Equip · Building AI competencies
AI Strategy Brief
Our fortnightly read on the developments, signals and shifts shaping the world of AI — turning fast-moving change into a clear view of what matters, why it matters, and what may come next.
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Recent issues
- GPT-6 Astra and Fable 5.1 are out, and great, with new exciting capabilities OpenAI released GPT-6 Astra eight days after holding it back on security grounds, and Anthropic's Fable 5.1 arrived at the same price. What computer use and 3D modelling look like in practice, and… Read on beehiiv
- Nvidia new business model: banking, and OpenAI's Astra, the latest "too dangerous" Nvidia stopped being merely the arms dealer of the AI boom and became its banker: $500bn of Wall Street money, a $105bn guarantee on a single Ohio data centre, all days before Tuesday's earnings… Read on beehiiv
- Q2 Earnings are in with record revenue yet falling share prices, and companies are turning to a new solution to reduce their AI bills Full Q2 2026 earnings scorecard across platforms, chips and memory — why record revenue at Amazon, Microsoft, Meta, Samsung and SK Hynix met falling share prices, and what $730bn of AI capex means… Read on beehiiv
- Moonshot Kimi K3 and its impact on US politics, and GPT escaping its cage. China's Kimi K3 moment and the open-source schism it has opened, and how an OpenAI model broke out of its test environment and hacked another company. Plus the usual quick bites (now with a bit of… Read on beehiiv
- Back in the Race: Five Frontier Models in Ten Days This week we cover the great model rush of early July — five frontier launches in ten days, and what it changes about how you should buy intelligence. Plus the usual top news, including Apple suing… Read on beehiiv
- Apple raises prices amid memory-chip shortage; and White House grows control over AI This week we cover the impact of AI on the chip industry (aside from Nvidia) and what it’s starting to mean for consumers, plus OpenAI’s new GPT-5.6 model, blocked by the U.S. government—and what… Read on beehiiv
- Anthropics' Fable is now (not) available, SpaceX new revenue stream and more. We cover the public release (then ban by US Gov) of Anthropic Mythos model as Fable. We unpack that, then return to a story we covered previously and which has now actually happened: SpaceX's record… Read on beehiiv
- Google new models: fresher, better and cheaper, plus the Leo XIV - the Pope - takes on AI Pope Leo XIV first encyclical focused on - you guessed it - AI, Alphabet new Gemini 3.5 flash models plus some other news from Google I/O (their annual dev conference). Plus the usual top news… Read on beehiiv
- SpaceX, Anthropic and OpenAI IPOs and Mistral's CEO view on AI and Europe Triple-IPO season that is about to define 2026's tech calendar — SpaceX in June, Anthropic in October, OpenAI in 2027 — and Mistral’s Mensch testimony in Paris that put into words Europe's "vassal… Read on beehiiv
- New semester, new money and new announcements Hyperscalers' Q1 earnings, the rewriting of the Microsoft–OpenAI partnership and new JV projects on both the OpenAI and Anthropic sides. Plus the usual top news roundup: another round of tech… Read on beehiiv
- Anthropic and the end of cybersecurity, Ping An AI success and Apple's new CEO Launch of Claude Mythos, two weeks after the "leak" that introduced it, and what a deliberately withheld frontier model means for cyber risk. Plus the usual top news roundup including an interesting… Read on beehiiv
- The flop of OpenAI Sora, Anthropic victory against White House (for now) and Ping An success in AI Implementation OpenAI's remarkable week: killing its biggest consumer product and closing the largest private funding round in history on the same Monday; and the conclusion (for now) of the Anthropic–Pentagon… Read on beehiiv