AI Provider Switching Hits Record: The Koda Signal, 2026-10-08

Koda Signal daily AI briefing for 2026-10-08.

In this episode: • AI Provider Switching Hits Record: The monthly share of firms switching AI model providers, averaged over three months, hit a record 8% in September. Anthropic's share rose after Opus 4 and Sonnet 4 launched; switching then cooled until OpenAI's June price cuts and new models revived it. The pattern ties provider churn to model launches and price moves. • Capcom Builds REX Engine: Capcom is building REX, a major overhaul of its RE Engine pitched as a 'game engine of the AI generation.' Programmer Satoshi Ishida says AI will mainly streamline workflows that have slowed as games and assets grew. The company has said AI will assist with graphics, sound and programming. • FinCEN Withdraws Two Crypto Proposals: FinCEN withdraws two unfinalized proposals: its 2023 plan to designate international crypto mixing a 'primary money laundering concern' under Section 311, and a 2020 rule that would have required banks and money services businesses to verify identities and keep records on self-hosted wallets. Neither was finalized, so no rule in force changes; the move takes two pending obligations off the table.

Full briefing: https://www.koda.community/morning-briefing-koda-2026-10-08.html