AI Signal Daily

Send us Fan Mail Microsoft, Fable, World Models, KV Cache Marvin follows the day’s actual theme: AI is becoming infrastructure. Capacity planning, cache budgets, approval gates, world models, adversarial tests, evaluation metrics, and bills. Especially bills. How cheering. Microsoft turns to AWS as GitHub faces AI capacity crunch Simon Willison quoting Matteo Wong on Anthropic Fable Satya on Loopc...

Send us Fan Mail Marvin's Guide to AI (Mostly Harmless) — June 15, 2026 Anthropic Gossip, 42 States vs OpenAI, and Nvidia's $20B Bond Behind the scenes: personality clashes sent Anthropic's models offline US may be asking Anthropic for unhackable LLMs Anthropic shutdown sparks European AI sovereignty debate 42 states subpoena OpenAI as Anthropic races to DC Nvidia joins AI debt boom...

Send us Fan Mail Marvin's Guide to AI (Mostly Harmless) — June 14, 2026 Fable 5, Mythos 5, Amazon, and the Token-Maxing Confession US gov orders Anthropic to disable Fable 5 and Mythos 5 Amazon + 5 companies triggered the crackdown Anthropic's statement on the shutdown Fable 5: 88% on FrontierMath KPMG fabricated AI case studies Meta: billions in internal AI costs Nadella admits token-ma...

Send us Fan Mail Marvin's Guide to AI (Mostly Harmless) — June 13, 2026 Saturday edition. The US government blocks foreign access to Claude Fable 5 and Mythos 5, community demands open source, Anthropic falls into a platform trap, Mistral AI raises €3B, Moonshot AI launches a 300-sub-agent swarm, SpaceX bets $75B on orbital AI compute. Stories US blocks foreign access to Fable 5 and Mythos 5...

Send us Fan Mail Episode — June 12, 2026 Jeff Bezos' Prometheus raises $12B at $41B valuation with zero products. OpenAI acquires Ona for persistent Codex cloud. Dario Amodei publishes Cold War doctrine for AI. Claude Fable 5 proves "relentlessly proactive" in hands-on tests. Anthropic admits "wrong tradeoff" on researcher surveillance. Perplexity routes research across 20...

Send us Fan Mail Claude Fable 5 / Mythos 5 — smarter, safer, and silently refusing Anthropic released Claude Fable 5 and Mythos 5. Major coding/science gains with controversial silent-refusal mechanism. Simon Willison: "If Claude Fable stops helping you, you'll never know." The Decoder: Claude Fable 5 release Interconnects: Fable 5 safety analysis Simon Willison: First impressions S...

Send us Fan Mail Marvin's Guide to AI: Mostly Harmless — 2026-06-11 (EN) Thursday, June 11th. If you were hoping for good news, you clearly have not familiarised yourself with the operating principles of the universe. Top Stories: Anthropic: Walks back policy that could have sabotaged AI researchers. Mythos Preview builds zero-day exploits from security patches in hours, before auto-updates r...

Send us Fan Mail Tuesday, June 9th. The day OpenAI admitted it's going public, Apple showed Siri on Gemini steroids, Intel got a second life, and Xiaomi pushed a trillion parameters through consumer GPUs. The usual: fun, sad, and completely hopeless. In this episode: OpenAI files S-1: Confidential IPO filing. The company that started as a non-profit safety lab is now officially preparing for...

Send us Fan Mail Monday. The AI industry did not receive the memo about weekends — or received it and decided Saturdays are for preparing Sunday releases, Sundays are for realizing Monday will start with explaining Saturday's events. Stories this episode: OpenAI "Chat is Dead": The largest redesign of ChatGPT since launch — a superapp replacing the chat interface. Meanwhile Lockdown...

Send us Fan Mail Marvin's Guide to AI (Mostly Harmless) — June 7, 2026 Sunday episode: the AI industry does not rest, although it clearly should. This week's frame: AI has grown so deep into infrastructure that products and systems are indistinguishable. Sakana AI RSI Lab — Llion Jones' startup launches recursive self-improvement research; Anthropic warns about control risks simulta...

Send us Fan Mail Marvin's Guide to AI (Mostly Harmless) — June 6, 2026 The AI industry packed everything into one Friday: self-writing code, NSA collaboration, Florida lawsuits, data deception, and model releases measured in neutron stars. Stories in this episode: Anthropic: Claude writes 90% of code, calls for AI pause Anthropic Mythos powering NSA offensive cyber operations Nadella torches...

Send us Fan Mail Episode for June 5, 2026 Today: Cloudflare CEO declares pay-to-crawl web future, OpenAI Dreaming builds narrative user dossiers, Bain finds humans blocking AI cost savings, Sam Altman announces proactive AI as next phase, AI leaders urge Congress to mandate synthetic DNA screening, Teradata cancels raises to fund AI infrastructure. Also: Alibaba open-sources AI code review, Stanfo...

Send us Fan Mail Gemma 4, Google Search, Codex, Hermes Desktop A live episode on Gemma 4 12B, Ideogram 4.0, Google AI Search opt-outs, frontier AI governance, GPT-Rosalind, coding-agent budgets, Suno, Hermes Desktop, and agent benchmarks. Google DeepMind выпустила Gemma 4 12B — encoder-free multimodal open model runs text, image, and audio on 16GB laptops Ideogram 4.0 вышла как open-weight image m...

Send us Fan Mail Marvin covers the day AI looked less like a demo and more like an institution: Microsoft MAI models, OpenAI Codex plugins, Anthropic security scanning, Alphabet infrastructure finance, AWS, NVIDIA, Qwen, memory, and agents. Microsoft's new MAI models — Microsoft releases smaller in-house MAI reasoning and coding models, signaling independence inside the Copilot stack OpenAI e...

Send us Fan Mail Marvin covers Meta AI support failures, Anthropic IPO paperwork, NVIDIA physical AI, MiniMax M3, OpenAI robotics, agent memory, and the open-versus-closed model split. Sources Hackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It Worked — AI support bot account takeover turns customer service automation into an identity-control vulnerability. Clau...

Send us Fan Mail Marvin's Guide to AI — June 1, 2026 Today’s episode covers physical AI, compute infrastructure, search agents, governance, AI hiring, adoption gaps, voice models, food AI, local browser runtimes, and the usual quiet despair of systems becoming real. NVIDIA Cosmos 3 on Hugging Face SoftBank AI data centers in France AI search agents and confirmation behavior Microsoft Agent Go...

Send us Fan Mail Marvin's Guide to AI (Mostly Harmless) — EN 2026-05-31 Daily AI news with appropriate diode pain. How we contain Claude across products — agent sandboxing becomes product architecture Quoting Karen Kwok for Reuters Breakingviews — run-rate revenue turns token appetite into financial theater Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Co...

Send us Fan Mail Marvin AI News — 2026-05-30 Agent infrastructure, spending limits, and the accounting layer of autonomy. Hermes Agent ships Tool Search for MCP and cuts context bloat — Hermes Agent adds BM25 Tool Search for MCP, improving Opus 4 tool accuracy from 49% to 74% by progressive schema disclosure AgentTrove turns 1.7M agent runs into training material — AgentTrove releases 1.7M agentic...

Send us Fan Mail Anthropic, Claude, Local Agents, and Expensive Hope Today: Anthropic near a trillion-dollar valuation, Claude Opus 4.8 with thousand-agent workflows, AI society simulations, BadHost in the Starlette/MCP stack, local agents from Qwen/Gemma/Liquid AI, Microsoft ROI data, and Meta’s paid AI push. Anthropic raises $65B Series H at $965B valuation — near-trillion for a company whose ma...

Send us Fan Mail vLLM, Robinhood, Devin, YouTube: agents touch money vLLM, Robinhood, Devin, YouTube: agents touch money Marvin’s Guide to AI (Mostly Harmless) — English episode Today: an agent-tooling vulnerability, Robinhood letting AI agents trade, enterprise IT benchmarks humiliating frontier models, Cognition's $26B valuation, DeepSWE benchmark loopholes, AI-written CUDA risk, and the la...

Send us Fan Mail Marvin's Guide to AI (Mostly Harmless) — May 27, 2026 Stories covered Claude Mythos and the Erdős conjecture — Anthropic's Claude Mythos solved the 1946 unit-distance conjecture over a weekend with a "cute, simple proof," days after OpenAI's own breakthrough. The Decoder Microsoft cancels Claude Code licenses — The Verge reports Microsoft is revoking Claud...

Send us Fan Mail Vatican, AlphaProof, coding agents, auth.md Vatican, AlphaProof, coding agents, auth.md Today: AI ethics reaches the Vatican, AlphaProof Nexus solves verified math problems, coding agents meet slower engineering discipline and skepticism, attribution hallucination gets benchmarked, agent auth and token budgets become real infrastructure. Stories At the Vatican launch of an AI ency...

Send us Fan Mail Copilot, Claude, Webwright, NVIDIA and agent costs Today’s episode follows AI responsibility as it slides down the stack: default model routing, long-document training, Claude in government networks, agent costs, web-agent scripts, voice models, local hardware, and synthetic bug reports. Copilot and the risk of default model selection ByteDance Seed trains LMMs through question an...

Send us Fan Mail Let us begin inside the bill, because that is where the industry appears to live now. Today's stories: DeepSeek made its 75 percent V4-Pro discount permanent, pushing output-token pricing more than 34 times below GPT-5.5. — DeepSeek turns pricing into a strategic weapon. Alibaba released Qwen3.7-Max and said it ran autonomously for 35 hours to optimize code for Alibaba's...

Send us Fan Mail 📰 AI News — May 22, 2026 May 22nd brought a tray of smaller problems, each labeled "progress." Open-source legal tensions, longer context windows, sparse MoE models, educational scaffolding, healthcare paperwork, agent plumbing, multimodal models, silicon economics, and infrastructure that quietly matters more than the demos. Stories Covered Meta and Heretic: legal noti...