Edition: October 17–23, 2026 | Estimated Read Time: 10 minutes This week the AI story stopped being about model launches and became about money and control. A planned November IPO rested on an $80.7 billion paper loss, former rivals turned into each other's sales channels, and — for the first time disclosed so plainly — … Continue reading The AI Intelligence Report (October 17–23, 2026) — Money, Monitors, and the Week Rivals Became Each Other’s Distributors →

Edition: October 9–16, 2026 | Estimated Read Time: 10 minutes This was the week the two halves of the AI story stopped pretending they were separate. On one side, the frontier kept sprinting: Google shipped Gemini 4 Argon to paid API and Pro/Ultra users, Meta put its first frontier-class models and an open-weight sibling on … Continue reading The AI Intelligence Report (October 9–16, 2026) — The Week Safety Caught Up With the Frontier →

Edition: October 2–9, 2026 | Estimated Read Time: 10 minutes Editorial note: Two stories ran side by side this week and did not agree with each other. On the capital side, a single Financial Times report that OpenAI's annualized revenue was roughly $20 billion below the figures circulating among investors was enough to drag Oracle … Continue reading The AI Intelligence Report (October 2–9, 2026) — When the Money Got Nervous and the Models Kept Coming →

Edition: September 18–25, 2026 | Estimated Read Time: 10 minutes Two forces collided this week. Frontier models got dramatically cheaper — Anthropic and OpenAI both cut prices on the same Tuesday — while the safety and legal machinery around them lurched into a higher gear: an antitrust lawsuit over an industry "slowdown," the first reported … Continue reading The AI Intelligence Report (September 18-25, 2026) — The Price War and the Panic →