberg)
The departure of John Jumper, a key member of Google's AI coding development team, further strains Google's efforts to compete with Anthropic and OpenAI (Bloomberg)
Getty signs a licensing deal with OpenAI, letting its image library appear in ChatGPT's search and discovery features; GETY jumps 150%+ pre-market (Bloomberg)
JD.com founder Richard Liu says robots will replace the company's 700K delivery workers "sooner or later", and it will help retrain them in robot maintenance (FT)
Toto, Japan's largest toilet maker, plans to invest $495M by 2030 to expand its semiconductor materials unit, targeting R&D for next-gen 1nm chip production (Nikkei Asia)
Japanese toilet maker Toto plans $496M push into chip tech (Tech in Asia)
A look at "humanizer" and "autotyper" apps that help students evade AI-detection software by slowly auto-typing essays and making AI text sound less robotic (The New York Times)
A speculative scenario titled "Europe 2031" projects economic and political instability in the EU if it fails to keep pace with the US and China in the AI race (The Guardian)
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GTA VI, Finally, Finally Coming?
19 juni 2026 · 21 min
Intel stock popped after Trump said Apple agreed to build chips with it in America. Waymo yanked its robotaxis off highways over construction-zone blunders. Rockstar dated GTA VI pre-orders to June 25, and GLM-5.2 grabbed the open-weights crown. Lees meer
Intel's stock jumps 10.64% after Trump said "Apple has agreed to work with Intel to design and build its Chips in America"; INTC is up 520%+ in the past year (CNBC)
Filings: Waymo pulls its ~4K robotaxis from highways after finding 13+ instances of the cars driving into highway sections under construction (TechCrunch)
Rockstar Games announces that pre-orders for Grand Theft Auto VI will go live on June 25; TTWO closed up 4.93% (Kotaku)
GLM-5.2 is the leading open weights model on Artificial Analysis' Intelligence Index, scoring 51, only behind Fable 5's 60, Opus 4.8's 56, and GPT-5.5's 55 (Artificial Analysis)
GLM-5.2 becomes the top open-weight model on Artificial Analysis (Implicator)
Longreads
Google Is Using Nvidia's Playbook to Build a Rival AI Chip Business (WSJ)
AI Is Splitting the Job Market in Two, PwC Study Shows (Bloomberg)
Apple’s weird anti-nausea dots cured my car sickness (The Verge)