8:25 PM
Today in brief.
Anthropic accuses Alibaba of distilling Claude to train Qwen
Anthropic told Bloomberg that Alibaba-linked operators ran ~25,000 fraudulent accounts to harvest 28.8M Claude exchanges between April and June — calling it 'adversarial distillation' to train rival models like Qwen on the cheap.
a16z bets $200M on AI that does its own R&D
a16z led a $200M seed into Mirendil, a team out of Anthropic / DeepMind / xAI building a system that loops over AI research and engineering problems on its own — a coding agent for AI research that controls its own GPUs.
Computer-use agents go mainstream: Gemini 3.5 Flash + Perplexity for lawyers
Two computer-use drops landed the same day: Google put computer use in the cheap-and-fast Gemini 3.5 Flash, and Perplexity wired its Computer agent into the actual research databases lawyers live in.
GPT-5.5 Instant gets an upgrade — better intent, better recs
OpenAI shipped a new GPT-5.5 Instant — its most-used model — tuned to read the intent behind a question and handle messy multi-constraint requests more reliably.
1 source 4:21 PMFable 5 looks set to come back — permanently in the plan
The latest Claude Code update is dropping hints that Fable 5 isn't just returning — it may be getting added permanently to the subscription plan, which would turn a yanked model into a standing one.
2 sources 4:11 PMForward signal: the EU is funding its own open 400B frontier model
The EU is funding its own open-source 400B+ frontier model, built on European supercomputers — a sovereignty + open-weights play worth tracking even before any weights ship.
OpenAI built its own AI chip in 9 months, with help from ChatGPT
OpenAI unveiled Jalapeño, its first custom inference chip (built with Broadcom), and the wild part is the timeline: design to tape-out in nine months — the fastest ASIC cycle they've seen — because ChatGPT helped design it.
The good-news beat: a $500M shot at ending the common cold and flu
Stripe, Anthropic, the OpenAI Foundation, the Flu Lab and Jane Street folks are putting $500M into Intercept — a philanthropic push to make respiratory infections like the common cold and flu a thing of the past, betting on broad-spectrum preventatives + air-cleaning tech.
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