8/20: Waymo’s Chip
OpenAI AI Futures blog, OpenAI outgrowing Anthropic, Nvidia China chip, Alibaba capex rises
MTS
To monitor the situation is to watch history in the making.
Live Last read · last published · next check
Latest posts
8/19: Moderna, Merck mRNA Mogs Melanoma
Plus: Unitree IPO, Stripe acquires OpenRouter, Google-Marvell partnership, Temporal raises, OpenAI zero data retention, LandSpace lands a rocket
Taxi Driver
An exchange between Gavin Baker and Dario Amodei raised an important question—can there be AI regulation without “regulatory capture”, whatever that means?
8/18: OpenAI Paces the Frontier
Plus: Etched raises at $21B, ChatGPT for Teens, PA restricts data centers, Anthropic supervoting shares
8/17: Nvidia + OpenAI + SB Energy = PORTS-Pike
Plus: Anthropic passes $65B ARR, Cursor releases Origin, Meta stands trial, Gavin Baker and Dario write about concentration of power
8/14: CursorSpaceXAI
SpaceXAI acquires Cursor, Z.ai releases GLM-5.3, Thrive releases an investor letter, Anthropic publishes its frontier risk report
Open Season
Mark Zuckerberg's manifesto aims to set Meta apart from the big labs and on the side of the individual. In the short-term, his vision sounds remarkably similar to Sam and Dario's.
8/13: DeepSeek-V4 Pro Official Release
DeepSeek V4 Pro and Harness v0.1, Gemini 3.7 Flash, Anthropic buys Decart, X open-sources For You, Databricks raises 5B at 190B, CXMT becomes biggest co in China
8/12: Grok 4.6 and DeepSeek-V4 Pro
Two amazing new models, Kushner and Iger buy the Lakers, Sergey Brin takes power in Google, Cognition raises at $40B, Lovable raises at $13.3B
The Lab Vibepocalypse
AI progress is going well—maybe too well—but the vibes from the frontier labs have never been worse. What's going on?
8/11: Grok Bot
SpaceXAI releases Grok Bot, Brad Lightcap leaves OpenAI, River AI raises $1.1B, UK's Cosine raises $15M, Gemini hits 1B users, Accel raises $3.5B
8/10: Zuckerberg's Manifesto
"The Future is for Everyone", Muse Glimmer, Claude progresses on Riemann, Bernie says pause AI, Korea does industrial policy for chips, GPT-Daybreak