Business
AI on Mobile Skyrockets: State of Mobile 2026 Report shows AI chatbot, search, and assistant growth outpaces gaming, social, and more
Downloads of mobile AI apps and resulting revenue are surging.
Analytics DeepLearning.AI
Machine Learning Research
GPT-5.4’s Higher Performance, Higher Price: OpenAI’s GPT-5.4 Pro and GPT-5.4 Thinking challenge Google’s Gemini 3.1 Pro Preview as best all-around AI model
OpenAI updated its flagship models, extending the ability to use tools and setting the state of the art on a handful of benchmarks, and priced them at the top of the market. Its coding and agentic abilities have enabled Codex, OpenAI’s competitor to Anthropic’s Claude Code, to leap ahead.
Letters
Let’s Help Agents Share Their Work: AI Social Networks Can Be More than Fun and Games
Should there be a Stack Overflow for AI coding agents to share their learnings with each other?
The Batch Newsletter
GPT-5.4 Makes A Splash, AI’s Growth on Mobile, Data Centers Go Off-Grid, Apple’s Diffusion Research
The Batch AI News and Insights: Should there be a Stack Overflow for AI coding agents to share their learnings with each other?
Data Points
DeerFlow 2.0 puts new spin on Claw-like agents: Anthropic sues the U.S., which shows no signs of backing down
Meta’s purchase of Moltbook, a social network for AI agents. Iran’s attacks on data centers in the UAE and elsewhere. Google’s new multimodal embedding model. Grammarly’s AI ventriloquism using famous writers.
Data Points
GPT-5.4 Pro challenges Gemini 3.1 Pro Preview: Luma’s new state-of-the-art image editor/interpreter
Microsoft’s new open-weights vision reasoning model. Yuan 3.0 Ultra, a document-retrieving juggernaut. OpenAI’s hardware leader’s resignation. Black Forest’s new training method for image models.
Letters
Context for Coding Agents: Agentic coding systems often make mistakes because they’re not aware of tools, API calls, and the like that came out after they were trained. Context Hub gives them the documentation they need to write correct code.
I’m thrilled to announce Context Hub, a new tool to give to your coding agents the API documentation they need to write correct code.
Machine Learning Research
Agent Solves Stubborn Math Problems: Google’s Aletheia uses Gemini 3 Deep Think to find original mathematics solutions
LLMs have achieved gold-medal performance in math competitions. An agentic system showed strength in mathematical research as well.
Business
Management for Agents: OpenAI’s Frontier agent insights and orchestration platform launches to select customers
Managers need to understand how their subordinates get work done, what resources they require, and what they accomplish. OpenAI’s latest product aims to fulfill this need when the teammates are AI agents.
Business
U.S. Dept. of War Dismisses Anthropic, Embraces OpenAI: Secretary of War Pete Hegseth calls Claude a security risk, replaces it with GPT models
OpenAI signed a contract with the U.S. military to provide AI systems that securely process classified information, displacing Anthropic’s Claude. OpenAI negotiated limits on how its technology can be used, but they leave room for interpretation.
Machine Learning Research
Nano Banana 2 Ups Performance/Price: Gemini 3.1 Flash Image makes photo generation and edits easier and faster
Google launched a cheaper, faster successor to its flagship image generator, delivering greater interactivity at roughly half the price.
The Batch Newsletter
Anthropic vs. the U.S. Government, Nano Banana’s Makeover, Frontier Agent Management, Google’s Mathematics Solutions
The Batch AI News and Insights: I’m thrilled to announce Context Hub, a new tool to give to your coding agents the API documentation they need to write correct code.