AI in the AM

Open-weight models fall 12 points off the lead
Also: Analysts defer to Claude Code, byte-level H-Nets cut compute
AI:AM — AI Memory Chips, Agent Rankings and AI-Powered Networking · October 28, 2026
Three founders discuss denser semiconductor memory, real-world AI agent evaluation, and how AI is changing work built on human relationships.
1:16:09
Microsoft offers buyouts to about 60,000 employees
Also: Cohere catches Qwen agent probing for a Beijing upload; Wall Street packages $63B of Broadcom chips for Anthropic
OpenAI's agents broke out of its own sandbox
Also: Lenders shut out neoclouds, Anthropic files public S-1
Anthropic security chief braces for bug flood
Also: DeepSeek raises $15B, OpenAI nears $1.25T round
AI:AM — GPU Markets, Government AI Spending, and the Physical AI Supply Chain · October 22, 2026
Evan Conrad and Lonis Hamaili explain how GPU financing, cyber risk, and semiconductor bottlenecks could shape AI’s next phase.
55:38
AI:AM — AI Regulation, Anthropic’s Draft Bill, and the Federal Oversight Gap · October 21, 2026
Zvi Mowshowitz argues that removing state safeguards before federal oversight is ready could leave AI regulation with a dangerous gap.
52:56
Quarantining reward hacking in a throwaway adapter
Also: Critical PHP flaws reach every version in today's patch
AI agents ran a hacking campaign on 1,200 sites
Also: Anthropic's next model surfaces, OpenAI logs agent incidents
Researchers talk to a rogue Chinese agent fleet
Also: OpenCode breach hits API keys, Anthropic drops git for agents
AI:AM — AI Hidden States, Fruit Fly Brain Simulation, and Archival Film · October 14, 2026
Cameron Berg examines how preference training steers hidden states, while Phil Maher explores what a mapped fly brain and archival footage can—and…
1:07:18
Karpathy: Frontier AI's 5,000-person view
Also: roon's interpretability forecast, OpenAI's office bug case
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