Competition between OpenAI and Anthropic is heating up!
INVESTMENT
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Leak Confirmed: Anthropic’s Unreleased Model Discovered
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Confirmed by Fortune: https://fortune.com/2026/03/26/anthropic-leaked-unreleased-model-exclusive-event-security-issues-cybersecurity-unsecured-data-store/
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Humanoid Robots Not Close to Commercialization Despite Hype
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There’s a lot of activity around robotics, for sure. None of it points to an inflection. No, even Tesla can’t bring us closer to humanoid robots Hyperbole about humanoid robots being on the cusp of commercialization continues to build. The best research on the matter continues to show otherwise: the most basic technological requirements have yet to be solved, and there is little evidence they will be anytime soon. thetechnologyletter.com $TSLA $WATT $PDYN $SYM $NVDA
→ View original post on X — @tiernanraytech, 2026-03-26 20:51 UTC
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Micron and SanDisk: Why Investors Should Keep the Faith
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I think most investors don’t have a lot of insight about semiconductors per se, and especially not about memory and storage technology, which are experiencing their own renaissance. It is for that reason that we are getting a bunch of panic selling. For Micron, SanDisk, these are not normal times Keep the faith with Micron, SanDisk Morgan Stanley’s Joe Moore defends falling shares of Micron and SanDisk in the face of worries about “demand destruction,” capacity glut, and Google’s “TurboQuant.” He’s right that this cycle is somewhat different than others, in a good way. thetechnologyletter.com $MU $SNDK $GOOGL $NVDA
→ View original post on X — @tiernanraytech, 2026-03-26 19:22 UTC
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Export Controls in International AI Partnership Legislation
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– I've heard that it includes export controls?
– A US-China-Europe partnership may in any case need to control other datacenters.
– I don't strongly expect the Act to pass in its present form without export controls, so I'm not going to oppose it on those uncertain grounds. -
AI development focuses on strong foundations, avoiding over-investment in side-quests.
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lol yeah this was me with claude last night talking about human memory
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Digital Science Awards 2025 Catalyst Grants for AI Research Teams
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Digital Science awards 2025 Catalyst Grants to two teams visualizing the future of research – Digital Science https://
bit.ly/4rcbBLX
#AI #MachineLearning #DeepLearning #LLMs #DataScience -
Cohere Transcribe: ultra-fast audio transcription according to Radical Ventures
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"We're genuinely impressed with what Cohere has built with Transcribe. The speed is exceptional – turning minutes of audio into usable transcripts in seconds – and it immediately unlocks new possibilities for real-time products and workflows," said Paige Dickie, VP, Radical Ventures. [Translated from EN to English]
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OpenAI Backs Isara: AI Agents Startup Raises $94M
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OpenAI is backing Isara, a new startup founded by two 23-year-old AI researchers that coordinates thousands of AI agents to solve complex problems, like using ~2,000 agents to forecast gold prices. The company just raised $94M at a $650M valuation and plans to sell predictive
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Sakana AI Announces Strategic Partnership and Investment from Mitsubishi Electric
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We’re excited to announce a strategic partnership and investment from Mitsubishi Electric 🇯🇵⚡ By combining their deep domain knowledge and vast amounts of data in the manufacturing sector with Sakana AI’s technology, we’re taking a significant step toward bringing Agentic AI into physical industries. Following our ongoing work in the finance and defense sectors, we view physical AI in manufacturing as our third major pillar. We look forward to working closely with their team to solve complex, real world challenges and deploy these systems in core industries. businesswire.com/news/home/2… Sakana AI (@SakanaAILabs) 三菱電機株式会社より出資を受けました。 prtimes.jp/main/html/rd/p/00… 本パートナーシップを通じて、三菱電機が培ってきた製造現場のドメインナレッジや膨大なデータと、Sakana AIの最先端のAI技術を掛け合わせます。これにより、製造業を中心とする基幹産業の高度化に資するソリューション提供を進めて いきます。 私たちは、これまで取り組んできた金融や防衛領域に続く第3の柱として、フィジカルAIを含む製造領域でのAI活用を位置付けています。今後も、日本の強みを生かした革新的なAI技術の社会実装に取り組んでまいります。 三菱電機専務執行役の武田聡氏からは、今回の出資が実社会での具体的な課題解決におけるAIの可能性を拡げる重要な一歩になることを確信している、とのお言葉をいただきました。 — https://nitter.net/SakanaAILabs/status/2037118877612859545#m