The most visible Chinese manufacturer of quadruped and humanoid robots on the market is opening subscriptions. Embodied robotics transitions from R&D to the public market.
Aug 10, 2026 at 16:29 5 5
The AI landscape of 2026 is no longer a single pack. Two parallel dynamics are competing with different victory criteria—and conflating them distorts the analysis.
Aug 10, 2026 at 16:29 6 6
For the first time, China has overtaken the United States in total R&D spending, reaching $615 billion. The implications for the AI race—and for technology leadership over the next decade—are substantial.
Aug 8, 2026 at 09:57 7 9
Anthropic officializes Claude Opus 5, the culmination of the "Fable 5" cycle - announced capacity nearly equivalent for a price halved. The battle shifts to pricing.
Jul 26, 2026 at 18:36 6 8
Five days after making Fable 5 permanent in premium plans, Anthropic ships Opus 5 - a model close to flagship capabilities at about half the price per Tech in Asia. A pricing move that betrays competitive pressure.
Jul 25, 2026 at 10:27 13 11
Competition, a real-world test of human/agent offensive parity - no surprise on the outcome, but the first truly calibrated signal.
Jul 24, 2026 at 09:33 8 8
New record DMA fine - Washington retaliates by threatening commercial stability. Europe consolidates an ex ante antitrust regime; Google does the math.
Jul 24, 2026 at 09:33 8 8
BFL claims a state-of-the-art shift against Seedance 2.0, Gemini Omni, and Grok Imagine - and in turn pushes a "video-action" derivative for robotics.
Jul 24, 2026 at 09:33 9 8
The Stratechery essay formulates what Delangue outlined: the real race is no longer at the frontier, but in the ecosystem.
Jul 20, 2026 at 16:42 10 12
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
Jul 19, 2026 at 16:34 21 8
Moonshot has priced Kimi K3 at 3-15× the tokens of DeepSeek - the first time a Chinese frontier lab has publicly asked for a premium against its domestic peers, and a break with the price-war narrative.
Jul 18, 2026 at 11:11 20 9
Brussels pushes Google to open Android more to its competitors. The DMA moves from the assistant to the system plumbing, in 48 hours.
Jul 17, 2026 at 09:19 13 8
