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Sakana's Fugu launches with 93.2 LiveCodeBench score after Claude ban [Xtra!]A non-US lab closes the coding-benchmark gap just as Anthropic's export ban reshapes who gets frontier coding models.
Asian AI startups launch Mythos-like models [Xtra!]Anthropic's export ban is spurring a wave of regional competitors built to Mythos's spec.
DeepSeek open sources DSpark [Xtra!]An 85% inference speedup released as open source could reset cost expectations across the industry.
Devin Fusion mixes frontier and cheap models to cut costs 35% [Xtra!]A template for cost-aware agent design as teams move from flat subscriptions to per-token billing.
Big Tech's AI data center commitments balloon past $850B [Xtra!]Capex commitments of this scale lock in years of AI infrastructure spend regardless of near-term ROI questions.
Enterprise AI budgets keep growing despite cost concerns [Xtra!]CIOs are past pilot mode - AI budgets keep expanding even as per-token cost anxiety rises.