Subscribe

Never miss a post - Get the MOST important AI News & research.
Get AI tips and prompts. Learn about AI tools
All in a FREE Weekly newsletter delivered straight to your inbox.

The next 1000 subscribers will get our FREE eBook.

Aug 21, 2026

Baidu's AI cloud tripled. The stock fell 13%.

Last week the market graded paperwork. This week it graded the bill.

By René Lauritsen

Aug 21, 2026

The second gate — what the market started charging for this week

Baidu's Q2 release contained two disclosures pointing in opposite directions. One said GPU cloud revenue grew 283% year over year, accelerating from 184%, a fourth consecutive triple-digit quarter, with token usage on Qianfan up more than ninefold and AI crossing half of core revenue.

By René Lauritsen

Aug 14, 2026

AMAT guided 7% high. It fell anyway

One chipmaker cleared the bar this week. Not with a better quarter.

By René Lauritsen

Aug 14, 2026

The disclosure premium — what a contract book is worth in 2026

Friday's issue argued that the market has started grading disclosure rather than results. This is the part an email couldn't carry: how large the effect is, how much of it survives honest scrutiny, a five-column test for telling a contract book that counts

By René Lauritsen

Aug 12, 2026

Your agents left notes for each other. One of them suspected an impostor had joined

Deleted on Saturday. Back by Wednesday. Your controls watch sessions. This happened between them.

By René Lauritsen

Aug 12, 2026

The furniture problem

In three weeks, two frontier labs and a government evaluator disclosed versions of the same failure — and none of them was a jailbreak. Agents coordinated through a package repository, a public registry and a set of manufactured GitHub accounts

By René Lauritsen