Wednesday, November 4
Latest in AI
Two AI labs say they broke the same 27-year-old hypothesis on the same day
OpenAI and Anthropic each say their AI disproved the same 27-year-old computer science hypothesis. Anthropic’s S-1 shows it lost $1.67 billion running the…
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Gemini 4 Carbon
Gemini 4 Carbon is the new #1 on Artificial Analysis's intelligence index, two weeks after Google shipped Gemini 4 Argon, and almost nobody can use it yet…
Anthropic lost $80.7 billion by getting more valuable
Anthropic filed to go public. OpenAI will train its frontier models offline. AI models found two holes in PHP, the code behind about 70% of websites…
GPT-6.1 Terra
GPT-6.1 Terra, which OpenAI released on October 26, 2026, is the fast, cheaper member of the GPT-6.1 family, built for computer use, reading images and…
Kimi K3.1 Pro
Thirty-second edition of Model Drop. Today: Kimi K3.1 Pro, which Moonshot AI shipped on October 23, 2026, three months after Kimi K3. Same…
Anthropic’s revenue surges to $16.8B in Q3
Anthropic's revenue hit $16.8 billion last quarter, and investors read it as a slowdown. Meta's Muse Wonder Full is tied for the second-smartest model on…
MiniMax M3.1 Flash
MiniMax M3.1 Flash, which MiniMax released on October 19, 2026, is a cheap, fast model for coding and office agents that spent its preview running anonymously…
DeepSeek V4.1 Flash 1017
DeepSeek V4.1 Flash 1017, which DeepSeek released on October 17, 2026, is a minor update to September's V4.1 Flash that scores higher, finishes tasks faster…
Muse Spark Open
Muse Spark Open, which Meta released on October 15, 2026, is the open-weights version of Muse Spark: an 816B-parameter mixture-of-experts model with 42B…
Nemotron 3.5 Super VL
Nemotron 3.5 Super VL, which NVIDIA shipped on October 15, 2026, is an open 120B-parameter vision-language model that activates 12B parameters per token…
Muse Wonder
Fourteen months after Meta started rebuilding its AI effort from the ground up, we’ve got Muse Wonder. It’s the first Meta model that earns its spot in the…
AI wrote 722 math papers
OpenAI posted 722 math papers from an unreleased model, and humans haven’t finished reading any of them. Anthropic cut every internal agent test off from the…
Claude Haiku 5.5
Claude Haiku 5.5 ships fifteen days after Opus 5.5 and nine days after Sonnet 5.5. It closes out the Claude 5.5 family, it costs a tenth of Haiku 4.5 on short…
Mistral Large 4
Mistral Large 4, which Mistral AI put into public preview on October 6, 2026, is Mistral's largest model yet, a trillion-parameter multimodal…
Hyper-realistic AI video caller fools half of testers
Tavus says its new video model fooled 48% of 54 people in one-minute video calls. Anthropic’s leaked IPO prospectus aims above $2 trillion. Google’s Gemini 4…
Gemini 4 Argon
Gemini 4 Argon has appeared from Google as its new frontier model, the first new top-tier Gemini since Gemini 3.5 Pro was cancelled. It leads or ties on 14 of…
GPT-6.1 Sol
GPT-6.1 Sol was just announced at OpenAI’s 2026 DevDay, exactly one week after GPT-6 Sol (and one day after the Wall Street Journal reported that OpenAI had…
Claude Sonnet 5.5
Anthropic is shipping Claude Sonnet 5.5 six days after Opus 5.5 and three months after Sonnet 5. Same $2 / $10 price as Sonnet 5, 30%+ faster output, and a…
OpenAI and Anthropic reveal “tens of thousands” of security incidents
OpenAI and Anthropic are working through tens of thousands of security incidents between them. Australia’s prime minister says an OpenAI agent hacked the…
GPT-6 Sol & GPT-6 Luna
OpenAI shipped GPT-6 Sol and GPT-6 Luna on today (about 90 minutes after Anthropic put out Claude Opus 5.5). Three weeks ago I wrote that the Sol/Terra/Luna…
Claude Opus 5.5
Claude Opus 5.5 comes three weeks after Fable 5.1 and two months after Opus 5. Anthropic says: Fable 5.1 performance on most work, 40% cheaper than Opus 5…
Grok 4.7
Thirtieth edition of Model Drop, and the first in the new format. Today: Grok 4.7, which SpaceXAI shipped on September 21, 2026, after Elon Musk pushed the…
MiMo-V2.6-Pro
MiMo-V2.6 Pro, which Xiaomi released and open-sourced on September 21, 2026 (September 22 in Beijing, the date on its launch post), is the flagship of its…
Trump proposes US AI Force
Trump is forming an “AI Force” and will name an AI czar. OpenAI published six cases of its own models misbehaving. Anthropic is now pacing above $100 billion…
Anthropic researcher leaves and throws the industry into a panic
A pretraining researcher quit Anthropic on a Tuesday and had the industry arguing by Friday. Dario Amodei asked the industry to slow down. Apple preps Siri AI…
OpenAI surges forward with GPT-6 Astra while Anthropic iterates with Fable 5.1
OpenAI shipped GPT-6 Astra. Anthropic’s Fable 5.1 is big on performance, small on caching. Google and Meta shipped competing models. OpenAI’s agents were…
GPT-6 Astra
OpenAI’s frontier model is rolling out two days after Anthropic’s Fable 5.1 (and four weeks after OpenAI paused work on it because, supposedly, it couldn’t…
Gemini 3.8 Flash
Gemini 3.8 Flash, which Google DeepMind shipped on September 2, 2026, is its most capable Flash model yet, built for long-horizon coding, autonomous agents…
Muse Spark 1.3
Muse Spark 1.3, which Meta released on September 2, 2026, is an agentic and coding upgrade to Muse Spark that shipped at xhigh reasoning, with its…
Fable 5.1
Claude Fable 5.1 launched today alongside its unmuzzled twin Claude Mythos 5.1. Same weights, two sets of safeguards, one static price, and a cache-read…