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Briefing #7#2 this issueS04CONFIRMEDPolicy, Regulation & Governance2026-10-16

China proposes export controls on 23 AI technologies including models, chips and agents

Government of China

Government & Public ServicesDefence & National SecurityRisk & ComplianceBusiness Model ChangeCountry

Briefing #7#5 this issueS09CONFIRMEDSoftware Engineering & SDLC2026-10-16

Replit makes OpenAI its default model over Anthropic

Business Model ChangeOperating Model ChangeCountry

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#19 this issueS19CONFIRMEDModels & Economics2026-10-05

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

Marketing & AdvertisingBusiness Model ChangeRevenue GrowthCountry

Briefing #4#26 this issueS26CONFIRMEDCompute, Infrastructure & Energy2026-10-02

Amazon may hand $8bn of Blackwell chips to a vehicle it still operates

Amazon / Nvidia

Business Model ChangeCountry

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

Microsoft's new Copilot app, metered agent credits

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 #2#14 this issueS14CONFIRMEDAgents & Platforms2026-09-21

Meta's Muse agent can now buy from every Shopify store

Retail & E-commerceBanking & FintechBusiness Model ChangeCustomer ExperienceMulti Country

Briefing #2#7 this issueS07INDEPENDENTLY VERIFIEDCapital, Startups & Deals2026-09-18

Anthropic is pacing past $100 billion and could list in November

Revenue GrowthBusiness Model ChangeCountry

Briefing #2#19 this issueS19CONFIRMEDCourts, Copyright & Rights2026-09-18

Music giants sue AI song maker Suno again

Universal Music Group; Sony Music; Suno

Media & PublishingBusiness Model ChangeRisk & ComplianceRegion

Briefing #1#5 this issueS05CONFIRMEDAgents & Platforms2026-09-16

OpenAI launches ChatGPT Ads with Sponsored Agents and HubSpot/Shopify integrations

Marketing & AdvertisingRetail & E-commerceRevenue GrowthBusiness Model ChangeCountry

Briefing #1#27 this issueS27CONFIRMEDAgents & Platforms2026-09-16

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

ProductivityBusiness Model ChangeUnknown

Briefing #1#26 this issueS26CONFIRMEDAgents & Platforms2026-09-15

Salesforce announces AIforce: Koa reasoning agent platform, NVIDIA and Siemens partnerships

Salesforce / NVIDIA / Siemens

ProductivityBusiness Model ChangeCity

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

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

Business Model ChangeRevenue GrowthMulti Country

Briefing #1#38 this issueS38CONFIRMEDAgents & Platforms2026-09-15

Jensen Huang's Dreamforce remarks: agents as the new category of enterprise software

Business Model ChangeCity

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

Business Model ChangeCost ReductionUnknown

Briefing #1#45 this issueS45CONFIRMEDModels & Economics2026-09-10

Suno launches v6 music-generation model

Media & PublishingBusiness Model ChangeRisk & ComplianceUnknown