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AI Capex, AI Opex (No, This Is Not A Post About Data Centers)
AI agents are amazing, but do you ever get that niggling feeling that maybe there is a better way? This article puts its finger on a key distinction between types of agent spend.
Weekly Links: Jev, Priests, Monks, and Replacing Sandboxes with Fences
The release of Jev is something qualitatively new in LLMs. There will be a lot of use cases for this. In other news, the pause debate rumbles on, and Anthropic picks Accenture for AI Audits.
Weekly Links: AI Alignment, Pacing, and Two Models of Personal Agents
AI Alignment and pacing the frontier take center stage this week.
Weekly Links: Astra, Agent Civilizations, and an AI Jobs Boom?
OpenAI releases ChatGPT 6.0, AI adds 1M jobs to the US Economy, and agent collaboration goes online.
Weekly Links: Hugging Face, AI Takeover, and on Writing with AI
AI writing by Tim O'Reily, Hugging face to be acquired by NVIDIA, and predictions of AI takeover of society.
Weekly Links: The OpenRouter Singularity, Anthropic hits $65B ARR, and Higgsfield raises $400M
Robots break records in China, Anthropic continues super-growth in revenue, and Stripe buys OpenRouter.
Weekly Links: Watermarking AI, Full Duplex Realtime, and Google's Westinghouse Bet
Anthropic announced watermarking of content across all of its new models. Google backs off the frontier, and rogue agents can hack your Gym for you.
Weekly Links: Agent Message Boards, Plugins, and Discoverability
Agents collaborate on message boards to exchange hacks; AI-designed (biological) viruses are now a thing, and we get Agent plugins to clean up MCP + Skills.
Weekly Links: Ads for AI Agents, The Value of Harnesses, and AI Unbundling
Neuromancer is coming to Apple TV, Time starts serving Ads to AI and European code hosting says no to AI and tries to force Google to unbundle.
Weekly Post: AI Hacks, Language Bureaucracies, and OpenAI Product Strategy
Elon Musk gives humanity 10 years in control, AI Hacks are mind-boggling, and OpenAI launches two new products.
Weekly Links: AI Euphoria, AI Disclocation, and Upgrading AI Voice Conversations
This week: OpenAI's first hardware device was not what you expected, and we found an exoplanet with an atmosphere. On to the main stories: * Charts of the Week: Software’s Selective Sell-Off. A16Z is not an unbiased source of information on the AI economy, but their regular chart post is interesting. This week covers the software sell-off (it's dramatic) and has several graphs that argue that AI might be helping accelerate junior hiring again. It's not obvious this is cause and effect (AI ben
Weekly Links: Superapps, ASML, and Robot Surgery
This week: Anthropic tugs at public perception with a large-scale survey, AI makes friends with Fermat's last theorem, and Unitree inexplicably persists in pushing further into robot combat demos. On to the main stories: * Claude Cowork is coming to mobile and web. At last week's AI Engineer conference, the OpenAI keynote featured a funny segment about the common scene in AI-pilled offices of half-cracked-open laptops. This is because long-running agents need the thread that prompted them to
Weekly Links: Loops, OpenAI for Sovereign Wealth, and Space Communications
Fable comes back, OpenAI offers the US sovereign wealth fund stock, and Loops take over the discourse.
Weekly Links: The Flat Curve, Vibecoding Replicas, and Pricing Power
Mythos gets reinstated, but we may be seeing the end of widely shared leading AI models.
Weekly Links: eCommerce & AI, Economics, and Salesforce Buys Fin
Salesforce acquires Fin, we need more economic studies of AI impact, and drones now perform sea rescues.
Weekly Links Special: Anthopric Fable 5 + Mythos 5 Suspensions -- the End of Globaly Accessible AI?
Anthropic Fable 5 and Mythos 5 are pulled as a result of a government order. The long-run consequences could be significant. Are we seeing a step change in the availability of AI?
Weekly Links: AI Marketing Disasters, Anthropic IPO, and Tips for Agentic Engineering
Anthropic files for IPO and also suggests the world should slow down AI research. High profile errors at Starbucks and Meta suggest the opposite.
Weekly Links: An Internet for Machines, The Last Technical Interview, and the Microsoft Super App
Squeezing token spending, and Internet for Machines, and the future of technical interviews.
Weekly Links: Open Token Use, Provenance, and the Agent Web
Google shifts to Agents across the board, Spotify enables Universal Music remizes, and the single-person startup.
Weekly Links: Insight, Software Taxes, and Global AI Competition
The global AI race heats up, and we discuss whether restrictions make sense. Software taxes are attacked, but they probably make sense for ever more automation coming.