Blog
Writing about AI — how it works, where it helps, and what we learn building with it.
Latest posts
Anthropic Can No Longer Veto What Its Evaluator Publishes. Six METR Staff Now Have Badges, Laptops and Desks Inside the CompanyAnthropic has embedded six METR employees with employee-like access to its internal tools, under terms that strip the company of any power to block what METR publishes about its risks and incidents. The standard Anthropic wrote down alongside it is one its first evaluator does not obviously meet.Artificial intelligence
Meta's Biggest Open-Weight Model Is the Best One Built in America. Its Own Benchmark Table Explains the QualifierMeta released Muse Spark Open on 15 October: 816B parameters, open weights, and an Apple collaboration that runs it across linked Mac Studios. Meta claims only the US open-weight crown, and its own numbers show why.Artificial intelligence
Cisco's Email Gateway Is Giving Up Root Again. This Time the Fix Had Been Sitting There for a MonthCVE-2026-76519 lets a crafted email attachment write files as root on a Cisco Secure Email Gateway. It is being exploited, CISA wants federal agencies patched by 17 October, and the component that decides whether you are exposed is not the one your inventory tracks.Security
TSMC Guided Fourth-Quarter Revenue Up 14% and Left Its Capex Range Alone. That Combination Is the StoryTSMC's sixth straight record quarter came with a fourth-quarter guide of US$52.3–54.3 billion, about 14% above Q3, and a 2026 capital budget held at the US$60–64 billion set in July. The extra output is coming from the 2nm ramp rather than new money — and the gross margin shows what that costs.Artificial intelligence
Eight States Sued OpenAI in Eight Separate Courts on the Same Day. Filing Apart Is the PointAttorneys general in Arizona, Arkansas, Idaho, Iowa, Kansas, Montana, Nebraska and West Virginia each filed their own consumer-protection suit against OpenAI on 14 October. Eight parallel cases in eight state courts are a harder problem for OpenAI than one large federal one.Artificial intelligence
Modal Tripled Its Valuation in Five Months. A Third of the Revenue Comes From Running Code the Models WroteModal raised $750 million at a $15.75 billion valuation with its annualized run rate past $1 billion, both roughly triple where they stood in May. The fastest-growing third of that revenue comes from containers that exist to execute code language models wrote.Artificial intelligence
Apple Closed Above $5 Trillion on the Day the AI Trade Broke. That Is Not a CoincidenceApple became the second company ever to close above a $5 trillion market cap — on a session that took 15 percent out of CoreWeave and 4.3 percent out of the semiconductor index. The capex Apple did not spend is now the asset.Apple
ASML Says It Cannot Build Enough Machines Through 2028. Customers Are Now Asking to Reserve 2030ASML reported a record €11.7 billion quarter and told investors its planned capacity for 2027 and 2028 will not meet customer demand. With one EUV supplier and no substitute, that is a ceiling on how fast the AI buildout can physically proceed — and the order number that would verify it is no longer published.Artificial intelligence
XBOW Won Google's Top Chrome Bounty With a Public OpenAI Model. The Exploit Cost $40,000 to BuildGoogle's Chrome Vulnerability Reward Program paid XBOW $250,000 for a three-bug chain that ran code on Windows from a loaded web page. XBOW says one researcher and AI agents running OpenAI's publicly available GPT-5.6 Sol built it in six days for roughly $40,000 in compute — and that ratio, not the payout, is the story.Security