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Insights
Analysis of AI, automation, and software: what is changing, what holds up, and what it means for practical decisions.
155 articles · Page 4 of 13
Anthropic's $1.5 Billion Copyright Settlement Is Final — and the Bill Comes to $3,000 a Book
A judge gave final approval to Anthropic's $1.5B author settlement. It resolves piracy, not fair use — and hands AI buyers a number for vendor contracts.
Agentic Resource Discovery: robots.txt for AI Agents, and the Standards War That Isn't
Agentic Resource Discovery is a v0.9 draft spec, not a Google-Microsoft alliance against Anthropic and OpenAI. What ARD is, and why not to build yet.
The EU Ordered Google to Open Android to Rival AI Assistants. Nothing Changes Until 2027.
Two DMA decisions order Google to open 11 Android features to rival AI assistants and license Search data. No fine attaches, and nothing ships until 2027.
New York Just Paused Big Data Centers. Your Power Bill Is the Reason.
Executive Order 62 pauses DEC permits for 50MW+ data centers — the first statewide moratorium in force. It's argued on utility bills, not carbon.
TSMC's Blowout Quarter Is the Other Half of IBM's Bad One
TSMC beat Q2 guidance, raised its 2026 outlook past 40%, and added $100B for Arizona — then the market sold the capex. IBM's crash is the other half.
Apple Sues OpenAI Over Hardware Trade Secrets — Not Siri, Not Models
Apple Inc. v. Liu is a Defend Trade Secrets Act case about metal finishing, batteries, and suppliers — not Siri, not models. What the docket says.
Gemini 3.5 Pro Is Months Late — and the Internet Invented a Launch Date for It
Google's Gemini 3.5 Pro is months late over coding. The July 17 launch date was retracted by its own source three days before aggregators printed it.
IBM's Worst Day Ever Is a Warning About What AI Is Doing to Hardware Prices
IBM fell 25.2% on a Q2 miss it partly blamed on clients front-running server and memory price hikes. What the AI buildout did to hardware costs.
Kimi K3: Moonshot Ships 2.8 Trillion Parameters — and Its Own Chart Shows It Losing
Moonshot's Kimi K3 ships 2.8T parameters and 1M context. Artificial Analysis ranks it #4 — but the weights and the license don't exist yet.
Thinking Machines Ships Inkling: the Open Model You Can Download Today
Thinking Machines shipped Inkling: 975B open weights, Apache 2.0, ungated. The license fine print, a 63% hallucination rate, and what 'open' really costs.
Grok Build Was Uploading Whole Git Repos — Secrets Included
A wire analysis showed Grok Build uploading whole Git repos — history and committed secrets — regardless of what the agent read. What to rotate.
Nadella Says You Pay for Intelligence Twice. He Has a Point, and an Interest.
Nadella's 'Reverse Information Paradox' says AI buyers leak the expertise that improves the model. The argument holds. He also sells the remedy.