Walk reports, counts and the occasional argument, newest first.
Jun 19, 2026
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5 min read
Anthropic's Fable 5 ban is ending, two of the field's most consequential people moved to the same lab, and the gap between an agent demo and a production system just closed faster than procurement can absorb.
Jun 18, 2026
4 min read
Cursor announced a 1.5T-parameter frontier model at Compile, and OpenAI's leaked 2025 financials show what that bill looks like.
Jun 17, 2026
The strategic buyers of AI tooling are no longer the software companies you'd expect, and the price tags are doubling between rounds.
Jun 16, 2026
7 min read
Lutnick's letter shut down Claude Fable 5 worldwide on Saturday. The precedent matters more than the model.
Jun 12, 2026
6 min read
Anthropic charged a premium for refusal, OpenAI signed a $500B Ohio lease, and Apple shipped Siri AI on a Gemini foundation.
