TLDR:

Agentic AI

Moltbook

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Some folks are saying that whereas 2025 was the year of Agents, 2026 is shaping up to be the year of Agent Harnesses.

Frontier Models

Another big announcement in the past week has been the release of Kimi 2.5

What I think this demonstrates is just how quickly Open Source models are able to catch up to Frontier models. Now, the catch is that these models are only possible because of the billions of dollars being invested

Sacra reports here

How will these AI companies get to the point where they make revenue (before they run out of spend)?

Two very different approaches to building AGI: Models that can Code Better Models vs Building a General Intelligence. One has a mid-2027 delivery versus a mid-3033 general AI emergence with competent robots. https://www.youtube.com/watch?v=02YLwsCKUww

Two very different motivations Dario: “we pioneered this method of mechanistic interpretability (to make safe and truthworthy models)" Demis: “(I want to build) the ultimate tool for science and understanding the world around us"