Inkling Trains Models to Budget Their Reasoning
Thinking Machines Lab’s Inkling turns reasoning budgets into a training target. The 975B-parameter open-weight MoE activates 41B parameters while training varies token penalties and requested effort across rollouts.
AI Models Multiplied. ASML Raised the Floor
ASML lifted 2026 guidance to €43B–€45B as Kimi K3 and Inkling widened model access, New York constrained data-center permits, and Europe challenged Android defaults.
Anthropic’s Million-Token Window Shifts the Bottleneck
Anthropic put the 1M-token window for Opus 4.6 and Sonnet 4.6 at standard pricing. As agents carry state across workflows, the decisive metric becomes usable context per dollar and second.
The AI Race Moved Outside the Model
Hassabis proposed up to 30 days of prerelease review as Kimi K3 launched with 2.8T parameters and Inkling activated 41B of 975B; distribution, chips, permits and maintainers became the harder limits.
Moonshot AI releases Kimi K3, a 2.8T-parameter AI model that it says rivals Claude Opus 4.8 and GPT-5.5, and plans to release its full model weights by July 27
Today, we are introducing Kimi K3 — our most capable model. Kimi K3 is a 2.8T-parameter model built on our Kimi Delta Attention and Attention Residuals …
Netflix says ~300 titles on its app used generative AI in 2026, mostly in post-production, “to deliver higher quality output more quickly and at a lower cost”
Some titles used AI to create ‘enhanced crowds, historical battle sequences, and worldbuilding establishing shots.’
A NY school district is piloting Realbotix's humanoid robot teacher to help STEM students; Realbotix rebranded after acquiring sex doll company RealDoll in 2024
A New York school district is piloting a humanoid robot teacher to help students with summer school classes.
Sources: Google is months behind schedule on delivering Gemini 3.5 Pro as it tries to improve its capabilities, particularly in coding; GOOG closes down 4.43%
Alphabet Inc.'s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model …
Kalshi launches a biotech pilot, starting with 13 biotech contracts offering wagers on the outcomes of late-stage clinical drug trials and regulatory decisions
Kalshi to Offer Betting on Drug Trial Results — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 63.68% Playback Rate
After reports of GPT-5.6 deleting files, OpenAI says the issue most commonly occurs in full-access mode without sandboxing and it's working to mitigate the risk
On file deletions. We've investigated a handful of reports where GPT-5.6 unexpectedly deleted files. What we have found is that this most commonly occurs when: - Full access mode is enabled and codex ...
Apple raises the price of Apple Music, with the individual plan up by $1 to $11.99, and some Apple One bundles, citing rising licensing costs
Apple has raised the price of Apple Music today in the United States and other countries. Starting today, Apple Music's Individual plan …
Memo: MLB bans the use of league-provided dugout iPads to access GenAI to help shape in-game strategy; sources say up to a third of teams used AI in this way
In a crackdown that has rankled some front offices across the league, Major League Baseball has effectively outlawed the growing practice …
Sources: Trump Media pitched a monthly fee of as much as $100K for the Truth API, with fast access to Trump's posts, for banks, algorithmic traders, and others
Donald Trump's social media company has discussed charging Wall Street traders and investment firms as much as $100,000 a month …
Sources: Apple and the DOJ are in early discussions about settling a 2024 antitrust lawsuit alleging that Apple violated antitrust laws
Apple Inc. and the US Justice Department are in early discussions about settling a 2024 lawsuit that alleges the iPhone maker violated antitrust laws.
Sources: Meta is in talks to rent computing power from its data centers to Anthropic in a deal that could be worth ~$10B over two years
A deal would underline how scarce computing power is for artificial intelligence development, and could create a new business for Meta.
US stocks of chip, memory, and storage makers fell sharply on Thursday; SNDK closed down 12.63%, STX 10%, Western Digital 9.15%, Intel 5.84%, and Micron 5.65%
Investors pull away from shares in companies that have led markets higher this year — Investors have dumped US tech stocks …
DoorDash launches a DoorDash CLI limited beta, which lets users place orders from an AI agent, available via a waitlist to macOS developers in the US and Canada
Sudo make me a sandwich. The future has arrived! DoorDash just introduced a limited beta of DoorDash CLI …
Source: PayPal's board sees Stripe and PE firm Advent International's $53B takeover bid as undervaluing the company and facing regulatory and financing hurdles
PayPal's (PYPL.O) board sees a $53 billion takeover bid by rival Stripe and private equity firm Advent International as undervaluing …
Amazon apologizes after some AWS users received bills as high as $1.5T due to “an issue with unit pricing within the estimated billing computation subsystem”
One UK man whose bill is usually less than £1 says he ‘almost had a heart attack’ when he saw £5.8bn invoice
Sources: Dave Brown, the outgoing SVP of AWS Compute, AI, and Platform, will join Meta in the coming weeks, where he will work on Meta's data center build-out
The social media giant's ambitions in developing data centers and computing resources are growing
Google renames NotebookLM to Gemini Notebook and rolls out an update giving every notebook a secure cloud computer, letting it write and execute code natively
We're renaming NotebookLM to Gemini Notebook. It's the same standalone product, now doing more across the Google ecosystem and updated with a secure cloud computer.
Sources: Apple has sent personal legal warnings to ~40 former employees who now work at OpenAI, directing them to preserve documents and meet with its lawyers
iPhone maker steps up aggressive tactics in trade secrets dispute with AI lab. Apple has targeted dozens of OpenAI employees …
OnePlus confirms it will no longer operate in North America or Europe but will keep operating in China, while Realme, another Oppo sub-brand, will exit China
“Never settle” takes on a whole new meaning, as the once-maverick phone-maker retreats from the US and Europe.
Crypto.com raised $400M from Citadel Securities in its first institutional funding round, valuing the Singapore-based crypto exchange at $20B
Crypto.com secured a $400 million strategic investment from market maker Citadel Securities in a deal that values the crypto exchange at $20 billion …
At the World AI Conference, Xi Jinping touts open-source AI, pledges to help the Global South build AI capabilities, and calls unequal AI access an “injustice”
Chinese President Xi Jinping on Friday cast Beijing as the champion of a new global AI order, using China's premier tech conference …
Apple raises iPhone prices in Japan by up to 11%, likely due to the Japanese yen's depreciation against the US dollar over the past year
After raising prices on all Macs and iPads worldwide last month, Apple has now increased the price of iPhone models in Japan.
Google updates its AI video editor Vids with Gemini Omni and adds a feature that lets users create a custom digital avatar using a selfie and a voice recording
OpenAI's Sora may have shut down, but Google apparently thinks there's still interest in a tool that lets you star in your own AI videos.
Court doc: a US federal jury says Japanese chipmaker Kioxia owes Viasat $229M for infringing Viasat's patent for flash memory that helps devices use less energy
A federal jury in Waco, Texas said on Thursday that Japanese chipmaker Kioxia (285A.T) owes satellite-communications company Viasat …
Netflix reports Q2 revenue up 13% YoY to $12.56B, vs. $12.59B est., and says it will only publish engagement updates annually from 2027; NFLX drops 10%+
Netflix reported second-quarter revenue and earnings that were in line with analyst estimates on Thursday as Wall Street is keeping …
In an internal meeting, Satya Nadella criticized Claude Fable 5 for being “editorially controlled”, saying its refusal to do “any random thing” makes no sense
Microsoft CEO Satya Nadella told employees Wednesday that Anthropic's limits on requests that users submit …
San Francisco sends legal notices to Apple and Google, demanding they take down 13 AI apps used to make deepfake nude images; Google says it deleted five apps
The City Attorney's Office sent the tech giants cease-and-desist letters this week telling them to stop profiting from 13 …
The Philadelphia Semiconductor Index sank ~10% for the week, its largest weekly fall in over a year, and is now down ~20% from its late-June all-time high
A brutal week for chip stocks — the same names that fueled this year's blistering market rally — has left investors from Seoul …
Trump Media plans to launch the Truth API on August 1, providing real-time data from trending Truth Social accounts to news organizations and trading firms
Source: Microsoft plans to release an AI security tool this month that uses models from Anthropic, OpenAI, and itself, as a cost-effective alternative to Mythos
Microsoft is preparing to release a new AI security product, internally codenamed Project Perception, to capture a piece of companies' rising cyber defense spending.
ASML plans to give its ~45K employees globally a €20K bonus, issued as a share award that vests in 2030, joining other chip industry companies offering payouts
ASML Holding NV will give employees globally a one-time €20,000 ($22,862) bonus, joining other firms in the chip industry …
Sources: SpaceX is in talks with the DOD about providing the agency with access to data-center capacity worth billions of dollars for running AI models
Elon Musk's company would sell military billions of dollars' worth of data-center capacity for running AI models
Google says users in the US can now link to and interact with some apps in AI Mode, starting with Instacart, Canva, and YouTube Music
Google announced on Thursday that it now allows users to link and interact with some of their go-to apps right in AI Mode, the tech giant's conversational search experience.
In its first evaluation of LLMs, Meta's Oversight Board says top AI models could be restricting free expression, as it seeks to expand its influence beyond Meta
The group is trying to extend its influence beyond Meta. — The Oversight Board, the independent content moderation organization created …
Sources: the Trump administration is considering plans for an independent regulator to vet the safety of AI models; the regulator would report to the SEC
The Trump administration is considering plans for an independent regulator to vet the safety of artificial intelligence models with industry input …
Sources: Dassault Systèmes is in talks to acquire drug trial software maker ArisGlobal from Nordic Capital for ~$2B, extending its push into life sciences tools
Potential purchase of ArisGlobal from Swedish buyout company would boost French conglomerate's push into life sciences
The Alphabet Workers Union sends a layoff protections petition with 4,500+ signatures to Sundar Pichai, calling for guaranteed severance, buyouts, and more
The petition to Sundar Pichai, the CEO, included more than 4,500 signatures and included calls for buyout options
Sources: Tata plans India's first large-scale chip fab, in Dholera, Gujarat, mostly using 90nm nodes, a far humbler start than the 28nm node it touted earlier
Tata Electronics Pvt. is preparing to make India's first semiconductor wafers on far older technology than it originally expected …
An NYT reporter finds AI-generated, unauthorized biographies of herself and other journalists on Amazon, where AI-made books with elusive “authors” proliferate
Recently, I received a strange text from a new acquaintance. “You have your own biography???” it read.
US Homeland Security says it seized 30K+ SIM cards in June and July in a nationwide operation that dismantled infrastructure criminals used in telephone fraud
US Homeland Security Investigations recently seized more than 30,000 mobile phone SIM cards from sites around the country …
1Password launches a new Claude integration for macOS that lets Anthropic's AI agent sign in to websites without seeing the user's password or 2FA code
Sources: Valar Atomics, which makes small nuclear reactors intended to power data centers, is in talks to raise $1B at a ~$5B pre-money valuation
Valar Atomics, a three-year-old startup that makes small nuclear reactors intended to power data centers and other industrial facilities …
Roblox unveils Build, which lets users create basic games through text prompts directly within its mobile app, powered by Roblox's models and open-source models
A hacker claims to have accessed Suno's user info and source code, showing how it scraped music; Suno says no sensitive info was compromised in a November hack
Sources: OpenRouter has discussed a potential sale to a bigger tech company that could value it at billions of dollars, a premium to its $1.3B valuation in May
OpenRouter, which helps app developers access hundreds of AI models, has discussed a potential sale to a bigger tech company …
The EU issues two decisions under the DMA that order Google to provide rival AI assistants and search engines comparable access to Android and some Search data
Filings: a group of major music publishers has agreed to end a copyright infringement dispute with X over the use of their music on the social media platform
The UK sentences two Scattered Spider members, who pled guilty to an August 2024 Transport for London cyberattack, to five and a half years in prison
Sources: the EU is set to approve the $55B acquisition of EA under its subsidy rules on July 30; the deal includes Saudi Arabia's PIF, Silver Lake, and Affinity
A group of investors including Saudi Arabia's Public Investment Fund is set to secure European Union approval for its $55 billion acquisition …
Kimi K3 takes #1 on the Frontend Code Arena benchmark, surpassing Claude Fable 5, and scores 88.3 on Terminal Bench 2.1, trailing only GPT-5.6 Sol's 88.8
Moonshot AI, the Beijing-based artificial intelligence startup backed by Alibaba, on Thursday released Kimi K3 …
Filing: South Korean authorities conducted an on-site search of Chinese chipmaker Montage's offices in connection with a potential competition law violation
South Korean authorities have conducted an on-site search and seizure at the local office of Montage Technology (688008.SS) …
AI inference startup General Compute gets a $400M loan from tech investment firm Upper90, seemingly the first deal to use inference-specific chips as collateral
General Compute, an AI inference cloud startup, has landed a $400 million loan from Upper90, a tech investment firm.
Sources: Z.ai is on track to achieve an annual recurring revenue of $1B, a first for a Chinese AI company, after achieving its full-year sales target in July
Z.AI is on track for annual recurring revenue of $1 billion, a significant ramp-up for an enterprise-focused AI startup trying …
Meta will now notify parents if their teen discusses suicide or self-harm with Meta AI and will contact emergency services if a user might be at risk of suicide
Sources: Apple is preparing new iPads, including an iPad mini with an OLED screen by October and refreshed entry-level iPads and iPad Airs for 2027
Sources: Coatue is leading a $3B investment in Databricks that values the data analytics software startup at $188B, a 40% increase from its December valuation
Startup's valuation jumps 40% as AI boom drives demand for its data-analytics software — Coatue Management is leading …
Source: UK robotics startup Humanoid raised $150M in the first tranche of a Series A at a $1.2B pre-money valuation and seeks another $80M-$100M by September
Humanoid raised $150 million in the first tranche of a Series A funding round that values the London-based robotics company at $1.2 billion …
Fora, which connects travel agents with travelers and offers agents AI tools, raised a $60M Series D at a $1B valuation led by Forerunner and Tactile Ventures
Travel agency Fora announced a $60 million Series D round led by Forerunner and Tactile Ventures, valuing the company at $1 billion.
Source: Demis Hassabis plans to hold meetings with US policymakers in Washington next week about his proposed US-based Standards Body for “Frontier-class” AI
Earlier this week, Google DeepMind Chief Executive Officer Demis Hassabis unveiled a proposal for a new international watchdog …
The EU accepts X's plan to meet DSA transparency obligations and let researchers access data, giving X six months to implement it, after fining X €120M in 2025
The European Union, which fined Elon Musk's social media network X €120 million ($137.2 million) last year …See also Mediagazer
Nvidia unveils Cosmos 3 Edge, a world model for robots and AI agents to perceive and navigate physical environments in real time, after Cosmos 3's debut in May
Visa debuts the Visa Stablecoin Platform, an internal system to help its network of ~15K financial institutions and 200M+ merchants more easily use stablecoins
Kimi K3 hype shouldn't alarm the US about “losing the AI race” to China; K3 is a good model but not frontier-level and likely lacks dangerous cyber capabilities
Transformer Weekly: NY data center moratorium, NDAA export controls and Amodei's $1m to safety super PAC
China, Russia, Belarus, Serbia, Cuba, Brazil, Venezuela, and 22 other countries sign an agreement to create the World AI Cooperation Organization in Shanghai
Filing: a Chinese luggage maker says a fund in which it invested deployed ~$420M for an indirect 0.8265% stake in DeepSeek, implying DeepSeek is valued at ~$52B
Fireworks, which helps developers access AI chips and open-source models, raised $1.5B at a $17.5B valuation and says it has exceeded $1B in annualized revenue
Beehiiv debuts Community, which lets subscribers chat with each other, and adds programmatic ads and an AI tool that advises creators how to grow their audience
Google DeepMind and Isomorphic Labs launch a bioresilience program to leverage AI models for pathogen surveillance, vaccine design, and outbreak responses
Sable, which is building an AI agent named Aiden that lives on a company's website to run live product demos and more, raised $45M from Sequoia and 8VC
Models like Kimi K3, Grok 4.5, and Muse 1.1 may prevent the dominance of 2-3 frontier labs with 90% inference margins from hurting other AI ecosystem layers
> lower modelBirk /@bare_birk:Interesting post from @GavinSBaker! Kimi K3 is bad for Anthropic and OpenAI but good for all other companies. Margins will go from the frontier labs, to all other compani...