Insights
Notes from the build
Field reports, evals, and opinionated takes from the team.
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Coronavirus disease 2019
COVID-19 is a contagious disease caused by the coronavirus SARS-CoV-2. In January 2020, the disease spread worldwide, resulting in the COVID-19 pandemic. The symptoms of COVID‑19 can vary…
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Anthropic put a Mythos-class model in public hands. Meet Fable 5.
Anthropic shipped Fable 5 and Mythos 5 on 9 June 2026 — the same frontier model split by a safety boundary, with Fable 5 generally available on the…
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SpaceX bought Cursor. What a $60bn coding tool means for everyone else.
SpaceX is acquiring Cursor for $60bn, the largest VC-backed startup acquisition ever. The AI coding tool your engineers depend on now answers to a rocket-and-AI conglomerate. Why the…
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The question changed from ‘are agents real’ to ‘what gets agentized first’
NVIDIA, Microsoft, and Google all shipped enterprise agent platforms this quarter. The market settled the 'are they real' question — but the obvious way to answer 'which part…
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The model layer commoditised. Your advantage moved to the wiring.
SAP is paying a billion to own a model; everyone else is learning the model matters least. Why the durable advantage moved to integration — and how to…
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AI regulation stopped being theoretical this month
The Colorado AI Act commences 30 June 2026 and the EU AI Act is now in enforcement. Why the AI strategy document and the compliance posture are now…
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AI just found 10,000 vulnerabilities. Some of them are in your code.
Anthropic's Project Glasswing used a frontier model to find thousands of zero-days across the world's most important software. What it means for the code you shipped fast —…
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Agent sprawl is the new shadow IT
Microsoft put Agent 365 into general availability this month because most large organisations have lost count of the agents running inside them. Why a control plane is necessary…
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What’s new in the AI world — five shifts to watch in mid-2026
A quarterly digest from inside the build: foundation-model vendors as consulting firms, coding agents as infrastructure, the maturing interop layer, cost no longer the bottleneck, and regulation finally…