Mistral AI
Mistral's €20bn raise and Europe's sovereign-AI bet
Nearly doubling its valuation in months — the thesis is as much geopolitical as financial.
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Older stories, newest first.
Nvidia
Humanoid robots in 2026: from pilot to platform
Past the demo reels, the real story is deployment economics — and the AI making it possible.
Anthropic
Anthropic wants the world to be able to hit pause
A serious argument about recursive self-improvement — landing in an awkward commercial moment.
Decart
Decart's Oasis 3 and the wager on 'world models'
A photorealistic driving simulator you can prompt in plain language — and an attempt to do for world models what OpenAI did for language.
Anthropic
Fable 5 and the cost of the frontier: what Anthropic's launch actually signals
The launch is less about the benchmark scores than what they imply about price, safety and the next eighteen months.
Apple
Apple's Siri AI: a redemption arc, running on Google's engine
Two years after a botched AI promise, Apple's new Siri is impressive — and quietly dependent on a rival.
OpenAI
OpenAI follows Anthropic to the market — and the AI-IPO pipeline comes into view
A week after its rival, OpenAI files confidentially. The race to list is now the story the whole sector is pricing.
xAI
xAI's Grok Imagine 1.5 turns a still into video — and stakes a claim in the generative-video race
A preview model that animates a single photo, at up to 720p, puts xAI squarely in the fastest-moving corner of the field.
Nvidia
Washington closes the subsidiary loophole — and the chip controls just got harder to route around
Guidance tying the rules to a company's parent, not its address, redraws where advanced AI chips can legally go.
Anthropic
Anthropic files to go public: what the $965bn number is really telling you
A confidential S-1 turns the lab from a private bet into a public-market test of the whole frontier-AI thesis.
MiniMax
MiniMax M3: the open-weight frontier, with an asterisk on 'open'
A genuinely ambitious model — frontier coding, 1M context, multimodal — shipped before its weights did. Here is what that means.
GitHub
Copilot's metered turn and the end of all-you-can-eat AI
The flat-fee era of AI coding tools is quietly ending. Copilot just made it official.
Anthropic
Claude Opus 4.8 lands six weeks after 4.7 — and the cadence is the message
A 1M-token context, a faster mode and a quiet tease of what's next. The interesting signal is how fast Anthropic is shipping.
Sesame
Sesame's voice app and the bet on actually talking to AI
The voices are good enough now. The open question is whether the habit follows.
Anthropic
Mythos found 6,202 critical bugs. Now who fixes them?
AI just made finding vulnerabilities cheap. It also revealed how slow fixing them still is.
xAI
Grok V9 'done training' — what Musk's claim is actually worth
An announcement, not a release — and from a company whose timelines keep slipping.
OpenAI
AI is doing real mathematics — what that actually means
Not summarising maths — contributing it. Here's how, why it's verifiable, and where the limits are.
Anthropic
Anthropic's Maia 200 talks and the logic of compute diversification
If Anthropic runs Claude on Microsoft's custom silicon, it won't just be a chip story — it will be a strategic repositioning of how frontier AI labs manage infrastructure risk.
Nvidia
Nvidia's record quarter is the AI boom's clearest scoreboard
$81.6bn in three months. The question isn't whether demand is real — it's how long it compounds, and what it means for every firm that depends on this one supply chain.
OpenAI
The month AI started doing real mathematics
Two labs, days apart, used AI to produce genuinely new maths. How they did it matters more than that they did it.
Gemini 3.5 Flash ships at I/O — and the Pro that didn't is the more telling story
Google made the cheaper, faster model its default everywhere. The flagship it announced is still not out.
OpenAI
OpenAI's voice models that reason while they listen
Reasoning, translation and transcription, collapsed into one real-time voice stack.
DeepSeek
DeepSeek V4: what the architecture shift actually signals
A 1.6-trillion-parameter open model at a fraction of the closed-frontier price — but the engineering story beneath it is more durable than the benchmark.
Mistral AI
Voxtral: Mistral's open-weight voice model is a structural bet against the incumbents
A 4B TTS that runs on one consumer GPU — and rewrites the value proposition for the whole voice AI market.