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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 #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

Anthropic
Business Model ChangeUnknown
Briefing #4#7 this issueS07CONFIRMEDCapital, Startups & Deals2026-09-28

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

Anthropic
Business Model ChangeUnknown
Briefing #3#3 this issueS03CONFIRMEDAgents & Platforms2026-09-25

Microsoft's new Copilot app, metered agent credits

Microsoft
ProductivityBusiness Model ChangeUnknown
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 #1#27 this issueS27CONFIRMEDAgents & Platforms2026-09-16

Anthropic merges Claude chat and Cowork into one interface; Claude Docs and Slides enter beta

Anthropic
ProductivityBusiness Model ChangeUnknown
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#47 this issueS47CONFIRMEDAgents & Platforms2026-09-11

Sakana AI releases Fugu Max and Fugu Ultra v2.0 efficiency-model updates

Sakana AI
Business Model ChangeCost ReductionUnknown
Briefing #1#45 this issueS45CONFIRMEDModels & Economics2026-09-10

Suno launches v6 music-generation model

Suno
Media & PublishingBusiness Model ChangeRisk & ComplianceUnknown