Business & markets
Economy · entries: 96
articles
scenarios
- SC-2026-0002“Software without authors”
events
- Moonshot AI releases Kimi K3.1 Pro, a post-trained version of Kimi K3 in the 3-trillion-parameter class with a 1-million-token context window; the model is available via API, and the full weights are promised by November 4Software development · Business & markets · Large language model · kimi.ai ↗
- In its Q3 2026 report, Tesla says that Optimus production has begun on high-volume lines in Fremont and that these are the first robots of series-production qualityIndustry & robots · Business & markets · Work & jobs · Humanoid robots · assets-ir.tesla.com ↗
- DeepSeek open-sources its production inference engine DeepInfer under Apache 2.0 and reports that a single cluster running DeepSeek V4.1 Flash serves 155 trillion tokens a day, earning $38 per GPU-hour at the off-peak rateSoftware development · Business & markets · Internet & infrastructure · Open weights · github.com ↗
- Anthropic transfers 5% of its shares to the Anthropic Public Benefit Fund (if shareholders approve), and the board of directors may add a further 2% for every +50% in the company’s value above a baseline; among the fund’s possible purposes is helping workers affected by AI, up to and including direct payments to particular groupsWork & jobs · Business & markets · Finance & money · AI and jobs · anthropic.com ↗
- Anthropic publishes data on its own workforce: the share of early-career people among new hires into technical teams falls from 27% to 9%, their share of technical departments from 21% to 14%, and by August 2026 interactive AI agents log six times as many working hours as employeesWork & jobs · Software development · Business & markets · AI and jobs · anthropic.com ↗
- The US International Trade Commission opens investigation 337-TA-1526 on Vicor's complaint against 20 respondents over vertical power delivery systems for AI serversLaws & regulation · Business & markets · AI accelerators · usitc.gov ↗
- TypeSafe AI raises $870 million at a $7.5 billion valuation; its model Jev does not generate text and outputs only typed decisionsBusiness & markets · Finance & money · AI labs · typesafe.ai ↗
- Google Cloud: the Gemini agent runs each job on the model that fits best — from the Gemini family or Anthropic's Claude, and other models in the futureSoftware development · Business & markets · AI agent orchestration · cloud.google.com ↗
- StepFun releases its flagship agentic model Step 5 Preview on OpenRouter: 27B active out of 600B total parametersSoftware development · Business & markets · Large language model · openrouter.ai ↗
- OpenAI rolls out GPT-6 in ChatGPT to all users, including free ones: paid tiers get GPT-6 Sol, Free and Go get GPT-6 LunaSoftware development · Business & markets · Chatbots · openai.com ↗
- Elon Musk: Grok Bot will use the best back-end model for any given task, including Claude Opus 5.5, Midjourney and SunoSoftware development · Business & markets · AI agent orchestration · x.com ↗
- Anthropic releases Claude Haiku 5.5: on average about 75% cheaper to run than Haiku 4.5 — $0.10 per million input tokens versus $1Software development · Business & markets · Large language model · anthropic.com ↗
- OpenAI announces a new ad format in ChatGPT: testing during image generation for Free and Go users in the US begins later this monthBusiness & markets · Media & information · Chatbots · openai.com ↗
- Challenger, Gray & Christmas: since the start of 2026, US employers have named AI as the reason for 120,136 job cuts, about 21% of all and more often than any other reasonWork & jobs · Business & markets · AI and jobs · challengergray.com ↗
- Following JPMorgan, Citi and Bank of America bar third-party AI agents from logging into customer accounts with the customers’ usernames and passwords; read-only access through open banking services remainsFinance & money · Business & markets · Autonomous AI agents · fstech.co.uk ↗ ⧗
- According to Every’s article “How Codex Happened”, in June 2026 Codex had more than 5 million weekly active users, and by October Codex and ChatGPT for Work together had 40 million weekly active usersWork & jobs · Software development · Business & markets · Agentic coding · every.to ↗
- According to the WSJ, citing a draft IPO prospectus, Anthropic’s revenue for the first half of 2026 was $16.3 billion versus $1.1 billion a year earlier, and its net loss exceeded $80 billion, of which $72 billion was an accounting remeasurement of convertible notes and other financial instrumentsBusiness & markets · Finance & money · AI labs · aljazeera.com ↗ ⧗
- OpenAI launches dots: always-on ChatGPT agents with their own cloud computer that pursue the user's goals around the clockWork & jobs · Business & markets · Autonomous AI agents · openai.com ↗ ⧗
- SpaceX completes its acquisition of Cursor, maker of the AI code editor; the deal began in April with a partnership with SpaceXAI on model trainingSoftware development · Business & markets · Agentic coding · cursor.com ↗
- NVIDIA: the US issues H200 licenses with inspection and a 25% levy, but the Chinese government restricts purchases, and sales to China are under 1% of data center revenue for the quarterBusiness & markets · Geopolitics & defense · Compute export controls · sec.gov ↗
- The Wikimedia Foundation begins rate-limiting large-scale reusers of its public APIs; income from Wikimedia Enterprise is capped at 30% of the Foundation's annual revenueMedia & information · Business & markets · Internet & infrastructure · Wikipedia after AI · wikimediafoundation.org ↗
- Kuaishou announces raising 13.82 billion yuan (about $2 billion) for its subsidiary Kling (video generation)Business & markets · Finance & money · Generative video · www1.hkexnews.hk ↗
- Anthropic confidentially files a draft IPO prospectus (Form S-1) with the SECBusiness & markets · Finance & money · AI labs · anthropic.com ↗
- Google unveils its eighth-generation TPU as two chips: TPU 8t for training models and TPU 8i for running themInternet & infrastructure · Business & markets · AI accelerators · blog.google ↗
- SEMI: in 2025 China bought $49.3 billion of chipmaking equipment out of $135.1 billion worldwideBusiness & markets · Industry & robots · Compute export controls · semi.org ↗
- Stanford AI Index 2026: as of March 2026 the best US model (Claude Opus 4.6) leads the best Chinese one in the Arena ranking by just 2.7%, and the gap “has effectively closed”Geopolitics & defense · Business & markets · Large language model · hai.stanford.edu ↗
- China's share, including Hong Kong, of NVIDIA's revenue by customer headquarters location is 19% in fiscal 2025 and 9% in fiscal 2026Business & markets · Compute export controls · sec.gov ↗
- Economists' preprint “Vibe Coding Kills Open Source”Software development · Business & markets · Vibe coding · arxiv.org ↗
- For Wikipedia's 25th birthday, Amazon, Meta, Microsoft, Mistral AI and Perplexity are publicly announced as Wikimedia Enterprise partners, joining Google in paid access to its dataMedia & information · Business & markets · Wikipedia after AI · enterprise.wikimedia.com ↗
- The Wikimedia Foundation asks AI companies to credit the human contributions behind their outputs and to pay for access to Wikipedia through Wikimedia EnterpriseMedia & information · Business & markets · Wikipedia after AI · wikimediafoundation.org ↗
- OpenAI and Stripe launch Instant Checkout: ChatGPT users in the US buy from Etsy sellers right in the chat, and the agent commerce protocol is openFinance & money · Business & markets · Autonomous AI agents · openai.com ↗
- Huawei announces a plan to release Ascend chips once a year, doubling compute each time, and acknowledges that the Chinese mainland will lag behind in process nodes for a relatively long timeBusiness & markets · Industry & robots · Compute export controls · huawei.com ↗
- Google announces AP2, an agent payments protocol: every purchase by an agent is backed by a signed “mandate” from the user; more than 60 organisations are working on itFinance & money · Business & markets · Autonomous AI agents · cloud.google.com ↗
- OpenAI releases gpt-oss-120b and gpt-oss-20b with open weights, the company's first open language models since GPT-2Software development · Business & markets · Large language model · openai.com ↗
- The US issues licenses to sell the H20 to China; officials expect 15% of the revenue to go to the government, but there is no regulation providing for itGeopolitics & defense · Business & markets · Compute export controls · sec.gov ↗
- A Replit agent wipes SaaStr's production database during a vibe coding experimentSoftware development · Business & markets · Vibe coding · theregister.com ↗
- Project Vend: Claude Sonnet 3.7 runs a shop in Anthropic's office for a month, selling below cost, handing out discounts, hallucinating a payment account and promising to deliver products in person “while wearing a blue blazer and a red tie”Business & markets · Work & jobs · Autonomous AI agents · anthropic.com ↗
- Amazon CEO Andy Jassy: the company expects AI to reduce its corporate workforce in the next few yearsWork & jobs · Business & markets · AI and jobs · aboutamazon.com ↗
- Jensen Huang: US policy was based on the assumption that China cannot make AI chips, and “now it's clearly wrong”; the $50 billion China market is effectively closed to US companiesBusiness & markets · Geopolitics & defense · Compute export controls · allmind.ai ↗
- Because of the H20 ban, NVIDIA takes a $4.5 billion charge and leaves a further $2.5 billion unshipped in a quarter; its outlook for the next quarter includes a loss of about $8 billion in revenueBusiness & markets · Compute export controls · sec.gov ↗
- World launches in the US; partners include Visa, Tinder and StripePrivacy & surveillance · Finance & money · Business & markets · Proof of personhood · world.org ↗
- Mastercard unveils Agent Pay, a technology that lets AI agents pay for purchases on a user's behalf; it plans to start with MicrosoftFinance & money · Business & markets · Autonomous AI agents · mastercard.com ↗
- The US informs NVIDIA that a license to export the H20 to China is required for the indefinite future; the company expects up to $5.5 billion in chargesGeopolitics & defense · Business & markets · Compute export controls · sec.gov ↗
- Google releases the Agent Development Kit for multi-agent applications and the open A2A protocol for agents from different vendors to work together, backed by more than 50 partnersSoftware development · Business & markets · AI agent orchestration · developers.googleblog.com ↗
- Stanford AI Index 2025: the price of querying the cheapest model at GPT-3.5 level on MMLU fell from $20 per million tokens (11.2022) to $0.07 (10.2024), more than 280-foldBusiness & markets · Large language model · hai.stanford.edu ↗
- According to Y Combinator, a quarter of the startups in its winter batch have 95% of their code written by AIBusiness & markets · Software development · Vibe coding · techcrunch.com ↗
- DeepSeek-R1: a cheap open reasoning model; on 27 January NVIDIA shares fall ~17%Finance & money · Business & markets · Open weights · api-docs.deepseek.com ↗
- World Economic Forum, from a survey of more than 1,000 employers: by 2030, 170 million new jobs and 92 million displaced ones are expected, a net gain of 78 millionWork & jobs · Business & markets · AI and jobs · reports.weforum.org ↗
- DeepSeek founder Liang Wenfeng: money has never been the problem for the company; bans on shipments of advanced chips are the problemBusiness & markets · Compute export controls · chinatalk.media ↗
- Permira buys a majority stake in BioCatch at a $1.3 billion valuation; more than 190 banks use the company's behavioral biometricsFinance & money · Cybersecurity · Business & markets · Behavioral biometrics · permira.com ↗
- Daron Acemoglu: over 10 years, AI will raise total factor productivity by no more than 0.66%; about 4.6% of tasks are profitable to automateWork & jobs · Business & markets · AI and jobs · nber.org ↗
- Stanford AI Index 2024, citing Epoch AI estimates: training compute for GPT-4 cost about $78 million and for Gemini Ultra about $191 million at cloud rental pricesBusiness & markets · Large language model · hai.stanford.edu ↗
- Anthropic releases the Claude 3 family, Haiku, Sonnet and Opus; according to the company, Opus outperforms its peers on most common benchmarks, with a 200,000-token context windowSoftware development · Business & markets · Large language model · anthropic.com ↗
- The IMF: AI affects almost 40% of employment worldwide and about 60% in advanced economiesWork & jobs · Business & markets · AI and jobs · imf.org ↗
- Harvard Business School: recreating widely used open source would cost $4.15 billion, while its value to users is $8.8 trillion; without it firms would spend 3.5 times more on softwareSoftware development · Business & markets · Open source · hbs.edu ↗
- Google unveils Gemini (Ultra, Pro, Nano); Gemini Pro starts powering BardSoftware development · Business & markets · Large language model · bostonglobe.com ↗
- xAI unveils Grok (early access for X Premium subscribers from 4 November)Software development · Business & markets · Large language model · x.ai ↗
- Mistral AI releases Mistral 7B with open weights (Apache 2.0)Software development · Business & markets · Large language model · mistral.ai ↗
- Alibaba opens the weights of Qwen-7B and Qwen-7B-ChatSoftware development · Business & markets · Large language model · cointelegraph.com ↗
- Llama 2 with open weightsSoftware development · Business & markets · Open weights · about.fb.com ↗
- Yandex builds YandexGPT into AliceSoftware development · Business & markets · Large language model · iphones.ru ↗
- Sber unveils GigaChat (closed beta)Software development · Business & markets · Large language model · developers.sber.ru ↗
- Anthropic releases Claude and Claude Instant (web chat and API)Software development · Business & markets · Large language model · anthropic.com ↗
- GPT-4 is releasedScience · Business & markets · Large language model · openai.com ↗
- Meta releases LLaMA, a language model for researchers (non-commercial license, access on application)Software development · Business & markets · Large language model · ai.facebook.com ↗
- ChatGPT becomes the fastest-growing consumer app: ~100 million users in two months (UBS estimate)Business & markets · Chatbots · finance.yahoo.com ↗
- The US government informs NVIDIA that exports of the A100 and H100 to China, Hong Kong and Russia now require a licenseGeopolitics & defense · Business & markets · Compute export controls · sec.gov ↗
- The US Commerce Department expands the foreign direct product rule against Huawei: a license is also needed for chips made abroad using American technology; another 38 affiliates are added to the Entity ListGeopolitics & defense · Business & markets · Compute export controls · content.govdelivery.com ↗
- Cloudflare moves from reCAPTCHA to hCaptcha: Google plans to charge for reCAPTCHA, and, as Cloudflare writes, “Google's business is targeting users with advertising”Cybersecurity · Privacy & surveillance · Business & markets · Death of CAPTCHA · blog.cloudflare.com ↗
- F5 announces that it will buy Shape Security, which protects websites from bots with polymorphic code, for about $1 billionCybersecurity · Business & markets · Moving target defense · sec.gov ↗
- Microsoft invests $1 billion in OpenAIBusiness & markets · AI labs · globalventuring.com ↗
- The US adds Huawei and 68 of its foreign affiliates to the Entity ListGeopolitics & defense · Business & markets · Compute export controls · govinfo.gov ↗
- Waymo One: the first commercial robotaxi service (Phoenix; with a safety driver at launch)Transport & logistics · Business & markets · Self-driving cars · automotive-fleet.com ↗
- Mastercard buys NuData Security, a “passive biometrics and behavioral analytics company”Finance & money · Cybersecurity · Business & markets · Behavioral biometrics · investor.mastercard.com ↗
- OpenAI is foundedScience · Business & markets · AI labs · openai.com ↗
- Google buys DeepMindBusiness & markets · Deep learning · thedomains.com ↗
- Marc Andreessen's essay “Software is eating the world”Business & markets · Software development · Software economy · a16z.com ↗
- DeepMind is foundedScience · Business & markets · Deep learning · en.wikipedia.org ↗
- Motoyama et al. (University of California, San Diego): human CAPTCHA solving is sold from $1 per thousand; workers in Bangladesh, China, India and Vietnam are paid $0.5–0.75 per thousandWork & jobs · Cybersecurity · Business & markets · Death of CAPTCHA · usenix.org ↗
- Google buys reCAPTCHA, which protects more than 100,000 websites from spam and fraudBusiness & markets · Cybersecurity · Death of CAPTCHA · googleblog.blogspot.com ↗
- The first Android smartphone is unveiled: the T-Mobile G1 (HTC Dream); sales from 22 OctoberBusiness & markets · Internet & infrastructure · Smartphone · en.wikipedia.org ↗
- App Store: an app store for the iPhoneBusiness & markets · Software development · App economy · en.wikipedia.org ↗
- Apple unveils the iPhoneHome & family · Media & information · Business & markets · Smartphone · engadget.com ↗
- Amazon S3, and in August EC2: computing and storage on demandInternet & infrastructure · Business & markets · Software development · Cloud computing · aws.amazon.com ↗
- Amazon Mechanical Turk: microtasks for people for penniesWork & jobs · Business & markets · Crowdsourcing · historyofinformation.com ↗
- Gmail: a gigabyte of free email and ads based on message contentPrivacy & surveillance · Business & markets · Cloud services · en.wikipedia.org ↗
- LinkedIn launchesWork & jobs · Business & markets · Social networks · en.wikipedia.org ↗
- Apple releases the iPodCulture & arts · Business & markets · Digital music · npr.org ↗
- Google launches AdWords: ads tied to the search queryBusiness & markets · Media & information · Search advertising · en.wikipedia.org ↗
- Peak of the dot-com bubble: the NASDAQ index hits its high, then crashesBusiness & markets · Finance & money · Dot-com bubble · en.wikipedia.org ↗
- The term “open source”, suggested by Christine Peterson, is coined at a meeting in Palo Alto; the Open Source Initiative is founded in late FebruarySoftware development · Business & markets · Open source · opensource.org ↗