The Big Four, tracked.
The live wire from the labs, refreshed every 15 minutes. Our verified read on the big launches lives in Phantom Notes.
§ Lab spotlight
AnthropicNOV 03, 2026 ↗Anthropic is still grappling with the economics of computeAt a moment when Anthropic's compute margins should be getting better, they’re getting worse.OpenAINOV 03, 2026 ↗Heimstaden is changing residential real estate management with AIDiscover how Heimstaden uses OpenAI’s ChatGPT Enterprise and Codex to transform property management, cut costs, and empower employees across Europe.Google DeepMindNOV 03, 2026 ↗Agentic cheminformatics with Google AntigravityLearn how Google Antigravity and our Cheminformatics Skills accelerate drug discovery workflows, search compounds, and propose novel rigidified macrocycles.xAINOV 02, 2026 ↗Elon Musk throttles Grok Bot limits due to ‘unsustainably high’ costsMusk recently referred to Grok Bot as having "the fastest growth of a product that I've ever seen in my life."
§ Our verified coverageAll of Phantom Notes →
NOV 02, 2026OpenAI Launched LifeVal on November 2. The 80.6% Astra Score Going Around Is a Relay; the Page Prints Only Example Cards.→NOV 01, 2026Meituan's LongCat-2.5 Is a 1.6-Trillion-Parameter MoE With About 48 Billion Active. The $0.30 and $1.20 API Price Is Limited-Time, With No End Date.→OCT 30, 2026OpenAI's New Biology Model Is GPT-6 Astra With Fewer Refusals. It Costs 50% More.→OCT 30, 2026Clover-35B-A3B Claims 73.6 on SWE-bench Verified. Every Number Is the Vendor's, and the Decision Model Is Not Out.→OCT 29, 2026Pika H3 Flex Ships Open Weights for 768p. 4K, Five Audio Stems, and Fast Serving Stay on Pika's Hosted Stack.→
§ The full wire· 2 items
NOV 03, 2026Apple restricts dating apps and AI companions to users 18 and upApple's new App Store rules will require 18+ ratings for dating apps and AI companions that offer sexual or romantic content.TechCrunch · writing↗NOV 03, 2026NYT demands Brave shut down its paywall blocker and end deals with AI firmsLawsuit calls Brave "supplier, dealer, and distributor" of stolen news content.Ars Technica · writing↗