AI Intelligence

A collection of 150 posts

AI Intelligence

Anthropic Restores Fable 5 as Embedded Engineering Becomes the New Battlefield

Frontier labs are trading access for oversight: Anthropic lifts Fable 5 export controls after government concessions, while Microsoft and Amazon pour $3.5 billion into embedding engineers inside customers. July 4, 2026 | Reading time: 8 minutes | Issue #202 Lead Anthropic restored global access to Claude Fable 5 on July 1,

AI Intelligence

OpenAI Offers Washington a 5% Stake as AI Capital Flows Peak

Frontier money is moving faster than governance: MGX closes a $49 billion fund, OpenAI proposes a U.S. government ownership stake, and Apple passes the memory-shortage bill to consumers. July 2, 2026 | Reading time: 8 minutes | Issue #201 Lead The AI financing boom is reaching the political layer. OpenAI

AI Intelligence

Anthropic and Amazon Bet the Future Is Forward-Deployed, Not API-First

Frontier model providers are shifting from selling raw intelligence to selling embedded implementation teams as enterprise customers demand outcomes, not tokens. July 1, 2026 | Reading time: 8 minutes | Issue #200 Lead The forward-deployed engineer is becoming the dominant unit of AI delivery. On June 30, Anthropic lifted U.S.

AI Intelligence

The Token Spend Crunch Finally Hits OpenAI and Anthropic

Frontier labs built trillion-dollar valuations on uncapped AI usage; now finance teams are cutting budgets and routing traffic to cheaper models. June 30, 2026 | Reading time: 8 minutes | Issue #199 Lead The era of "tokenmaxxing" is ending. Companies that flooded OpenAI and Anthropic with unlimited inference are

AI Intelligence

U.S. Restores Mythos While Asia Ships Alternatives

Frontier model access is becoming a bargaining chip between governments, and competitors in Asia are treating the interruption as a market opening. June 28, 2026 | Reading time: 11 minutes | Issue #197 Lead The U.S. government reversed part of its block on Anthropic's frontier models on June 27,

AI Intelligence

U.S. Model Controls Open a Door China and Japan Walk Through - Week of June 21 - June 27, 2026

Week of June 21 – June 27, 2026 Reading time: 12 minutes The most important shift this week is not a model release or a funding round. It is the return of export controls as the central market force in artificial intelligence. Two weeks after the Trump administration forced Anthropic to

AI Intelligence

U.S. Clears Mythos While It Leashes GPT-5.6

Frontier AI is now released through a security filter, not a product pipeline, with Washington approving some models for some users while blocking broad launches. June 27, 2026 | Reading time: 8 minutes | Issue #196 Lead The U.S. government is running a live experiment in frontier model access control. On

AI Intelligence

Trump Administration Staggers OpenAI's GPT-5.6 Rollout

The White House now treats frontier model releases as national-security events, forcing OpenAI and Anthropic into managed rollouts while global demand keeps rising. June 26, 2026 | Reading time: 8 minutes | Issue #195 Lead The Trump administration asked OpenAI to stagger the release of GPT-5.6 so that initial

AI Intelligence

OpenAI and Broadcom Unveil Jalapeño, Anthropic Accuses Alibaba of Distilling Claude, and Qualcomm Bets $15B on Data-Center Chips

OpenAI unveils its first AI inference chip with Broadcom, Anthropic accuses Alibaba of running a large-scale distillation campaign against Claude, Qualcomm targets $15 billion in data-center chip sales, and Google ships computer use in Gemini 3.5 Flash. June 25, 2026 | Reading time: 8 minutes | Issue #194 Lead

AI Intelligence

Anthropic Puts Claude to Work Inside Slack

Anthropic launches Claude Tag, an agentic coworker embedded in Slack channels, while a global chip selloff raises questions about AI infrastructure valuations and Abu Dhabi's MGX raises close to $50 billion for AI deals. June 24, 2026 | Reading time: 7 minutes | Issue #193 Lead Anthropic released Claude Tag

AI Intelligence

SpaceX Locks a $6.3B Open-Source Customer Into Colossus

SpaceX signs a computing deal worth up to $6.3 billion with Reflection AI for access to Nvidia GB300 chips at Colossus 2, while Five Eyes agencies warn that frontier AI models capable of devastating cyber attacks are months away, and Nobel laureate John Jumper leaves DeepMind for Anthropic. June

AI Intelligence

Tencent Brings AI to WeChats Billion Users

Tencent starts testing Xiaowei, an AI assistant powered by its own WeLM and DeepSeek models inside WeChat, as Z.ai open-sources a 753-billion-parameter coding model the same week Washington bans Anthropic's frontier models for foreign nationals. June 22, 2026 | Reading time: 6 minutes | Issue #191

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GLM-5.2 Breaks Open-Weight Ceiling as ChatGPT Slips Below 50% - Week of June 15-21, 2026

Week of June 15 – June 21, 2026 The Week in AI The defining signal of the week was not a single event but a convergence of three: an open-weight model from China topped the global intelligence leaderboard for the first time, ChatGPT's market share fell below 50%

AI Intelligence

Claude Operates a Robot Dog 20x Faster Than Humans

Anthropic's Project Fetch Phase Two shows Claude Opus 4.7 completing physical-world tasks autonomously at 20x human speed, as Jane Street emerges as a major AI investor and Russia confronts its chip deficit. June 21, 2026 | Reading time: 8 minutes | Issue #190 Lead Anthropic published results from

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Jumper Leaves DeepMind for Anthropic

AlphaFold's Nobel-winning architect departs Google after nine years, as DeepSeek ships vision capabilities and Google publishes a control framework for rogue agents. June 20, 2026 | Reading time: 8 minutes | Issue #189 Lead John Jumper, the Google DeepMind vice president who won the 2024 Nobel Prize in Chemistry

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GLM-5.2 Matches Opus on Zero NVIDIA Chips

Z.ai's open-weight model trails Claude Opus 4.8 by 1% on long-horizon coding while undercutting on price by 82%, as the White House and Anthropic negotiate a security framework for Fable 5's return. June 19, 2026 | Reading time: 8 minutes | Issue #188 Lead

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White House Demands the Impossible on Fable 5

Trump administration tells Anthropic it must eliminate all jailbreaks before Fable 5 can return. Security experts say that requirement is technically impossible. June 18, 2026 · 9 min read · Issue #0188 The Trump administration told Anthropic this week that Fable 5 cannot be re-released until the company can guarantee the

AI Intelligence

SpaceX Buys Cursor for $60 Billion

SpaceX is acquiring AI coding startup Cursor for $60 billion in stock, days after the company's blockbuster IPO, in the largest AI M&A deal on record. June 17, 2026 · 8 min read · Issue #0187 SpaceX agreed to acquire Cursor, the AI coding assistant startup, for $60

AI Intelligence

White House Forces Anthropic Models Offline

The Trump administration directed Anthropic to restrict access to Claude Fable 5 and Mythos 5, marking the first time the US government has forcibly taken a frontier model offline. June 16, 2026 · 8 min read · Issue #0186 The White House ordered Anthropic to restrict its most capable models — Claude Fable

AI Intelligence

OpenAI's Regulatory Pile-Up Docks as Anthropic Fights Washington

A multistate probe, a wrongful-death suit, and a confidential IPO filing landed on OpenAI within 72 hours, while Anthropic scrambled to restore access to its best models. June 15, 2026 | Reading time: 8 minutes | Issue #187 A coalition of state attorneys general has opened an investigation into whether OpenAI&

AI Intelligence

White House Pulls Anthropic's Top Models Over a Jailbreak

A narrow bypass technique has turned the world's most capable commercial AI models into a national-security procurement dispute, with Canada and the EU watching closely. June 15, 2026 | Reading time: 8 minutes | Issue #187 The US government issued an export-control directive on Friday, June 12, ordering

AI Intelligence

Anthropic's Global Shutdown Forces the Sovereign AI Conversation - Week of June 8 - June 15, 2026

Week of June 8 – June 15, 2026 The Week in AI The defining event of the week was not a funding round or a model release. It was a shutdown. On June 12, Anthropic received a U.S. government export-control directive at 5:21 PM ET ordering the company

AI Intelligence

Anthropic Demands an FAA for AI as OpenAI Plans Price Cuts

The frontier lab that shipped the most expensive model in history now wants governments to block dangerous deployments, while its rival prepares a price war. June 11, 2026 | Reading time: 8 minutes | Issue #186 Anthropic CEO Dario Amodei published a 5,000-word essay on Wednesday calling for mandatory government

AI Intelligence

Anthropic Ships Mythos to the Public at $50 per Million Tokens

June 10, 2026 | Issue #185 | 8 min read Anthropic released Claude Fable 5 to the public on Tuesday — the first Mythos-class model available outside restricted cybersecurity partnerships. It is priced at $10 per million input tokens and $50 per million output tokens, making it the most expensive frontier API

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Anthropic Mythos Creates Exploits in 31 Minutes

Frontier AI has crossed from finding vulnerabilities to weaponizing them, shrinking the patch gap from weeks to hours. June 9, 2026 | Reading time: 8 minutes | Issue #184 Anthropic's frontier red-team model, Mythos Preview, can turn publicly disclosed software vulnerabilities into working exploits in hours instead of weeks,