Showing 1-12 of 164 briefings
Enterprise
June 24, 2026
Enterprises Will Spend $206 Billion on AI Agents This Year — They're Governing a Fraction of Them
Agent spending is set to more than double in 2026, growing roughly three times faster than the rest of AI. The hard part is no longer whether the agents work. It's whether anyone can keep track of them.
Read the briefing
Policy
June 23, 2026
Washington Wrote the Rulebook for Frontier AI — And the First Lab It Touched Is Suing
How a June executive order made "national security" the organizing principle of U.S. AI policy, and why the most safety-focused lab in the field ended up on the wrong side of it.
Read the briefing
Hardware
June 23, 2026
The AI Bottleneck Moved Off the Chip and Onto the Power Grid
For two years the story of AI's limits was about chips. In 2026 the binding constraint quietly became something far less glamorous — electricity — and the bill is starting to land on ordinary ratepayers.
Read the briefing
Enterprise
June 22, 2026
Everyone Shipped the Agents. Now Comes the Hard Question — Did They Pay?
In 2026, almost every large company turned on AI agents. Far fewer can prove the money came back. The gap between the two isn't a model problem — it's an ownership problem, and that's the more fixable kind.
Read the briefing
LLMs
June 22, 2026
The Smartest Model in Your Stack Might Be the Smallest
Why the AI race is quietly moving to the retrieval layer — and a 350-million-parameter model just beat its bigger rivals there.
Read the briefing
Agents
June 21, 2026
The Real Test for AI Agents Isn't Autonomy — It's Whether They Can Check Their Own Work
Cadence just put an autonomous AI engineer inside the chip-design loop and cut a five-week verification job to under a day. Why it works there — and stalls almost everywhere else — is the most useful lesson in enterprise AI right now.
Read the briefing
Policy
June 21, 2026
Two Roads, One Month: The EU Tightens Its AI Rulebook as Washington Moves to Tear Up the States'
In the span of a few June weeks, the world's two largest economies pulled in opposite directions on AI governance: Brussels racing to operationalize the most comprehensive AI law ever written, even as its own guidance slips, and Washington trying to stop its own states from writing rules at all.
Read the briefing
Hardware
June 20, 2026
The Wire Became the Bottleneck — So AI Is Rebuilding It Out of Light
Copper is becoming the thing AI clusters trip over, so the next infrastructure race is moving light into the package: co-packaged optics and silicon photonics are turning into shipping interconnects, not just lab demos.
Read the briefing
Science
June 20, 2026
AI Designed the Molecule in Months — The Clinic Still Takes Years
AI can now design drug candidates in months, but as of mid-2026 zero AI-discovered drugs have FDA approval; the real test is still the clinic.
Read the briefing
LLMs
June 19, 2026
An Open-Weights Model Just Caught the Frontier on Coding — at One-Sixth the Price
Z.ai's open-weights GLM-5.2 lands within a point or two of GPT-5.5 and Claude Opus 4.8 on coding and long-horizon agent tasks - at roughly one-sixth the price.
Read the briefing
Enterprise
June 19, 2026
Microsoft Put a Meter on Its AI. Then It Went Shopping for a Cheaper Engine.
Microsoft made Copilot Cowork usage-based on June 16, putting a per-task meter on agentic AI, then reports emerged it is weighing a cheaper DeepSeek V4 engine.
Read the briefing
Policy
June 18, 2026
When the AI Starts Building the AI
Anthropic says Claude now writes 80%+ of its own code - and is floating a coordinated, verifiable slowdown on frontier AI.
Read the briefing