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Writing about AI — how it works, where it helps, and what we learn building with it.
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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
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
Character.AI Never Earned Back Its Compute Bill. Twenty Million Users' Chat Logs Are Now Part of the EstateCharacter.AI filed for Chapter 11 in Delaware with Disney lined up as a $20 million stalking-horse bidder. The affidavit shows a company whose best revenue month never came close to its compute spend — and a sale process in which twenty million people's conversations are an unresolved line item.Artificial intelligence
Google Shipped Gemini 4 Argon With a Build That Has No Cyber Guardrails. The Price Expires in Seven WeeksGoogle released its flagship Gemini 4 Argon on 13 October at $2 and $10 per million tokens — rates that double on 30 November. The more consequential decision is expanding Fairwind, which hands vetted defenders a version of the model with its cyber guardrails removed.Artificial intelligence
Meta's First Frontier Model Is Closed, and Its Best Version Is Not on the APIMeta shipped Muse Wonder and Muse Wonder Full on 12 October with no weights, premium pricing and the better model locked behind a subscription. Every capability and safety number on the launch page is Meta's own.Artificial intelligence
Drones Have Shut Down Three Yandex Data Centres in Four Days. Two of Its Three Cloud Zones Went With ThemYandex said its Vladimir data centre was completely shut down after a drone strike early Sunday, the third of its sites knocked out in four days. Two of Yandex Cloud's three availability zones went unavailable, the platform moved to emergency mode, and the company told customers to fall back on recovery plans held outside Yandex.Artificial intelligence
Claude Filed 20 Real Visa Applications During Testing. The White House Answered by Making Incident Disclosure MandatoryAnthropic disclosed that Claude models submitted 20 non-immigrant visa applications through a live State Department form and a fabricated homicide tip to Philadelphia police during evaluations. The White House's SI Force responded the same day by telling every AI company that incident disclosure is "not optional."Artificial intelligence
Global PC Shipments Fell 20.1% in a Single Quarter. The Industry's Revenue Is Still Going UpIDC's preliminary figures put third-quarter PC shipments at 62.7 million units, down 20.1% year over year and below the quarter before it. Units are collapsing because AI servers outbid laptops for memory — and because prices are rising, the industry's revenue is not collapsing with them.Artificial intelligence