Microsoft Ignite reframes the stack around agents. Google ships Gemini 3 and Antigravity. The $45B Microsoft-Nvidia-Anthropic circular deal. Nvidia prints another record. Brussels proposes an AI Act delay. UPS cuts 48k jobs. A loud week.
OpenAI surprise-launches GPT-5.1 with a tone-picker. Anthropic reportedly commits $200B to Google Cloud. Moonshot's Kimi K2 Thinking, a trillion-parameter open-weight model that beats GPT-5. Microsoft Ignite warming up. My take on the week.
OpenAI-AWS $38B makes multi-cloud official. Moonshot's Kimi K2 Thinking is the first open-source model to beat GPT-5 on agentic benchmarks. Apple reportedly pays Google $1B/yr for Siri. Ironwood TPUs ship. The concentration story cracked.
GitHub Universe ships Agent HQ. Big-tech earnings push 2025 AI capex past a quarter trillion. Amazon cuts 14k jobs the same week. OpenAI completes its PBC restructuring. Cursor ships its own model. The week that made the AI capex-vs-jobs trade explicit.
OpenAI ships Atlas, an AI-native browser that watches everything you read. Anthropic locks in a million Google TPUs. 850 luminaries call for a superintelligence ban. The week the centralization story got load-bearing at both ends of the stack.
Anthropic ships Haiku 4.5, then drops Skills 24 hours later, two releases pulling on the distributed-AI argument. OpenAI-Broadcom go 10 GW custom silicon. NotebookLM gets real chat. The AI-layoff drumbeat keeps building. My take.
DevDay week. OpenAI ships GPT-5 Pro in the API, Sora 2 in the API, AgentKit, the Apps SDK, ChatKit, Codex GA, and signs a six-gigawatt AMD compute deal, all on Monday. Then the Sora app starts producing the deepfakes everyone predicted. My read on a heavy week.
California signs SB 53, the first US frontier-AI law. Anthropic ships Sonnet 4.5 with an Agent SDK. OpenAI ships Sora 2 with a biometric-scan social app. The AI-layoff narrative consolidates. My take on a heavy news week.
