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Briefing #6#8 this issueS08EARLY RESEARCHModels & Economics2026-10-12

Meta's first frontier model, Muse Wonder, is proprietary and priced to undercut OpenAI and Anthropic

Meta AI (Meta Superintelligence Labs)

Business Model ChangeUnknown

Briefing #6#15 this issueS15CONFIRMEDModels & Economics2026-10-09

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

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

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

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

Unknown

Briefing #6#16 this issueS16COMPANY CLAIMModels & Economics2026-10-06

OpenAI publishes hundreds of machine-written maths proofs - and pulls three within a day

Science & ResearchUnknown

Briefing #4#34 this issueS34COMPANY CLAIMModels & Economics2026-10-01

Cloudflare shipped decision models that answer with probabilities, not prose

Cost ReductionUnknown

Briefing #4#35 this issueS35COMPANY CLAIMModels & Economics2026-10-01

AWS published a 2B decision model that runs on one consumer GPU

Amazon Web Services

Cost ReductionUnknown

Briefing #4#39 this issueS39COMPANY CLAIMModels & Economics2026-10-01

Bilibili published 150-language translation under Apache 2.0, with the rules in the prompt

Bilibili Index Team

Unknown

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#37 this issueS37INDEPENDENTLY VERIFIEDModels & Economics2026-09-30

A superhuman Stratego system, reported at a few thousand dollars of compute

MIT / Carnegie Mellon / NYU / Stanford

Science & ResearchCost ReductionUnknown

Briefing #4#6 this issueS06COMPANY CLAIMModels & Economics2026-09-29

OpenAI ships GPT-6.1 Sol: near-Astra capability one tier down

Cost ReductionUnknown

Briefing #4#10 this issueS10COMPANY CLAIMModels & Economics2026-09-28

Claude Sonnet 5.5 arrives faster, at the same price per token

Cost ReductionProductivityUnknown

Briefing #4#36 this issueS36COMPANY CLAIMModels & Economics2026-09-28

A 309B open-weights model with no full-attention layers anywhere in it

Unknown

Briefing #3#1 this issueS01CONFIRMEDModels & Economics2026-09-22

Claude Opus 5.5: Anthropic cuts Opus prices by 20%

ProductivityCost ReductionUnknown

Briefing #2#1 this issueS01CONFIRMEDModels & Economics2026-09-22

OpenAI launches two cheaper AI models at half price

Cost ReductionUnknown

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 #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

Unknown

Briefing #1#8 this issueS08CONFIRMEDModels & Economics2026-09-14

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

Customer ExperienceUnknown