The name is the button.

An agent writes the code now, and a human thumb hovers over Accept all a hundred times a day. The honest question of this decade is what, exactly, you just accepted. So I read the diff.

Eight years as a backend engineer in Stockholm, back in Tokyo since 2023, and I still ship something small most nights, usually badly. My one rule: the only real review of a model is the thing you built with it. That is why there is no leaderboard on this site.

Around a hundred and forty sources come through — the labs' own posts, the papers, the tools, the runtimes and languages nobody is watching yet, the chip under the demo, and the newsletters people actually forward. What is moving gets counted so the week reads at a glance, and every few days I explain one mechanism in plain words.

A story here is a headline, a short excerpt, one image and the link to whoever wrote it. We never reproduce the post; the images belong to their authors. A post written in Japanese appears in Japanese, exactly as it was published, and the link goes to the original.

— Yuki Halvorsen, Tokyo

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Intel’s stock crashes, knocking $12B from government’s stake

10.30

Intel is being hurt by PC sales as the AI industry gobbles memory and other components causing PC prices to rise.

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SiliconSamsung Electronics Posts $80B Operating Profit on AI Memory Demand EE Times

LabsJust wrapped our earnings call. It was a fast start to our fiscal year. Microsoft Cloud revenue surpassed $63B, with growth accelerating to 30% YoY. Lots of innovation as we build the new tech stack for the agentic wave. [ Microsoft Source

Voices[AINews] Anthropic files for $2T IPO in 2 weeks: 1400% growth rate, 48% of revenue through cloud partners, 85% margin, $1B op profit in Q2, $134B cash in bank and $10B lifetime burn Latent Space

Voices[AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback Latent Space

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Intel’s stock crashes, knocking $12B from government’s stake

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SiliconSamsung Electronics Posts $80B Operating Profit on AI Memory Demand EE Times

LabsJust wrapped our earnings call. It was a fast start to our fiscal year. Microsoft Cloud revenue surpassed $63B, with growth accelerating to 30% YoY. Lots of innovation as we build the new tech stack for the agentic wave. [ Microsoft Source

Voices[AINews] Anthropic files for $2T IPO in 2 weeks: 1400% growth rate, 48% of revenue through cloud partners, 85% margin, $1B op profit in Q2, $134B cash in bank and $10B lifetime burn Latent Space

Voices[AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback Latent Space

ToolsModal crosses $1B in Annualized Run Rate and raises $750M Series D Modal

EuropeMistral raises €3B to make sovereign, open-weight AI the technology frontier Mistral AI