Agentic Mornings

Anthropic pledges 5% of equity to a public benefit fund, Disney absorbs Character.AI out of bankruptcy, DeepSeek undercuts search APIs 10x — plus a deep-dive on fine-tuning vs RAG: which tool for which job, from first principles.

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The FTC subpoenas OpenAI and Anthropic over AI safety incidents, Meta releases the 816B-parameter open-weight Muse Spark Open, Nvidia's RTX Spark laptops go on sale worldwide — plus a deep-dive on how multimodal models turn pixels into tokens, from first principles.

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Eight states sue OpenAI over child safety, Microsoft bets big on cheaper AI inference with Maia 300, Apple Intelligence heads to China — plus a deep-dive on inference cost and latency, from first principles.

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Google's Gemini 4 Argon launch, an FBI arrest at OpenAI, Meta's Muse Wonder, Character.AI's bankruptcy — plus a deep-dive on MCP, the open standard connecting AI models to tools, from first principles.

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Anthropic's anti-distillation crackdown, the UK's restored pre-launch model testing, the cyber benchmark race — plus a deep-dive on AI evals and quality measurement, from first principles.

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OpenAI's invisible text watermarks, a $50B revenue forecast cut, Anthropic's enterprise blitz, India's AI regulation push — plus a deep-dive on how AI agents work, from the loop to the tools to the bill.

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Alex and Jordan on Google's universal workplace agent, OpenAI's price cut, and Mistral's Le Chonk — plus a deep-dive on retrieval-augmented generation from first principles.

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Alex and Jordan cover the day's biggest AI stories — Microsoft and Nvidia's AI laptop, OpenAI's Dots agents, Google's Gemini 4 Argon — then go deep on how large language models actually work, from tokens to transformers.

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