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Anthropic3mo ago

Google's real AI problem isn't models — it's a $965B poaching magnet

You can own the biggest research bench in AI and still watch your best people walk out for the pre-IPO cheque.

3 min read · 25 June 2026
Anthropic3mo ago

Anthropic says Alibaba ran a 28.8M-exchange raid on Claude. Alibaba says no.

A record-breaking number, dropped in a letter to Congress, the same week Anthropic wanted Washington's help. Convenient — and unproven.

3 min read · 24 June 2026
Google3mo ago

Google said Gemini 3.5 Pro was 'next month'. The month's over.

Flash shipped. Pro got a date-shaped promise. Guess which one you can actually use.

3 min read · 23 June 2026
OpenAI3mo ago

OpenAI's science week: the results are real — and so are the asterisks

Four announcements in 48 hours. The claims check out. The fine print is the story.

4 min read · 18 June 2026
OpenAI4mo ago

AI voice got great. Now the fight is the business model.

Quality is basically solved. Whether you rent the voice or own it — that's the real divide in 2026.

3 min read · 15 June 2026
DeepSeek4mo ago

Open weights caught the frontier. The moat is leaking.

When you can download a near-top-tier model for free, 'exclusive access' stops being a business.

3 min read · 14 June 2026
Alibaba (Qwen)4mo ago

Qwen quietly won open-source AI — then half-closed the door

The most-downloaded open model family also just shipped its first closed flagship. Read the signal.

3 min read · 13 June 2026
Anthropic4mo ago

The government switched off the world's best AI model over a bug it won't show us

Three days. That's how long Fable 5 lasted before Washington pulled the plug.

4 min read · 12 June 2026
Moonshot AI4mo ago

Kimi K2.7-Code: an open model that actually shipped its weights

After months of 'open-weight, weights pending', a refreshingly literal release — and a benchmark caveat you should read before tweeting the number.

4 min read · 12 June 2026
Mistral AI4mo ago

Mistral wants €20bn. The valuation is the pitch.

Double the price in months — on revenue that's real but a long way from the number.

4 min read · 12 June 2026
Nvidia4mo ago

Humanoid robots: less sci-fi, more spreadsheet

Ignore the backflip videos. The only number that matters is how fast a robot reaches its second paying job.

4 min read · 11 June 2026
Anthropic4mo ago

Anthropic says 'slow down' — five days before shipping Fable 5

A coordinated pause that would conveniently freeze the race with Anthropic near the front.

4 min read · 10 June 2026
Decart4mo ago

Decart's world model is real — and narrow on purpose

It dropped the sci-fi 'simulate anything' pitch for something that might actually sell — and the caveats are the whole point.

4 min read · 10 June 2026
Anthropic4mo ago

Fable 5 is here. The benchmark flex is real — the moat isn't.

The chart goes up. That's the easy part.

3 min read · 9 June 2026
Apple4mo ago

Apple's big AI reveal quietly runs on Google's Gemini

The privacy company's flagship AI is, at its core, a rented model. That's the actual story.

4 min read · 8 June 2026
OpenAI4mo ago

OpenAI files a week after Anthropic, and nobody can agree what it's worth

$730 billion? $850 billion? A trillion? Pick a number — they did.

3 min read · 8 June 2026
xAI4mo ago

xAI's new model animates one photo into video — 'preview' is the word doing the work

Cinematic video from a single still, at 720p, in preview. Impressive — and genuinely unfinished.

3 min read · 3 June 2026
Nvidia4mo ago

The US just made the chip ban follow the owner, not the address

Spin up a subsidiary in Singapore? Doesn't matter anymore. The rule asks who your parent is — and Commerce quietly admitted it failed to ask for a year.

4 min read · 1 June 2026
Anthropic4mo ago

Anthropic wants to go public on a number you're not allowed to see yet

$965bn valuation, $47bn run-rate, one confidential filing. Spot the asymmetry.

4 min read · 1 June 2026
Lamp Dating4mo ago

Lamp Dating vs Tinder, Hinge and Bumble: Why the Swipe Apps Lose in 2026

The swipe apps are all the same broken model. Lamp Dating is built differently — and here are the receipts.

5 min read · 1 June 2026
MiniMax4mo ago

MiniMax shipped an 'open-weight' model with no weights. Bold.

Frontier claims, vendor benchmarks, and a Hugging Face link that wasn't there yet.

3 min read · 1 June 2026
GitHub4mo ago

GitHub Copilot's new bill is a metered surprise

The 'unlimited' AI assistant just discovered it has a meter after all.

3 min read · 1 June 2026
Anthropic4mo ago

Opus 4.8: the benchmarks crept up, but the fast mode is the actual upgrade

Five points on a coding benchmark. A 2.5× speed-up. Guess which one you'll actually feel.

4 min read · 28 May 2026
Sesame4mo ago

Sesame's voice AI sounds great. Will anyone keep using it?

Naturalness was the easy problem. Habit is the one that kills voice apps.

4 min read · 28 May 2026