What Moved in AI While You Watched Iran
While the world watched missiles fly, AI kept moving. The deals, bans, and breakthroughs that happened in the shadow of war — and why they matter more than the headlines suggest.
Block Cuts Half Its Workforce, Blames AI Explicitly
Block cuts 4,000 jobs citing AI, Anthropic refuses Pentagon contract, Claude used to breach 10 Mexican agencies.
Anthropic Buys Vercept, Amazon's $50B OpenAI Deal
Anthropic acquires Vercept, Amazon's $50B OpenAI deal terms revealed, AI war games end in nuclear strikes.
Nvidia's $68B Q4 and the Agentic AI Inflection
Nvidia $68B Q4, DeepSeek V4 locks out US chipmakers, Alibaba's Qwen3.5 matches Sonnet on 32GB hardware.
The Year That Changed Everything
Not hype. Not fear. A timeline of the 13 months that rewired the AI stack — from the reasoning threshold to the first confirmed AI-assisted government breach.
Anthropic Drops Its Flagship Safety Pledge, Claude Found 500 Zero-Days
Anthropic drops its safety pledge, Claude finds 500 zero-days, Liquid AI ships a 32GB frontier model.
Signal Brief — February 18, 2026
GPT-4o is dead. Alibaba goes agentic. China's wave breaks.
Signal Brief — February 11, 2026
Claude gets agent teams. OpenAI locks down. Hackers target agents.
Signal Brief — February 4, 2026
Google knows your inbox. Chinese models ship next week.
Signal Brief — January 28, 2026
Davos bets on agents. Beijing races. Chips get cheaper.
Signal Brief — January 21, 2026
One year post-DeepSeek. Davos confronts AI job math.