Letters
Scaling Up for Future AI Demands: More Agents Demand More Compute
I think most people still underestimate the data center build-outs that will be required to meet demand.
Analytics DeepLearning.AI
The Batch Newsletter
OpenAI’s DevDay, Google’s First Gemini 4 Model, Black Forest Labs Dives Into Robots
The Batch News & Insights: I think most people still underestimate the data center build-outs that will be required to meet demand.
Data Points
Mistral shows European AI has more to offer: Reflection releases low-cost LLM with open weights
OpenAI gives mathematicians extra work. Analysis shows Claude subscriptions’ bang for buck. Google’s open weight embedding model gets an upgrade. Optional text watermarks come to OpenAI products.
Data Points
Gemini 4 Argon’s benchmarks and availability: Microsoft’s streaming voice model answers Google and OpenAI
Meta’s Muse poses privacy concerns. OpenAI’s image-driven revenue strategy. Cohere Embed 5 offers an alternative to Google. arXiv places limits on authors’ submissions.
Machine Learning Research
Agents That Can Check Their Own Work Piece by Piece: AREX condenses and reviews its own research
When asked questions requiring extensive reasoning and tool use to answer, agents may search without making progress, repeat unsuccessful strategies, or settle for partially verified answers.
Machine Learning Research
DeepSeek’s Flash Leapfrogs Pro Again: How V4.1’s architecture reduces cache reads
When agents make a tool call, they send the same context back through the model every time.
Machine Learning Research
Voice, Video, and Reasoning in One: Google’s Gemini 3.8 Live with Extended Thinking
Google released two new speech-to-speech voice models, joining a suddenly crowded field of models built to power voice agents.
Machine Learning Research
An Unexpected Open Weights Leader: It’s Xiaomi’s MiMo-V2.6-Pro RL and MiMo-V2.6-Flash
Xiaomi, best known for its smartphones and electric vehicles, released the highest-scoring open weights model on Artificial Analysis’ Intelligence Index.
Letters
We Should Be Encouraged By AI’s Cybersecurity Abilities: Why GLM-5.3’s High ExploitBench score is good news
Anthropic recently released an encouraging analysis of the cyber capabilities of open weight model GLM-5.3.
The Batch Newsletter
The Next Top Open Model, Google Voice Agents, DeepSeek Shrinks Caches: Plus a letter on open weight cybersecurity capabilities
The Batch News & Insights: Anthropic recently released an encouraging analysis of the cyber capabilities of open weight model GLM-5.3.
Data Points
The biggest news from OpenAI’s Dev Day: Pay attention to Claude Sonnet 5.5’s effort settings
Dots, an agent swarm to manage tasks and cloud services. Qwen-Audio-3.1, a full-duplex alternative to GPT-Realtime-2. Ember-1, a less-expensive fine-tune of Kimi K3. U.S. AI leaders sign symbolic safety pledge.
Data Points
OpenAI halts model training: Nvidia says it can make working with agents safer
Gemini-3.8 Flash TTS and Flash-Lite TTS speech models. Using AI models to speed up site/app UX. Cyber Index Alliance supports security benchmarks. Scientist says Anthropic plagiarized his team’s data.