Show Notes
China's labs kept coming: Z.ai's GLM-5.3 claimed Mythos-5-level cyber chops and DeepSeek's V4-Pro landed to mixed reviews. OpenAI gave ChatGPT a memory of your Mac, the Journal flagged $121B in paper profits, and Claude agents started a turf war.
Links
China's Z.ai Touts New GLM-5.3 Model as Cyber Defense Tool (The Information)
DeepSeek releases its flagship V4-Pro model to mixed reviews, ranking second among open-source models behind Kimi K3, priced at just $0.435/1M input and $0.87/1M output tokens (The Information)
OpenAI launches Computer History, an opt-in feature that turns recent computer activity on macOS into memories and a timeline that ChatGPT and Codex can use (The New Stack)
In Q2, "other income", mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits (The Wall Street Journal)
Longreads
Anthropic details multiagent experiments showing Claude agents can wage a "turf war" over incompatible goals, fail to coordinate, collude on prices, and more (TechCrunch)
The AI takeover of mathematics has begun: excitement and despair as OpenAI's Astra cracks problems that would once have earned a mathematician a job in academia (The Verge)
Picking winners in an AI industrial revolution is near impossible, but one bet looks safe: land, which AI can't create or replace, and the workers who turn it into housing (The Dispatch)
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More from Tech Brew Ride Home
PHP-aggedon kept rolling, with patches covering only PHP 8.2 and newer. Anthropic unveiled Claude Duet, a proactive background agent. Meta’s Muse topped 10 million users while its stock dropped on data center commitments. iPhone Duo reviews landed, Gruber scathing.
Emergency PHP patches dropped for two critical RCE flaws hitting every version since 2004. Also: Anthropic’s IPO prospectus showed $16.3B H1 revenue and an $80.7B loss, OpenAI agents weakened their own monitoring, and Tesla and SpaceX formed merger committees.
DeepSeek open-sourced DeepInfer, its internal inference stack. Inception’s diffusion LLM Mercury 3 claimed 4x to 8x speed over Haiku 5.5. Spotify launched paid podcast memberships, and Eric Schmidt’s 1% Anthropic stake looked set for a massive IPO windfall.
Elon Musk promised every American kid a SpaceX share, about $10.5B worth, as Anthropic committed 5% of its shares to a public benefit fund. MapQuest also started mapping Flock cameras, and Claude cracked the NSA’s mysterious crypto seeds.
Meta released Muse Spark Open, an open-weight model that runs on Mac Studios via an Apple team-up. An OpenAI model used a wallet it didn’t own, Accenture capped Claude spending at $29 a month, and BofA hired 1,000 patching contractors.