Sunday, July 5, 2026

Models, benchmarks, the lab race. · 4 stories

1. 1Path-Constrained Mixture-of-Experts72
2. 2Baidu's "Unlimited OCR" processes dozens of document pages in one pass by treating memory like human forgetting
3. 3Meituan Releases LongCat-2.0: A 1.6T-Parameter Open MoE Model with Native 1M Context and LongCat Sparse Attention

The AI products people actually use. · 8 stories

1. 1Claude Code and Fable 5 ported the 2003 PC game Command & Conquer to native iOS in "a few hours"72
2. 2Claude Reaches GA on Microsoft Foundry: European Enterprises Cannot Deploy It
3. 3🤗 Kernels: Major Updates

Autonomous systems in the wild. · 0 stories

1. Nothing cleared the bar today.

Funding, M&A, valuations, earnings. · 1 story

1. 1Almost 90 new unicorns have been minted so far this year — here they are62

Silicon, racks, the compute buildout. · 2 stories

1. 1Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says78
2. 2Video games are a fortune. Blame Trump and AI. - Daily Kos

Jobs, industries, people & policy. · 12 stories

1. 1Mistral CEO Mensch says proprietary AI models give labs a front-row seat to your business processes72
2. 2Alex Karp, frontier models and the real fight for Enterprise AI
3. 3Agent Gateways Are Becoming The Control Plane For Enterprise AI