AI Daily Brief — 29 March 2026
The Information reports Anthropic in Q4 2026 IPO talks at $60B+ — potentially the second-largest VC-backed listing after SpaceX. Waymo doubles to 500K weekly rides. ARC-AGI-3…
The Information reports Anthropic in Q4 2026 IPO talks at $60B+ — potentially the second-largest VC-backed listing after SpaceX. Waymo doubles to 500K weekly rides. ARC-AGI-3…
Bloomberg reports Anthropic weighing an October IPO. Moonshot teases Kimi K3 (3-4T, Kimi Linear attention, 1M context). Meta ships SAM 3.1 + Object Multiplex; Perplexity drops…
Cybersecurity stocks plunge on Anthropic Mythos fallout: CrowdStrike -7%, Palo Alto -6%, BUG ETF lowest since Nov 2023. Zhipu GLM-5.1 (754B MoE, 94.6% of Opus 4.6…
Fortune breaks the Anthropic CMS leak revealing Claude Mythos — a 'step change' model with frontier cyber capabilities. Mistral's Voxtral TTS hits mainstream press. Sakana's AI…
Cursor ships self-hosted cloud agents to enterprise — code and tool execution stay entirely on customer infrastructure via outbound HTTPS workers; no inbound ports or VPNs…
NVIDIA expands NemoClaw rollout with Qwen 3.5 (27B/9B/4B) and Mistral Small 4 optimisations for local agents on RTX PCs and DGX Spark.
Mistral publishes Voxtral TTS — first open-weights text-to-speech, 4B params, 9 languages. Cursor formalises its Composer 2 / Kimi K2.5 clarification. USCC publishes a major paper…
Cursor admits Composer 2 was built on Moonshot's Kimi K2.5. Aman Sanger and Lee Robinson concede the attribution omission; Moonshot endorses it as an authorised commercial…
Musk unveils Terafab — $20-25B Tesla/SpaceX/xAI fab JV targeting 1+ TW of AI compute. OpenAI takes ChatGPT ads wide and plans an 8,000-headcount expansion. Moonshot confirms…
Friday wrap: Composer 2 / Kimi K2.5 disclosure becomes the open-vs-closed AI supply-chain story of Q1. GTC closing keynote signals Physical AI as 2026's organising theme.
Cursor ships Composer 2 — frontier-coding claims, 61.7 on Terminal-Bench 2.0, $0.50/M input tokens. Within 24 hours, the base model is exposed as Kimi K2.5.
GTC day three: Omniverse DSX Blueprint for digital-twin AI factories ships; ecosystem partners line up around the Vera Rubin platform.
GTC day-two: NVIDIA unveils Cosmos 3 omnimodel, Isaac GROOT humanoid reference, Alpamayo 2 Super (32B reasoning VLA for robotaxis), and the Physical AI Data Factory Blueprint.
Jensen Huang's GTC keynote at the SAP Center unveils Vera Rubin — six new chips, one supercomputer. NVIDIA NemoClaw ships in early preview.
Sunday: NVIDIA GTC 2026 opens in San Jose. Pre-keynote coverage previews Vera Rubin, NemoClaw, and the Physical AI agenda.
Quiet Saturday in the pre-NVIDIA-GTC window. Industry watches San Jose, where Jensen Huang's keynote is two days away.
Perplexity weekly changelog ships Comet for Enterprise (MDM-deployable AI browser) plus Personal Computer pricing details surface.
Coverage of Perplexity Personal Computer continues — outlets frame it as a direct counter to OpenClaw and a bet that owning the local-AI surface beats renting…
Perplexity introduces Personal Computer — a cloud-based AI agent that runs 24/7 on a Mac mini with local file and app access.
NVIDIA and Mira Murati's Thinking Machines Lab announce a multiyear strategic partnership — at least 1 GW of next-gen Vera Rubin systems committed to Thinking Machines'…
Monday: NIST AI Agent Standards Initiative deadline for public input. Coverage previews NVIDIA × Thinking Machines deal expected Tuesday.
Quiet Sunday — GPT-5.4 community write-ups continue; OSWorld benchmark validators publish independent reproductions.
Saturday: GPT-5.4 ecosystem rollouts continue across third-party apps; community spotlights tool-search token economics.
Perplexity ships March-6 update bundle: GPT-5.4 lands across Pro and Max subscribers within 24h of release. Friday digestion of OSWorld benchmarks.