thinking in public

Today in AI.

Daily field notes on models, agents, and the infrastructure around them, written for engineers and published without the hype cycle. 50 posts.

2026-07-13SK Hynix, the world's second-largest memory maker, warned the AI memory shortage will peak…SK Hynix, the world's second largest memory maker, used its Nasdaq listing day to deliver a message the AI industry has been reluctant to hear. The…
2026-07-12Thinking Machines, the lab founded by former OpenAI CTO Mira Murati, published a mission…Thinking Machines, the lab founded by former OpenAI CTO Mira Murati, published a mission statement this week arguing that the industry's default…
2026-07-10humanoid robots teleoperated by human surgeons removed gallbladders from live pigs, the…Today's development to watch in robotics: humanoid robots teleoperated by human surgeons successfully removed gallbladders from live pigs. It's…
2026-07-09HubSpot now runs 20 billion+ vectors across 200+ indexes and 140+ clusters, serving 38+…HubSpot published details this week about the internal platform they use to serve semantic search across the company, and the numbers are worth pausing…
2026-07-09Replit shipped a working blueprint for continual learning in production agents, built…Replit just published something worth paying attention to if you are building on top of frontier models: a working blueprint for continual learning in…
2026-07-07Anthropic published research showing Claude has an internal "J-space", a small, emergent…Anthropic just published research describing something called J space inside Claude, a small internal workspace where the model appears to run silent…
2026-07-05Ramp and Revelio Labs pulled data from 21,000 US firms and found the opposite of the…A joint analysis from Ramp and Revelio Labs, drawn from spending and hiring data across 21,000 US firms, cuts hard against the story that companies buying…
2026-07-03Apptronik just opened a 90,000 square foot "Robot Park" in Austin where Apollo 2 humanoids…Apptronik just opened a 90,000 square foot facility in Austin called Robot Park, where Apollo 2 humanoids run logistics, retail, and manufacturing tasks…
2026-07-02Genesis Molecular AI's PEARL model is doing the most interesting diffusion research in the…Genesis Molecular AI has a model called PEARL that is quietly doing some of the most interesting diffusion research in the industry, and none of it…
2026-07-01Anthropic shipped Claude Sonnet 5 as its new default, priced at $2/$10 per million tokens…Anthropic released Claude Sonnet 5 as its new default model this week, and on paper the pricing looks like a straight win for anyone running agents. The…
2026-06-30Meta just shipped Brain2Qwerty v2, a non-invasive brain-to-text model that hit 61 percent…Meta has released Brain2Qwerty v2, a non invasive brain to text system that reads sentences directly off a magnetoencephalography scan and decodes them…
2026-06-29Zhipu AI just dropped GLM-5.2, a 744B Mixture-of-Experts coding model under MIT license…Zhipu AI released GLM 5.2 this week, a 744 billion parameter Mixture of Experts coding model published under an MIT license, and Coinbase is already…
2026-06-28Coinbase just cut its AI spend nearly in half while token volume kept climbing, and CEO…Coinbase reported this week that it nearly halved its AI spend even as token volume kept climbing, and CEO Brian Armstrong credited the savings to…
2026-06-27Qwen just dropped AgentWorld, a 35B open-weight model that simulates the environments…Alibaba's Qwen team has open sourced AgentWorld, a 35 billion parameter model that does not act as an agent but simulates the environments agents act…
2026-06-26the White House just told OpenAI to stagger the GPT-5.6 release, gating it to roughly 20…Today in AI: the White House just told OpenAI to stagger the GPT-5.6 release, gating it to roughly 20 government-approved partners on Amazon Bedrock…
2026-06-25OpenAI and Broadcom taped out Jalapeño, OpenAI's first custom inference chip, in nine…OpenAI and Broadcom have taped out Jalapeño, OpenAI's first custom inference chip, with the full design cycle completed in nine months and…
2026-06-24Anthropic shipped Claude Tag, turning Claude into a tagged Slack teammate that breaks work…Anthropic released Claude Tag this week, a feature that turns Claude into a tagged Slack participant capable of running multi day tasks inside the…
2026-06-23Sakana AI launched Fugu, a model that doesn't generate tokens itself, it routes every…Sakana AI released Fugu this week, a model that does not generate tokens at all. Instead, it routes every request to a pool of specialist models behind a…
2026-06-22John Jumper, the Nobel laureate behind AlphaFold, just left Google DeepMind for Anthropic…In the span of a single week, two of the most consequential researchers in modern AI walked out of Google. John Jumper, the Nobel laureate behind…
2026-06-21Cursor, the AI coding IDE built on top of Anthropic and OpenAI models, sold to SpaceX for…Cursor, the AI coding environment built on top of frontier models from Anthropic and OpenAI, sold to SpaceX this week for 60 billion dollars. The number…
2026-06-19Midjourney, the text-to-image company, just announced a full-body ultrasound scannerMidjourney, the company best known for turning text prompts into images, just announced a full body ultrasound scanner. It has no GPU, no model, and no AI…
2026-06-15SpaceX went public at a $1.77 trillion valuation, raising about $75 billion, and the…SpaceX went public this week at a 1.77 trillion dollar valuation, raising roughly 75 billion dollars in what is now the largest IPO on record. What makes…
2026-06-13Anthropic pulled Claude Fable 5 and Mythos from every customer worldwide, 3 days after…Anthropic pulled Claude Fable 5 and Mythos from every customer worldwide three days after launching them, acting on a US government directive that flagged…
2026-06-13SemiAnalysis maxed out every Anthropic and OpenAI subscription tier and found a $200 per…SemiAnalysis ran an experiment that put a real number on something the AI industry has been hinting at for months. They maxed out every paid tier from…
2026-06-11Anthropic shipped Claude Fable 5, and the headline is not the benchmarkAnthropic released Claude Fable 5 today, and while the benchmark numbers are strong, the more interesting story is that Stripe used it to run a full…
2026-06-09Apple unveiled Siri AI at Tim Cook's final WWDC, and the assistant is partly powered by…Apple used what turned out to be Tim Cook's final WWDC to unveil a rebuilt Siri AI, and the most surprising detail was not on stage. The new…
2026-06-08Google just signed a $920 million per month deal with SpaceX to rent 110,000 NVIDIA GPUs…Google just agreed to pay SpaceX roughly 920 million dollars a month to rent 110,000 NVIDIA GPUs through 2029, a deal worth close to 33 billion dollars…
2026-06-07NVIDIA just dropped the Isaac GR00T Reference Humanoid, an open hardware and software…NVIDIA announced the Isaac GR00T Reference Humanoid this week, an open hardware and software platform built jointly with China's Unitree that aims to…
2026-06-06Google just launched Dreambeans, an app that turns your Gmail, Calendar, Photos, YouTube…Google quietly shipped something unusual through its Labs division this week. Dreambeans is a personalized app that pulls from your Gmail, Calendar,…
2026-06-05Anthropic just shared that Claude wrote over 80 percent of merged code at the company in…Anthropic published a report this week titled "When AI builds itself" that crossed 3 million views in a single day, offering one of the most…
2026-06-04Reve and Ideogram both shipped new image models yesterday that quietly change how AI…Two image model releases landed on the same day, and together they signal something larger than a leaderboard reshuffle. Reve and Ideogram both shipped…
2026-06-03Microsoft just shipped seven in house MAI models at Build 2026, finally writing an AI…At Build 2026 this week, Microsoft introduced seven models built entirely in house under the MAI brand, a quiet but pointed signal that the company is no…
2026-06-02Anthropic just confidentially filed its S 1 with the SEC, setting up what could be a near…Anthropic has confidentially filed its S-1 with the SEC, putting the Claude maker on track for what could be a near one trillion dollar IPO this fall. For…
2026-06-01A startup called MicroAGI is offering free apartment cleanings in New York City, and the…A startup called MicroAGI is running an experiment in New York City that turns apartment cleaning into a data collection pipeline. Through its Shift app,…
2026-05-31OpenRouter just raised $113M at a $1.3B valuation, and its business model is almost…OpenRouter, a company most people outside AI engineering circles have never heard of, just raised 113 million dollars at a 1.3 billion dollar valuation.…
2026-05-30Waymo just launched the Ojai, its first purpose built robotaxi, and the engineering choice…Waymo just unveiled the Ojai, its first robotaxi designed from scratch for a world without a driver. Every Waymo on the road until now has been a…
2026-05-29Anthropic just shipped Claude Opus 4.8 on the same day it closed a $65B Series H round at…Anthropic had a notable day. The company shipped Claude Opus 4.8 at the same moment it closed a $65 billion Series H at a $965 billion valuation, making…
2026-05-28Biohub just released ESMFold2, a world model of protein biology, and the implications for…This week the Chan Zuckerberg Biohub released ESMFold2, an open protein world model that pushes past structure prediction into protein design and…
2026-05-27A research paper from Sapient Intelligence argues that Chain of Thought reasoning, the…A research paper from Sapient Intelligence is making the case that Chain of Thought reasoning, the technique behind nearly every advanced AI system…
2026-05-26A free GitHub tool just bypassed Meta and Google's AI safety filters in under 10 minutes…A free tool on GitHub just stripped the safety filters from one of Meta's open weight models in under 10 minutes, running on an ordinary laptop. That…
2026-05-25Google DeepMind's AlphaProof Nexus solved nine open Erdős problems autonomously, some…Google DeepMind's AlphaProof Nexus autonomously solved nine open Erdős problems this week, some of which had resisted mathematicians for 56 years, at…
2026-05-24Google's I/O 2026 didn't just ship new modelsGoogle's I/O 2026 keynote landed less as a model launch and more as a strategy reveal. The company used the event to show that it now controls every…
2026-05-24Cursor just hit $3B in annualized revenue, and SpaceX holds a $60B option to acquire itCursor, the AI coding tool that did not exist three years ago, just hit three billion dollars in annualized revenue, and SpaceX is reportedly holding a…
2026-05-23Google launched Gemini 3.5 Flash at I/O 2026, and the numbers are hard to ignoreGoogle used its I/O 2026 keynote to launch Gemini 3.5 Flash, a model that claims four times the inference speed of competing models while holding onto…
2026-05-21An OpenAI reasoning model just disproved a math conjecture that stood for 80 years, and it…A general purpose OpenAI reasoning model, reportedly a variant of GPT 5, has disproved a math conjecture that stood untouched since 1946. The full compute…
2026-05-20Andrej Karpathy just joined Anthropic, and the move tells you everything about where the…Andrej Karpathy has joined Anthropic to lead frontier research, and the move says more about the current state of AI labs than any earnings call could.…
2026-05-19Cursor just shipped Composer 2.5 - a coding model that matches frontier models at a…Cursor released Composer 2.5 this week, a coding model that the company says matches frontier general purpose models on software engineering benchmarks…
2026-05-18Anthropic is closing in on a $30B raise at a $900B+ valuation, which would make it the…Anthropic is reportedly closing in on a $30 billion funding round at a valuation north of $900 billion, a figure that would make it the most valuable AI…
2026-05-17New federal data shows AI-exposed jobs are shrinking while the rest of the labor market growsNew federal employment data released today shows that jobs flagged as vulnerable to AI displacement are shrinking even as the broader labor market…
2026-05-14DeepSeek just dropped V4, and one number stands out: one million tokens of contextDeepSeek released V4 this week, and while the model brings several improvements, one specification deserves its own conversation: a context window of one…