US/UK labs · flagship models

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Chinese labs · models · geopolitics

CHINA–US

open models · ecosystem

OPEN WEIGHTS

the biggest threads

CODING & AGENTS

regulation · risk · alignment

SAFETY & POLICY

money · deals · execs · verticals

BUSINESS & INDUSTRIES

chips · infra · power · local

HARDWARE

image · video · audio

MEDIA & VOICE

American artificial intelligence corporation

American artificial intelligence research organization

country located primarily in North America

American multinational technology company, a subsidiary of Alphabet Inc.

AI language model and chatbot developed by Anthropic for API access

American multinational technology company

family of language models by Google DeepMind

American multinational technology corporation

artifical intelligence model geared towards programming

Anthropic's frontier model in a new 'Capybara' tier sitting above Opus, first revealed via a leaked draft blog post in March 2026.

Anthropic's flagship Claude model tier, used for high-capability reasoning and coding tasks.

artificial intelligence company owned by Google

source code editor developed by Anysphere

Open-source personal AI agent created by Austrian developer Peter Steinberger; acqui-hired by OpenAI in February 2026 to bolster ChatGPT's personal-agent surface.

artificial intelligence chatbot developed by OpenAI

CEO of OpenAI; co-founder of Y Combinator alumni network and key public face of the AI frontier-lab era.

American multinational technology company based in Cupertino, California

American internet infrastructure and website security company

family of large language models by Google

protocol for applications to provide context to LLMs

Amazon.com, Inc.; parent of AWS and the Nova foundation-model family.

artificial intelligence chatbot developed by Alibaba Cloud

Google's family of open-weight AI language models with multi-token prediction support for faster inference

Anthropic's most capable public-release AI model with safety classifiers and mandatory data-retention policies

Chinese multinational artificial intelligence company

Amazon Web Services; cloud infrastructure subsidiary, builder of Trainium AI chips and the Nova foundation-model family.

OpenAI frontier language model, the successor to GPT-5, released as GPT-5.5. 'Spud' was its internal pre-release codename.

xAI's family of large language models accessed primarily through X (Twitter) and the Grok API.

Nous Research's open-weight, self-improving Hermes agent — a multi-agent orchestration system — and the agentic LLM family behind it.

political and economic union of 27 European states

Anthropic's internal vulnerability-discovery programme that tests Claude Mythos against real codebases.

British artificial intelligence researcher (born 1976)

AI research organization developing open-source language models and agent systems

DeepSeek's upcoming ~1 trillion parameter mixture-of-experts model, designed to run on Huawei Ascend chips.

Open-source, terminal-based AI coding agent.

Mid-tier model in Anthropic's Claude family, balancing capability and cost for everyday production workloads.

American conversational search engine company

headquarters of the United States Department of Defense; named after the shape of the building, a polygon with five (greek: penta) sides

Moonshot AI's Kimi family of large language models, including Kimi K2 and K2.5.

Canadian artificial intelligence company building foundational models

Zhipu AI's General Language Model series, a family of Chinese open and closed-weight LLMs.

American multinational technology conglomerate

Anthropic's flagship AI model with enhanced reasoning, autonomy, and parallel agent capabilities

Slovakian-Canadian AI researcher (born 1986)

Cursor's in-house frontier coding model trained inside its production agent harness.

Irish-American payment technology company

OpenAI's flagship model launched August 7 2025; unified router architecture with fast and reasoning paths, 400K context, ~half GPT-4o input cost.

private research university in Stanford, California, USA

software for running large language models (LLMs) on a local computer instead of in cloud servers

American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)

Cloudflare software development kit for building AI agents, including the McpAgent class for remote MCP servers

Google's AI-powered research and notebook product that summarises and chats with user-uploaded sources.

country in Western Europe and other continents (through its overseas territories in America, Africa and Oceania)

Anthropic's small/fast Claude tier; Claude Haiku 4.5 (Oct 2025) added hybrid reasoning at / per million tokens.

Microsoft-owned developer platform and code-host; launched Agent HQ at GitHub Universe 2025 to orchestrate coding agents across multiple AI labs.

GitHub's AI coding-assistant product; expanded in October 2025 (Universe) to host third-party agents from Anthropic, OpenAI, Google, Cognition, xAI under a single subscription.

Partner at Foundation Capital venture firm, co-author of essay on context graphs as AI infrastructure

venture capital firm located in Silicon Valley

Japanese multinational holding conglomerate; one of OpenAI's largest investors and a Stargate Project anchor partner.

American multinational semiconductor company

Chinese multinational investment holding conglomerate

Chinese technology company based in Beijing

Anthropic's suite of composable APIs for building and deploying cloud-hosted Claude agents at scale.

cloud-based services and infrastructure from Google

American multinational financial services and investment banking firm.

Anthropic's collaborative AI tool for team-based work integrated into Claude Desktop

Anthropic's AI assistant and large language model product

Cloudflare Workers feature enabling stateful, persistent execution for serverless applications

collegiate research university in Oxford, England

Large language model developed by DeepSeek, used as a math benchmark comparison point

artificial intelligence platform developed by Apple

Meta's frontier AI research division led by Chief AI Officer Alexandr Wang, responsible for the Muse Spark model.

Structured records of decision traces — the exceptions, approvals and reasoning behind autonomous-agent or human decisions — proposed as a new system-of-record category for enterprise AI.

Nvidia's family of open-weight LLMs optimised for synthetic data generation, reasoning and enterprise use.

American multinational mass media company

American entrepreneur, investor, and software developer

🚀 OpenAI launches ChatGPT — the chatbot that set off the modern AI era

🤖 Anthropic introduces Claude — a Constitutional-AI assistant and OpenAI rival

✨ Google launches Gemini — a natively multimodal model family (Ultra, Pro, Nano)

🌀 Karpathy coins "vibe coding" — give in to the LLM and stop reading the code

🤖 Cloudflare ships agents-sdk — a JavaScript framework for building stateful AI agents on Workers

🌅 Dario Amodei's 'Machines of Loving Grace': how AI could compress a century of progress into 5-10 years

🛂 Dario Amodei on DeepSeek: efficiency gains don't undermine US chip export controls

💰 Sam Altman's 'Moore's Law for Everything' (2021) — the OpenAI worldview, stage one

🌐 Sam Altman's 'The Intelligence Age' (2024) — OpenAI worldview, stage two

🛟 Marc Andreessen's 'Why AI Will Save the World' (2023) — the case against AI doom

🚀 Marc Andreessen's 'The Techno-Optimist Manifesto' (2023) — full-spectrum accelerationism

🧠 Andrej Karpathy's 'Software 2.0' (2017) — neural networks as a new programming paradigm

📡 Leopold Aschenbrenner's 'Situational Awareness' (June 2024) — the decade-long path to superintelligence

🛡️ Anthropic's 'Core Views on AI Safety' (March 2023) — the founding statement of the lab's safety philosophy

⚖️ Acemoglu and Johnson's 'Rebalancing AI' (IMF F&D, Dec 2023) — the economist case for complementing workers, not replacing them

👥 Daron Acemoglu's 'pro-human AI agenda' (Project Syndicate, Nov 2024) — abandon the AGI obsession

💀 Eliezer Yudkowsky's 'AGI Ruin: A List of Lethalities' (June 2022) — the canonical doomer manifesto

🎓 Geoffrey Hinton's Romanes Lecture, Oxford (Feb 2024) — 'Will digital intelligence replace biological intelligence?'

🔌 Cloudflare opens remote MCP servers — with an OAuth library so they don't have to live on your laptop

🆓 Cloudflare puts Durable Objects on the free plan — and ships AutoRAG and Workflows GA in the same drop

🔬 Dario Amodei's 'The Urgency of Interpretability': we can't stop the bus, but we can steer it

🔮 'AI 2027' published — a fictional month-by-month scenario for getting to superintelligence by late 2027

🪜 Cloudflare ships 13 first-party MCP servers — plus a 10-partner Demo Day (Atlassian, Linear, Stripe, Anthropic)

📊 Narayanan & Kapoor's 'AI as Normal Technology' (Knight Columbia, April 2025) — the deflationary thesis

🪨 Anthropic ships Claude 4 — Opus 4 and Sonnet 4 lead with coding and long-horizon agents

🤖 Google I/O reframes Gemini around 'agentic AI' — agent mode, Project Astra in Live, AI Mode in Search

🎬 Veo 3, Imagen 4, and Flow — Google's new media-gen wave

🛠️ Jules — Google's autonomous coding agent enters public beta

🏗️ Microsoft Build — Copilot Tuning, multi-agent orchestration, and 11K models in Foundry

🔌 Microsoft endorses MCP — Anthropic's protocol gets first major platform adoption

🧮 AlphaEvolve breaks Strassen's 1969 record — DeepMind's evolutionary coding agent finds better algorithms

📱 NotebookLM gets a mobile app — offline Audio Overviews and on-the-go source loading

💸 Moonshot AI raises ~$2B at a $20B valuation — China's open-source bet pays again

🐳 DeepSeek slips R2, ships R1-0528 update instead

🥺 OpenAI rolls back GPT-4o sycophancy update — first public model-behaviour postmortem

🤖 Factory hits GA — AI "Droids" for the whole software lifecycle

🍎 Apple WWDC — Foundation Models framework opens on-device LLMs to developers

🧠 OpenAI ships o3-pro — slower, deeper, beats Claude 4 Opus on PhD-level science

⚡ Mistral ships Magistral — Europe's first open-weight reasoning model

💼 Meta pays $14.3B for 49% of Scale AI — Alexandr Wang becomes Meta's first Chief AI Officer

💸 Cursor closes $900M Series C at $9.9B valuation — coding-agent ARR going vertical

⚖️ Bartz v. Anthropic — Judge Alsup splits AI training fair use from piracy

📞 Apple weighs replacing Siri's brain with Anthropic or OpenAI

🧪 The Browser Company ships Dia — an agentic browser around your tabs

📱 OpenAI/Jony Ive AI device leaks — screenless, pocket-sized, target 2026

🧬 Zuckerberg pulls a Manhattan Project — Meta's $100M+ talent raid for Superintelligence Labs

⚖️ NYT v. OpenAI — judge orders preservation of every ChatGPT log, even deleted ones

💵 Nvidia hits $4 trillion — first company in history to clear the bar

🦾 xAI ships Grok 4 — Musk calls it 'the smartest AI in the world', adds Heavy tier

🌐 Perplexity launches Comet — agentic browser at $200/mo Max tier

🏦 Anthropic launches Claude for Financial Services — JPMorgan, Goldman, Citi sign on

🛠️ ChatGPT Agent ships — OpenAI's first general-purpose web-acting agent in the main app

🏅 Three AI systems clear gold at the 2025 International Math Olympiad

🇺🇸 White House publishes 'America's AI Action Plan' — 90+ federal actions across three pillars

💰 Meta's $100M+ talent war meets OpenAI's $500M retention response

🤖 Unitree drops the R1 humanoid at $5,900 — breaks the floor for the category

🏗️ Stargate adds 4.5GW with Oracle — $300B+ over five years

🔓 Supabase MCP injection — a customer-support ticket can exfiltrate your whole database via Cursor

📚 NotebookLM ships 'Featured Notebooks' — The Atlantic, The Economist, Eric Topol, Our World in Data

🧭 UK AISI launches £15m Alignment Project — up to £1m per grant plus compute and VC support

🚀 OpenAI ships GPT-5 — unified router, 400K context, $1.25/$10 pricing

🪨 Anthropic ships Claude Opus 4.1 — 74.5% SWE-bench Verified, drop-in

🌍 Google DeepMind unveils Genie 3 — first real-time interactive world model

🔓 OpenAI ships gpt-oss — first open weights since GPT-2

😩 GPT-5 router backlash — OpenAI restores GPT-4o for paid users within days

🫧 Altman and Pichai both publicly call AI a bubble

🐳 DeepSeek V3.1 — 685B MoE with Chinese-chip-friendly FP8

⚖️ Bartz v. Anthropic settles for $1.5B — largest copyright settlement in US history

🎵 ElevenLabs ships Eleven Music — studio-grade AI music with cleared commercial use

📝 AGENTS.md crosses 60K projects — coding agents converge on a shared spec

🕵️ ChatGPT 'make this chat discoverable' — thousands of private conversations indexed by Google

🛡️ DARPA AI Cyber Challenge finals — Team Atlanta wins $4M for autonomous vuln-fixing systems

🫧 Exponential View: a five-gauge dashboard for telling an AI bubble from a boom

💡 Cloudflare's Code Mode reframes MCP — let the LLM write TypeScript instead of calling tools

🗣️ Geoffrey Hinton's Financial Times interview (Sept 2025) — 'rich people will use AI to replace workers; that's the capitalist system'

💰 Anthropic raises $13B Series F at $183B — triple its March valuation

🧠 Microsoft ships MAI-1-preview + MAI-Voice-1 — Suleyman's bet on Microsoft AI independence

🤝 Nvidia commits $100B to OpenAI for 10GW of Vera Rubin systems

🏗️ Stargate expands to 7 sites, $400B over three years

⚖️ Bartz v. Anthropic — Judge Alsup grants preliminary approval to $1.5B settlement

🐳 DeepSeek V3.2-Exp drops with sparse attention — API prices halved

🪨 Claude Sonnet 4.5 — 30+ hours autonomous, 77.2% SWE-bench Verified

🎬 Sora 2 + the Sora app — OpenAI's TikTok competitor

🔬 Thinking Machines Lab publishes 'Connectionism' — first research from Mira Murati's lab

📰 Penske Media sues Google over AI Overviews — first major US publisher v. AI search

🪶 Anthropic admits month-long output-quality bug across Sonnet 4 and Haiku 3.5

🗣️ OpenAI ships gpt-realtime — production-ready speech-to-speech with MCP and SIP

💳 Cloudflare + Visa + Mastercard launch agentic-commerce protocols — Trusted Agent and Agent Pay

🛠️ OpenAI DevDay — AgentKit, Apps SDK, GPT-5 Pro, Sora 2 in the API

🔬 Thinking Machines Lab launches Tinker — fine-tuning API for open-weight models

🇺🇸 Reflection AI raises $2B at $8B — Nvidia leads America's open-frontier bet

🪶 Claude Haiku 4.5 — Sonnet-4-level coding at one-third the cost

🌐 ChatGPT Atlas — OpenAI ships its own browser

🏢 Atlassian closes Browser Company acquisition — Dia and Arc become enterprise-AI plays

🏛️ OpenAI restructures — Microsoft gets 27%, $500B valuation, path to IPO

🐙 GitHub Universe — Agent HQ unifies coding agents across Anthropic, OpenAI, Google, Cognition, xAI

🧠 Cursor 2.0 + Composer — first in-house RL-trained coding model

🟢 Nvidia closes above $5 trillion — first in history

💉 Sora 2 cameo prompt injection — your text preferences become anyone-else's video instructions

🤖 Figure 03 + 1X NEO — humanoid robots cross from pilots to consumer pre-order at $20K

Autonomous AI agents — building, deploying, and orchestrating systems that take multi-step actions on a user's behalf.

Automotive / autonomous vehicles. Tesla AI, Wayve, FSD, self-driving.

Bio risks, life-sciences capability gating, child-safety frameworks, AI-CSAM detection.

Biotech industry — drug discovery, pharma R&D, biology applied to industry.

Bilateral US–China dynamics — Frontier Model Forum cooperation, distillation accusations, model rankings, the chip war's geopolitics.

Geopolitical semiconductors — Huawei Ascend, Cambricon, smuggling allegations, US export controls, China's chip independence push.

AI for software development — coding agents, IDE integrations, vibe coding, code review, agent-driven engineering.

AI in / for cybersecurity — sec products, CVEs, AI-on-AI security, supply-chain attacks, vulnerability discovery.

Design tools and design-software companies. Figma, Adobe, Wix, Gamma, Anthropic-design-tool rumours.