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Briefing #7#8 this issueS03CONFIRMEDModels & Economics2026-10-14

Anthropic third-quarter revenue reaches $16.8 billion

Anthropic
Capital Markets & InvestingRevenue GrowthEnterprise ROICountry
Briefing #6#15 this issueS15CONFIRMEDModels & Economics2026-10-09

Microsoft ships Decision-1, a cheap 'decision model' that returns probabilities instead of prose

Microsoft
Cost ReductionUnknown
Briefing #6#1 this issueS01CONFIRMEDModels & Economics2026-10-07

OpenAI pushes GPT-6 and a model-drawn 'Intelligent UI' to all 1.2 billion ChatGPT users in two days

OpenAI
Customer ExperienceUnknown
Briefing #6#3 this issueS03CONFIRMEDModels & Economics2026-10-07

Anthropic cuts Haiku pricing 90% and puts a 1M-token context on its cheapest tier

Anthropic
Cost ReductionUnknown
Briefing #6#4 this issueS04CONFIRMEDModels & Economics2026-10-06

Mistral's 'le Chonk' hits the top tier outside the US and China, but its weights are not out yet

Mistral AI
Unknown
Briefing #6#19 this issueS19CONFIRMEDModels & Economics2026-10-05

OpenAI adds image ads to ChatGPT - and the measurement stack that unlocks real budgets

OpenAI
Marketing & AdvertisingBusiness Model ChangeRevenue GrowthCountry
Briefing #5#2 this issueS03CONFIRMEDModels & Economics2026-09-30

Google DeepMind's Gemini 4 Argon ships to cyber defenders first, guardrails off, with no public API yet

Google DeepMind / Google (Alphabet)
Unknown
Briefing #4#3 this issueS03CONFIRMEDModels & Economics2026-09-30

Google shipped its strongest model, then declined to sell it

Google DeepMind
Risk & ComplianceUnknown
Briefing #4#29 this issueS29CONFIRMEDModels & Economics2026-09-28

Open-weight models took the tokens. The money barely moved.

Vercel / AT&T / Coinbase
TelecomCost ReductionEnterprise ROICountry
Briefing #3#1 this issueS01CONFIRMEDModels & Economics2026-09-22

Claude Opus 5.5: Anthropic cuts Opus prices by 20%

Anthropic
ProductivityCost ReductionUnknown
Briefing #2#1 this issueS01CONFIRMEDModels & Economics2026-09-22

OpenAI launches two cheaper AI models at half price

OpenAI
Cost ReductionUnknown
Briefing #2#13 this issueS13CONFIRMEDModels & Economics2026-09-22

Claude went buggy for 80 minutes, and no reason was given

Anthropic
Global
Briefing #2#3 this issueS03CONFIRMEDModels & Economics2026-09-21

SpaceXAI's Grok 4.7 offers frontier coding at budget prices

xAI / SpaceXAI (xAI folded into SpaceX Corp., now branded SpaceXAI)
Unknown
Briefing #2#8 this issueS08CONFIRMEDModels & Economics2026-09-21

Harvey's margins crashed until it switched to an open model

Harvey (legal AI); Moonshot AI (base-model provider); Fireworks (post-training partner); Abridge, Decagon, Ramp, Rogo (peers)
LegalCost ReductionBusiness Model ChangeUnknown
Briefing #2#9 this issueS09CONFIRMEDModels & Economics2026-09-21

Xiaomi's new open AI model tops the open-weight rankings

Xiaomi (Xiaomi MiMo team; official brand "Xiaomi MiMo")
Cost ReductionUnknown
Briefing #2#10 this issueS10CONFIRMEDModels & Economics2026-09-20

StepFun launches a low-cost flagship model and promises open weights

StepFun (阶跃星辰, Shanghai; discovery record's "步知" form was not found in any consulted source — all official pages, docs and coverage use 阶跃星辰 / "StepFun")
Cost ReductionUnknown
Briefing #2#11 this issueS11CONFIRMEDModels & Economics2026-09-18

Alibaba's new Qwen model hears, sees and costs very little

Alibaba Cloud / Qwen (Qwen Team; announced via the Qwen official blog and Qwen's X account @Alibaba_Qwen)
Cost ReductionMulti Country
Briefing #2#20 this issueS20CONFIRMEDModels & Economics2026-09-18

Alibaba AI reads one CT scan for many findings

Alibaba DAMO Academy (阿里达摩院); The First Affiliated Hospital, Zhejiang University School of Medicine; Hupan Laboratory (co-authors from multiple Chinese medical centers)
HealthcareScience & ResearchProductivityAutomationCountry
Briefing #1#6 this issueS06CONFIRMEDModels & Economics2026-09-17

GPT-6 Astra becomes generally available on Microsoft Foundry

OpenAI / Microsoft
Unknown
Briefing #1#9 this issueS09CONFIRMEDModels & Economics2026-09-15

Google's new voice AI can talk, see and get work done at the same time

Google
Unknown
Briefing #1#32 this issueS32CONFIRMEDModels & Economics2026-09-15

Meta launches "Meta One" subscription for AI across Facebook, Instagram, WhatsApp and web

Meta
Business Model ChangeRevenue GrowthMulti Country
Briefing #1#8 this issueS08CONFIRMEDModels & Economics2026-09-14

Apple announces Siri AI with on-device and server inference at iPhone event

Apple
Customer ExperienceUnknown
Briefing #1#42 this issueS42CONFIRMEDModels & Economics2026-09-12

Microsoft brings Grok into Copilot for Word, Excel and PowerPoint

Microsoft / SpaceXAI (xAI, acquired by SpaceX 2026-02-02; corporate branding "SpaceXAI" from July 2026)
Business Model ChangeRisk & ComplianceUnknown
Briefing #1#48 this issueS48CONFIRMEDModels & Economics2026-09-11

Shanghai AI Lab releases Atria-Dawn Preview open agent model

Shanghai AI Laboratory
AutomationCost ReductionUnknown