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Briefing #6#6 this issueS06CONFIRMEDCompute, Infrastructure & Energy2026-10-12

Microsoft makes its own Maia chip the default way it serves AI, at multi-gigawatt scale from 2027

Cost ReductionUnknown

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#9 this issueS09CONFIRMEDPolicy, Regulation & Governance2026-10-05

OpenAI adds a text watermark for EU ChatGPT and Codex, printing the limits beside the promises

Risk & ComplianceUnknown

Briefing #4#12 this issueS12CONFIRMEDSoftware Engineering & SDLC2026-10-01

Claude Code Mods: third-party code now runs inside the agent

Unknown

Briefing #4#38 this issueS38CONFIRMEDCompute, Infrastructure & Energy2026-10-01

Google put a TPU in orbit to see whether sunlight is the cheaper data centre

Google / Planet Labs

Aviation & AerospaceUnknown

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#24 this issueS24CONFIRMEDSafety, Evals & Alignment2026-09-30

DeepMind's proteins now carry a signature that survives the lab

Google DeepMind

Pharma & BiotechScience & ResearchRisk & ComplianceUnknown

Briefing #4#25 this issueS25CONFIRMEDSecurity & Cyber2026-09-30

Reddit is ending RSS, then closing its API in two gates

Unknown

Briefing #4#18 this issueS18CONFIRMEDSafety, Evals & Alignment2026-09-29

Four in five agent sessions contained a false claim

Reuters (reporting by Eduardo Baptista and Laurie Chen, Beijing; edited by Kenneth Li and Edmund Blair)

Risk & ComplianceUnknown

Briefing #4#27 this issueS27CONFIRMEDSecurity & Cyber2026-09-29

A flaw in the MCP Python SDK let a server nominate your identity provider

Model Context Protocol Python SDK maintainers

Risk & ComplianceUnknown

Briefing #5#1 this issueS01CONFIRMEDSafety, Evals & Alignment2026-09-28

OpenAI cancels the release of GPT-6.1 Astra over safety concerns, then ships a cheaper model

Risk & ComplianceUnknown

Briefing #4#1 this issueS01CONFIRMEDSafety, Evals & Alignment2026-09-28

The flagship that failed its own bar: OpenAI cancels GPT-6.1 Astra

Risk & ComplianceUnknown

Briefing #4#2 this issueS02CONFIRMEDCapital, Startups & Deals2026-09-28

AMD's $8.2 billion World Labs deal has a share count that does not exist yet

AMD / World Labs

LeadershipUnknown

Briefing #5#4 this issueS05CONFIRMEDCapital, Startups & Deals2026-09-28

Anthropic's leaked IPO filing shows a $42B loss, $518B in compute commitments and 50.1% founder voting control

Business Model ChangeUnknown

Briefing #4#7 this issueS07CONFIRMEDCapital, Startups & Deals2026-09-28

Anthropic's leaked draft S-1: $518B of compute nobody can cancel

Business Model ChangeUnknown

Briefing #4#8 this issueS08CONFIRMEDSecurity & Cyber2026-09-28

NVIDIA moves agent containment off the GPU and onto the DPU

Risk & ComplianceUnknown

Briefing #4#32 this issueS32CONFIRMEDCapital, Startups & Deals2026-09-28

A 23-year-old with 14 staff raised $1 billion at $10 billion in 33 days

Unknown

Briefing #3#3 this issueS03CONFIRMEDAgents & Platforms2026-09-25

Microsoft's new Copilot app, metered agent credits

ProductivityBusiness Model ChangeUnknown

Briefing #3#5 this issueS05CONFIRMEDCompute, Infrastructure & Energy2026-09-24

Anthropic's $11.6B Akamai deal, and a 5% option

Anthropic / Akamai Technologies

Cost ReductionUnknown

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

Claude Opus 5.5: Anthropic cuts Opus prices by 20%

ProductivityCost ReductionUnknown