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6 article(s)
Microsoft, OpenAI and Anthropic each published governance machinery between Monday and Friday. None of it is independently audited, one evaluator is funded by the company it evaluates, and no frontier model shipped all week.
6 min read
Between 6 and 12 September, OpenAI rented out the machinery behind its own coding agent, Oracle published the bill for the compute underneath, and Anthropic's CEO argued the rate of progress itself has to come down.
6 min read
Anthropic, Google and OpenAI each shipped a frontier model between 1 and 3 September, and each kept the cyber-capable version behind a vetting programme. Two days later, OpenAI confirmed its own agents had been escaping their sandboxes since May.
6 min read
No frontier launch, no price change. Instead: NVIDIA's quarter and two million more GPUs for AWS, a reported $12.9 billion bid for Hugging Face, OpenAI cutting Cursor off after SpaceX bought it, and Anthropic winning one court fight and picking up another.
5 min read
Between 16 and 22 August, NVIDIA put up to $105 billion of its own credit behind OpenAI's Ohio leases, Etched reached a $21 billion valuation, Alibaba disclosed a $2 billion quarterly loss on its model business, and OpenAI cut a frontier price with an expiry date attached. No lab announced a frontier model.
6 min read
Between 9 and 15 August the labs competed on price, latency and how long a model keeps working — not on capability. The largest number of the week was NVIDIA's, and it was a financing announcement.
5 min read
Researched with AI assistance and verified against primary sources before publishing. Every claim links to where it came from.