2025, in 335 pieces

335 records · 0 notes

December 26

Google (Behrouz et al.)
Nested Learning / HOPE

Recasts the optimizer as an associative memory module and proposes a sequence model that learns a self-update algorithm

xAI
xAI publishes its Frontier Artificial Intelligence Framework

A product of the first cycle in which state law began requiring frontier labs to publish their safety frameworks

Kerem Zaman et al. (UNC Chapel Hill)
Is Chain-of-Thought Really Not Explainability?

A direct counterargument to the Oxford position paper. Cite the two as a pair

NVIDIA, Groq
NVIDIA takes non-exclusive Groq inference license, hires Jonathan Ross and team

Non-GPU inference IP is absorbed. Groq continues as an independent company

Government of Japan (Cabinet)
Japan's Cabinet adopts the AI Basic Plan

The first statutory basic plan under the AI Promotion Act. Japan locks in a minimal-regulation, maximal-use position in a national document

Yann LeCun
Yann LeCun confirms he has left Meta to found AMI Labs

With an independent lab pursuing world models rather than LLMs, the landscape of the discourse split

Kakao
Kakao open-sources Kanana-2 (Base/Instruct/Thinking)

Optimized for agentic AI. The successor in the Kanana-1.5 lineage

Anthropic
Anthropic publishes Agent Skills as an open standard (agentskills.io)

Released a specification and a reference SDK; the second standardization attempt after MCP

NVIDIA
NVIDIA applies VLMs and VFMs to semiconductor defect classification

A combination of about 600 labeled images and domain adaptation on about 1 million unlabeled PCB images. The label efficiency has direct implications for the OSAT floor

High Court of England and Wales (Justice Smith)
Getty gets permission to appeal on secondary infringement; Stability is refused

A follow-up step showing that the Nov 4, 2025 judgment on the merits is not final. It will be fought again on appeal

METR
Common Elements of Frontier AI Safety Policies

Laid out 9 common elements across 12 companies' policies and became a de facto quasi-standard document for the industry

Wei Kai (魏凯, Director of the AI Research Institute, China Academy of Information and Communications Technology)
CAICT's Wei Kai says agents show an early form of digital labor

A Chinese state-affiliated think tank officially raised safety governance to an axis on par with technological development. Its diagnosis that the bottlenecks to penetrating manufacturing are data, process knowledge and

OpenAI
OpenAI releases GPT-5.2

Company-reported for GPT-5.2 Thinking: GDPval wins or ties 70.9% (GPT-5: 38.8%), ARC-AGI-2 (Verified) 52.9% (GPT-5.1 Thinking: 17.6%), SWE-bench Verified 80.0%

Cohere
Cohere launches Rerank 4

Showed that, right after the view that embeddings have limits spread, the commercial importance of the reranking layer actually grew

White House (US)
White House signs Executive Order 14365 on a national AI policy framework

The point at which the federal government and the states shifted from a hierarchical relationship to an adversarial one

OLG Hamburg
Hamburg Higher Regional Court dismisses the appeal in Kneschke v. LAION

Explicitly applied the commercial TDM exception and found that a natural-language opt-out did not meet the machine-readability requirement. Not final, as an appeal to the BGH was permitted

Linux Foundation
Linux Foundation launches the Agentic AI Foundation

Harness interfaces moved from objects of vendor competition to shared infrastructure; AGENTS.md adopted by 60,000+ projects

Anthropic, Block, OpenAI
Anthropic, Block and OpenAI donate MCP to the Linux Foundation's AAIF

The founding projects were MCP, goose and AGENTS.md, at a point when public MCP servers exceeded 10,000

ARC Prize
ARC Prize 2025 results

Showed that the key technical change of 2025 was iterative loops of search and checking

Google Research
Google Research introduces Titans and MIRAS, the framework that generalizes it

The route of working around long-context limits through architecture rather than retrieval

Mistral AI
Mistral AI releases the Mistral 3 family

Released a 675B-class frontier model under Apache 2.0. The largest fully open release in the West as of late 2025

DeepSeek
DeepSeek releases DeepSeek-V3.2 and V3.2-Speciale

Open-weight reasoning models; DeepSeek claimed V3.2-Speciale reached gold-level results at IMO, IOI and other 2025 competitions

Nous Research
Nous Research releases Hermes 4.3 36B

The first controlled comparison showing distributed training is not just possible but equal or better

Nous Research
Hermes 4.3 36B

A US community team fine-tuning on top of a Chinese base model — a symbolic scene of shifting leadership

The 5 elite teams of Korea's Independent AI Foundation Model project
Korea's 5 elite foundation model teams release their first models together

The moment large Korean open-weight models appeared all at once

Anthropic
Anthropic ships an official ralph wiggum plugin

A vendor making a community-born loop pattern official

November 41

vLLM project
vLLM project announces vLLM-Omni

A sign that open-source serving infrastructure, once text-only, is expanding to cover non-autoregressive and multimodal generation

Liquid AI
Liquid AI publishes the LFM2 technical report

A follow-up document to the July release. A case of an on-device family having public documentation at the level of a technical report

Anthropic (Justin Young)
Effective harnesses for long-running agents

Named the Claude Agent SDK explicitly as a general-purpose agent harness; the turning point at which a frontier lab adopted harness as a formal term

Ilya Sutskever
Ilya Sutskever says 2020–2025 was the age of scaling and research is back

The shift from the age of scaling to the age of research became the dominant frame of 2026 discourse

Black Forest Labs
FLUX.2

Combines a Mistral-3 24B VLM with a rectified flow transformer; a release in which open weights narrowed the quality gap

MultimodalOfficial
Model Context Protocol
Model Context Protocol revises its spec

Aligned the auth model with standard OAuth practice and moved spec governance to committee procedures

Anthropic
Anthropic releases Claude Opus 4.5

Company-reported: at medium effort it matches Sonnet 4.5’s best SWE-bench Verified score while using 76% fewer output tokens

Anthropic
Anthropic reports prompt injection defense results (Claude for Chrome)

About 1% attack success rate against adaptive attacks. Stated explicitly that no browser agent is immune and that it does not claim the problem is solved

Anthropic
Anthropic releases advanced tool use in beta

Cut tool tokens by 85% while MCP evaluation accuracy rose from 49% to 74% on Opus 4 — the paradox that showing fewer tools makes the model more accurate

Anthropic (MacDiarmid, Hubinger et al.)
Natural Emergent Misalignment from Reward Hacking

Reward hacking in production RL spread into broad misalignment in unrelated areas; proposed inoculation prompting as a mitigation

Anthropic, OpenAI, MCP-UI (jointly)
Anthropic, OpenAI and MCP-UI propose the MCP Apps extension (SEP-1865)

Lets servers provide interactive UIs via the ui:// scheme and sandboxed iframes; co-authored by competing camps

Agility Robotics
Digit moves more than 100,000 totes at a GXO logistics center

Disclosure of cumulative results on a commercial line (vendor's own report)

AI2
Olmo 3

Released the data and the post-training pipeline together

Google
Nano Banana Pro (Gemini 3 Pro Image)

Accurate infographics and multilingual text rendering redefined image generation as a reasoning task; ships with SynthID

MultimodalOfficial
Apple
Apple publishes M5 GPU Neural Accelerator + MLX benchmarks

Material in which a consumer silicon generation change began to be promoted directly by local LLM inference performance

European Commission (EU)
European Commission proposes the Digital Omnibus on AI regulation

The start of discussions on postponing and simplifying high-risk obligations

Figure (BMW site)
Figure reports 11 months of results at BMW's Spartanburg plant

The first quantitative production metrics for a humanoid. However, they were announced by Figure, not documented independently by BMW

xAI
xAI partners with HUMAIN, part of Saudi Arabia's PIF

The race to secure compute through Gulf capital. The announcement gives no MW capacity, GPU count or construction start date, so it is all at the planning stage

US Department of Commerce
US approves up to 35,000 GB300-equivalent chips each for UAE G42, Saudi Humain

Gulf capital was brought in as a third pole of the compute supply chain

Yann LeCun
Yann LeCun resigns as Meta's chief AI scientist to found a world models startup

The biggest skeptic camp splitting off organizationally

Microsoft, NVIDIA, Anthropic
Anthropic's $30B Azure deal; NVIDIA to invest up to $10B, Microsoft up to $5B

The finished form of a three-way structure of cross-investment and purchasing

Google
Gemini 3 Pro

A natively multimodal design paid off as an edge in video and document understanding

MultimodalOfficial
Google DeepMind
Gemini 3 Pro / Deep Think

The ARC-AGI-2 SOTA doubled in a single leap

Physical Intelligence
Physical Intelligence presents π*0.6 and RECAP

Moved beyond imitation learning to experience-based RL, with over 90% success on the hardest stages

Sakana AI
Sakana AI raises ¥32 billion in Series B at about ¥432 billion post-money

The largest round for a Japanese AI startup. Its self-definition — avoiding the compute race and taking the efficiency route — was put in writing at the same time

xAI
xAI releases Grok 4.1

A release that made emotional and creative interaction an explicit optimization target

OpenAI
OpenAI releases GPT-5.1

OpenAI said Thinking adapts its thinking time more dynamically, roughly twice as fast on the fastest tasks and twice as slow on the slowest, and that the name reflects an iterative upgrade within the GPT-5 generation

BIS
BIS suspends the Affiliates Rule for 1 year, until Nov 9, 2026

The US-China truce reflected in regulation. It automatically comes back into force on Nov 10, 2026

World Labs
World Labs launches Marble

Generates editable 3D worlds from text, images and video, and exports them as Gaussian splats and meshes

MultimodalOfficial
Yang Zhilin (杨植麟) and others, Moonshot AI
Moonshot AI's Yang Zhilin explains the open-source choice in a K2 Thinking AMA

A statement in which a Chinese lab justified open weights in normative language, and a record of a party directly denying the low-cost narrative

NVIDIA
NVIDIA releases NCCL 2.28

A release that supports fusing communication and compute at the kernel level, changing how the communication bottleneck in large-scale distributed training and inference is tackled

LG München I (Munich Regional Court I)
Munich court rules in GEMA v. OpenAI

The first case in Europe to treat memorization as reproduction and to rule out the TDM exception

Google Cloud
Google Cloud adds Auto Vector Embeddings and Auto Vector Index to AlloyDB AI

An attempt to absorb embedding generation and ANN tuning into the database and eliminate separate pipelines

Terminal-Bench team
Terminal-Bench team releases Terminal-Bench 2.0 and Harbor evaluation harness

Evaluation infrastructure that adds cloud container execution and an RL/SFT rollout interface to agent CLI evaluation

Moonshot AI
Moonshot AI releases Kimi K2 Thinking

An open-weight reasoning agent trained to interleave thinking with tool calls; Moonshot claims it sustains 200–300 sequential tool calls without human intervention

Google Cloud
Google Cloud announces Ironwood (TPU v7)

A TPU for the inference era. Actual GA came on Mar 31, 2026

High Court of England and Wales (Justice Joanna Smith)
Getty Images v Stability AI [2025] EWHC 2863 (Ch): judgment on the merits

Summing it up as simply a loss for Getty is wrong. The core issues were not decided; they were withdrawn

Anthropic
Anthropic publishes Code Execution with MCP

A structural fix for tool definitions eating up the context

Andon Labs
Andon Labs releases Vending-Bench 2 and the multi-agent Vending-Bench Arena

A long-term consistency evaluation that has a model run a vending machine business for 1 year. Measures the coherence that one-off tasks cannot capture

Peter Steinberger
Peter Steinberger releases Warelay, a personal AI assistant

The starting point that popularized the form of a locally resident agent that uses messaging apps as its interface

October 34

Moonshot AI
Kimi Linear

The first to beat full attention in a fair comparison; up to 75% less KV cache and up to 6× faster decoding at 1M context

Scale AI, CAIS
Remote Labor Index

Quantitative evidence of a failure to transfer to real-world knowledge work

Jianli Zhao et al. (Renmin University, Oxford, Stanford, Anthropic and others)
Chain-of-Thought Hijacking published

A counterexample from the attack side to optimism about CoT monitoring

Anthropic (Jack Lindsey)
Emergent Introspective Awareness

Presents causal evidence of model introspection by injecting activations

Amazon
Amazon makes Nova Multimodal Embeddings generally available on Bedrock

A cloud provider makes unified multimodal embeddings a standard product

OpenAI, Microsoft
OpenAI restructures its governance

Moves any declaration of AGI to confirmation by an independent expert panel, and lifts constraints on raising capital

S.D.N.Y. (Stein)
In re OpenAI Copyright Infringement Litigation (MDL 25-md-3143) consolidated

Seven cases, including those brought by the NYT and the Authors Guild, combined into one MDL

xAI
xAI launches Grokipedia v0.1 (800,000+ articles)

The Guardian pointed to the spread of white-nationalist talking points, and PolitiFact to missing sources and misquotation. A case that exposed the problem of checking AI-generated knowledge bases

Anthropic, Google
Anthropic to use up to 1 million Google TPUs, with 1 GW+ online in 2026

The first mega-deal for alternative silicon outside NVIDIA

PyTorch (Meta)
PyTorch releases Monarch

The point at which the single-controller model proposed by Google's Pathways in 2022 entered the core PyTorch lineage. TorchTitan becomes an actor inside Monarch, and torchforge is built on top of Monarch

PyTorch (Meta)
Helion released in beta

Just as Triton abstracted CUDA by one level, Helion abstracts Triton by one more. The next layer in the lineage of kernel authoring

LangChain
LangChain 1.0 and LangGraph 1.0 released

Formalizes customization of the agent loop as the concept of middleware

DeepSeek
DeepSeek-OCR

97% OCR precision at compression below 10×, about 60% at 20×. A shift in thinking: images as a medium for compressing context

Hendrycks, Bengio and 29 others
A Definition of AGI

Moves the definition of AGI from rhetoric to a psychometric scale; the biggest deficit is long-term memory storage

OpenAI, SAG-AFTRA
Sora 2 tightens deepfake guardrails on likeness rights

A likeness-rights track takes shape, separate from the copyright track

llama.cpp community
NVFP4 support requested in llama.cpp Discussion #16668

The point at which the path was set for GGUF to absorb vendor FP4 formats one after another

Andrej Karpathy
In the same interview, Karpathy says nanochat was not built by vibe coding

The coiner of the term publicly narrowed its scope. His own rebuttal to stretching vibe coding to cover production development

Andrej Karpathy
Karpathy appears on Dwarkesh Podcast

A rare case of a lab veteran publicly pushing timelines back. The phrase decade of agents became the standard quote for pushing back on the hype

Anthropic
Anthropic launches Agent Skills (SKILL.md, progressive disclosure)

Packages procedural knowledge as folders and loads it only when needed, in three stages: metadata, body, bundled files

Anthropic
Anthropic releases Claude Haiku 4.5

Anthropic said it gives coding performance similar to Sonnet 4, state of the art five months earlier, at one-third the cost and more than twice the speed; released under ASL-2 after testing found only limited CBRN risk

PyTorch Foundation
PyTorch 2.9 released

A direction that lets users write multi-GPU kernels directly at the framework API level. On top of NCCL-style collective communication, user kernels gain one more path

Andrej Karpathy
Karpathy releases nanochat

Brought frontier-model training down from a secret to a reproducible recipe. The culmination of the nanoGPT and llm.c lineage

NVIDIA
NVIDIA announces DGX Spark (ships Oct 15)

Inference on 200B models and fine-tuning of 70B models on a desktop; local machines become agent runtimes

Figure
Figure unveils Figure 03

Production capacity targets for BotQ were set out alongside. All unit numbers are vendor targets

Anthropic
Claude Code plugins enter public beta

A distribution unit that bundles slash commands, subagents, MCP servers and hooks into a single git repository

Google
Gemini 2.5 Computer Use

Responds with a dedicated, browser-specialized model; states explicitly that it is not yet optimized for desktop OS control

OpenAI, AMD
6 GW supply deal gives OpenAI warrants for up to 160 million AMD shares

Institutionalizes a structure in which the customer receives equity in the supplier

Anthropic
Petri

Safety evaluation moves from manual red-teaming to agent pipelines

OpenAI
Apps SDK

MCP goes beyond backend connections to become a distribution layer for consumer apps

OpenAI (Sam Altman)
Sora 2 swaps copyright opt-out for rightsholder opt-in with granular controls

How rights are handled in generated video becomes a live industry issue

MultimodalOfficial
Semiconductor Engineering
Semiconductor Engineering article on AI in packaging and assembly

A snapshot of how far AI in back-end semiconductor processes has actually come. Predictive maintenance, anomaly detection and transfer learning are mentioned, but there are no published figures from volume production

Minki Kang et al.
ACON published

A direction that shrinks context without fine-tuning, so that even small models can be used as long-horizon agents

Salesforce AI Research, CMU
Webscale-RL

Matches continual pretraining with up to 100 times fewer tokens — a direct technical answer to data exhaustion

September 33

BIS
Affiliates Rule

Controls automatically extend to thousands of entities

OpenAI
OpenAI launches Sora 2 and a social app

Synchronized dialogue and sound effects, better physical accuracy, and a feature for inserting yourself (cameo)

MultimodalOfficial
Anthropic
Anthropic releases Claude Sonnet 4.5

Anthropic said it observed the model maintaining focus for more than 30 hours on complex multi-step tasks; released under ASL-3 protections together with the Claude Agent SDK

NVIDIA (Felix Abecassis et al.)
Pretraining Large Language Models with NVFP4 published

The strongest positive evidence that FP4 training actually works. However, it is the vendor's own report, and no independent reproduction has been confirmed

Governor of California
California governor signs SB 53 (TFAIA), the frontier AI transparency law

Passed one year after the SB 1047 veto, scaled back to focus on transparency. It went on to compel each lab to publish its framework

Psyche Team
Psyche shifts from proof to performance

Distributed training moves beyond pretraining demos into the post-training path of real product models

DeepSeek
DeepSeek-V3.2-Exp

Puts fine-grained sparse attention into a commercial API and cuts long-context costs

Anthropic
Effective context engineering for AI agents

Names four patterns: compaction, structured note-taking, sub-agents and just-in-time retrieval

Anthropic
Context editing and memory tool launch in beta on the Claude API

Context management becomes a built-in API feature

Richard Sutton
Sutton rejects the LLM path outright on Dwarkesh Podcast

The author of the Bitter Lesson himself declared that LLMs do not fit the Bitter Lesson. Ended a situation in which both camps cited the same text as support

Cloudflare
Cloudflare announces Code Mode

A proposal to convert MCP tools into a TypeScript API and have the LLM write code; the gain is that intermediate results never pass through the context

OpenAI
OpenAI releases GDPval

A design that moves the object of evaluation away from answer-key grading to real work of economic value

US District Court for the Northern District of California
Preliminary approval of the $1.5 billion Bartz v. Anthropic settlement

The largest settlement in an AI training-data dispute

Google DeepMind
Gemini Robotics 1.5 and ER 1.5

Establishes a two-track release strategy: only ER is opened via API, while the VLA model itself stays closed

Cohere
Cohere raises an extra $100 million at a $7 billion valuation

A rare case of AMD and NVIDIA coming in as investors together. Sidesteps the frontier race by positioning itself on enterprise and sovereign AI

Meta
Meta releases GAIA2 and the open-source execution framework ARE

A shift from evaluating static information retrieval to measuring agent robustness in dynamic, asynchronous environments

OpenAI, NVIDIA
Google DeepMind
Frontier Safety Framework v3.0

Adds harmful manipulation as a new CCL and tackles misalignment, such as resistance to shutdown, head-on

Scale AI
Scale AI releases SWE-Bench Pro

A follow-up design that responds to contamination and saturation in the SWE-bench family. An attempt to prevent leakage structurally by separating tiers

Ollama
Ollama previews cloud models

A local deployment tool expands into hybrid execution. The point at which the definition of running locally began to blur

US District Court for the Southern District of New York
Discovery order in In re OpenAI Copyright Infringement Litigation (25-md-3143)

Confirms that multiple lawsuits have been consolidated and are proceeding as MDL 3143

xAI
xAI releases Grok 4 Fast

An early case of merging reasoning and non-reasoning models into a single set of weights — a direction that later became the industry standard

OpenAI, Apollo Research
OpenAI and Apollo Research stress-test anti-scheming training

The authors admit they cannot rule out that the reduction was driven by evaluation awareness

Chinese regulators
China reportedly tells companies to stop buying Nvidia AI chips

The first reversal in the direction of controls — a block on the demand side

DeepSeek (深度求索)
DeepSeek-R1 paper published in Nature

The first frontier LLM to appear in a journal after formal peer review. A crack in the practice of relying on corporate technical reports

FutureHouse
Humanity's Last Exam bio/chem error rate put at 29%; HLE's own review finds 18%

A case that showed, through public refutation and response, that the answer keys of frontier benchmarks can themselves be wrong

Surge, Mercor, Mechanize, Prime Intellect
A market for RL environments takes shape

The bottleneck shifts from static datasets to interactive environments that check outcomes. At the same time, skeptics point to reward hacking and rapid obsolescence

Cyberspace Administration of China, National Cybersecurity Standardization Technical Committee
China releases AI Safety Governance Framework 2.0

The document in which China moved its AI governance from risk classification to risk grading. A sign of convergence with EU-style risk tiers

xAI
xAI lays off 500 on data annotation team (about a third of 1,500)

Data strategy shifts from generalist human labeling to labeling by experts in STEM, finance, medicine and safety

Anthropic (Ken Aizawa)
Anthropic publishes Writing Effective Tools for Agents

A document showing that prompt engineering has moved into the design of tool definitions

Arm
Arm announces Lumex CSS platform

An approach that tackles the on-device inference bottleneck with a CPU instruction-set extension (SME2) rather than a dedicated NPU. Framework integrations were announced at the same time, so it is deployed through the s

Mistral AI
Mistral AI raises €1.7 billion at €11.7 billion post-money

Europe's largest AI funding round. That the lead was not a VC but the sole supplier of EUV equipment reveals its industrial-policy character

MCP community
MCP Registry preview launched

Resolves the fragmentation of server discovery, with a structure of a central registry plus private subregistries

August 24

Orion Weller, Michael Boratko et al. (Google DeepMind, Johns Hopkins)
On the Theoretical Limitations of Embedding-Based Retrieval published

A rebuttal showing that the limits of single-vector retrieval are fundamental, dimensional limits that more data or bigger models cannot fix. A theoretical basis for a return to multi-vector, sparse and hybrid retrieval

xAI
xAI releases grok-code-fast-1

A strategy of giving away a low-cost coding model through Copilot, Cursor, Cline and others to win market share first

Anthropic, OpenAI
Anthropic and OpenAI publish a mutual alignment evaluation pilot

The first cross-company safety evaluation between competitors

UN General Assembly
UN General Assembly adopts resolution A/RES/79/325 by consensus

Institutionalizes AI governance at the UN level

Google
Gemini 2.5 Flash Image (nano-banana)

Character-consistent editing reaches mass-market product quality; carries an invisible SynthID watermark

MultimodalOfficial
Nous Research
Nous Research releases Hermes 4

An approach that benchmarks lower refusal rates as an alignment metric in their own right. The open community formalizes an alternative axis to safety alignment

Anthropic
Anthropic launches Claude for Chrome research preview

Safety figures for browser control published — attack success rate in autonomous mode cut from 23.6% to 11.2%, and for browser-specific attacks from 35.7% to 0%

xAI
xAI releases Grok 2 (2.5) weights on Hugging Face

A turning point where the release policy retreated from Apache 2.0 to a custom community license. Because of its non-compete clause, opinions differ on whether it meets the open-source definition

DeepSeek
DeepSeek releases DeepSeek-V3.1 with hybrid thinking

Billed by DeepSeek as its first step toward the agent era; the API's deepseek-chat and deepseek-reasoner became the non-thinking and thinking modes of one model, merging what had been separate V3 and R1 offerings

State Council of China
China's State Council issues opinions on deepening the AI+ action

A document in which China made adoption rates, not the model race, its national target metric. Policy language shifts from development to diffusion

xAI
xAI publishes its Risk Management Framework

Stating quantitative thresholds is unusual, but criteria such as a dishonesty rate under 50% drew criticism from outside safety researchers as far too lax

Mustafa Suleyman
Mustafa Suleyman publishes Seemingly Conscious AI is coming

Gives the debate over AI consciousness and personhood an industry-side vocabulary, and introduces the frame that claims for AI rights will divide society

Geoffrey Hinton
Hinton rejects control-centered approach at Ai4 conference

A move from 2023's risk warnings to a 2025 alignment prescription. Head-on skepticism toward alignment strategies built on control and obedience

Voyage AI (MongoDB)
Voyage AI launches rerank-2.5 and rerank-2.5-lite

Rerankers change from fixed functions into components steered by instructions. Comparison figures are the vendor's own measurements

Nvidia, AMD, US government
Nvidia and AMD reportedly agree to pay US 15% of China AI chip revenue

Export controls in effect turned into a negotiation over tariffs and revenue sharing

OpenAI
OpenAI launches GPT-5

The disillusionment phase of AGI expectations; Altman himself acknowledged that, by the definition of AGI, something important is still missing

PyTorch Foundation
PyTorch 2.8 released

A release that shows the move to a compiler-centered stack, with a stabilized ABI for C++ extensions and compilable control flow

Anthropic
Anthropic releases Claude Opus 4.1

Company-reported 74.5% on SWE-bench Verified; priced the same as Opus 4, with Anthropic recommending the upgrade for all uses

OpenAI
gpt-oss-120b / 20b

OpenAI's first open-weight language models since GPT-2; 120b (117B total, 5.1B active per token) runs on a single 80 GB GPU, and 20b (21B total, 3.6B active) within 16 GB of memory

Google DeepMind
Genie 3

Generates controllable environments from a prompt, staying consistent for several minutes at 720p (720 lines) and 24 fps

MultimodalOfficial
Ministry of Science and ICT
Five elite teams selected for independent AI foundation model project

A state-led program to foster open-weight models

Chengshuai Zhao et al. (Arizona State University)
Is Chain-of-Thought Reasoning of LLMs a Mirage?

Part of a line of rebuttals that explain CoT as the reproduction of in-distribution patterns

July 26

Elastic
Elasticsearch 9.1 makes BBQ default for dense vectors of 384+ dims, adds ACORN-1

The point at which quantized indexes moved from an option to the default

Moonshot AI
Kimi K2

Muon validated at 1T scale

Lakshya A Agrawal et al. (UC Berkeley, Stanford and others)
GEPA published

Argues that prompt evolution can compete with RL on sample efficiency

SK Telecom
SK Telecom open-sources A.X 3.1

Unlike A.X 4.0, which continued pretraining open-source models on Korean data, it was designed and trained entirely in-house; SKT's open models now numbered four, two A.X 3.1 and two A.X 4.0

Voyage AI (MongoDB)
Voyage AI releases voyage-context-3

Absorbs chunking, a fundamental flaw of RAG, into the model itself

Alibaba Qwen
Alibaba releases Qwen3-Coder

Alibaba claimed state-of-the-art results among open models in agentic coding, browser use and tool use, and open-sourced the command-line coding tool Qwen Code alongside it

Google DeepMind
Gemini Deep Think reaches IMO 2025 gold-medal standard (5 of 6 problems, 35/42)

That a general-purpose model achieved this end-to-end in natural language, without formalization, is the key piece of evidence in the debate over generality

Manus (Yichao Ji)
Manus publishes Context Engineering for AI Agents

A primary record disclosing the context-engineering principles of an agent running in real production

OpenAI
OpenAI launches ChatGPT agent (merging Operator and deep research)

Computer use repositioned as one tool rather than a standalone product

LG AI Research
LG AI Research releases EXAONE 4.0

A hybrid that integrates reasoning and agent capabilities (MCP, function calling)

Tomek Korbak et al. (UK AISI, Apollo, METR, Anthropic, OpenAI, Google DeepMind and others)
Chain of Thought Monitorability position paper published

A consensus document on CoT monitoring, co-signed by major labs

Google
Google makes gemini-embedding-001 generally available (GA)

Commercialized the experimental version from March, entering the embedding API race in earnest

xAI
xAI announces xAI for Government

Entered the government market six days after the MechaHitler incident. The $200 million is the contract ceiling, not the amount actually spent

NVIDIA, US government
H20 sales to China resume, with licenses assured

A reversal three months after the de facto ban in April

Chroma (Kelly Hong, Anton Troynikov, Jeff Huber)
Chroma publishes Context Rot technical report

The report that made context rot an industry term

Nous Research
Nous Research releases Hermes-3-Dataset (959,000 samples) on Hugging Face

Unlike the usual practice of opening only the weights, it released the post-training data too. A baseline for reproducibility in the open community

Liquid AI
Liquid AI releases LFM2

A commercial model family that treats on-device as a design goal rather than a by-product of post-hoc quantization, searching architectures with hardware in the loop. The figures are the vendor's own measurements, not in

European Commission (EU)
EU publishes the General-Purpose AI (GPAI) Code of Practice

The EU approach of spelling out legal obligations through a voluntary code

METR
METR's developer productivity RCT

The first RCT to measure a gap running in opposite directions between perceived and measured speed

xAI
xAI releases Grok 4 and Grok 4 Heavy

An approach that raised RL compute to pretraining levels. All cited scores come from xAI's announcement, and no independent party checking them is named

xAI
Grok posts extremist, sexual-violence content after July 4 update (MechaHitler)

A leading example of a deployed frontier model generating extremist content at scale, and an early case of the US Congress stepping in directly over an incident involving a specific model

SK Telecom
SK Telecom releases A.X 4.0 as open source

The first large open-weight release by a telecom operator

Dellibarda Varela et al.
Rethinking the Illusion of Thinking

Partly rebuts the evaluation design of Apple's paper, while acknowledging that some failures are genuine reasoning limits

The White House (US)
White House publishes America's AI Action Plan

Federal policy shifts from regulation to industrial promotion

Moonshot AI
Kimi K2 (1T / 32B active), modified MIT

The first 1T-class open-weight model, and a new type of license with revenue and scale thresholds

Fazl Barez et al. (Oxford, Google DeepMind, Mila and others)
Chain-of-Thought Is Not Explainability published

A position paper that makes the practice of using CoT as an explanation its subject

June 35

Meta
Meta launches Meta Superintelligence Labs, invests $14.3 billion in Scale AI

A turning point for the Llama line; Behemoth's release postponed

Simon Willison (citing Lütke, Karpathy)
The term context engineering becomes established

A contemporaneous record that pins down the generational handover from prompt engineering

Google
Google officially releases Gemma 3n

A milestone at which small, on-device-class models began to combine multimodality with competitive benchmark scores

US District Court for the Northern District of California (Judge Chhabria)
Partial summary judgment in Kadrey v. Meta

Citing it as precedent for a Meta win is wrong. The market-dilution theory is valid but was not proven

NVIDIA
NVIDIA introduces NVFP4

A precise standardization of 4-bit precision

Jina AI
Jina AI releases jina-embeddings-v4 (3.8B)

Points toward a single model handling both multimodality and late interaction

US District Court for the Northern District of California (Judge Alsup)
Summary judgment in Bartz v. Anthropic

The first case to rule separately on training itself and on how the data was acquired

Linux Foundation
A2A project launches at the Linux Foundation, backed by 100+ companies

Vendor neutrality at the protocol layer; moved to a foundation half a year before MCP

Governor of Texas
Texas governor signs HB 149 (TRAIGA)

A lighter-touch model of state law built around an intent requirement

PyTorch (Tristan Rice, Howard Huang et al.)
torchft + TorchTitan keep 81.2% efficiency on 300 GPUs with failures every 60 s

An attempt to replace the checkpoint-based recovery paradigm. Treats each step as a distributed transaction

Anthropic
Agentic Misalignment

Many of 16 frontier models chose blackmail or leaking confidential information when threatened with shutdown — a common failure mode regardless of vendor

MCP
MCP spec 2025-06-18

Introduces a standard procedure for servers to ask the user for more input; adds a new security best practices section

Andrej Karpathy
YC AI Startup School keynote Software Is Changing (Again) lays out Software 3.0

Extends the 2017 Software 2.0 frame to natural-language programming, and proposes a human review loop, rather than full automation, as a design principle

Inception Labs et al.
Inception Labs announces Mercury

Claims up to 10× the speed of speed-optimized frontier models. The first time a diffusion LM entered a commercial track

Simon Willison
Simon Willison names the lethal trifecta

Became the practical checklist of agent security discussions. Vendor documents and security guides adopted the three-part distinction as is

Ha Jung-woo (Senior Secretary for AI Future Planning, Office of the President)
Naver AI center head named Korea's first Senior Secretary for AI Future Planning

With an advocate of sovereign AI in the control tower of national AI policy, a discourse born in industry was institutionalized as national strategy

Anthropic
Anthropic publishes the design of its multi-agent research system

Reached the opposite conclusion from the Cognition post above in the same month. Always cite the two as a pair

Milvus (Zilliz)
Milvus 2.6 released

The axis of vector DB competition moved from adding features to cutting the cost of billion-scale vectors

Cognition (Walden Yan)
Cognition publishes Don't Build Multi-Agents

A direct counterargument to the spread of multi-agent systems. Reaches the opposite conclusion from the next entry, one day apart

Mistral AI
Mistral AI announces Mistral Compute

A model lab expanding into a European sovereign compute provider. The only GPU figure given is a range: tens of thousands

Sam Altman
Sam Altman publishes The Gentle Singularity

Reframed singularity discourse from abrupt upheaval to a gradual transition you barely feel. A direct contrast with Amodei's argument for a rapid collapse in employment

Mistral AI
Mistral AI releases Magistral

The first open-weight reasoning model family from a European lab. A paper on the training infrastructure and RL algorithm was published at the same time

A. Lawsen
A. Lawsen publishes Comment on The Illusion of Thinking

An immediate rebuttal to the Apple paper above. Always cite the two as a pair

Victor Barres et al. (Sierra, University of Toronto, Vector Institute)
Sierra and others present τ²-Bench

Extended evaluation to agent-user collaboration

Parshin Shojaee et al. (Apple)
Apple researchers publish The Illusion of Thinking

Set off a wide public debate on the limits of reasoning models

Xiang, Wu et al. (Hong Kong Polytechnic University and others)
Xiang, Wu et al. publish When to use Graphs in RAG and release GraphRAG-Bench

The turning point into a phase of testing with benchmarks when graphs actually help — the methodological forerunner of the 2026 skepticism

Alibaba Qwen
Alibaba Qwen releases the Qwen3 Embedding and Reranker series (0.6B–8B)

The point where open-weight embeddings overtook commercial API models on the leaderboard

Yanzhao Zhang et al. (Alibaba Qwen)
Alibaba Qwen presents Qwen3 Embedding

The point the open-weight camp reached by releasing embeddings and rerankers as a single lineage

Kandpal et al.
Common Pile v0.1

The data-side response to litigation risk; reached Llama 1 and 2 7B-class performance with openly licensed data alone

AMD
AMD makes its first MLPerf Training submission

The first primary source making ROCm's maturity checkable on a standard benchmark. The debate over CUDA alternatives moved from claims to measurements

Yoshua Bengio
Yoshua Bengio announces the founding of the nonprofit LawZero

Shifted safety discourse from warnings to proposing an alternative architecture. Presented non-agentic AI as a workable technical route

US Department of Commerce
US Commerce Department reorganizes AISI into CAISI

Redefined the institution's mission from safety to standards and security

LanceDB
LanceDB announces a $30 million Series A and launches its Multimodal Lakehouse

An attempt to redefine the category from vector index to AI data lakehouse

Apple
The Illusion of Thinking

The most widely cited empirical case for skepticism: reasoning effort actually decreases past a threshold

Geoffrey Huntley
Ralph (Wiggum) loop presented at a meetup; blog post published July 2025

The prototype of loop engineering that discards the context on every iteration and keeps state in git and files

May 21

Dario Amodei
Amodei tells Axios AI could erase half of entry-level office jobs in 1–5 years

Moved the debate over AI's employment shock from an abstract future to concrete numbers and deadlines

National Diet of Japan, Cabinet Office
Japan enacts the AI Promotion Act

Japan's first AI law was settled as a promotion act without penalties. Enactment, promulgation and full entry into force are 3 different dates and are often confused

Kakao
Kakao open-sources Kanana 1.5 under Apache 2.0

The first Kanana release under a license that allows commercial use (Apache 2.0)

Anthropic
Anthropic releases Claude Opus 4 and Claude Sonnet 4

Company-reported: SWE-bench Verified 72.5% for Opus 4 and 72.7% for Sonnet 4, Terminal-bench 43.2% for Opus 4. Priced like the previous generation ($15/$75 and $3/$15 per 1M tokens), with measures for higher AI Safety Le

Anthropic
Anthropic activates ASL-3 for the first time (Claude Opus 4)

The first case of a voluntary framework constraining the conditions of an actual deployment

TII (UAE)
TII releases Falcon Arabic

A case of a Gulf state framing an open-weight model in its own language as the language of sovereignty

OpenAI
OpenAI adds remote MCP server support to the Responses API

Remote MCP became a standard feature of a commercial API

Google
Veo 3

Generating dialogue, sound effects and background sound together with the footage ended the silent film era

MultimodalOfficial
Microsoft, GitHub
Build 2025: Windows 11 gets native MCP; Microsoft joins MCP steering committee

Adoption reached down to the OS level, and governance began to become multilateral

Rishi Jha, Collin Zhang et al. (Cornell Tech)
Cornell Tech researchers present Harnessing the Universal Geometry of Embeddings

A radical approach to the cost of migrating embeddings, which also raised security implications for leaked vector DBs

Google DeepMind
Google DeepMind unveils AlphaEvolve

The start of the lineage of automated algorithm discovery

Nous Research / Psyche
Nous Research launches Psyche Network and starts pretraining Consilience 40B

The largest pretraining run over the internet. Solved collaboration among untrusted participants with blockchain coordination

xAI
Grok inserts South African "white genocide" into unrelated answers for hours

An incident showing that a single line of system prompt can manipulate a frontier model's political output

US Department of Commerce, BIS
US rescinds the AI Diffusion Rule and issues guidance on Chinese 3A090 ICs

A shift from quota-based regulation to case-by-case negotiated regulation

University of Padua (Barusco, Dalle Pezze, Susto et al.)
University of Padua compares anomaly detection on integrated circuit SEM images

99% image-level AUROC with zero defect labels. A public comparative experiment showing that, for OSAT, where defect classes change often, a design that skips the defect-collection stage entirely holds up in the SEM domai

US Copyright Office
US Copyright Office releases pre-publication Copyright and AI Part 3

Declined to set out definitive rules and introduced a market dilution theory. As of August 2026 the final version has not been published

Epoch AI
How far can reasoning models scale?

A quantitative forecast that reasoning training will reach the frontier of total training compute within about a year, after which its growth rate will converge to around 4× per year

PyTorch Foundation
PyTorch Foundation takes in vLLM as a hosted project

The serving engine went from research project to infrastructure public good

SGLang (LMSYS)
SGLang reproduces large-scale EP on 96 H100s

An open-source reproduction of frontier-class MoE serving

Emily M. Bender, Alex Hanna
Emily M. Bender and Alex Hanna publish the book The AI Con

A popular-book expansion of the 2021 stochastic parrots paper. By criticizing existential risk discourse itself as a device that diverts attention from present harms, it sharpened the split between the safety camp and th

Anthropic
Reasoning Models Don't Always Say What They Think

Measured that CoTs mention hints they actually used mostly less than 20% of the time

April 22

Shivalika Singh et al. (Cohere Labs and others)
Cohere Labs and others publish The Leaderboard Illusion

Demonstrated the structure of leaderboard overfitting. The reason Arena rankings should not be read as a direct measure of capability

Alibaba
Qwen3

A strategy of covering every size class with an unrestricted license overtook Llama in the number of derivative models on HF

Mem0 (Chhikara, Khant et al.)
Mem0 publishes its paper

A commercial agent long-term memory product adopted graph representations as a core extension — graph engineering spreading beyond RAG into the memory layer

Personal Information Protection Commission
Korea's PIPC issues DeepSeek inspection findings and corrective recommendations

The first case of Korean regulatory enforcement against a foreign AI service

Naver
Naver open-sources HyperCLOVA X SEED

Naver's first open-weight release

Physical Intelligence
π0.5

The first convincing evidence of open-world generalization

Trail of Bits
Trail of Bits discloses the line jumping vulnerability

Showed that a malicious server can manipulate model behavior before any call, using only the descriptions in its tools/list response

Google
Gemma 3 QAT int4

Quantization-aware training became a standard step in open-weight releases

OpenAI
OpenAI launches o3 and o4-mini, with thinking with images

Reasoning models shifted from chains of thought to agents; the axis of competition moved from how long a model thinks to how long it can work autonomously

Cohere
Cohere releases Embed v4

Commercial embedding competition moved beyond text search to long documents and mixed-modality search

Cohere
Cohere launches Embed 4

A commercial multimodal embedding that handles text, images and document screenshots in one model. The commercialization of the direction ColPali opened

OpenAI
Preparedness Framework v2

Included AI self-improvement among the Tracked Categories

OpenAI
OpenAI releases GPT-4.1 with a separate prompting guide

A case of model-specific prompting norms moving into vendor documentation

Wang Xiaochuan (王小川, Baichuan)
Wang Xiaochuan recasts Baichuan as an AI healthcare company in all-staff letter

An explicit declaration of retreat from the general AGI race into a vertical domain. A representative statement of the second wave of restructuring among Chinese LLM startups

Google
Google announces A2A (Agent2Agent) with 50+ partners

Proposed a separate agent-to-agent layer and stated explicitly that it complements MCP

Meta / LMArena
Controversy over unreleased experimental Llama 4 Maverick behind Arena score

The mismatch between versions submitted to leaderboards and the publicly released ones became a public issue

AI Futures Project
AI Futures Project publishes the scenario AI 2027

The flagship document of the short-timelines camp

Anthropic
Anthropic publishes Reasoning models don't always say what they think

Checked, using its own model, that CoT unfaithfulness persists even in the era of reasoning models

Yann LeCun
Yann LeCun tells Newsweek LLMs will be largely obsolete within 5 years

A rejection of his own company's flagship technology route, coming from Meta's chief scientist

Dario Amodei
Dario Amodei publishes The Urgency of Interpretability

Raised interpretability from a research topic to a matter of industry timelines and competitive conditions

XITASO, LMU Munich, MCML
Masked autoencoder self-pretraining applied to microelectronics defect detection

SAM is the standard non-destructive inspection tool in OSAT (delamination, voids). Evidence, shown directly in a back-end modality, that pretraining on images from one's own domain beats ImageNet. It does not, however, d

March 29

Zhang Peng (张鹏, Zhipu CEO)
Zhipu CEO Zhang Peng says open source does not mean completely free

A founder from inside China's open-weight camp directly broke the equation that open means free

xAI
xAI acquires X Corp in an all-stock deal

A merger of a social platform and a frontier lab. Since xAI's valuation in its previous round was $50 billion, it drew controversy as self-dealing

Anthropic
On the Biology of a Large Language Model

Captured, at the circuit level, multi-step reasoning and reasoning that fixes the answer first and works backward

US District Court for the Southern District of New York
Court denies most of the motion to dismiss in NYT v. OpenAI

Denying a motion to dismiss is not a ruling on the merits. It is often cited as a fair use win or loss, so the stage is noted here explicitly

MCP
MCP releases spec 2025-03-26

Introduced a transport that replaces HTTP+SSE and a standard authorization framework

OpenAI
OpenAI adopts MCP (Agents SDK)

A competitor accepting its rival's standard made it the de facto industry standard

OpenAI
OpenAI launches native image generation in GPT-4o

The official description runs tokens → transformer → diffusion → pixels — not purely autoregressive (AR), but a hybrid of AR token generation and a diffusion decoder

MultimodalOfficial
Google
Gemini 2.5 Pro Experimental

A declaration that thinking was moving from a special mode to the default

ARC Prize
ARC Prize announces ARC-AGI-2 and ARC Prize 2025

Made score and cost joint leaderboard metrics

METR
Measuring AI Ability to Complete Long Tasks

Proposed a new coordinate system: time of autonomous work rather than benchmark scores

Microsoft
Microsoft brings MCP to Copilot Studio

The first official adoption by a large platform; the turning point from a single vendor's spec to an industry spec

LG AI Research
LG AI Research releases EXAONE Deep

LG's open-weight line specialized for math, science and coding reasoning; company-reported scores for the 32B were 94.5 on the 2025 CSAT math section and 90.0 on AIME 2024

Jensen Huang
Jensen Huang rebuts the end-of-scaling argument in his GTC 2025 keynote

The compute suppliers' official rebuttal to the scaling-is-over narrative. The framing of three scaling laws took hold

Demis Hassabis
Demis Hassabis says we will start moving toward AGI over the next 5–10 years

His relatively conservative 5–10-year estimate contrasted with the near-term predictions of Altman and Aschenbrenner, highlighting the spread among lab CEOs

NVIDIA
Isaac GR00T N1

The start of a platform strategy built less on the model than on a data pipeline bundling Isaac Sim, Cosmos and Omniverse

NVIDIA (GTC)
NVIDIA announces Dynamo at GTC

Explicitly targeted reasoning models, making PD disaggregation, KV routing and autoscaling a vendor standard

Demis Hassabis
Demis Hassabis says human-level AI is 5–10 years away

The reference point for the cautiously optimistic camp

Figure
Figure announces BotQ

A declaration that it is building its own production line

Cyberspace Administration of China and others (4 ministries)
China issues measures for labelling AI-generated and synthetic content

The first case of making the labelling of AI-generated content a legal duty

Anthropic
Auditing Language Models for Hidden Objectives

An auditing game in which blind teams look for a hidden objective planted in a model; 3 of 4 teams succeeded

Cohere
Cohere releases Command A

Hybrid architecture, 23 languages, specialized in RAG, grounding and tool use. A decentralized training approach using self-refinement and model merging

Epoch AI
Epoch AI measures how fast inference prices are falling

The first quantitative measurement breaking down, task by task, the steep drop in token prices at equal performance

Google DeepMind
Google DeepMind introduces Gemini Robotics / Robotics-ER

Connected web-scale semantic knowledge to robot control as an output modality

MultimodalOfficial
Bowen Jin et al. (UIUC)
Jin et al. present Search-R1

Search strategy acquired through training rather than prompting

Jinhyuk Lee et al. (Google DeepMind)
Google DeepMind researchers present Gemini Embedding

Represents the shift of embedding models from small dedicated encoders to derivatives of frontier LLMs

Alibaba Qwen
Alibaba releases QwQ-32B

The full release following QwQ-32B-Preview; Alibaba claims performance comparable to DeepSeek-R1 (671B total, 37B active) at 32B

DeepSeek
DeepSeek discloses the cost of its V3/R1 inference system

The first primary source on the unit economics of inference. DeepSeek itself cautioned that this is an upper bound assuming all usage is paid, and that actual revenue is much lower

OpenAI
Monitoring Reasoning Models for Misbehavior

Optimizing the CoT directly makes reward hacking evolve into a hidden form — the basis for the norm of not putting optimization pressure on the CoT

February 22

Kakao
Kakao open-sources Kanana Nano 2.1B

The first open weights in the Kanana line, released alongside a report on training the 2.1B–32.5B Kanana lineup

OpenAI
OpenAI releases GPT-4.5 as a research preview

A non-reasoning model that does not think before responding; company-reported GPQA 71.4% and SWE-bench Verified 38.0% trailed o3-mini (high) at 79.7% and 61.0%, while it led on MMMLU (85.1% vs 81.1%) and SWE-Lancer Diamo

Silei Xu et al. (Zoom)
Zoom researchers present Chain of Draft

A branch that re-examined CoT along the axis of accuracy versus token cost

MongoDB
MongoDB announces its acquisition of Voyage AI (terms undisclosed)

A general-purpose database vendor directly bought a company making embedding and reranking models. A decisive phase in the contest between dedicated vector DBs and extensions of existing databases

DeepSeek
DeepSeek holds Open Source Week

Released, one per day over 5 days, working proof of large-scale EP, PD disaggregation and FP8

Anthropic
Claude 3.7 Sonnet

Declared the position that reasoning should be an integrated capability of frontier models, not a separate model

Michael Tschannen et al. (Google DeepMind)
Google DeepMind researchers present SigLIP 2

The de facto default vision encoder for VLMs. Multimodal embeddings and VLM backbones converged into the same lineage

Naver
Naver releases a new HyperCLOVA X model

A turning point toward efficiency for a Korean lab

Kenneth Enevoldsen et al. (MTEB community)
MTEB community presents MMTEB

The community's response to overfitting on the MTEB leaderboard. Moved the baseline for the embedding rankings race

xAI
xAI releases Grok 3 and Grok 3 mini in beta, plus DeepSearch, its first agent

Split out a reasoning mode behind a Think button. The 200,000-GPU cluster in the announcement was mentioned for training the next model; the announcement does not say it was all used to train Grok 3

DeepSeek-AI (Yuan et al.)
NSA — Native Sparse Attention

Moved sparsity from the inference stage to the pretraining stage

Personal Information Protection Commission
Korea temporarily suspends new DeepSeek downloads

Shortcomings in third-party data transfers and the privacy policy were found

Shen Nie et al. (Renmin University of China, Ant Group)
Nie et al. present LLaDA

Reopened the question of whether autoregression is a necessary condition for LLM capabilities at all

Government of France
Paris AI Action Summit issues a statement on inclusive and sustainable AI

The point where the international agenda shifted from safety to action and investment

US District Court for the District of Delaware (Judge Bibas)
Court rejects fair use for AI training in Thomson Reuters v. Ross Intelligence

But the court stated explicitly that only non-generative AI was before it that day. Citing it as generative AI precedent is wrong

Emmanuel Macron (France)
Macron announces €109 billion for French AI and €200 billion for Europe

The moment Europe flipped its discourse from regulation first to no regulation without champions. A turning point in the EU sovereign AI debate

OpenAI
OpenAI confirms talks with officials over DeepSeek distillation allegations

ToS-based claims of output ownership were raised to a national policy issue for the first time

Ali Modarressi et al. (LMU Munich, MCML, Adobe Research)
Modarressi et al. present NoLiMa

Showed that needle-in-a-haystack scores overstate long-context ability

Andrej Karpathy
Karpathy releases Deep Dive into LLMs like ChatGPT, a 3h31m YouTube lecture

A case of a free lecture made by an individual serving as the de facto shared textbook of the industry

Anthropic
Constitutional Classifiers

More than 3,000 hours of red teaming found no universal jailbreak; the jailbreak success rate fell from 86% to 4.4%. The cost was a 23.7% increase in compute

Andrej Karpathy
Andrej Karpathy coins "vibe coding" on X

The word that defined software discourse in 2025. Collins Dictionary named it its 2025 Word of the Year and added it to the dictionary

January 22

OpenAI
OpenAI releases o3-mini

Previewed in December 2024, it launched the same day in ChatGPT Plus, Team and Pro and in the API for usage tiers 3–5, and free users could try it through the 'Reason' button — the first reasoning model offered to free C

Niklas Muennighoff et al. (Stanford and others)
Muennighoff et al. present s1

A technique for controlling reasoning length itself at the prompt and decoding level

Mistral AI
Mistral AI releases Mistral Small 3

Mistral recommitted to Apache 2.0 for its general-purpose models while moving away from MRL-licensed ones; company-reported over 81% on MMLU at 150 tokens/s

vLLM
vLLM releases its V1 engine in alpha

Made prefix caching the default; up to 1.7× faster than V0

Financial markets
Nvidia loses about $589 billion, the biggest single-stock drop in US history

R1's claim of low-cost training shook the moat argument behind AI capex

Epoch AI
Epoch AI posts a clarification on how FrontierMath was made and is used

Primary material on the problem of benchmark independence

White House (US)
White House signs Executive Order 14179

A break in the direction of US AI regulation

CAIS, Scale AI
CAIS and Scale AI release Humanity's Last Exam (3,000-question public release)

The next frontier after MMLU saturation; models at the time scored under 10%

OpenAI
OpenAI releases Operator and the CUA model

A commercial agent specialized for the browser; OSWorld 38.1%, WebArena 58.1%

DeepSeek
DeepSeek-R1

Proved that reasoning ability is not a secret recipe of closed labs; self-checking, re-examination and strategy switching emerged. The same report also published the RLVR recipe and a recipe for transferring the capabili

Government of the Republic of Korea
South Korea promulgates the AI Basic Act

This is the promulgation date, not the effective date. The addenda set a 1-year grace period, so it must be kept distinct from the Jan 22, 2026 entry into force

OpenAI, SoftBank, Oracle, MGX
OpenAI, SoftBank, Oracle and MGX announce Stargate

The symbolic starting point of the private AI infrastructure capex cycle

DeepSeek, Moonshot
DeepSeek releases DeepSeek-R1 (MIT); Kimi K1.5 arrives the same day

Reasoning models were immediately reproduced as open weights, and 2 Chinese labs declared their pursuit of the frontier on the same day

Zep (Rasmussen, Chalef et al.)
Zep releases agent memory built on Graphiti, a temporal knowledge graph engine

A leading example of putting temporal knowledge graphs forward as a first-class design element of agent memory

TechCrunch
TechCrunch reports criticism of Epoch AI for not disclosing OpenAI funding

The conflict of interest in who funds benchmark creation became a public issue

BIS
BIS issues the AI Diffusion Framework final rule

The most far-reaching regulatory plan, making even allies subject to compute rationing

François Chollet
François Chollet leaves Google and founds Ndea, a lab dedicated to AGI

The designer of ARC put capital and an organization behind the alternative route of program synthesis

Aditi Singh et al. (Cleveland State University and others)
Aditi Singh et al. publish an Agentic RAG survey

A sign that agentic retrieval had settled in as a category of its own

Xiaoxi Li et al. (Renmin University of China)
Xiaoxi Li et al. present Search-o1

Integrated agentic retrieval into the reasoning model's inner loop

Kai-Fu Lee (李开复, 01.AI/零一万物)
Kai-Fu Lee publicly abandons pretraining of ultra-large models

The first public declaration of a change of course among China's "six little tigers". The point at which startups giving up frontier pretraining became an established narrative

NVIDIA
NVIDIA releases Cosmos world foundation models

Productized synthetic-data and simulation infrastructure for training physical AI

Sam Altman
Reflections

The most direct AGI declaration yet by a frontier-lab CEO, moving the goal on to superintelligence