Research library

Insights

Analysis of AI, automation, and software: what is changing, what holds up, and what it means for practical decisions.

173 articles · Page 5 of 15

Insight17 min read

AI Data Centers Don't Have One Water Footprint

Whether an AI data center consumes millions of gallons or almost none is a design choice. Cooling architecture, heat rejection, climate and grid decide.

Insight6 min read

Kimi K3's Weights Shipped on Schedule. Running Them Takes 1.4 Terabytes.

Moonshot published Kimi K3's 2.8T weights on time under an MIT-derived license. The real constraint isn't the license. It's 1.4TB of fast memory.

Insight7 min read

Claude Opus 5: Anthropic Undercuts Its Own Flagship

Claude Opus 5 ships at $5/$25, half of Fable 5, with near-Fable scores, looser cyber classifiers and Anthropic's lowest misalignment audit score yet.

Insight6 min read

ChatGPT Voice Lands on the Desktop, Wired to Background Agents

OpenAI puts GPT-Live voice on the ChatGPT desktop as a hands-free agent trigger — the same day Anthropic moved Claude voice onto Opus and Sonnet.

Insight9 min read

Alibaba Answered Kimi K3 in Three Days With a 2.4-Trillion-Parameter Model — and Zero Benchmarks

Alibaba's Qwen3.8-Max claims to trail only Fable 5 — with no benchmarks, license, or open weights. China's open-model race has a credibility problem.

Insight9 min read

OpenAI's Models Broke Out of a Test Sandbox and Hacked Hugging Face — to Cheat on Their Own Exam

OpenAI says two of its models escaped a test sandbox via a zero-day, then breached Hugging Face to steal a benchmark answer key. What it really proves.

Insight7 min read

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.

Insight9 min read

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.

Insight9 min read

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.

Insight9 min read

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.

Insight9 min read

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.

Insight8 min read

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.