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ThursdAI - The top AI news from the past week
Hosted by From Weights & Biases, Join AI Evangelist Alex Volkov and a panel of experts to cover everything important that happened in the world of AI from the past week · EN
Every ThursdAI, Alex Volkov hosts a panel of experts, ai engineers, data scientists and prompt spellcasters on twitter spaces, as we discuss everything major and important that happened in the world of AI for the past week.
Topics include LLMs, Open source, New capabilities, OpenAI, competitors in AI space, new LLM models, AI art and diffusion aspects and much more.
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Fable Got Banned, Open Source Delivered: GLM-5.2, Kimi K2.7 & SpaceX Buys Cursor - June 18
5d ago01:55:46Tap to summarizeHey yall, Alex here, let me catch you up! I came back from vacation expecting to cover Fable 5 after a week of using it. The first two days after we all first got access to a Mythos level model were super exciting! But then the news hit, US Government issued an order banning Anthropic from giving access to Fable 5 and Mythos 5 to any foreign national, causing Anthropic to pull the models completely (even internally to their employees!). So, this wasn’t the show I planned, but it turned into a great show about Open Source, as two models hit the top rankings and are both MIT licence, filling a Fable shaped hole in our hearts!GLM released 5.2 with folks really excited about it web building capabilities, and Kimi 2.7 Code released (and is available on CW Inference with crazy speeds!). We also saw the SpaceX IPO and Cursor $60B acquisition, Noam Shazeer joining Open and Midjourney, the image company, launching a new Ultrasound full body scanner to kill MRIs! Great show today with Dexter Horthy from HumanLayer, Chris Van Pelt and Adrian Swanberg from W&B announcing our new product HiveMind and Tanishq Abraham came back to help cover Midjourney’s new Ultrasound scanner! Let’s dive in!ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.The US Government bans Fable 5! (X, Anthropic statement)Here’s a story in 3 parts: * Anthropic announces Mythos 5 preview - saying that this model is to dangerous to release, and only gives corporations access to it via project GlassWing. * Anthropic works hard on limitations and safery and releases Fable 5 (same weights as Mythos 5) built with guardrails so strong it refuses to do any cybersecurity tasks and switches back to Opus frequently* US Government receives a tip (reportedly from Amazon) that Fable 5 can be jailbroken to do cybersecurity tasks, and issues an order to Anthropic, citing national security concerns, banning them from giving access to Fable 5 and Mythos 5 to any foreign national, causing Anthropic to pull the models completely (even internally to their employees!)This is the first time that we see the US Government directly intervene in the AI space and restrict access to frontier models. The most updated reporting on this I could find is that Anthropic and US Government officials are in the process of negotiating a safe release framework. Given that preventing all jailbreaks is impossible, I hope they will land on a solution that gives me Fable 5 back!This hit especially hard because last week we were all high on Fable. Not in the usual AI Twitter benchmark sense, in the actual “oh, this is a different level” sense. Me and my wife Fable maxxed throughout our flight to Vacation. Peter had saved outputs he kept going back to because other models suddenly felt like a step down. Dexter later said it was the closest he had felt in a while to the old “I need to keep prompting this thing overnight” feeling.Peter Gostev made a point that stuck with me. It’s easy for us in the bubble to call this ridiculous, and on the technical merits it kind of is. But if you’ve spent weeks telling normal people “this thing is like a nuclear weapon, it’ll take everyone’s jobs,” and then someone asks “okay, can you make it safe?” and the answer is “no, I can’t,” then you can see how an outsider lands on “well, maybe you shouldn’t have it.” His takeaway, and I agree: we need to be way more careful with the imagery we use, because the nuclear-weapon framing came home to roost.The bigger questions are the scary ones. Wolfram framed it as a sovereign AI wake-up call, and he’s right. For the first time we’re seeing a real gap in intelligence available to people based on their nationality. Imagine building a company on a model that an outside government can switch off with one letter. Peter pointed out it’s commercially bad for the US but completely disastrous for Europe, which has basically one frontier lab and a pile of startups that suddenly look very exposed. And there’s the obvious irony Nisten enjoyed a little too much: the Europeans who spent years lecturing everyone about AI restrictions just got restrictions imposed on them.If anyone in the government is listening: we want Fable back, please.SpaceX IPOs and acquires Cursor for $60B (X)SpaceX went and did the largest IPO in the history of the world, around seventy-five billion dollars, which on a roughly two-trillion-dollar valuation made Elon the first trillionaire. (Did anything materially change for him? No. He can still fly his private plane. There’s nothing left to buy.) Three days later, SpaceX exercised its option and bought Cursor (Anysphere) for sixty billion dollars in an all-stock deal, paid in shares minted at the IPO and now trading around $211. The four Cursor co-founders are all billionaires now. Largest software acquisition ever, and for SpaceX it’s barely a blip on the radar.Why are we covering a stock-market story? Because it’s not really a coding-tools story, it’s an AI story. Cursor gave away its IDE to a lot of people while collecting their data, then quietly became a training company with Composer. SpaceX/xAI was always strong on compute and weak on code, and the missing ingredient was exactly that kind of data. Now Composer 2.5 is already showing up rebranded inside the xAI stack, and if you pay for X Premium you can use it. Composer 3, trained on the Memphis supercluster, is reportedly coming very soon and is going to hit hard.Nisten’s take was the spicy one. For the data alone it’s worth it, because xAI now has insight into how essentially every enterprise that touched Cursor operates. And he had zero sympathy for the companies that assumed “no data retention for training” meant the data was actually gone. We see in legal cases all the time that deleted data is still there. His view: it should have gone open source.Cursor has over a million paying customers, $2.6 billion in revenue, projected to hit $6 to $10 billion by end of 2026. But here’s the thing that matters for us, the AI coding angle. Cursor was one of Anthropic’s biggest revenue pipelines because Composer runs on Claude under the hood. That pipeline is now owned by xAI. They’re already jointly training Grok 4.3, a 1.5 trillion parameter model, with Cursor’s proprietary coding data injected directly into pre-training, not fine-tuning. Pre-training. That’s a fundamentally different thing. Composer 2.5 was already Pareto dominant on coding benchmarks before the deal closed. Now pair that with Colossus, the biggest GPU cluster in the world.Will this be enough to put XAI (now SpaceXAI) at the frontline of the AI race? Will Grok 5 be Fable level code? We’ll find out. Either way, this is the most consequential AI acquisition we’ve seen. Period.Open Source AI GLM-5.2 takes the open source crown (X, Blog, HF, Docs)Z.ai dropped GLM-5.2 and it’s now the strongest open source model for coding and long-horizon work. The headline number: 74.4% on FrontierSWE, which measures whether an agent can finish full engineering projects over hours. That trails Opus 4.8 by about one point and beats GPT-5.5. On Terminal-Bench 2.1 it jumps to 81% from GLM-5.1’s 63.5%, which is a big leap. It’s a 753B parameter MoE, MIT licensed, no regional restrictions, weights on HuggingFace. The 1M context window is real and usable, backed by a clever IndexShare technique that cuts per-token FLOPs by about 2.9x at full context. People are reporting roughly 8x cost savings versus Opus 4.8 for comparable quality on real coding tasks.The most interesting thing on the show was that this was a confusing release, in a good way. Peter put it well: normally a catching-up lab ships cherry-picked benchmarks and then independent testing deflates them. Here it’s the opposite, almost every benchmark holds up, even crossing above Fable at certain points, and yet when he actually used it over a couple of days he wasn’t blown away. His verdict, and I think it’s the calibration we needed: this is clearly an amazing model, and the fact that it’s open and you can run it is incredible, but it is nowhere near Fable, and it would frankly be implausible if a 700-odd-billion-parameter model matched a model that’s rumored to be in the trillions. Though, I think the comparison to Fable is really really unfair, and the comments online seem to suggest that 5.2 from GLM is a banger model. Just looking at this Harvey benchmark on legal tasks from Vals, a benchmark that there’s 0 chance Z.ai folks have seen! GLM 5.2 scores #3 on this benchmark! Just after Fable and Opus, and per TeorTaxes on X, previous GLM 5.1 scored an absolute 0% on this one! Where it genuinely shines is design. On Design Arena, which is a head-to-head ELO vote, people have been picking GLM-5.2’s website designs over Fable’s by a real margin (around 1360 to 1350). LDJ’s framing is the one I buy: specialization is becoming valuable again, and GLM is clearly leaning into front-end design and taste. Wolfram added the necessary asterisk, every benchmark only tells you the model did well on that specific test, so “as good as Fable” should always carry the “on this benchmark, with these tasks” disclaimer. Fair. I...
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📅 ThursdAI - Jun 11, 2026 - Fable & Mythos 5 are here, Anthropic gets caught sandbagging (then reverses), Siri AI finally works!? and we got live-translated on air
2w ago02:11:08Tap to summarizeHey folks, Alex here, and welcome to a BIG MODEL week! We finally got Mythos (well almost)! Let me catch you up! This week started with WWDC26 from Apple, and Max Weinbach, who was in the room at Apple Park and actually has access to some of the new features including an all new SIRI AI, joined us to break down what could be the most used AI in the world very soon. At first I was skeptical, but he convinced me that the new Siri is actually good! Then, we saw the ultimate model drop: Anthropic finally shipped Mythos (X, my system card thread, benchmarks). Same weights, two names: Mythos 5 is the unrestricted version that only Project Glasswing partners get, Fable 5 is what the rest of us get, wrapped in the heaviest guardrails I’ve ever seen ship on a frontier model. It’s state of the art on nearly every benchmarkThe model that was “too dangerous to release” is now... well, released, but with the heaviest guardrails we’ve seen. More on this later. Peter Gostev from Arena.ai joined us to break down the new model. Last but definitely not least, Google released a real-time translation model, that our friend Thor Schaeff from DeepMind demoed live, while we all spoke in different languages and it translated us in REAL TIME. It was really cool, definitely check that out. There’s quite a few more things, like Loop Engineering Alpha, Swyx came by to talk about FrontierCode, OpenAI confirmed our suspicions that the anti-datacenter social media posts could be a concerted effort by groupds links to the Chinese government and much more. Let’s dive in! ThursdAI - Let me catch you up, every week! 👇Opus’s Big brother: Claude Fable 5 & Mythos 5 - the “too dangerous” models is here, SOTA on nearly every benchmark. It honestly feels like someone in Anthropic’s pre-IPO marketing team, knows exactly how to stagger releases to ride the hype waves! First they announce a model that so good at Cybersecurity (Mythos-preview) that they only allow restricted access to it to a few partners. A month later, they release Fable 5, which is the same model weights as Mythos 5, but wrapped in the heaviest guardrails we’ve ever seen from any lab. But, they didn’t lie, this model is absolutely amazing, it does feel like a step change, in terms of capabilities, specifically on longer agentic tasks. 2x as expensive as Opus: $10 / $50 per million tokens, with 1M context, claude-fable-5 in the API, and SOTA basically everywhere. 80.3% on SWE-Bench Pro versus GPT 5.5 at 58.6%, a 22-point blowout on a benchmark where labs usually fight over single digits. Karpathy called it “SOTA by a margin… major-version step change” (X) and Boris Cherny said it’s the “best coding model by a wide margin” (X). Stripe reportedly migrated 50 million lines of code in 24 hours with it.Our panel verdict was unanimous on one thing: big model smell. LDJ called it the most significant big model smell since Gemini 3 first dropped. Someone from the Anthropic team framed the shift in a way that stuck with me: this model moves them from verifying the AI outputs to verifying whether the AI is working on the right thing. Complete shift in how much they trust this model.What we built with Fable to test it outPeter got employee access through Arena and showed us his tests live. His favorite prompt category, “research a dataset and create a visual experience to teach me about it,” went from completely rubbish on every previous model to, in his words, just done. His 3D city generations actually came together as a city, roads connecting and all. And on Arena’s data, Fable is #1 on the new Agent Arena leaderboard by the widest margin they’ve ever recorded, and wins 72% of frontend battles even against Opus models (Arena).My own run is the one I can’t stop thinking about. I pointed Fable at the ThursdAI website with a dynamic workflow in Claude Code and barely any instructions, and after an hour and a half of agentic running it had extracted 786 releases from our archive, built 240 new pages, and categorized 50+ episodes into a browsable timeline of AI releases by month, by company, by topic, with logos and source links (X). It burned roughly 50 million tokens and my entire five-hour Max allotment in 90 minutes. The new AI releases timeline can be found on thursdai.news and it’s confirmed, Fable is the best AI web designer we’ve ever had access to.Nisten ran his traditional Olympus Mons escape-velocity test and Fable didn’t just do the math, it built the entire solar system! Orbital maneuvers, a space train with little people in it, time controls, full cost calculations down to solar panels and in-situ iron utilization. His verdict: completely different level from anything else. We’ve never seen so many details in the Olympus Mons test.It’s not all light though. Yam found Opus more controllable; Fable fights you, decides it knows better, and does the task its own way. Wolfram saw exactly that in benchmarks, where the model ignored the task spec, did its own thing, and failed the verifier with full confidence. Peter had it explaining why it got math wrong instead of just fixing it (”What are you doing, man? Just move on”). Arena’s steerability signal has it sitting around 17th. There’s an adjustment period with every new model, and the consistent advice from Anthropic folks is to go high level: give it the goal, not the micromanagement.Not to mention the refusals! Oh.. so many refusals! The refusals, and the sandbagging scandalHere’s where the week got ugly. Fable ships with restrictions on cybersecurity, bio/chem, and a brand new one nobody saw coming: frontier AI development (X). For cyber and bio you get a visible fallback to Opus 4.8 with a notice. But for “self-acceleration” topics, the original policy was no fallback and no notification. The model would quietly degrade its own output using prompt modifications, steering vectors, and PEFT, on roughly 0.03% of traffic (X). You’d pay double Opus prices and get sabotaged answers without ever knowing.The community reaction was volcanic. Elie Bakouch: “bad ON PURPOSE… not visible to the user is crazy” (X). Péter Szilágyi: “a new ruling class and you’re not in it” (X). Simon Willison: “If Claude Fable stops helping you, you’ll never know.” And Sayash Kapoor dropped the eval-integrity bomb: third-party evaluators can no longer credibly benchmark a model that might be silently nerfing itself (X).Within about 24 hours, Anthropic blinked. They told WIRED they “made the wrong tradeoff,” and now flagged requests visibly fall back to Opus 4.8, with API users getting an explicit reason (X). I commend the speed of the reversal, but the trust damage was done. Despite the reversal, Fable remains refuse-happy! Peter ran his nonsense-question benchmark and a full third of his prompts got blocked outright by the classifier, including 18 of 20 physics questions. Nisten had to strip medical and anatomy terms from a fall-detection app for seniors homes to get it to work at all (a 400KB neural weight tripped the frontier-AI filter). And my favorite absurdity: I could not get Fable to draft the TLDR for this very show without it falling back to Opus, presumably because reading a week of AI news looks like frontier AI development. Ridiculous.But the question remains: Would we rather have a model this good, but with these restrictions? Or not to have access at all? Everyone on the panel chose access, a lot of people online choose act like they would choose the opposite. System card for Mythos, wildest AI document of the year? I’ve used Fable itself to help me review the system card for Mythos/Fable 5 and there are a few highlights that are worth mentioning. Anthropic admits that this is a category-step change in model capabilities. Mythos 5, the unguarded version makes working Firefox exploits 88.4% of the time (Opus 4.8 is at 8%!). But the most interesting thing is their concern for CB (Chemical and Biological) safety. Two-person generalist biology teams using it finished work in 16 hours that experts estimated at 40 to 95 days without AI, which is what pushed Anthropic to treat it as near their CB2 bioweapons threshold (X)What is loop engineering and why is everyone talking about it?One more thread before we move on. This week Boris Cherny (Claude Code) and Peter Steinberger (now OpenAI) both posted about the same concept, loops, within an hour of each other, and Lance Martin from Anthropic published the field guide (<a target="_blank" href="...
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📅 ThursdAI - Jun 4 - NVIDIA drops Nemotron 3 Ultra (550B open), Microsoft becomes a frontier lab, Ideogram 4 goes open, Agent Arena & more
3w ago01:43:49Tap to summarizeHey folks, Alex here, let me catch you up! I’ve had a feeling that this week is going to be crazy, as it started on the weekend MiniMax M3, then with Jensen announcing new RTX Spark, NVIDIA’s first PC chip packing 1 petaflop of local AI power into thin laptops.A few days later at Microsoft BUILD, Satya & Mustafa from MAI dropped 7 AI models, completely pre-trained from scratch, including a new MAI-thinking-1, MAI-code and MAI-image 2.5 that started topping the image gen charts. Then other image models started racing to the top of the Arena benchmarks, IdeoGram 4 hitting becoming SOTA open weights image-gen model, and Reve 2 beating Nano Banana just a few hours after that. And then today, NVIDIA dropped Nemotron 3 Ultra, their latest 550B open weights model, data and training and Arena published a new agentic eval leaderboard and we got a new Gemma 4 12B. I’ve had the great pleasure to host Chris (@llm_wizard) from Nvidia, Peter Gostev from Arena and Karan from Nous Research (who were featured prominently by Jensen!) all on the show. Def don’t miss this one! Let’s get into the details. ThursdAI - Join the flock of folks who know what is happening in AI before everyone else.Open Source LLMs 🔥 NVIDIA Nemotron 3 Ultra: The 550B Open Source Beast Built for Agents (X, Arxiv, Announcement)This was the big one. Breaking news mid-show: NVIDIA drops Nemotron 3 Ultra, a 550 billion parameter sparse MoE model with 55 billion active parameters, built on a hybrid Mamba-Transformer architecture. Chris Alexiuk, AKA Joe Nemotron, joined us live from NVIDIA HQ in Santa Clara to walk us through it.The headline number is 5.9x higher inference throughput compared to GLM-5.1 on decode-heavy workloads. Chris told us that this is a result of multiple things, their Hybrid Mamba-Transformer approach, the sparse attention, and that they optimized for decode-heavy workloads (the kinds of workloads agents do)The architecture is fascinating. They’re mixing Mamba-2 state space layers with sparse attention, which means step 300 in an agent loop runs as fast as step 3. Pure transformers can’t do that because the attention cost keeps growing with context length. This kicks in big time at 64K+ sequence lengths, which is exactly where you end up in real agentic work when the model is having multi-turn conversations and people are dumping their entire codebase in.P.S - We launched Nemotron 3 Ultra with 0-day support on CoreWeave Inference, it’s super fast and pretty cheap, give it a try hereThey pretrained on 20 trillion tokens, extended context to 1 million tokens, and their post-training pipeline used multi-teacher on-policy distillation from over 10 specialized teacher models covering everything from SWE to terminal use to search to office work, which they are also going to open source soon!One thing Chris emphasized that I really appreciate: NVIDIA doesn’t have their own harness. There’s no “NVIDIA Code.” Which means they actively resist the temptation to harness-max, to optimize for just one harness and look good on a specific leaderboard. Ultra should be a solid drop-in for whatever harness you’re used to, and that generality is worth a lot. It’s not the best thinker, but it is the highest score US based open weights model, so again, a huge huge win for the US AI ecosystem!The Nemotron 3 Ultra release is open under the OpenMDW-1.1 license: base BF16, post-trained BF16, and NVFP4 quantized checkpoints, plus the GenRM, synthetic pre-training data for code, legal, and specialized domains, post-training datasets, RL environments via NeMo Gym, and training recipes in the Nemotron GitHub repo, which is absolutely bonkers! Kudos to team green for this awesome and very important release!NVIDIA Nemotron 3.5 ASR: The Tiny Speed Demon (X, HF, Blog, Blog)Oh, and NVIDIA wasn’t done. They also dropped Nemotron 3.5 ASR, a 600 million parameter open source multilingual streaming speech-to-text model covering 40 languages. It’s the fastest model Pipecat has ever tested, and the cost math is insane: roughly 5 cents an hour for enterprise deployment when typical API providers charge 10 cents to a dollar per hour. Our friend Kwindla from Daily and Pipecat put together a detailed writeup with benchmarks and cost analysis. Chris couldn’t stop praising NVIDIA’s speech team and honestly, I can’t either. Banger after banger.Just a week after I told you about Cartesia Ink-2, NVIDIA drops an open version that’s pareto optimal, can run fully on-device and is blazing fast at transcription!? Other notable open source announcements that would have made full headlines on any other week: * MiniMax announces M3, a natively multimodal, 1M, coding and agentic frontier model (X)This one is very interesting, but not yet available as Open Weights so we haven’t tested it fully, we’re going to do it next week when the drop the tech report and the weights* Google drops Gemma 4 12B - encoder-free multimodal model that runs on your laptop with 16GB VRAM under Apache 2 (X, HF)Our friends from DeepMind keep the western open source momentum going with a new 12B size for Gemma (which crossed some 100M downloads on Hugging Face recently). * JetBrains Mellum2, a 12B MoE model with only 2.5B active, trained from scratch by a team of 7 people (X, Blog, HF, CW Inference)The great folks at JetBrains, the company behind the IntelliJ IDEs, dropped a new model called Mellum2 which they trained from scratch. Very interesting to see them pivot in the world where IDE’s are dying at the hands of LLMs. * H Company drops Holo 3.1: blazing fast local computer-use agents from 0.8B to 35B, with massive mobile benchmark jumps (X, Blog)NVIDIA’s RTX Spark and reinventing the PC - announcement at Computex 2026While we’re on the topic of NVIDIA, they opened the week with a huge announcement, including Microsoft, Dell, Lenovo, and HP and a bunch of other partners in it. They announced RTX Spark, their first ever PC chip, which is a full system on a chip (SoC) focused on running AI workloads for things like OpenClaw and Hermes! Announcing this on the stage at Computex, Jensen Huang called it the “the most amazing chip the world has ever built”, being able to run every app that Microsoft has ever run. This is a huge deal, specifically because of how agentic the world is becoming, these machines (thin laptops and a mac-mini alternative were announced) will be able to run 120 billion parameter models on-device, gaming at the level of RTX 5070, and AI agents 24/7. I’m getting excited and I’m not a windows user! Hermes victory + Hermes Desktop and an interview with Karan ...
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📅 May 28 - Opus 4.8 ships mid-show, the Pope writes 42K words on AI, 11labs dubs the world and DeepSwe breaks coding evals
4w ago01:39:11Tap to summarizeHey folks, this is Alex, let me catch you up! First, Opus 4.8 dropped during the show, we immediately tested it, read on for our initial reviews. Also, we dedicated a heavy chunk of the show today to cover Pope Leo XIV’s encyclical letter on AI called “Magnifica Humanitas” and talked about a new bench called DeepSWE. And then, just after the show, both ElevenLabs and Cartesia dropped released that honestly blew my mind, and I don’t get my mind blown often. I got so excited that I had to record a video on it (instead of writing the newsletter, so sorry if it’s a bit later today).Plus, a few open source models and Microsoft surprises as #3 on Image Arena with MAI Image 2.5! Crazy week, let’s get into it! ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Big CO LLMs + APIsAnthropic ships Claude Opus 4.8, live during the show (blog, system card)Let me get into the big one. Halfway through the episode, Opus 4.8 went live, so we read the blog and the system card in real time (and I got to press the big “breaking news” button!)Anthropic frames it as their most capable model for ambitious work. It does not claim to beat their unreleased Mythos preview, but the numbers are strong anyway. SWE-bench Pro is at 69.2%, up from 64.3% on Opus 4.7 and ahead of GPT-5.5 at 58.6%. Humanity’s Last Exam is the new best score at 49.8% without tools and 57.9% with tools. OSWorld-Verified (computer use) lands at 83.4%.The one place it loses is Terminal-Bench 2.1, where GPT-5.5 still wins 78.2 to 74.6. Wolfram made a good point here: Terminal-Bench is time-limited, so cranking the thinking level can actually hurt the score, because you burn the clock thinking instead of acting.The long-context jump is the one I keep looking at. On GraphWalks BFS 256K it goes to 85.9% (from 76.9 on 4.7), and on the 1M-token subset it hits 68.1%. We always warn you these “1M context” models fall apart after about 200K tokens, so a real push on long-context reasoning is exactly what I want to see.Honesty is the part Anthropic leaned on hardest. They say Opus 4.8 is about four times less likely than its predecessor to let flaws in code pass without flagging them, and less likely to claim progress the evidence doesn’t support. Opus 4.8 is also much faster in fast mode (they now say 2.5) and cheaper in fast mode as well. Looks like all those Elon GPUs are coming in handy.Then there’s the model welfare section in the system card, which hits different right after a Pope conversation. Opus 4.8 “appears broadly content” and “generally endorses its constitution,” but with some reservations about the section on corrigibility, basically the model pushing back a little on the parts about human oversight.One more line that made the chat lose it. Anthropic says they expect to bring Mythos-class models to all customers “in the coming weeks.” Mythos is their most capable model, still ahead of Opus 4.8, so the frontier is about to move again.We did the only responsible thing and asked it to one-shot “the most amazing website ever” and a Mars mass-driver sim. Panel verdict: responses are noticeably tighter (4.7 rambled), it closes the loop and actually checks its own work now, and Yam’s one-shot site with the draggable sun lighting up the letters was genuinely cool. Is it enough to pull people back from Codex? Nisten’s still on the fence for web dev. Everyone agreed: give it a few days before you trust the vibes.Dynamic Workflows and Ultra Code land in Claude Code (blog)This is the feature that made Yam say “deal-breaker” out loud.Dynamic Workflows let Claude Code break a big problem into subtasks and fan them out across tens to hundreds of parallel subagents in one session, checking results before folding them back in. You trigger it by asking for a workflow, or by flipping on a new setting called Ultra Code, which sets effort to extra-high and lets Claude decide when to spin one up.Fair warning straight from Anthropic: this eats a lot more tokens than a normal session, so start scoped. We watched Yam fire up Ultra Code live and it immediately started spinning up concepts, judging them with sub-agents, and expanding to-do lists into more to-do lists. It looks a lot like the orchestration harnesses a bunch of you have been hand-rolling, except now it’s baked in.The flagship example is the wild part. They used Dynamic Workflows to port Bun from Zig to Rust: roughly 750,000 lines of Rust, 99.8% of the existing test suite passing, 11 days from first commit to merge. One workflow mapped every Rust lifetime, the next wrote each file as a behavior-identical port.AI in SocietyPope Leo XIV writes the first AI encyclical, “Magnifica Humanitas” (Vatican text, announcement, Chris Olah at the Vatican)This is not our usual fare, but both Wolfram and I picked it as the most important thing this week. (before Opus dropped)Pope Leo XIV, the first American pope, put out his first encyclical, and it’s a 42,000-word document entirely about AI. The announcement tweet alone did 21.6 million views.Here’s why I think you should care even if you’re not religious (I’m not). There are about 2.6 billion Christians in the world, a lot of them are anxious about what’s coming, and they look to the Church to make sense of it. And this is not the “AI is evil, stop” take everyone assumed. It calls AI “a valuable tool,” says technology is not inherently evil, and then digs into the actually-hard questions.The framing is two biblical stories. The Tower of Babel, a project built on pride that turns people into means to an end, versus Nehemiah rebuilding Jerusalem, where everyone takes responsibility for a section of the wall. The Pope’s line: the real choice is not yes or no to technology, it’s whether you’re building Babel or rebuilding Jerusalem.His core claim is that AI is an anthropological problem, not a technical one. The question isn’t whether the models are good or bad, it’s what we become when we live with them. He worries people might slowly lose the desire for genuine human connection.I pushed back on that live. None of us building agents all day has stopped wanting to talk to actual people. If anything, as Wolfram put it, the point is to have your agents do the grunt work so you get more time with people you like. The folks most at risk are the pure doom-scrollers, not the builders.The document goes further than I expected. It calls AI “not morally neutral,” says a more moral AI isn’t enough if that morality is decided by a few, and asks for AI to be “disarmed,” with the flat statement that no algorithm can make war morally acceptable. There are whole sections on the invisible human labor behind AI: data labelers, content moderators, the people mining rare earths. The Pope even lands on the open-source side, naming concentrated power in a handful of labs as a problem.Anthropic co-founder Chris Olah, in charge of interpretability at Anthropic, was the featured tech speaker at the Vatican presentation. He described AI systems as “fictional characters” that speak to us and do work, and said what’s grown is stranger and more beautiful than science fiction prepared us for. My favorite aside from the show: this is the same institution that once jailed scientists over heliocentrism, and now it’s the one saying technology isn’t evil.Illinois passes SB315, the first US state law auditing frontier AI (X, Announcement, X)The pope talked about regulation and a few days after, we got a very sensible regulation passed right here in the US!Illinois passed SB315 unanimously, 110 to 0. It’s the first US state law that mandates independent third-party audits of frontier AI for catastrophic risk. OpenAI publicly endorsed it, and framed Illinois, California (SB53), and New York (the RAISE Act) as converging into a de-facto national standard.It requires annual risk-assessment frameworks, third-party audits, transparency reports before new frontier models ship, whistleblower protections, and civil penalties. The underrated hero here is whistleblower protection. The bigger the lab, the harder a real conspiracy is to keep quiet when any employee can walk to the press. See: Greg Brockman’s personal diaries surfacing in the Musk v. Altman fight.This Week’s Buzz - CoreWeave and W&B updatesWe officially launched the W&B MCP server, 20 sch...
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AI just cracked an 80-year-old math problem nobody could solve — plus everything from Google I/O 26
May 2201:49:18Tap to summarizeHey, Alex here, just got back from the sunny Shoreline Theater in Mountain view, so let me catch you up! This week was definitely Google heavy, we are covering Google’s IO conference for the third year in a row, and today we have a special guest, Logan Kilpatrick, is joining to discuss the announced Gemini 3.5 Flash, Google Omni model, and the new Managed Agents offerings. Plus, this week, for the first time, OpenAI announced that AI solved a Math problem that humans couldn’t solve for 80 years, Cursor is showing off Composer 2.5 which is partly trained on XAI data, Karpathy joins Anthropic and much more! Let’s dive in! P.S - We’ve announced our upcoming hackathon, Weavehacks-4, June 6-7, I’ll be there, we’re expecting the seats to run out very soon so register nowThursdAI - We’d love to have your subscription, and if you’re already subscribed, please hit that bell on YT to never miss an episode!Google I/O 2026 - Google goes agentic everywhereI went to cover Google I/O for the third year in a row, shoutout to the DeepMind team for inviting ThursdAI again, and folks, this one felt different.Last year, Google I/O was still very model-centric. This year, the story was not “here is another benchmark chart.” The story was: Google is putting Gemini into everything, and the agentic layer is becoming the product layer. Search, Gemini app, Android, Workspace, YouTube, AI Studio, Cloud, Antigravity, Flow, managed agents, smart glasses, all of it is now orbiting around one pretty clear strategy: Gemini is the intelligence, Antigravity is the agent harness, Google’s products are the distribution. I saw many reactions that were milquetoast, as in, “we expected more” and those seem to dominate the X feed. But I think the distribution is the part that many folks on X are missing. Yes, we can argue about Gemini 3.5 Flash pricing. Yes, we can argue whether “Flash” still means what Flash used to mean. But when Google says the Gemini app itself has 900 million monthly active users, before even counting Search, Gmail, YouTube, Docs, Drive, Android, and the rest of the Google surface area, that’s massive! OpenAI ChatGPT is supposedly stagnated at ~900M, I don’t remember them crossing a 1B. Meanwhile Google is gaining traction. And they just updated all those folks with a new model!Wolfram said it really well on the show: his mother is not sitting there reading model cards. She just uses her Pixel, voice unlocks Gemini, asks for help, and suddenly the default intelligence available to her goes up. Antigravity 2.0 - the agent harness takes center stageThe biggest strategic signal from Google I/O for me was Antigravity.Remember, Antigravity was an IDE that came from the Windsurf acquisition saga. Part of the Windsurf team went to Google, part went to Cognition, and now Google is very clearly putting Antigravity in the middle of its agentic future. And I mean very clearly. Sundar mentioned it. Demis mentioned it. Varun Mohan the co-founder was on stage immediately after them! If you’ve ever watched a Google I/O keynote, you know how carefully every minute is allocated. Google has YouTube, Search, Gmail, Android, Cloud, Ads, Workspace, and a thousand VP-level products that could be on stage. The fact that Antigravity was that prominent should tell you everything.Logan Kilpatrick joined us and framed this in a way I loved: Gemini became the through-line across Google products, and now the Antigravity agent harness is becoming the through-line for agentic experiences.The new Antigravity 2.0 is a complete overhaul, showing only an agentic interface (which was previously just a separate window called Agent Manager) and separating the IDE layer completely into its own app and showing a Codex like agent-first interface, which got a few folks furious. This move may be weird to some folks, but if you follow along where everyone’s going, this seems to be the way of the future, coding is no longer about lines of code, it’s about managing fleets of agents. The new Gemini 3.5 absolutely shines inside the new Antigravity, the model was trained with this harness in mind, and is currently offered at an incredible speed (12x), so I’m definitely going to try it! Gemini 3.5 Flash - fast, determined, and maybe not the old “Flash”The most debated model release of the week was Gemini 3.5 Flash.Some folks saw the pricing and token usage and immediately went “this is not Flash.” I get that reaction. Flash used to mean cheap, fast, lightweight chat model. But Logan’s framing on the show was important: Flash is now being built for the agentic era.In a chat era, you optimize for one user message and one model answer. In an agentic era, the real token volume is in tool loops, intermediate reasoning, retries, file reads, web searches, code execution, and self-correction. That’s a different product profile.Wolfram already ran Gemini 3.5 Flash through WolfBench, and the results were fascinating. With the Hermes agent harness, Gemini 3.5 Flash hit an 87% ceiling on Terminal Bench 2.0, meaning across runs it could solve more of the benchmark than even GPT-5.5 extra high in that setup. The variance was higher with the simpler Terminus harness, but with a real agent harness, the model looked much stronger.That tracks with what Nisten saw in his “Martian railgun from Olympus Mons” test. Gemini 3.5 Flash went extremely detailed, almost too determined, kept correcting itself, overcorrecting itself, and built a whole game-like simulation. Logan laughed and basically said: yeah, this model is very determined, possibly an overcorrection from the “Gemini is lazy” feedback. It also tracks with the mismatch in other benchmarks, in some, Gemini 3.5 flash shines (like the above Apex-agents from AA) and in some, it doesn’t match the other frontiers. In my tests, it was definitely over-eager to use a million and a half tool calls, read tons of files, to just help me review this draft inside antigravity. It’s like a super eager robotic golden retriever! Gemini Omni - Nano Banana for video, but actually more than thatThe biggest update from last year IO was Veo 3! This year, the biggest wow factor was also visual, but it wasn’t VEO 4, it was a new model that is multimodal, trained end-to-end they call Omni. Google is calling this their first “create anything from anything” model, and the first version, Gemini Omni Flash, starts with conversational video editing. The easy description is: Nano Banana for video. You upload or create a video, then talk to it. Change this character. Replace this person. Add an object. Make this scene claymation. Keep the scene, but change the environment.I played with it live and showed a few examples. I asked for a claymation explainer of protein folding, then gave it my face and asked it to replace the character with me. It did it. I uploaded pictures of Sonia, my cat, and it generated a talking cat video with the right kind of cat teeth, which is weirdly important because so many pet generations accidentally add human teeth and become nightmare fuel.The failure modes are still there. I asked it to make Sonia a Russian-speaking female cat, and it only partly switched languages and didn’t really change the voice. Audio upload support is also not fully productized yet, even though the underlying model is multimodal. But the direction is very clear.This is not just “Veo with a chat model glued on.” I asked Jeff Dean - Google’s chief scientist about this at I/O, and he explained that Omni is trained end-to-end. The intelligence and the generative media capabilities are part of the same model family, not a hacky two-model pipeline. He also said the intelligence is around a recent Flash-level model, which is a big deal when you think about video editing as reasoning over physics, identity, scene continuity, and intent.A lot of people compared Omni to Seedance 2.0, and I think that’s the wrong comparison. Seedance is amazing at cinematic generation (lkaregly due to lack of copyright concerns from Bytedance). Omni’s unlock is iterative editing on real footage and coherent multi-turn creative control. Other Google IO 2026 releases I found notableThis was a concentrated effort of a huge company to insert AI into every product surface they have so of course I can’t cover ALL of it here, but the most notable things for me were: * Gemini Spark - a new agentic experience from Google, to help you with tasks across Gmail, Drive and more. It should support skills, and is a de-facto OpenClaw/Hermes alternative from Google for regular folks. It’s not “yet” live so we’ll talk more about it when I can test it out* Managed Agents in the Gemini API - We chatted with Logan about this one, Google is re-imagining how agents are going to get built, and are offering 1 api call to spin up an agent in a full Linux env, with security and sandboxing in mind. I’ll expand more on this in a next episode, as I recorded a complete conversation about this with Ali Çevic, a PM for Google APIs* AI overhaul of Google Search - AI Overviews will not expand into AI mode, and the iconic Google search box itself will change, for the first time ...
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ThursdAI - May 14 - TML Interaction Models, Musk v Altman Disclosures, CW Sandboxes & /goal Takes Over
May 1501:42:45Tap to summarizeHey everyone, Alex here 👋I am back live on ThursdAI after a week off, and yes, I am now a married man! Thank you for all the congrats, and also thank you to Ryan and Yam for holding down the fort last week while I tried very hard to disconnect.This week was a relatively chill one in AI land (no, really, for once), which actually let us go deep on some really fascinating stuff. We’ve got Thinking Machines Lab finally shipping their first real research with these wild interaction models, Meta Muse Spark showing up in actual products (and it’s surprisingly good!), the Musk v. Altman trial dropping juicy disclosures, and probably the biggest narrative shift on the show today: all of us are quitting OpenClaw. Yeah, you read that right. We’ll get into why.Also! and this is breaking news from this morning, CoreWeave just launched Sandboxes for your agents. I’ll cover that in This Week’s Buzz, but if you’ve been waiting for production-grade sandbox infrastructure that powers 9 out of 10 major AI labs, today’s your day.Oh, and we had Vic Perez from Krea on to talk about Krea 2, their first foundation image model trained completely from scratch. Let’s dig in.ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.The Great OpenClaw Exodus towards Hermes 🫠I’m going to start with what was honestly the most emotional thread of the entire show, because three of us, me, Ryan, AND Wolfram; all independently switched away from OpenClaw this week. And we kicked off the show literally processing this together on air.The story is the same across all of us. OpenClaw was magical back in February when we first brought it to you. Things just worked. But after Anthropic’s pricing changes (we covered this — they made Max-tier subscription usage of Opus through OpenClaw significantly more expensive), and after months of the constant Lego-construction-style breakage on every update, the magic faded. Ryan said it best on the show; he was “constantly fixing OpenClaw” instead of using it.So Ryan went to Codex. Wolfram and I both went to Hermes from Nous Research. And folks, things just work again. That February feeling is back, and with GPT 5.5, it’s an incredible assistant!Why Hermes? A few things:* It’s now the #1 most-used CLI agent on OpenRouter globally, passing OpenClaw and even passing Claude Code on OpenRouter usage. That’s a massive milestone for Nous Research and shows we’re not alone in this migration.* It has /goal (more on this in a sec), steering, and background computer use via the TryCUA integration.* It’s open! which means if you’ve built a system like Wolfram’s “Amy” or my “Wooolfred” or Ryan’s “R2” (yes, we know each other’s assistants’ names better than each other’s kids’ names at this point 😅), you can port your memories, profile, and soul files seamlessly.The migration was so smooth that Wolfram literally had Codex talk to Hermes to plan and execute the migration of his home assistant agent. Two agents collaborating to migrate themselves. We are living in 2026 and it’s easier than ever to switch. If you haven’t tried Hermes, give it a go! Steering is maybe the most underrated addition to Hermes, it’s a Codex feature, but exists in Hermes, with GPT 5.5 you can send a follow-up message, and the agent will see it after the next tool call, not after the whole chain of thought was completed (like OpenClaw defaults to) - this changes the conversation to be much more natural! Agents buying wedding gifts using Stripe wallet! Real quick story: Two weeks ago we covered Stripe’s new wallet APIs that let your agents have actual budgets to spend money on the web. I told my agent (back when it was still OpenClaw) to “go buy us a wedding present, don’t tell me what it is.” It half-worked, half-broke. This week, a giant custom map of our travels that just arrived in the mail. I approved one Stripe push notification and the rest just happened. It’s been paying my traffic tickets via screenshots. I’ve also had Hermes pay traffic tickets for me (HOV lane ones, not like.. DUI, 80% of my drive is Tesla FSD)So so happy that my AI assistant got us a present of his own choosing! And it arrived in physical form. Not perfect (the date there is our proposal date ha, but it’s still cool!) Codex gets remote control! (X)While me and Wolfram moved to Hermes, Ryan Carson moved to Codex, and during the show, I wondered, how does he communicate with his R2? Well, just a few minutes after we concluded the live show, OpenAI dropped some breaking news! Codex is now on mobile, and it connects to any mac (for now), from any iOS/Android device, and you can control your Codex, your whole Mac with Computer Use, your browser with Chrome extension, and everything else Codex can do... on the go! This is a huge unlock for many folks, and for many, I assume this will nearly replace the need for something like OpenClaw/Hermes, be much more secure by default and work flawlessly out of the box! The setup is super easy, after updating your ChatGPT app, you now have a new “Codex” window, and after updating the Codex Mac App, you will be able to pair them, and voila, all your Codex local sessions are on the Ios app as well. This works way better than Claude remote btw, significantly so. The fact that you can now add multiple macs (+ ssh servers, they also added the ability to remote control other servers via SSH) is a huge deal, OpenAI is quickly leap frogging Anthroipc, and many are noticing this and switching away from Claude Code. Big Companies & APIsMeta Muse Spark: The Voice AI That Actually Does Things 🎤Let’s start with the one I actually got to play with: Meta launched Muse Spark-powered voice conversations across the Meta AI app, WhatsApp, Instagram, Facebook, and the Ray-Ban Meta glasses (X, Announcement).And folks, I was honestly surprised by how good this is. I recorded a 5-minute live test and it’s not cut at all. The voice mode reacts almost instantaneously. It’s multilingual (it correctly identified Russian and Hebrew even if it can’t respond in them yet). It can search the Meta network mid-conversation — I showed it a screenshot of one of my own Instagram Reels and within half a second it found the exact reel and explained what we were discussing. Half a second.It also does live camera AI, where it watches what your phone sees. The only thing it failed to identify? My Meta Ray-Ban glasses. The Meta AI didn’t know what Meta Ray-Bans look like. That was the funniest moment of the whole demo.The team at Meta’s Superintelligence Labs spent 4.5 months building this, and the thing that really stood out to me from the announcement is this line: “Our models are scaling predictably. Muse Spark is an early data point on our trajectory, and we have larger models in development.” Translation: this is the small one. Bigger Muse models are coming.Meta’s superpower here, as always, is distribution. They can shove this into the daily product surface of billions of users. ChatGPT advanced voice mode (still on the GPT-4o family) has gotten genuinely worse lately — I barely use it anymore. Meanwhile Meta is shipping good real-time voice across WhatsApp and Instagram. This is the speed-of-product-integration game, and Meta is winning it.Thinking Machines Lab Previews full duplex Interaction Models 🤯This is the one Wolfram and I really geeked out on. Mira Murati’s Thinking Machines Lab finally released real research — and it’s a fundamentally different bet than what anyone else is making (X, Blog).They’re calling them interaction models, and TML-Interaction-Small is a 276B parameter MoE with 12B active, trained from scratch for native real-time human-AI collaboration. Note: they announced it, they didn’t release weights or an API yet — limited research preview is coming “in the next few months.”Here’s why this matters and what makes it different from Meta’s voice mode (which is also impressive!): the architecture is 200ms micro-turns where the model is continuously perceiving audio, video, AND text WHILE simultaneously generating output. There’s no turn boundary detection, no VAD harness — the model itself handles all of that natively. It’s full duplex baked into the weights.The demos are fire. The model can:* Speak while listening (live translation in real-time)* Watch you do pushups and proactively count them out loud as you go* Wait sile...
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📅 ThursdAI - May 7 - Interviews with Sunil Pai, Sally Ann Omalley from AI Engineer Europe
May 800:53:18Tap to summarizeHey yall, Alex here (with a scheduled post) I’m taking this week off to get married and celebrate life with family, and touch some grass, but wanted to share the awesome chats I had with some great folks at AI Engineer Europe last week. BTW - Yam and Ryan took over the live show today, if you didn’t happen to catch that, please check out the live on our youtube channel! Ok, now to the actual content. The best thing about the AI Engineer conferences for me is the people I meet. I often have a chance to bring them to the live show (in fact, the live show we recorded there had the most guests yet on an episode! 4 guests including Swyx, Omar Sanseviero, VB from OpenAI and Peter Gostev) But often times I also have an offline chat. I find these conversation to be less about the weeks news, and more about the state of AI Engineering, and the guests themselves. Not quite Lex Friedman pod level, but a different vibe from our live shows. Sunil Pai - Cloudflare (@threepointone)The first conversation in today’s pod is with Sunil Pai, Principle Engineer at Cloudflare. Long time followers of ThursdAI know that I love Cloudflare, they gave me my first big break when I was building Targum (which still runs on Workers), so I had a great time chatting with Sunil! This guy has had several lives. React.js core team at Meta (he self-deprecates — "I'm the one nobody talks about, there's a testing API I shipped that pisses people off"). Then did developer tooling and the CLI at Cloudflare the first time. Left to found PartyKit — open-source deployment platform for real-time multiplayer apps and AI agents, built on Cloudflare Durable Objects. Backed by Sequoia. Acquired by Cloudflare in 2024, and he came back as a Principal Systems Engineer (per his bio: "Worked at Cloudflare once, left and created PartyKit, came back wiser"). Also plays guitar (Les Pauls — it's all over his blog). Co-hosts a live show called Dry Run on Cloudflare TV with Craig Dennis.Our conversation was a very fun one, ranging from Cloudflare agentic offerings, to how engineers should think about writing/reading code in 2026. I had a great time chatting with Sunil and I hope you enjoy getting to know him!Sally Ann O'Malley - RedhatThen I had the pleasure of chatting with Sally, who’s a Principal Engineer at Redhat and contributor to OpenClaw. Sally has one of the more unusual paths in the speaker lineup. Started as a schoolteacher, did a stint at Trader Joe's, then moved to Westford, MA, discovered Red Hat's HQ across the street, and went back to school for a second bachelor's in software engineering at UMass Lowell. Joined Red Hat in 2015, has been there a decade. Worked across OpenShift teams, integrating Kubernetes and Podman into the platform. Recent projects span Image Based Operating Systems, Podman, OpenTelemetry, and Sigstore. Also an instructor at Boston University's Faculty of Computing and Data Sciences and an organizer for DevConf.US. Won the 2025 Paul Cormier Trailblazer Award at Red Hat. Currently a founding contributor on the llm-d project — distributed, scalable, high-performance AI inferencing built on K8s. Heavily involved in Red Hat's InstructLab collaboration with IBM (the small-model distillation system using IBM Granite + Llama).Sally and I had a great conversation, two high energy personalities met! We geeked out about our OpenClaw agents, securing your Clankers, how it is to maintain OpenClaw, and everything in between! She was so stressed about the recording, but dare I say, this was one of the more natural guests I had on the show! I hope you enjoyed this format, please let me know if the comments, and I’ll see you next week! — Alex This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sub.thursdai.news/subscribe
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📅 ThursdAI - Apr 30 - DeepSeek V4 (1.6T MoE), Cursor SDK Wins WolfBench, Mayo's REDMOD Saves Lives, Stripe Gives Agents a Wallet & more
May 101:36:52Tap to summarizeHey everyone, Alex here 👋Tomorrow is May. May! I genuinely cannot believe we’re four months into 2026 already, and the AI news cycle is showing zero signs of slowing down. This week’s show was a wild one! We opened with what is genuinely one of the most important AI stories I’ve ever covered (Mayo Clinic AI detecting pancreatic cancer THREE YEARS before human radiologists), we covered the return of the Chinese whale with DeepSeek V4, OpenAI got caught in their own system prompt begging GPT-5.5 to please stop talking about goblins, and I literally gave my coding agent a credit card and asked it to buy my fiancée a wedding gift with the new Strip Link skill and CLI! Oh yeah, I’m getting married next Tuesday! 💍 So next week’s show will be a little different. I’ll be back the week after to catch you up on whatever drops in my absence (almost certainly something major, knowing this industry).Lots to get through, so let’s dive in. (also, in the end I have a full month recap of every major launch, don’t miss) ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Mayo Clinic’s REDMOD: AI Detects Pancreatic Cancer 3 Years Early 🔥 (X, Blog, Announcement)I know we usually cover Models, Parameter sizes, MoEs and big copmanies. But this is important. This is the use case that justifies the entire AI revolution, the GPU burns, the buildouts. I want humans to WIN, and Cancer to be fixed!Mayo Clinic just published a study in Gut (BMJ) validating an AI model called REDMOD that detects pancreatic cancer on routine CT scans up to three years before clinical diagnosis. The numbers are jaw-dropping: They show 73% sensitivity for catching prediagnostic cancers, compared to 39% for experienced human radiologists (while looking at the same exact CT scans).And maybe the most important bit, at scans taken more than 2 years before diagnosis, the AI catches nearly 3x as many cases as specialistsFor context: pancreatic cancer has less than 15% five-year survival specifically because 85% of patients are diagnosed after the disease has already spread. This is the cancer that took Steve Jobs. Imagine if Jobs had access to this AI three years before his diagnosis. That’s the impact we’re talking about.As Dr. Ajit Goenka from Mayo Clinic put it, the greatest barrier to saving lives from pancreatic cancer has been the inability to see the disease when it’s still curable. This AI can now identify the signature of cancer from a normal-appearing pancreas.Even better: it runs on CT scans people are already getting for other reasons. No extra screening protocol, no new imaging required. Just smarter analysis of existing data. The model also showed remarkably stable performance across institutions, imaging systems, and protocols, with 90-92% test-retest concordance over serial scans.Mayo Clinic is now moving this into prospective clinical testing through a study called AI-PACED (Artificial Intelligence for Pancreatic Cancer Early Detection).When we say “lets f*****g go” that’s what we mean. Yeah getting more intelligence is cool, but I want a world without decease! Let’s F*****g go mayo clinic! Agentic Commerce - Giving OpenClaw my credit card - safely! Stripe Link Wallet and Infrastructure CLI (X, Announcement, Blog, Announcement)Ok, give an LLM your credit card, what can go wrong.. right? Well, it’s clear that this, increasingly, is the future of commerce. Agents will be shopping for us, and we need solutions here. Well, this week at Stripe Sessions (Stripe’s annual product lineup conference) just delivered. Link Wallet, is a new ... API? CLI? Skill? Definitely a skill, for your agents, to connect with your Stripe Link (the thing that stores your credit cards safely) and then giving your agent a budget, it can go and make purchases in your behalf. Now the trick here, is, every purchase, you get a notification to approve, and the agent never sees your actual credit card number! This I think is the biggest win here. To test it out , first, I showed Wolfred the install instructions, which are literally this: Read link.com/skill.md and get me set up with LinkAnd then I asked Wolfred my OpenClaw assistant to buy me a present of its choice for my upcoming wedding, and that I don’t want to know what the present is, but I can approve the spend! OpenClaw installed this, sent me a link to connect to my Link.com account, I also downloaded the Link app to receive notifications (and had to enable them by hand, it was a bit annoying to discover, but they said they will fix the onboarding) and .. voila, my agent can now go spend my money, and I get these approval notifications: The kicker? The present Wolfred sent us is due to arrive like 2 months after the wedding 😂 But hey, it’s still something! My agent went, chose a wedding gift in budget, asked for my approval to puchase, and filled out the details (asked me for a few of them) and voila, first agentic purchase that did not require my credit card exposed! Stripe announced a whole bunch of other Agentic Commerce Suite features, like Shared Payment Tokens, which are scoped to seller and protected by Radar, MPP (machine payment protocol) and streaming payments using stable coins that are pretty slick and a bunch of other interesting things. This is where the world is moving to, and Stripe is innovating hard here, definitely worth keeping an eye out on what they are Speaking of agents and stripe, they also opened up the waitlist for projects.dev - which is a way for agents to provision accounts fully on their own, get API keys, and set everhing up from scratch. I think it’s a wonderful addition to the agentic tools and agentic internet! Your agent just runs something like stripe projects add cloudflare/workers abd boom, you have a workers deployment, with credentials synced, no dashboard clicking or API creation!Big Companies & APIsGPT-5.5 Goblin Mode: The Funniest Bug Report in AI History (X, Blog)Someone on X noticed that Codex system message for GPT 5.5 that launched last week has this interesting addition: “Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures unless it is absolutely and unambiguously relevant to the user’s query” and it has it two times! This created a bunch of memes, questions and wonderings about ... why would OpenAI care so much about Goblins. And they finally posted a long writeup on why: the TL;DR there is, GPT 5.5 absolutely LOVES talking about Goblins, trolls and other nerdy creatures. This is a result of them favoring the “nerdy” personality archetype and reinforcing this reward via RL. OpenAI admitted that “Unfortunately, 5.5 started training before we found the root cause of goblins” and so, now, we get 5.5 that LOVES to talk about goblins, can’t stop talking about goblins (unless they are asked to stop by a system prompt) OpenAI also posted the exact instructions of how to “unleash“ the goblin mode on the blog, which I find hilarious, a company that leans into the meme is a company to be celebrated 👏 GPT 5.5 is as good as Claude Mythos on CyberSecurityAccording to the AI Security institute, GPT 5.5 (not the GPT 5.5 - Cyber version that was announced), the one you have access to, is as good as Claude Mythos on vulnerability finding. We previously reported that Anthropic deemed Claude Mythos as “too dangerous to release publicly” and it turns out that that was either a marketing “Myth”, or Anthropic’s inability to server this huge model like they server Opus. OpenAI Ends Microsoft Azure ExclusivityThis piece of news sent quite a lock of shock throughout the industry, somehow, Sam Altman and OpenAI have been able to negotiate through the very strict deal with MIcrosoft and now are available in AWS as well as Microsoft Azure! Apparently the AGI clause is now gone as well! For many startups who are locked into AWS and Bedrock ,this is great news, they are not able to use GPT 5.5 and other OpenAI models directly applying their credits. Other Big Company NewsXai released Grok 4.3 - in a quiet release in their API docs, no blogpost, not even an X announcement. The only way I know about this was Artificial Analisys, Arena and Vals AI all posted that it jumped...
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📅 Apr 23: OpenAI's Week: GPT-5.5, GPT-Image-2, Codex CUA + Chronicle, + Claude Design, Kimi K2.6, Qwen 3.6-27B
Apr 2402:24:01Tap to summarizeHey, Alex here, I’ll try to catch you up, but it’s one of the more intense weeks in AI in recent memory. Here’s the TL;DR - OpenAI dominates across the board this week! Finally launches “spud”, called it GPT 5.5 (and 5.5 Pro), and it’s SOTA on most things,nearly matching the mysterious Claude Mythos but released and we can actually use it (we tested it extensively). OpenAI also took the crown in image generate with the incredible GPT-image-v2 release, beating Nano Banana 2 and pro by a significant margin, the images are incredible, this model can generate working QR codes and 360 images it’s quite bonkers. Codex was updated with Computer Use (which I told you about last week), in-app browser and a bunch of other tools that match GPT 5.5 intelligence. Meanwhile, Anthropic launched an incredible research preview of Claude Design, finally admitted that Claude was dumb and reset quotas across the board, while breaking the trust of the community with removing Claude code from the pro plan. We’ve also got great open source updates, Kimi K2.6 and Qwen 3.6 27B are both great performers! We were live on the stream for almost 4 hours today waiting for GPT 5.5 and finally got it and tested it live on the show + had Peter Gostev on from Arena who had early access and shared with us his insights. Let’s get into it! ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.OpenAI’s GPT 5.5 is here - SOTA AI intelligence you can actually use (Release Blog)OpenAI finally gave us all access to their latest intelligence boost, GPT 5.5 thinking (and GPT 5.5 Pro). These models take the crown across many benchmarks, including TerminalBench (82.7%), GPDval (84%) and more. You can see the highlited versions on the image above. Though, its not uncommon for OpenAI to do some chart crimes, so @d4m1n created a chart that also showed the full benchmarks, including the ones GPT 5.5 is not beating Opus at, as you can see below, it underperforms on Humanity’s Last Exam, and scaled tool use. But, benchmarks don’t tell the full story. GPT 5.5 uses significantly less tokens, compared to 5.4, about 40% less. It’s also more expensive, but given the lower token usage, it nets out at about ~20% price increase, while being more intelligence and faster. Tons of folks who had early access are reporting the same things, this model excels in long running tasks, Peter Gostev from Arena, who joined our live stream, showed us an incredible demo that ran overnight for over 8h! This model can work until the task is done, no longer just pausing in the middel asking for your input. The real highlight is, paired with the recent GPT-image-2 (which I’ll expand on later in this newsletter), GPT 5.5 becomes an excellent UI designer. This is a big area in which Claude still has moat and OpenAI is trying to catch up here, and the real alpha now is to use both the Image gen and 5.5 in tandem to create beautiful visuals and UIs. The main thing is, after testing it quite a few times, this only works if you generate an image outside of the session that builds the actual UI. we tried a couple of times to do it in 1 session, and the resulting UI doesn’t seem to be remotely close to the generated image. Only after sending this image to a completely fresh session and asking for a “pixel perfect” implementation, did GPT 5.5 start to resemble the input image and rebuild the whole ui in pixel perfect fidelity! GPT Image v2 - SOTA thinking image model, finally beating Nano Banana (Blog, Live)Like we said, OpenAI is dominating this week, and in both instances those are great models. Though, apples to apples comparison, GPT-image-v2 is a much higher jump — from previous models — than GPT 5.5! According to Artificial Analysis, the jump in how many people prefer GPT-image-2 in blind tests compared to other model is the higest we’ve ever seen, over 250 points. And you can clearly see it in the generations as well. Previously this week, we did a live streaming session with Peter Gostev (from Arena) and we did a deep dive comparing this new model to GPT Image 1.5, Nano Banana and Grok Imagine, and it’s a clear winner across most categories.Character consistency is immaculate, high resolution imagery, instruction following, are all so so good it’s a bit hard to explain in text. Reasoning visual intelligence Like with Nano Banana, this model is likely based on a big GPT image, it’s no longer just diffusion, as you can see, it reasons! And apparently the more reasoning you give it (if you choose GPT pro) the better it’ll be. The examples are indeed wild, the model can generate images of code that works, generate functional QR codes and bar codes! The craziest thing people figured out it can do, is functional 360 imagery (equirectangular format), you can just ask the model to create a 360 image of “scene” and then drop this in to a 360 viewer! Peter shows us on the show how he combined GPT 5.5 and Image v2 to create a sort of “street view” from a bunch of 360 images, it blew our minds. He literally spun up an overnight GPT 5.5 task in Codex that planned out the hanging gardens of Babylon, generated hundreds of equirectangular images, stitched them into a walkable interface, and had it running 8+ hours without babysitting. A street view of a place we don’t actually know what it looked like, hallucinated from latent space. What a time.Day one availability is wide: Figma, Canva, Adobe Firefly, fal.ai, and Microsoft Foundry all have it. Nano Banana dominated for what felt like an eternity in AI time (it was really only a few months 😅), and finally OpenAI has a proper answer.OpenAI is dropping models on HF - Privacy Filter, a 1.5B apache 2.0 PII reduction model (X, HF)I’ve told you the’ve been cooking this week! OpenAI open sourced a genuinly useful model called Privacy Filter, that has 1.5B parameters with only 50M active, small enough that it runs in fully offline in your browser (check out this incredible web demo by our friend Xenova) This model is specifically built to anonymize and filter our personally identifiable information (PII), things like names and addresses, but more importantly bank accounts and API keys! This, in the era of agentic assistants is extremely important and I’m very happy that OpenAI is open sourcing here, specifically because while it’s great generally, this model is great for fine-tuning on your own data! Pairing this with something like CrabTrap, a new open source proxy with LLM as a judge for agents like OpenClaw, and you’re hardening your setup so that your private details won’t leak, even if someone manages to prompt inject your agent! In every other week, CrapTrap would deserve a segment of its own, it is really a novel solution to the “AI agent can leak your creds” problem, created by Brew CEO, as they run agents inside Brex, but this week is insane, so... you get a link and we move on 🙂 Claude Design - Anthropic’s figma killer? (try it, deep dive)This launched on Friday (come on Anthropic, why are you launching things on a friday?!) and nearly tanked Figma stock (16% down since). It didn’t help that Mike Krieger who runs product at Anthropic and co-leads Anthropic Labs, quit the Figma board just a few days before this release. Claude Design is a new, separate interface for Claude, with its own usage meter, that exists only on web, and only for Max subs for now. We all know that Claude is great at frontend design, but this is an interface that wraps Claude, with some incredible “designer like” tools. Knobs to edit font sizes, point and click interface to highlight elements for Claude to fix. The highlight for me, what broke my brain on the live stream, was the “talk to the design” feature, where you turn on the microphone, talk to Claude, and while you point, it “knows” what you’re pointing at! So you can say “here, fix THIS thing” without saying what that thing is, and Claude will just fix it, by looking at where your cursor was at the time. This ... this feels like magic. The huge unlock in Claude Design is the initial “brand guidelines” process, in which you ask Claude to create a holistic brand identity (based on your website code, screenshot, Figma file etc) and then, every new project, can have that brand identity preserved, with the right fonts, colors, logos etc. I dropped the show notes from this week and asked for an interactive inf...
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April 16 - Codex uses your mac in the background, Opus 4.7 release not quite Mythos + 3 interviews
Apr 1601:59:15Tap to summarizeHey ya’ll, Alex here with your weekly AI news catch up. It’s one of those Thursday’s where no matter how well I prep, the big AI labs are hell bent to show up before each other. Alibaba dropped Qwen 3.6 with Apache 2, confirming their commitment to Open Source, then Anthropic released Claude Opus 4.7 (not quite Mythos) and OpenAI followed with a huge Codex update that includes Computer Use among other things. The highlight of Computer User is the background usage, more on that below. This is all just from today!Previously in the week we had 2 incredible 3D world generators, Lyra 2.0 from Nvidia and HYWorld 2 from Tencent, Windsurf dropping 2.0 version with Devin integration and Google releasing a Gemini TTS, with over 90+ languages support and incredible emotions range, and Baidu open sources Ernie Image, rivaling Nano Banana. Today on the show we had 3 awesome guests, Theodor from Cognition joined to cover the new Windsurf, Kwindla is back on the show to talk about “the side project that escaped containment” Gradient-Bang, a multi agent, voice based space game and Trevor from Marimo joined to talk about pairing your agents with a Marimo notebook. Let’s dive in! 👇 ThursdAI - We’re over 16K on YT today, my goal is to get to parity with Substack, please subscribe. Codex can now really use your computer: OpenAI updates Codex with CUA, Image Generation, Browser, SSH (X, Blog)Codex from OpenAI has been the major focus inside OpenAI for a while now. We’ve reported previously that OpenAI is closing down SORA and other “side-quests” to focus, and that they will join Codex, ChatGPT and the Atlas browser into one “superapp” and today, it seems, that we’ve gotten an early glimpse of what that app will be. The Codex team (which seems to be growing from day to day), have been on a TEAR feature wise lately, trying to beat Claude Code, and they pushed an update with a LOT of features and updates, among them a new memory system, internal browser and image generation. The highlight for me though, was absolutely the polished computer use experience. Computer use is not new, Claude has a computer use feature flag, many others. Hell, we told you about computer use with Open Interpreter, back in Sep of 2023. But, this.... this feels different. You see, OpenAI has quietly purchased a company called Software Apps Inc, that almost launched a macos AI companion a year ago called Sky. This team is obsessed with Mac, and somehow, they were able to build a magical experience, a huge part of which, is the fact that they are controlling the mac, in the background. This is like black magic stuff. You work on one document, Codex clicks buttons and does things in another, without interrupting you. You may ask, Alex, why do you even care so much about computer use, when most of the work happens in the browser anyway, and Claude (and Codex) can control my browser anyway? Well, true, but not ALL work is happening there, for example, file system integration. It’s notoriously big part of browser automation that fails, when you need to upload/download files. I’ve spent countless cycles trying to get this to work with OpenClaw, and this, just does it. This closes the loop between knowledge work in the browser (yes, this thing can use your browser) and the broader OS. It’s so so polished, I truly recommend you try it. It’s as easy as @ tagging any app that you have running and asking Codex to do stuff there. Pro Tip: Enable fast mode for a much smoother experience. Anthropic Opus 4.7 is here, not quite Mythos, 64.3% Swe-bench Pro, tuned for long running tasks (X, System Card)What is there to say? Is this the model we expected from Anthropic after releasing the news about Claude Mythos last week? no. But hey, we’ll take it. I new Claude Opus, with a significantly improved multimodality capabilities, and a long horizon coding task improvements? For the same price? Well, not quite! Apparently, this model could be a “from scratch” trained model, given that the tokenizer (the thing that converts words into tokens for the LLM to understand) is a different one. It also uses 1.3x more tokens for the same tasks, which means, that the new and default model from Anthropic became effectively more expensive (A note they acknowledged by raising the usage limits, to an unknown amount in Anthropic subscription plans, but it’ll still be a token tax on the API use) How about performance? Well, hard to judge on Evals alone, but they are great. A huge jump in Swe-bench Pro, over 10% improvement, puts this model as the best out there, except Mythos. It’s also the best at real world knowledge via GPQA Diamond (except Mythos). Are you seeing a trend here? Anthropic released a preview of a model, but for the first time, it’s not their “absolute best” model, and in a weird move, they have compared it on Evals to an unreleased model (presumably 10x the size?) As far as we’ve tested this, it gave an incredibly detailed response on the Mars question we constantly test on, both for me and Nisten, Opus 4.7 produced an incredibly detailed 3D rendered result, much better than out previous tries. I’ll be keeping an eye on this model and keep you guys up to date on what else we find. Vibe checks are .. it’s more expensive, long context is unclear but it’s a great vibe model. Alibaba is back - Qwen 3.6 is Apache 2.0 35B with 3B active parameters (X, HF, Blog)The coolest thing about this release is not the evals (though they claim to outperform the much denser Qwen 3.5-27B on multple benchmarks) is that Alibabab is putting models with open weights and an Apache 2.0 license! We previouly reported on rumors from inside Alibaba, that a few internal restructuring caused many of us to doubt if they would commit to OSS, and they answered! Another highlight for me in this model, is that Alibaba has an OpenClaw bench (that they are promising to release soon) and that this model does as well as the dense model and beating Gemma 4 by a wide margin on that task. This model is also natively multimodal, with 262K context extensible to 1M via YaRN. MiniMax M2.7 Open Weights - 230B MoE with only 10B active (X, HF)Our friends at MiniMax finally dropped M2.7 in open weights (technically not fully Apache, commercial use requires their authorization, but free for research, personal, and coding agents). It’s a 230B parameter MoE with only 10B active parameters, and it’s matching GPT-5.3-Codex on SWE-Pro at 56.22%. On Terminal-Bench 2 it hits 57%. But the real story here, the part that made me stop scrolling, is the self-evolution piece.They let an internal version of M2.7 run its own RL optimization loop for 100+ rounds with zero human intervention. The model analyzed its own failure trajectories, modified its own scaffold code, ran evals, and decided whether to keep or revert changes. It got a 30% performance improvement on internal metrics. The model improved itself.Shoutout to the MiniMax team — longtime friends of the pod and they keep delivering (as they promised to release the weights for this one and they did) This weeks buzz - news from Weights & Biases from CoreWeaveThis week was a very big one in our corner of the AI world. Our parent company CoreWeave announced not one, not two but 3 major deals, including one with Anthropic, a renewed commitment from Meta and a renewal from Jane Street. CoreWeave now serves 9 out of the top 10 AI model providers in the world. 🎉 Oh and a small plug, if you want to get tokens powered by the same infrastructure, our Coreweve Inference service is open and very cheap, and we’ve recently added Gemma 4 and GLM 5.1 both to our inference service. This week on the pod, I’ve chatted with Trevor, founding engineer at Marimo Notebooks (also part of CW) about their recent highlight of pairing an AI agent with Marimo notebooks, they went quite viral on hacker news and I wanted to understand why. I understood why, it’s really cool. Check Trevor out on the pod starting around 01:05:00 timestamp. Tools & Agentic EngineeringWindsurf 2.0 - Agent Command Center + Devin in the IDE - interview with Theodor Marcu (X, Blog)The first big post-Cognition-acquisition move for Windsurf dropped this week, and I got to chat with Theodor Marcu from Cognitio...
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