Every dispatch we’ve published, newest first.

• OpenAI's Codex installs jumped roughly 10x in five months, from 100,000 to over a million per day7 Jun 2026
• Anthropic hit its first profitable quarter while its valuation more than doubled in three months6 Jun 2026
• Anthropic's tokenized pre-IPO shares are legally void, no matter what the token says5 Jun 2026
• Anthropic's compute obligations are now a story about corporate finance, not just technology29 May 2026
• Fine-tuned models are quietly undercutting frontier pricing by an order of magnitude29 May 2026
• RL for LLMs works without per-token credit assignment, and nobody fully understands why29 May 2026
• The context length plateau has a hardware explanation, and it starts with memory bandwidth29 May 2026
• Token spending per engineer is rising with every model upgrade, and that is the signal hiding inside the price war26 May 2026
• AI-generated code has crossed the majority threshold, and the engineers who stopped writing are the best ones26 May 2026
• The bimodal engineer thesis is a class divide masquerading as a productivity story.26 May 2026