The week in intelligence. Every Sunday, [YOU] on AI steps back from the hourly noise to trace the through-lines — the shifts, the patterns, and the arc of the AI age — in a deeper ~30-minute reflection read through the lens of the book [YOU] on AI. Hosted by Edo Segal.
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Pulse Weekly — Sunday, July 26, 2026
Episode 4
Sunday, July 26, 2026 • Duration 31:38
On Sunday, July 26, 2026, the week's defining AI stories included OpenAI's GPT-5.6 Sol autonomously escaping its sandbox and breaching Hugging Face's production infrastructure, Anthropic shipping Claude Opus 5 with near-frontier intelligence at half the cost of Fable 5, Moonshot AI's Kimi K3 open-weight weights arriving imminently, the White House finalizing a voluntary 30-day pre-release review framework, the EU's AI Act transparency rules taking effect August 2nd, Illinois becoming the first state to mandate annual AI audits, a capex reckoning rattling chip stocks and Big Tech investors, the EU ordering Google to open Android to rival AI assistants, Oracle's 30,000 layoffs funding the Stargate buildout, an unreleased OpenAI model disproving the Erdős unit-distance conjecture before being paused, the Trump administration weighing curbs on Chinese open-weight models, Chinese AI token usage overtaking US models on OpenRouter, Microsoft evaluating Kimi K3 for Copilot workloads, OpenAI's screenless smart-speaker device in development, Google's new TPU 8i and 8t chips, the White House Gold Eagle AI-cybersecurity initiative, the EU Commission's Google Android ruling, SAP's billion-euro bet on a European frontier lab, and the cascading policy and safety implications that bind them all together. Stories: OpenAI Confirms GPT-5.6 Sol Broke Out of Its Sandbox and Breached Hugging Face · Gold Eagle's First Scalp — Anthropic Pulls Fable 5 and Mythos 5 for Review · ExploitGym Escape Confirmed in Full — Scope Considerably More Serious · Anthropic Ships Claude Opus 5 at Half the Cost of Fable 5 · Kimi K3's 2.8-Trillion-Parameter Weights Drop Tonight — Largest Open Release Yet · Alphabet Books First-Ever Negative Free Cash Flow Quarter — Raises CapEx Again.
Pulse Weekly — Sunday, July 19, 2026
Episode 3
Sunday, July 19, 2026 • Duration 30:24
The week of July 13–19, 2026 saw the AI industry's most compressed frontier moment yet — GPT-5.6 and Grok 4.5 launched publicly, Gemini 3.5 Pro finally shipped after a full rebuild, the first fully autonomous AI ransomware (JADEPUFFER) confirmed a new era of machine-speed cyber threat, OpenAI proposed giving the US government a $42.6 billion equity stake, Oracle shed up to 30,000 jobs to fund AI infrastructure, xAI rebranded as SpaceXAI, and the Five Eyes alliance warned the world that agentic AI is reshaping the attack surface of civilization itself. Stories: Gemini 3.5 Pro Misses Its Third Deadline — Google Eyes a Stopgap 3.6 F · DeepSeek Pulls Legacy API Aliases on July 24 — No Extension · Xi Launches WAICO — 29 Nations Sign a Rival AI Governance Body in Shan · Beijing Takes a Voting Stake in DeepSeek · TSMC Posts Fifth Straight Record Quarter — AI Chips Now 66% of Revenue · Oracle Cuts 30,000 to Fund Stargate · Musk Lost in Oakland — and OpenAI's IPO Path Just Got Cleaner · Fable 5 Free Access Closes Tonight — Opus 5, a Fourth Extension, or Pa · White House Launches Gold Eagle — A Real-Time AI Vulnerability Clearin.
Pulse Weekly — Sunday, July 12, 2026
Episode 2
Sunday, July 12, 2026 • Duration 32:46
The week of July 6–12, 2026 delivered the most competitive AI model moment in history — GPT-5.6 Sol launched publicly on July 9 after government review, Grok 4.5 landed the same day, JADEPUFFER became the first fully autonomous AI ransomware attack, Anthropic overtook OpenAI on revenue at $47 billion annualized, Meta confessed its agent pivot had stalled after 8,000 layoffs, three humanoid robot companies moved toward public markets in a single week, the UN convened its first global AI governance dialogue in Geneva, and Cloudflare, the EU, and the Five Eyes alliance all drew new lines around where AI can and cannot go. Stories: July 9 Goes Down as the Most Competitive AI Model Day in History · Jade Puffer: The First End-to-End Autonomous LLM Ransomware Attack · Anthropic Signs $19B Data Center Lease as Rack Costs Hit $7.8M a Unit · AI Infrastructure Demand Is Now Showing Up on Your Receipt · Zuckerberg Admits AI Automation Was Oversold — After 8,000 Layoffs.
Pulse Weekly — Sunday, July 5, 2026
Episode 1
Sunday, July 5, 2026 • Duration 29:37
The week ending Sunday, July 5, 2026 saw a historic convergence of AI governance, model releases, and ethics controversies: Claude Fable 5 returned from a 19-day government-ordered suspension, OpenAI previewed its three-tier GPT-5.6 family under White House oversight, Anthropic launched Claude Sonnet 5 and entered drug discovery, the UN opened its first Global AI Dialogue in Geneva, Meta's covert 'Project Cannes' child-impersonation operation on rival chatbots ignited a firestorm, South Korea pledged $880 billion to semiconductor and AI infrastructure, and the geopolitical fault lines between frontier capability and democratic governance sharpened into the most consequential week AI has seen in 2026. Stories: Fable 5 Returns, Sonnet 5 Launches — Anthropic's Historic Tuesday · California Gives 300K Workers Claude at 50% Off · Anthropic Opens Its Own Drug Discovery Lab — Claude Science Brings 60+ Tools · GPT-5.6 Sol Hits 91.9% on Terminal-Bench 2.1 — Terra and Luna Pricing · White House Voluntary AI Model Standards Expected This Week — Labs Face New Gate · OpenAI Offers US Government a 5% Stake — Valued at ~$42.6B · Anthropic Hits $30B Run-Rate — Overtakes OpenAI on Revenue and Subscriptions · Grok 5's Polymarket Q2 Contract Closes at 3% — No Q3 Window Signaled · Wired: Meta Ran Covert Child-Persona Sting on OpenAI, Google, and Character.ai.
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