AI models are solving more mathematical problems. A pattern is emerging in their successes that could help us predict which problems they’ll solve next.

the Cyber onslaught continues.

Elastic GPUs, sandbox growth, and the economics of the agent cloud

How Moshi turns market data into actionable insights, and why AI tools have to fit the trader’s workflow.

The Big Hardening begins

Claude Mods is an early form of the Attention Interface. It flips the agent harness paradigm from the harness facing the machine, to the harness facing the human.

An open source “bomb” drops from China

Paying for outcomes, building with agents, and the last mile of enterprise AI adoption

From GPU trading to physical settlement, independent markets, and programmable compute

Congrats to DeepSeek V4.1 Flash 1017, MiniMax M3.1 Flash, and Mercury 3 (details below) but they’re not going to be in super wide use just yet.

a quiet day lets us pilot a new show

Nick Cammarata out of nowhere with some major claims!

Sandboxes are all you need.

At AI Engineer New York, frontier labs and financial firms explored how to give agents useful autonomy while keeping consequential decisions under control.

How Leash Bio tamed DELs, the assay that traumatizes everyone, and used the data to catch cheating models. And why that same data is perfect for AI agents learning to think like chemists.

Gemini 4 Argon went GA today, but we already gave it title story 2 weeks ago and most benchmarks, like CursorBench, simply independently confirm their claims.

Our first robotics pod with Dyna’s Chief Scientist on their big bet on World Action Models & the Next Frontier of Physical AI

MSL’s emergence as a frontier lab is finally complete.

At AI Engineer New York, Anthropic drew on lessons from Unix and Linux to explain how agents can tackle bigger projects without overwhelming developers.

Tomorrow and Tuesday. If you see this you’re in!