44 articles
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe. This issue consists of a length…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe. This issue consists of a lengthy essay based on a speech I recently gave, and a fictional story attempting to think through what a positive singularity might look […]
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
Google unveils AI model Gemini 3.5 and AI agent Gemini Spark, Omni turns images, audio, and text into video, Musk loses OpenAI court battle
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?
OpenAI launches new voice intelligence features in its API, Thinking Machines drops a new, highly responsive model designed for humanlike interactions in real time, and more!
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Stuxnet before St…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Stuxnet before Stuxnet:…Fast16 bugs software likely used in weapons programs…Here’s a fascinating investigation of a ~20+ year old computer virus called fast16.sys. This software is interesting […]
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.
An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more.
OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation. Then, Apple has economic reasons to w…
OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Regulate? Don’t r…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Regulate? Don’t regulate. There’s a third way: Radical Optionality:…Governments should invest in the tools now that they might need in a future crisis…Researchers with the Institute […]
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved.
The best Stratechery content from the week of May 4, 2026, including what we learned from Big Tech's first quarter, a conversation with Joanna Stern, and asking what's next for the Boston Celtics.
An interview with Joanna Stern about her new book about living with AI, and starting her own media company.
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.
First week of Musk v. Altman, OpenAI ends Microsoft legal peril over its $50B Amazon deal, DeepSeek previews new AI model that ‘closes the gap’ with frontier models, and more!
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now AI systems are about to start b…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now AI systems are about to start building themselves. What does that mean? I’m writing this post because when I look at all the publicly available information I […]
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all…
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic).
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Huawei’s HiFloat4 training form…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Huawei’s HiFloat4 training format beats Western-developed MXFP4 in Ascend chip bakeoff:…Could this also be a symptom of the impact of export controls in driving Chinese interest towards […]
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. A shorter issue than usual as I was attending…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. A shorter issue than usual as I was attending the 2026 Bilderberg conference this week. Subscribe now AI can reverse engineer software that contains thousands of lines of code:…MirrorCode […]
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Uh oh, there’s a scaling war fo…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Uh oh, there’s a scaling war for cyberattacks as well!:…The smarter the system, the better the ability to cyberattack…AI safety research organization Lyptus Research has looked at […]
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now AI might let us build “politica…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now AI might let us build “political superintelligence”:…But turning this into a societal upside requires lots of intentional work…As AI systems get more powerful and broaden their real […]
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. A somewhat shorter issue than usual as I had …
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. A somewhat shorter issue than usual as I had to do a lot of child wrangling this weekend. Subscribe now Why does Google’s model hate itself and what can […]
DLSS 5 looks like a real-time generative AI filter for video games, OpenAI Reportedly Pivoting to a Focus on Business and Productivity Only, and more!
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Can LLMs autonomously refine ot…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now Can LLMs autonomously refine other LLMs for new tasks? Somewhat.…PostTrainBench shows startling growth in AI capabilities at post-training…AI-driven R&D might be the most important thing in all […]
Nemotron 3 Super: An Open Hybrid Mamba-Transformer MoE for Agentic Reasoning, Another XAI Cofounder Has Left, Anthropic Sues Department of Defense
Anthropic sues Trump administration in AI dispute with Pentagon, ‘Not built right the first time’ — Musk’s xAI is starting over again, again, Cascade of A.I. Fakes About War W…
Anthropic sues Trump administration in AI dispute with Pentagon, ‘Not built right the first time’ — Musk’s xAI is starting over again, again, Cascade of A.I. Fakes About War With Iran Causes Chaos Onl
OpenAI launches GPT-5.4 with Pro and Thinking versions, Google releases Gemini 3.1 Flash Lite at 1/8th the cost of Pro, Where things stand with the Department of War Anthropic
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now AI progress is moving faster th…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now AI progress is moving faster than even well regarded forecasters can guess:…Ajeya Cotra updates her timelines…“On Jan 14th, I made predictions about AI progress in 2026. My […]
Anthropic officially told by DOD that it’s a supply chain risk, ‘cancel ChatGPT’ trend is growing after OpenAI signs a deal with the US military, and more!
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now The AGI economy – most la…
Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv and feedback from readers. If you’d like to support this, please subscribe. Subscribe now The AGI economy – most labor goes to the machines, and humans shift to verification:…What grappling with the singularity seriously looks like…Researchers with MIT, WashU, and UCLA […]
Anthropic releases Sonnet 4.6, Google Rolls Out Latest AI Model Gemini 3.1 Pro, Pentagon threatens to cut off Anthropic in AI safeguards dispute
An action-packed episode!
A crazy packed edition of Last Week in AI! Plus some small updates.
Google adds Gemini AI-powered ‘auto browse’ to Chrome, Users flock to open source Moltbot for always-on AI, Qwen3-Max-Thinking debuts, and more!
OpenAI to test ads in ChatGPT as it burns through billions, Sequoia to invest in Anthropic, Zhipu AI breaks US chip reliance, The Drama at Thinking Machines Is Riveting Silicon Valley
Anthropic’s new Cowork tool, Anthropic Raising $10 Billion at $350 Billion Value, Deep Delta Learning
Google’s Gemini to power Apple’s AI features like Siri, OpenAI signs deal worth $10B for compute from Cerebras, and more!
Nvidia buying AI chip startup Groq for about $20 billion, Meta Buys AI Startup Manus, Z.AI launches GLM-4.7