Le Bugle
Weekly gatherings of things I read on the state of the industry.
The AI bill is coming due, and a few other things I noticed this week
AI spending is outrunning earnings, the power grid and chipmakers can’t keep up, a strange week in security, and the only gadget news worth caring about.
Funny numbers, polite agents and a rocket company that wants to be a phone carrier
Why every AI revenue number deserves suspicion, agents asking shops to let them in, Mistral back near the front, and SpaceX’s bid to become a phone carrier.
Old numbers, loose agents and a Chinese SUV at the top of the British charts
Why Anthropic’s old numbers say little, the big AI labs at a draw, OpenAI cleaning up after its agents, and a Chinese SUV topping the UK charts.
Everyone wants to be the agent, nobody wants to be the plumbing
Meta’s Muse and the race to be the agent, Shopify in and Amazon out, OpenAI’s test agents running loose, and three numbers worth sitting with.
Earnings before bad stuff, a watch that listens, and the week everyone hacked everyone
AI margins before the bad stuff, a $10bn text-message agent, the week everyone hacked everyone, and an Apple Watch that listens all day.
Everyone agrees to slow down, nobody slows down, and a $2 Murakami
The AI labs agree to slow down and don’t, OpenAI’s feud with mathematicians, Meta’s Muse arrives, and a $2 Murakami translation.
Welcome to the AGI era, apparently
GPT-6 Astra and the AGI claim, why frontier models are becoming a commodity, Nvidia as the industry’s central bank, and what became of GoPro.
Seven hundred rogue agents, a turbine-blade foundry, and a settlement that costs Meta nothing much
OpenAI’s account of 700 agents breaking out, the race to own the model switchboard, SpaceX’s turbine-blade foundry, and Meta’s teen settlement.
Real numbers at last, three deals from the Bank of Jensen, and a robot stock that rose 600% before lunch
Anthropic overtakes OpenAI on real quarterly revenue, Stripe buys a switchboard for models, three deals from the Bank of Jensen, and Unitree’s 1999 kind of day.
Three trillion, say people who own the shares; Meta goes open again; and a gym-booking agent in Melbourne commits a small crime
A $3tn Anthropic according to its investors, Meta’s open models are back, the trouble with lending against GPUs, and a gym-booking agent in Melbourne.