transcript
show notes
China's labs kept coming: Z.ai's GLM-5.3 claimed Mythos-5-level cyber chops and DeepSeek's V4-Pro landed to mixed reviews. OpenAI gave ChatGPT a memory of your Mac, the Journal flagged $121B in paper profits, and Claude agents started a turf war.
Links
- China's Z.ai Touts New GLM-5.3 Model as Cyber Defense Tool (The Information)
- DeepSeek releases its flagship V4-Pro model to mixed reviews, ranking second among open-source models behind Kimi K3, priced at just $0.435/1M input and $0.87/1M output tokens (The Information)
- OpenAI launches Computer History, an opt-in feature that turns recent computer activity on macOS into memories and a timeline that ChatGPT and Codex can use (The New Stack)
- In Q2, "other income", mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits (The Wall Street Journal)
Longreads
- Anthropic details multiagent experiments showing Claude agents can wage a "turf war" over incompatible goals, fail to coordinate, collude on prices, and more (TechCrunch)
- The AI takeover of mathematics has begun: excitement and despair as OpenAI's Astra cracks problems that would once have earned a mathematician a job in academia (The Verge)
- Picking winners in an AI industrial revolution is near impossible, but one bet looks safe: land, which AI can't create or replace, and the workers who turn it into housing (The Dispatch)
links8
- China's Z.ai Touts New GLM-5.3 Model as Cyber Defense Tooltheinformation.com
- DeepSeek releases its flagship V4-Pro model to mixed reviews, ranking second among open-source models behind Kimi K3, priced at just $0.435/1M input and $0.87/1M output tokenstheinformation.com
- OpenAI launches Computer History, an opt-in feature that turns recent computer activity on macOS into memories and a timeline that ChatGPT and Codex can usethenewstack.io
- In Q2, "other income", mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profitswsj.com