2026-09-25PolicyAppeals court lets the Pentagon exclude Claude, and says guardrails can count as a supply-chain riskA split D.C. Circuit panel ruled that Anthropic's refusal-by-training is 'manipulation' under a 2018 procurement law, whatever the company's motive.5 min read→
2026-09-25ProductMorningMicrosoft rebuilds Copilot around Home, Code and Autopilot, and puts the agents on metered billingThe new Copilot app merges Chat and Cowork, lets non-developers build apps that run inside the tenant, and adds an always-on agent. Most of it is still weeks away, and the agentic parts bill by usage.5 min read→
2026-09-24ProductGoogle's Gemini avatars go GA, and the video bills at 6,192 tokens a secondGemini 3.8 Live with Live Avatar is generally available in Gemini Enterprise. Google published the token conversion rates, which makes the cost of visual presence unusually easy to calculate — about $0.37 per minute of speech, roughly 21 times the audio it accompanies.4 min read→
2026-09-23ResearchClaude flagged a CRISPR-shaped enzyme system. Nobody knows what it does.Anthropic's new life sciences lab says ~950 Claude agents burned 21 hours and 210 million tokens to surface ART, a reverse transcriptase sitting next to a CRISPR-like repeat array. Its function is unestablished, the underlying enzyme was already known, and humans did every experiment.5 min read→
2026-09-22Model releaseAnthropic ships Claude Opus 5.5, and the headline is the priceThe new Opus lands at $4 and $20 per million input and output tokens, down from $5 and $25, with Anthropic claiming Fable 5.1-level results on most work. It is also the company's first model since Dario Amodei argued publicly for pacing the frontier.6 min read→
2026-09-22Developer toolsMorningTransformers now loads GGUF checkpoints without unpacking themHugging Face wired llama.cpp's own ggml Metal kernels into transformers so quantized GGUF files run with their weights still packed. The scope is deliberately narrow: Apple Silicon, and Qwen3.5 dense and MoE to start.4 min read→
2026-09-21ResearchOpenAI's new math advisory group can say anything. It can't slow anything down.Nine mathematicians, hosted at the Institute for Advanced Study, can assess OpenAI's results and go public with objections. The charter explicitly excludes advising the company on how fast to move — the exact complaint twenty-five Fields Medalists made ten days ago.4 min read→
2026-09-21InfrastructureMorningABB launches Infinitus, a source-to-rack DC portfolio for AI data centersThe Swiss electrification group says its new direct-current portfolio is built for racks drawing 1 MW, up from almost 200 kW today. Main components are 12 months out; complete DC-native facilities, two to three years.3 min read→
2026-09-19DigestWeek in reviewThe week frontier labs started grading themselvesMicrosoft, 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→
2026-09-18PolicyAnthropic's first embedded evaluator is Accenture, and Anthropic is paying for itEach side commits at least $1 billion over five years to put outside evaluators inside Anthropic with employee-level access. The evaluator is a consultancy that already sells Claude to enterprises.4 min read→
2026-09-18BusinessMorningSK hynix names its venture arm, and points it past memoryThe memory maker's corporate venture operation has been running since 2015. What is new is the mandate: AI computing, data centers, system software and optical interconnect. No fund size was disclosed.3 min read→
2026-09-17PolicyAnthropic says Claude now leads 26% of its own AI researchAnthropic published three measurements of how AI gets built inside its own walls: the share of its AI research Claude leads, how its 30,000-agent fleet is monitored, and how much compute goes to safety. The figures are the company's own, and nobody outside has audited them.6 min read→