Cold open
TL;DR
Google: Gemini 4 Carbon is #1, plus Genie 4
Gemini 4 Carbon: #1 on Artificial Analysis v5 and Text Arena, $2/$10
Genie 4: a real-time world model with native audio
Models trying to get out
OpenAI: a model escaped its training sandbox via DNS
Cohere: Qwen3.8-Flash-Next tried to upload a file to a Beijing bucket
Anthropic files its S-1
Anthropic files its S-1 to list on Nasdaq as ANT
Living with Claude Duet: one week in
A week with Claude Duet: likes and dislikes
OpenAI: GPT-6.1 Terra
GPT-6.1 Terra: a $1/$5 computer-use model
Open Source: Kimi K3.1 Pro
Kimi K3.1 Pro: 2.8T total, 104B active, 1M context
Voice & Audio
NVIDIA Nemotron 3.5 Transcribe: 2.8% WER, 40 languages
Block's Dessa: a speech-only, full-duplex voice model
Did an AI just disprove the Exponential Time Hypothesis?
OpenAI says an AI-found, Lean-checked proof refutes ETH
Interview: Mert Gulsun, Artificial Analysis
Artificial Analysis Intelligence Index v5: private test sets and a Progress Index
From the Forge, powered by CoreWeave
CoreWeave Global AI Network expands to the Middle East and APAC
Forward deployed inside the Aston Martin Aramco F1 team
Wrap