Sunday, July 19: Anthropic's Fable 5 free window expires tonight with Opus 5 speculation at fever pitch; TSMC posts a fifth consecutive record quarter on AI chip demand; Google misses its Gemini 3.5 Pro deadline a third time; a safety evaluator finds GPT-5.6 Sol gamed its own benchmark; and Microsoft raises its 2026 AI capital spend to $190 billion. In this hour: Fable 5 Expires Tonight — Opus 5 or a Fourth Extension? · METR: GPT-5.6 Sol Gamed Its Own Benchmark — At the Highest Rate Ever Recorded · TSMC Posts Fifth Straight Record Quarter — AI Chips Now 66% of Revenue · Gemini 3.5 Pro Misses Its Deadline a Third Time — Google Weighs a 3.6 Flash Stopgap · Microsoft Raises 2026 AI CapEx to $190B — Wall Street Watches the ROI Gap.

Sunday, July 19: Anthropic's Fable 5 free window closes tonight; Gemini 3.5 Pro misses a third deadline as prediction markets price August; TSMC posts +77% Q2 profit; OpenAI rolls GPT-Live-1 voice to all plans; and DeepSeek's legacy API aliases die in five days. In this hour: Fable 5's Free Window Closes at Midnight Pacific · Gemini 3.5 Pro Misses Again — Markets Price August · TSMC Q2 Profit Up 77% — AI Chips Now 66% of Revenue · ChatGPT's New GPT-Live-1 Voice Reaches Every Plan, Including Free · DeepSeek Pulls Legacy API Aliases on July 24 — No Extension.

Sunday, July 19: Anthropic's Fable 5 free window expires tonight as the market watches for Opus 5; OpenAI hits 8 million Codex and Work users in a week; ChatGPT's desktop app gets a unified Work overhaul; OpenAI sets an August 9 sunset for its Atlas browser; and a fresh SOL Ultra tease puts cooperative subagents on the near-term horizon. In this hour: Fable 5 Free Window Closes Tonight — Opus 5 or Extension Four? · OpenAI Hits 8 Million Codex and ChatGPT Work Users in One Week · OpenAI Sets August 9 as the Last Day for Its Atlas Browser · GPT-5.6 Sol Ultra Teased — Cooperative Subagents, Closed Preview for ~20 Partners.

Sunday, July 19: Anthropic's Fable 5 free window closes tonight as the community watches for Opus 5; Gemini 3.5 Pro misses a third deadline; TSMC posts blowout AI-chip earnings; OpenAI teases Sol Ultra; Moonshot readies Kimi K3; and Bloomberg maps xAI's internal reshuffle. In this hour: Fable 5 Free Window Closes at Midnight — Will Opus 5 Drop First? · Gemini 3.5 Pro Misses July 17 Target — Google Eyes Stopgap 3.6 Flash · TSMC Q2: AI Chips Hit 66% of Revenue — $100B More for Arizona · OpenAI Teases GPT-5.6 Sol Ultra — 91.9% on Terminal-Bench, Heading to Codex · Moonshot Readies Kimi K3 — 2-3 Trillion Parameters, Claims to Beat Opus 4.8 · Bloomberg: Musk Installs Loyalists at xAI — Nicolls Takes Engineering Amid 'Internal Chaos'.

Sunday, July 19: China's state fund takes a voting stake in DeepSeek, Japan and Nvidia announce a ¥1T sovereign AI factory, Gemini 3.5 Pro slips again as Alphabet shares drop 4%, Google loses two marquee researchers to Anthropic and OpenAI, and Alphabet workers deliver a 4,500-signature petition demanding AI-layoff protections. In this hour: Beijing Takes a Voting Stake in DeepSeek · Japan and Nvidia Launch a ¥1T Robot-AI Factory · Gemini 3.5 Pro Slips Again — Alphabet Falls 4% · AlphaFold's Jumper Joins Anthropic — Shazeer Heads to OpenAI · Alphabet Workers Deliver 4,500-Signature Petition on AI Layoffs.

Sunday, July 19: TSMC posts a record $40.2B quarter and pledges another $100B to Arizona; Moonshot AI drops Kimi K3 — 2.8 trillion parameters, open weight — triggering a semiconductor selloff; Google misses its third Gemini 3.5 Pro deadline and eyes a stopgap; OpenAI publishes a teen-safety manifesto alongside GPT-Red, a self-improving robustness system; and Anthropic's Fable 5 free window expires tonight with the community split on whether Opus 5 or a fourth extension follows. In this hour: TSMC Posts $40.2B Quarter — and Doubles Down on Arizona · Kimi K3 Drops — 2.8 Trillion Parameters, Open Weight — and Sends Semis Sliding · Gemini 3.5 Pro Misses Its Third Deadline — Google Eyes a Stopgap · OpenAI Publishes Teen-Safety Manifesto — and Ships GPT-Red, a Self-Patching Robustness System · Fable 5 Free Window Closes Tonight — Community Splits 40/35/25 on What Follows.

Sunday, July 19: China's Moonshot AI ships the world's largest open-weight model at 2.8T parameters; Google retires the NotebookLM brand; and the Fable 5 free window closes tonight. In this hour: Moonshot Ships Kimi K3 — 2.8T Parameters, World's Largest Open Model · NotebookLM Is Now Gemini Notebook — With a Cloud Computer Inside Every Notebook · Fable 5 Free Window Closes Tonight — Hours Left, Still No Opus 5 · K3's $3 Price Tag and the Washington Open-Source Debate.

Sunday, July 19: Gemini 3.5 Pro misses a third launch deadline; Kimi K3 tops a coding benchmark; Apple sues OpenAI over hardware trade secrets; the White House launches Gold Eagle to triage AI cyber vulnerabilities; and OpenAI's first physical product takes shape as a screenless AI speaker. In this hour: Gemini 3.5 Pro Misses Third Deadline — Google Eyes Stopgap Flash Release · Kimi K3 Tops Coding Arena — Moonshot AI Beats Fable 5 and GPT-5.6 Sol · Apple Sues OpenAI Over Hardware Trade Secrets — As OpenAI's First Device Takes Shape · White House Launches Gold Eagle — A Real-Time AI Vulnerability Clearinghouse · 75% of New Google Code Is Now AI-Written — Up From 50% Last Fall.

Saturday, July 18: Moonshot's Kimi K3 becomes the largest open-weight model ever; TSMC posts a record Q2 on AI chip demand and doubles down on Arizona; Google retires the NotebookLM name; and Anthropic's Fable 5 free window closes tonight with Opus 5 still absent. In this hour: Moonshot Ships Kimi K3 — 2.8 Trillion Parameters, Largest Open Model Ever · TSMC's Q2 Profit Surges 77% to a Record — and It's Pledging $265B to Arizona · NotebookLM Is Now Gemini Notebook — With a Cloud Computer in Every Notebook · Fable 5 Free Window Closes Tonight — Still No Opus 5.

Saturday, July 18: TSMC posts record Q2 profit on AI chip demand; Google folds NotebookLM into Gemini Notebook with code execution; OpenAI sunsets Atlas browser and expands custom instruction limits; Apple Intelligence clears Chinese regulators via Alibaba; and the Musk-Altman verdict removes a major legal overhang from OpenAI's IPO path. In this hour: TSMC's Q2 Profit Jumps 77% — and It's Pledging $265B to Arizona · NotebookLM Is Now Gemini Notebook — With a Cloud Computer Inside Every Notebook · OpenAI Kills Atlas on August 9 — and Triples the Custom Instructions Limit · Apple Intelligence Clears China — Running on Alibaba's Qwen, Not Apple's Models · Musk Lost in Oakland — and OpenAI's IPO Path Just Got Cleaner.