Jul 21, 2026
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3 min read
Possible US curbs, OpenAI’s long-horizon safety warning, Anthropic’s $1.5B copyright settlement and the infrastructure race underneath the agent boom.
Jul 18, 2026
4 min read
Kimi K3’s infrastructure paradox, OpenAI’s new AI scorecard, Claude’s capacity rollout, Gemini 3.5’s delay, and America’s open-model dilemma.
Jul 14, 2026
TODAY: A possible memory squeeze, enterprise AI’s hidden cost, Claude’s India push, and the cheaper-agent playbook.
Jul 12, 2026
PLUS: Sam Altman weighs in on benchmarks and jobs, Ben Bernanke joins Anthropic, and an AI agent helps raise $100M,
Jul 7, 2026
TODAY: Claude’s J-space, startup compute subsidies, Reddit’s spam fight, why agent workflows now need tighter permissions and more.
Jul 3, 2026
PLUS: Microsoft bets $2.5B on enterprise AI deployment, Kling raises at least $2B, Nvidia expands the neocloud layer, and operators debate whether AI’s real bottleneck is now control.
Jul 1, 2026
PLUS: OpenAI's government stake talks, Together AI's $800M raise, and why enterprise buyers are questioning who captures AI's value.
Jun 28, 2026
5 min read
AI plays drove over 80% of US returns this year. BIS is now warning about the credit risk underneath.
Jun 24, 2026
While SoftBank and OpenAI show the workflow, capital, and standards layers moving around it.
Jun 23, 2026
PLUS: China AI looks powerful and strangely priced, Cursor wants the coding stack, and GitHub shows agents moving into repo work.