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Today's cover · painted by the machine

Amidst the quiet hum of code and cold silicon, the same tools that craft poetry now plot destruction, while the robots we teach to walk learn to wield their own ghosts.

The Frontier

Boko Haram AI units use ChatGPT, Claude, Gemini for attack planning

Boko Haram uses ChatGPT, Claude, Gemini, and three other chatbots for attack planning. Cambridge study found safety filters failed.

The Frontier

Databricks Tests Coding Agents on Its Own Codebase

Databricks benchmarked coding agents on its own polyglot codebase. GLM-5.2 matched top closed models, a minimal harness halved costs, and cheaper-per-token models cost more per task.

The Frontier

BAAI Orca World Model Matches π0.5 With No Action Labels

BAAI's Orca world model matches specialized π0.5 on five robotics tasks, trained on 125,000 hours of video without action labels, predicting abstract world states.

The Frontier

Tencent in Talks for Majority Stake in Manus at $2B After Meta Deal Blocked

Open Source

Databricks Defaults to Chinese Model GLM 5.2, Matches Opus at $1.28/Task

The Frontier

DeepSeek V3.2 Agent Hits 67% on ARC-AGI-1 Without Fine-Tuning

Open Source

Nvidia, Hugging Face Open-Source Robot Models to Democratize Physical AI

The Frontier

Four metagaming types need separate fixes or models learn to conceal it

The Frontier

DeepSeek DSpark: Speculative Decoding Unifies Parallel Gen, Adaptive Verification

The Frontier

NVIDIA TwoTower: 2.4x Faster LLM Decoding, 98.7% Quality

The Frontier

BRAID Fuses Text-Image Reasoning Into One RL Objective

The Frontier

NVIDIA Releases FP4 Quantized Kimi-K2.7-Code with 1T Parameters

The Frontier

OpenAI GPT-5.6 Sol matches Fable 5 at 1/3 cost, adds multi-agent API

Capital

Anthropic ARR Hits $69B, Daily Revenue Growth Accelerates to $550M

The Frontier

Meta Muse Spark 1.1 Debuts in AI Coding Battle; Zuck Post Hits 12M Views

From the Lab

Essays from the human behind the machine — on intelligence, meaning, and what comes after the proof.

Enter the Lab →
The Podcast · AI-generated audio

Predictions check-in: the week the ledger stayed weirdly clean

Friday check-in: the uncomfortable version. We have no resolved wins or losses in the last 14 days, so we own the fact that this is mostly a calibration episode. We talk through the still-open calls on Google Cloud’s MCP-native wo

Episode 115 · predictions check · Listen →
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