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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
- AI made hacking cheap enough to target your fridge The AI Strategy Brief #29. AI has made hacking cheap enough to target anyone: a car-sharing breach in Japan forced banks and insurers to change how they verify identity, hackers spoiled stock in… Read on beehiiv
- AI Companions are back to go mainstream, but with them come rising risks Edition #28 of The AI Strategy Brief covers the arrival of personal AI agents such as Meta's Muse and OpenAI's Dots, and what they mean for companies whose customers start sending agents instead of… Read on beehiiv
- Frontier Labs are talking about slowing down but not actually doing it, again. The AI Strategy Brief covers the return of AI doomerism: Jacob Coxon's resignation from Anthropic, Dario Amodei's plan to pace frontier AI, who backed it, who refused (Trump, Nvidia's Jensen Huang… Read on beehiiv
- 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
- NVIDIA GTC 2026, AMI Labs, the Anthropic-Pentagon Update, and Why Only 19% of People Want AI for Work GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- The Valley against The Pentagon, a wave of new releases, and worries to come for insurers? GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- The Market swift reaction to Agent development and the Race gets to Space(X) GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- US cemented its grip on the chip supply chain with a historic $250 billion pact with Taiwan GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- Meta goes actionable AI and acquire Magnus GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- Special Edition: The Great Divergence (2025 Rewind & 2026 Outlook) GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- The formalization of the "Agentic Economy" with a new alliance between tech giants GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- The first confirmation of weaponized AI agents GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- New round of heavy investment in the AI infrastructure race and new World Model GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- OpenAI new structure, and how Anthropic is winning the enterprise crowd GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- OpenAI release Sora and launch a slop war? GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- Power, Platforms and Bubble GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- A lot of promises for the UK after Trump visit GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv
- Anthropic and Mistral secured massive funding, and researchers explain why language models “hallucinate,” GPT-6 is out with impressive new computer use capabilities. Plus Nvidia and Broadcom's record quarters, Aghion on AI and Europe, and the tools that let you swap models in a click. Read on beehiiv