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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#3 this issueS03CONFIRMEDModels & Economics2026-10-07

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

Cost ReductionUnknown

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#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#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#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

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

OpenAI launches two cheaper AI models at half price

Cost ReductionUnknown

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 #1#19 this issueS19CONFIRMEDCompute, Infrastructure & Energy2026-09-15

Meta unveils MTIA 450 and MTIA 500 AI accelerator pair for gigawatt-scale in-house inference

Cost ReductionUnknown

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#48 this issueS48CONFIRMEDModels & Economics2026-09-11

Shanghai AI Lab releases Atria-Dawn Preview open agent model

Shanghai AI Laboratory

AutomationCost ReductionUnknown

Briefing #1#46 this issueS46CONFIRMEDModels & Economics2026-09-10

DeepSeek releases V4.1-Flash fast reasoning model

Cost ReductionUnknown

Briefing #1#50 this issueS50CONFIRMEDCapital, Startups & Deals2026-09-10

Positron raises $875M at $5B valuation for its memory-first AI inference chips

Positron AI (Reno, Nevada; founded April 2023)

Cost ReductionUnknown