Walk reports, counts and the occasional argument, newest first.
Jun 3, 2026
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4 min read
Microsoft shipped its first frontier reasoning model trained without OpenAI. Plus Anthropic's S-1, Dell's 88%, GitHub Copilot's desktop app.
Jun 2, 2026
7 min read
GitHub Copilot and MiniMax both flipped to token billing on the same day. Every AI tool you use is sitting on this trigger.
May 29, 2026
5 min read
Three real-money numbers landed in five days, and the first viral counter-narrative arrived alongside them. The week the AI category got measured
May 28, 2026
A coding-agent company posted a $492 million revenue run-rate alongside its $1 billion round, and the run-rate is the number that matters for procurement teams. Plus five other things that moved.
May 27, 2026
The lab you wrote into your AI roadmap is about to answer to public markets. Plus five other things.
