// the insider feed · July 2026
The sharp, sourced, contrarian read on AI and the technology industry — we read the launch, check the receipts, and say what's actually going on.
// feed status
OpenAIJust in
Voluntary is doing a lot of work in a sentence where the last non-compliant model went dark in 90 minutes.
Anthropic
Novo Nordisk is Anthropic's science partner. It's also OpenAI's. The land grab is real — the land is still unclaimed.
Meta
The cuts were sold as visionary. Now Meta says the vision is running late. Read the 3-to-6-month promise for what it is.
OpenAI
A $42.6 billion peace offering to the people threatening to regulate you. Generous — or a down payment on being too co-owned to break up.
Meta
The payrolls print cratered to 57,000. Blaming the robots is a better earnings-call story than admitting the economy's soft.
Anthropic
Four silicon suppliers isn't diversification for its own sake — it's a bet on cutting the Nvidia tax before buyers cut it for you.
Analysis
A watchdog that seats the wolves. The AI for Good Global Commission's headline feature is also its fatal flaw.
Anthropic
The controls are gone. The loaded gun Washington put on the shelf isn't.
Anthropic
Anthropic's cheapest agent model looks genuinely strong — just remember who marked its homework.
Open-weight models
A food-delivery company trained a 1.6-trillion-parameter model with zero Nvidia chips and gave it away. Everyone's reading the wrong number.
xAI
Musk shipped a 1.5-trillion-parameter model to his own engineers and called it a winner. No system card, no leaderboard, no outsiders allowed.
Anthropic
Regulators switched off one lab's models for a flaw eight of the industry's best all had.
OpenAI
OpenAI complied with a federal access gate in a day, then called it a mistake. Neat trick.
OpenAI
The trillion-dollar labs sold you 'just spend, prices always fall.' In June it broke in public.
Anthropic
You can own the biggest research bench in AI and still watch your best people walk out for the pre-IPO cheque.
Anthropic
A record-breaking number, dropped in a letter to Congress, the same week Anthropic wanted Washington's help. Convenient — and unproven.
Flash shipped. Pro got a date-shaped promise. Guess which one you can actually use.
OpenAI
Four announcements in 48 hours. The claims check out. The fine print is the story.