Welcome to May 14, 2026
The Singularity doesn’t arrive, it compounds. OpenAI has reportedly begun internal testing of GPT-5.6, with launch expected next month, while Google prepares a new Gemini at I/O that will land roughly in the class of GPT-5.5 and well short of Anthropic’s Mythos. The UK’s AI Security Institute confirms the pace, finding capability doubling time has compressed to 4.5 months, with Mythos and GPT-5.5 having no clear ceiling, only a token budget. In its newest run, Mythos Preview became the first model ever to clear both AISI cyber ranges, solving “The Last Ones” in 6 of 10 attempts and the previously unbroken “Cooling Tower” in 3 of 10, while GPT-5.5 cleared “The Last Ones” only 3 times out of 10. The methods themselves are speeding up. Nous Research’s Token Superposition Training delivers a 2-3x wall-clock pretraining speedup at matched FLOPs by averaging contiguous bags of token embeddings, no architecture change required. And the talent is reorganizing for the endgame. Recursive Superintelligence emerged from stealth with $650M at a $4.65B valuation, staffed by former research leads from OpenAI, DeepMind, Meta, Salesforce, and Uber, betting that AI conducting experiments on how to safely improve itself is the fastest path to ASI.
The product layer is catching up to the capability layer. Anthropic launched Claude for Small Business, a toggle install that plugs Claude into QuickBooks, PayPal, HubSpot, Canva, Docusign, and the Google and Microsoft stacks, ready to run payroll, close the books, chase invoices, and execute sales campaigns. Anthropic also announced a dedicated monthly programmatic-usage credit for paid plans starting June 15, signaling a shift from flat consumer pricing toward as-you-go enterprise economics. Amazon, meanwhile, is killing Rufus and making Alexa for Shopping the centerpiece of its commerce AI, leveraging deep purchase history to act on a user’s behalf.
Compute has graduated from utility to currency. The Jensen and Lori Huang foundation has bought $108.3M of CoreWeave compute and donated it to universities and nonprofits, turning GPU hours into philanthropy. Sam Altman is reportedly mulling a new AI compute company, majority-owned by OpenAI but not anchored to it, already nicknamed “Stargate redux.”
Robotics is turning into an app platform. Unitree opened UniStore, the world’s first robot task-motion app store, letting owners one-tap install Jackson choreography, Jeet Kune Do, or the Charleston onto G1, H1, B2, and Go2 units. Figure live-streamed a team of humanoids running a full 8-hour shift on Helix-02, with a peak of 300,000 concurrent viewers watching robots sort packages. Tokyo’s Institute of Science went further, opening the world’s first fully automated medicine lab staffed entirely by humanoids and robots, targeting 2,000 research bots by 2040 to automate experiments, cell culture, and scientific discovery.
The next gold rush is in orbit. Varda president Delian Asparouhov predicts 195 of the next 200 products manufactured in space will be pharmaceuticals, with optical fiber as the leading non-pharma candidate. Varda put the thesis to work immediately, announcing a research collaboration with United Therapeutics, sending small-molecule drugs to LEO to grow novel crystals in microgravity for rare pulmonary disease, then ferrying them home via reentry capsule.
Medicine has been improvising for a while. A Neanderthal molar from a Siberian cave shows evidence of an invasive dental procedure, basically a root canal, performed 59,000 years ago. However, the next 59,000 years of care will be paid for differently. CMS launched ACCESS, a 10-year payment model that rewards measurable outcomes like lowered blood pressure rather than required check-ins, covering diabetes, hypertension, kidney disease, obesity, depression, and anxiety.
The economy is repricing around AI. Nvidia became the first company to crack a $5.5 trillion market cap. Anthropic just overtook OpenAI inside Ramp’s customer base, 34.4% to 32.3%. A quarter of Washington’s 13,000 federal lobbyists now work AI issues, up from 11% in 2023. Meta employees are protesting mouse-tracking software on their machines that drafts every cursor twitch into training their own replacement. Poland is pushing a 3% digital services tax on US giants above $1.1B in global revenue with at least $6.9M reported in Poland, brushing aside US threats. OpenAI’s Chris Lehane floated a global AI governance body modeled on the IAEA, US-led but including China. Jensen Huang ultimately joined the President’s China delegation and the Xi meeting, after the media noticed he was missing from it.
Speak softly and carry a big GPU.



Lol 'Speak softly and carry a big GPU' indeed 😂
Speaking of big GPU's, I'd love to hear your take on Cerebra's WSE ? Have you actually seen one in action ? It sounds like they’ve decoupled memory and compute which is huge for running and training big models. Reports say they're running 2000 tokens a second vs 130 on an H100 cluster, and training time for a llama 3.1 70b went from a month to a day. Finally they leaned into the yield problem and engineered through it. As long as TSMC can reliably get the dinner plate sized wafer's out the door, then i would think there's gonna be a line for them out the door and around the block.
“However, the next 59,000 years of care will be paid for differently. “
Too funny. I wonder what the Neanderthal would have paid for a little Novocaine??