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25 firms defend open weights – Anthropic, OpenAI abstain Sat, 25 Jul 2026 13:09:38 GMT
Anthropic just launched Opus 5 Sat, 25 Jul 2026 06:06:20 GMT
Cursor Router cuts coding model costs by 30% Fri, 24 Jul 2026 06:02:01 GMT
White House accuses Moonshot of Anthropic distillation Thu, 23 Jul 2026 06:00:03 GMT
Google just shipped 3 Gemini models, but not 3.5 Pro Wed, 22 Jul 2026 06:06:22 GMT
Your agents are hallucinating. Tomorrow, we fix that. Tue, 21 Jul 2026 19:15:21 GMT
Amazon, Microsoft, and Google are building the same thing Tue, 21 Jul 2026 05:59:41 GMT
Musk doesn't need Grok to beat Claude Sat, 18 Jul 2026 13:02:48 GMT
Kimi K3 just topped Arena's coding leaderboard Sat, 18 Jul 2026 06:06:40 GMT
Linus Torvalds just reversed his stance on AI Fri, 17 Jul 2026 06:07:56 GMT

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From: newsletters@...
To: [email protected]
Date: Sat, 25 Jul 2026 13:09:38 GMT
Subject: 25 firms defend open weights – Anthropic, OpenAI abstain
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    <div id="preview_text" style="display:none;font-size:1px;color:#c6def4;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;" lang="en">The fight over open-weight AI entered a new round over the last week. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ &nbsp;
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        <div style="font-size:15px;font-weight:800;letter-spacing:.3em;text-transform:uppercase;color:rgba(255,255,255,0.9);">Weekly Update &nbsp;|&nbsp; Issue 530</div>
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    <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:20px 18px 10px 20px"><div id="hs_cos_wrapper_module_176781485837711" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_176781485837711_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="font-size:20px; line-height:191%"><span style="color: #48607a; font-family: Merriweather, Georgia, sans-serif;"><span style="font-size: 20px;"><strong>25 firms defend open weights – Anthropic, OpenAI abstain<br></strong></span></span></p></div></div></td></tr></tbody></table>
  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:0px 20px 10px"><div id="hs_cos_wrapper_module_174595863153521" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_174595863153521_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%">The fight over open-weight AI entered a new round over the last week.</p>
<p style="line-height:175%">&nbsp;</p>
<p style="line-height:175%">On July 22, <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz9s3hCZYW7Y8-PT6lZ3nCW5Dtmcc8fbZSDW8bWn9Z1lSJbvW1HdvX41KDGP6W1QfdZs674WtlW3pnCm53z7sQ8N1ccdsS90lswW7jkRyb7rnlM3N8JYv01tb91zW6fp9-z5VRyzZW5N9T523_cyxdW59DBln7khc8PV-w2M25PXFvBW5gq62Q6k44G3W5dhz9m2ml64PW7P8dft88Gr1mW3c5xD-4SvTK2W5sz_rb1_8zL6W1hjgq54_85qWN2zDq2vZTzl0W8TMlLk2-mq6FW1-r_-k587Sd5W8_V8y12wC2vXW5bPK135BDfKxW98qp9M2FHfnjW7n5wps2HT2jNW20nZz55H2kjpf1qWTkY04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="nQkyYCy6" target="_blank">White House officials accused China’s Moonshot AI</a> of stealing American IP through distillation and floated sanctions and repercussions. Anthropic’s policy chief called the alleged operation “industrial espionage.” Then the startups showed up, with nearly 200 co-signing a letter to President Donald Trump urging him not to cut off the open models they rely on. On Friday, a statement signed by 25 major organizations warned Washington against “premature restrictions” on open weights. And Nvidia’s Jensen Huang, asked by Axios whether open labs should be allowed to distill closed models, answered that distillation is “fundamental to intelligence.”</p>
<p style="line-height:175%">&nbsp;</p>
<p style="line-height:175%">Let me be clear: Running an open-weight Chinese AI model is <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3pxN2Y3YZXbxymJW8HJ6HM5LN_Y4W94RPhx5q_cvyW5g-05l3_HH08W3QSF1W4PDctgVXtVzG7_62qZW8jvH_L9cxL4TW7VrpCy5HXhh1W1qY5X41w5vSNVlDw413MHvlKW2gMhNy3K9cPWW91wV6b26KZyLVh0WC52VLCd0W4SYTYW6cpQRVW8hQ6kZ7Tz58qW2nB0Gb62-jtnW2vR9vQ6ZqgHyW46DR2n5nDWs1W3dlVHz93Z3SJW4M4cqC8ZDc2ZW2zj79V2myNhJW8tD9wn4v7bJRW6RKtfk8Sm26jW6lS9_l4kLgHgf8WgRjC04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="Ij+AhYlk" target="_blank">not a fringe act</a>, and it’s not disloyal. It’s how many AI-native startups and developers <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3nfW41j6KZ4xgZkNW68GrZQ5-SWFGW97mlPC1DY_P3W69n_k05Q92CLW2ZgrQV1_g8TJW2dz_k41JPQVwW7NLwmQ59zYK1W5jjpd04S7rZGW20JxfB2YxBP2W4QZFPz7xTb6GW5xz_4h93sW7-W9lLCsW2cQDq7N4lVDTvDrHBcW4yLQn46SwzkxW8QX55L4dmXY1N5yMXvQf44nwW2-Q95N5ryXJjW4PXW1L5cJntvW4Yl4b08xrLJpW7X6XHM6BtgpDW5CVD_Z50zf7rW75gVdv3lP1q_W6Z9jpS3hB30tW6C7LCN29rkV9f4xJLxH04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="jbFKvrzq" target="_blank">keep their token bills under control</a> because Anthropic and OpenAI are becoming too expensive to build on at scale.</p>
<p style="line-height:175%">&nbsp;</p>
<p style="line-height:175%">Washington wants to draw the line between legitimate openness and Chinese theft. Inside the technology industry, the more revealing line is open vs. closed. Microsoft, Nvidia, Meta, and 22 other organizations signed the statement, warning against premature restrictions and defending distillation as a legitimate model-development technique. Anthropic and OpenAI did not sign.&nbsp;</p>
<p style="line-height:175%">&nbsp;</p>
<p style="line-height:175%">For developers, the stakes are not abstract. The affordable model they can download, adapt, and run themselves is exactly what this fight could make harder to access.</p>
<p style="line-height:175%">&nbsp;</p>
<p style="line-height:175%"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz9s3hCZYW7Y8-PT6lZ3lGW2RhmSf5ZLq8xW6yQX2B52-5n_W747q4B5nRRXDW44L9Xk3D7vtbW69S2Lp8gfdW-Vsb2dW1GXs4qW1jsf4b8kqMKyW7Hcs1j7z0pRdW1qb9G12WXC9tW4cPXx77vL9bZM_94JvqXXQRMY9wP-tFt0lW5cTNZK8dyZbbW3Bb8NX6r0sC9W5qpzKq47x092W80kpHs8N7yV4W7nw5Dq68_1j_W6sWPdD8hJrY6N65z3rcs_GsyW1r6SXV6kyJPbW2K1wHZ1ydZcWW5STD8y1QcNxTW7CSqXQ5P5FjFW6YHc1H4VWM0-W8Hh1hs25n7NCW8PrqK-82ljD5f9hB6tP04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="Wehw1+Wh" target="_blank">Read the full story&nbsp;→</a><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3mDW3wgmGZ1T9gbgW3sdnLb2WSGDgW6Yq3kC92wbR4W4bc1zK1KT0sjW5ntrHs8LYpNgW4bny478mlvsxW8y8nSQ7-cK96W9cBY17399BzgW3DwkRN95Jz4KW8mF5871JvqgfVXFsgc3TmGd7W371s3K7rc_T9VNk-438qGRjvW4WDCzC5G_q0WW3PMqDd8y3YcVN60C77J1bBJlW4x1-GG5HzWpDW2P_CCh1V9plpW1xyTKx1SBw6dN4nCmcldYRwrW6f1MNq4f-hPgVy62fw3bx69WW9dZ3M26nRWLPW60NLvQ1BswkNd7C7Cn04" style="color:#00aff4; font-weight:bold" rel="noopener" data-hs-link-id="0" data-hs-link-id-v2="HQVBaV6L" target="_blank"><br></a></p>
<p style="font-weight:normal; font-size:16px; line-height:150%; text-align:right" align="right"><span style="font-family: Merriweather, Georgia, sans-serif; font-size: 15px;"><span style="color: #48607a;"><span style="color: #48607a;">— Matt Burns, Chief Content Officer</span></span></span></p></div></div></td></tr></tbody></table>
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<h3 style="margin:0 0 12px; font-size:20px; font-weight:700; color:#48607a; font-family:'Merriweather',Georgia,serif; line-height:1.3">Your AI agents are only as good as the data behind them</h3>
<div style="font-size:15px;color:#48607a;line-height:1.7;font-family:'Merriweather',Georgia,serif;margin-bottom:8px;"><p>Have you downloaded your copy of our newest eBook yet? Written by Drew Robb and sponsored by Heroku, "<span style="color: #ff3287;"><span style="color: #00aff4;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fzb23hCZYW95jsWP6lZ3pSN1lWpG4cBKcwN2msT2FJrfC5W37W3ZK4yClyJW5V2tSb3djjRkW8w3DLq3wX7-6W9kBP1j5pmZW7W1F-Y1w4btfkkW4Bwqd06QskGgW5FTGmk9k_6P2W8-wwjQ5BJBckW7qsBdG41SqpCW8r1QCW2hXQhCW5dykB27lYs5LW7NPG648x20MpN2BKwKZy_FJcMlRYBxWGwPYW50Y4_f1c1R7MW96V7jr4vCv4wW7M08847yCn06W4Ppm3V7bMbLtW8SWVFf8Tx6rMW7PrlhV6r_GfvW300B_x1zR8M3W8DH6778kY2hPW5HDVSb7rVhhjN5d5qKXHf7jmW5m_q1R3S5dzzW6dnbnT5bQfxrW6BBry07PhW_0Vw77FT5yKJDCf7-CYdj04" style="color:#00aff4" rel="noopener" data-hs-link-id="1" data-hs-link-id-v2="VLKt55vO" target="_blank">The developer's guide to connecting CRM data, AI, and app experience at scale</a></span></span>" is designed to help you build AI on a data foundation that actually works in production. Learn:</p></div>
<div style="font-size:15px;color:#48607a;line-height:1.7;font-family:'Merriweather',Georgia,serif;margin-bottom:20px;"><ul>
<li><strong>Why the data foundation</strong>, not the model, is almost always the deciding factor in AI success.</li>
<li><strong>How to give AI agents acces</strong>s to the unstructured enterprise knowledge that makes up 90% of your organization's information.</li>
<li><strong>How retrieval-augmented generation</strong> resolves the accuracy-versus-latency tradeoff that slows most deployments.</li>
</ul></div>
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  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17612508227092" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17612508227092_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:125%; font-weight:normal"><span style="font-size: 18px;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3nyW2_W6CB3Hgvm6W1hvGnD7S5D_kW96NKzy93V-nhW6kywHS95vjw2W4qrxC6795SR6W64qnSK21bs-cW19FDL57nwQlSW8rVcsF6J8GpFN5zHtTLGHZ8GVLnbKj6vQK9yW58RXMB6bl_r6W5-8KDk1Db2VVW7DtxjY27ZBzPW7GNCTP1jdf-qW4KcWZ19955nYW5SxLkD4tMPYzW6-j9MR65zs4gW5LD29X3Mg59tW1czTm96z0PgBW4gCr4w5bMh0-W3ZllZW8Jzr6QW5DWZYV6R5kYXW6bM0sF4f9WvNW6dC4m33nZF-SdlwvmT04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="KoSefAtM" target="_blank">OpenAI and Anthropic both speak at once with dueling voice updates<br></a></span>OpenAI and Anthropic both launched voice updates, but with different goals — one wants hands-free desktop control, the other deeper technical conversations.</p></div></div></td></tr></tbody></table>
  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17782590667751" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17782590667751_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:125%; font-weight:normal"><span style="font-weight: normal;"><span style="font-size: 18px;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3p5W4Bjnxd8wkbQsW687fWM5fHGGBW41hr7d510xD6F5MxBWfG4SjV1Fk4f7y1kQ8W8PzdtN3tDR89N8CYpmTQ2xJLW2dxylZ5M239bW5wBYg-8r2qfTN5kH8WMYpRD6W3njYC01jdHGKW77M0dX2DrjfhV5N9446RFwvcN6ZNnpjGF6SJW2J3HRM71t9ZCW6PhCHT2MzlYKW6VdJ7x227xdtN41czY45yfx8W4ykWX91ZMHcHW7jQkd-7rfN9cW20XkM71p1XfwW4td_gh8Y7NXQVhr0q67czv0hW2H4vxW8q_Sq6f2Pz37P04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="i7HD8C/h" target="_blank">Cursor, Ramp, and Meta are all building model routers — but two have major model ambitions themselves</a><br></span></span>As AI companies move beyond one-model strategies, routing requests to the right model has become a product category of its own.</p></div></div></td></tr></tbody></table>
  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17806922410802" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17806922410802_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:125%; font-weight:normal"><span style="font-size: 18px;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3n9W8Pjb__3xp2KkW3zJ-WK2Xw_dBW1K4y6k7hBhmrW7SR2Gx6RbD7FV3KWyp3qRTPPW5hrPHW930RXmW5dH4VL6RWS32W7sDfCt95xqt5W7TGhdl4ntNSWW5qZhkM7ZMLnGW26VsVV5C1pHgW6ZHz4M7g3NvfW4Q8Zgc8sF9tbW3LqQ3r5McHyCW9kHtDr18DN8-W1Bylbj4p0rqMW3_Jmv294KglKW6G7lpZ7xPSjkW4L2vVt7qDPhtW99lgwr871xTQVLnGr443JY_4W2LS7Cf1vMkZ_W8K59d77fHSG8W77n7pZ4SPsvyf5K8xs004" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="o1DHy0dD" target="_blank">Arm and Google offer a smarter option to run agentic AI workloads</a><br></span>Here's how Google Axion CPUs and the GKE Agent Sandbox optimize agentic AI costs.</p></div></div></td></tr></tbody></table>
  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:5px 20px 10px"><div id="hs_cos_wrapper_module_17842314004901" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17842314004901_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:125%; font-weight:normal"><span style="font-size: 18px;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3pCW3Nb5hN1NkG86W4b6tVd5m2TVtW3vN7F34gt_y9W5Y9KFz5LtcNbVXmjmR6GBnLPW6G3_by3dB6B0W6vMGXx4-C0NnW96tj646nhN8DW6ZxLCw3SxGJ4W4KBCGw6kpB3DW7KP9Kd69FyZPW3DCScq4SY20ZW37KZJp51fJmkW9gHTk85dJmjgW1P7zwK7-LMxPW7v0mGK7xv_H1W5pJRs-7BZQLVW3SQqCF217-TyW2Fjvyr54X_4QW4Kh4nG1f2_YHW3cVz0L7zxY08MLmP3gxlmrxV3ldkx6flZG7W8nbWPb2JHwS0f5PwyBv04" rel="noopener" style="color:#00aff4" data-hs-link-id="0" data-hs-link-id-v2="55GsCKcV" target="_blank">The organizational iceberg: the invisible data breaking your AI agents<br></a></span>AI agents fail when they miss 'invisible data.' Learn how to capture the institutional reasoning behind decisions before it evaporates.</p></div></div></td></tr></tbody></table>
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        <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3q7W3xxFkC7jPVZsW6Pgl-t7C6DDHW4rJgh73yXH2CW8sRVkS218CkpW3N5cXm113BmSVHHWPR2HJ11qW1CJwXQ5g1DfSW4JJ4G77SfQNzW1kjgMN1MbL_8W5_PywN34R5SCN93ptRwCRggPV2-9JY2HXLKNW4-tKMF7J7NjrW26qD0s4LfQhyW4B84WP6QrpZrW8j60gL3_fZS_W2P9cdX7nkmWLW6kJpY930fL5WW8tbtvR402z1QW7ygMqF8VrskQW7vFL5d5bm-YQW6mwZKV7RgBjqW5qq4B154kvY0W15-nNy4P4BRHf2ShFHM04" target="_blank" style="color:#00a4bd" data-hs-link-id="0" data-hs-link-id-v2="J6oE+riy">
        <img alt="Screenshot 2026-07-23 at 5.02.57 PM" src="https://info.thenewstack.io/hs-fs/hubfs/Screenshot%202026-07-23%20at%205.02.57%20PM.png?width=1120&amp;upscale=true&amp;name=Screenshot%202026-07-23%20at%205.02.57%20PM.png" style="outline:none; text-decoration:none; border:none; max-width:100%; font-size:16px" width="560" align="middle">
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  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:10px 20px"><div id="hs_cos_wrapper_module_17818082872362" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17818082872362_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:200%"><span style="font-size: 20px;"><span style="color: #48607a; font-family: Merriweather, Georgia, sans-serif;"><strong>“We love the world where we can use both”: How Nvidia thinks about local and frontier models<br></strong></span></span></p></div></div></td></tr></tbody></table>
  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:0px 20px"><div id="hs_cos_wrapper_module_17818082872363" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17818082872363_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:175%">Joey Conway, Nvidia’s senior director&nbsp;of generative AI software, spoke to <em>The New Stack</em> about how local and open models are increasingly working alongside frontier models, often with a router in between to decide which one to use, and how organizations can adapt these open models to their own needs.</p></div></div></td></tr></tbody></table>
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        <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3n3W8jxpz91XFN0mW8JdXnd4_vKkMW2yRg9c8SnWq0W8Y24L81-6dt4W2zH1pk4g_-s2W4vKhJ84XyqrMN1hN4ykVj5-YW5Wwbbs4VYmx9W2ZHL4W4hsvTkVx1RFz5_t87fW3R69rf7blbN7W3j244B3Sb479W2PskQv2XjB_-W9f4mlr8TPzBQW5-V_yn5Qvdt7W3-Q0XV1cBZR6W9jFzY15_Gt9MW4tHTl21qlvW6W91yfsQ6MGsQ_W2w0qHG1ws4whW2HjxMh7ZKKd6W3PYYGL2QlMfFW8lRpmn1m2g84W8qSZx65P2yl-f4rW1--04" target="_blank" style="color:#00a4bd; font-size:18px; font-family:Merriweather,Georgia,sans-serif; Margin:0; text-transform:none; text-decoration:none; padding:12px 18px; display:block" data-hs-link-id="1" data-hs-link-id-v2="Ix88iuht">
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            <div style="font-size:15px;font-weight:600;color:#1a1a2e;line-height:1.4;margin-bottom:4px;">Your access strategy wasn't built for AI agents</div>
            <div style="font-size:13px;color:#6b7280;line-height:1.5;margin-bottom:10px;">Most access tools were built for humans, not for CI/CD jobs, service accounts, or AI agents making tool calls across your infrastructure. That mismatch is forcing teams to stitch together separate systems for every type of identity. Join us live on July 28 to see what a single, unified access architecture actually looks like today, without adding IT overhead or slowing your engineering teams down.</div>
            <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz7-5g8t6W50kH_H6lZ3n4V58_PL5vBTDgW3gRQWc3bc8pnW8wQ3n13CvD_bW2Z_gwl4lchYlW4YNgG04LP_4sW5-fkFT4Q93_tW7gbkSq2kJS0LW6BxCdy1ptSTNN2scrr82q6khW5Q3dXT6j6TpZW2cP0595Z2kQCW8Bn7nX1DQp_mW4RRZny4k2YqqW7PNspQ3TCM_xW4JcrwD5B0xgQW3wGX8G4PtKBvW7DdgT_7h_qrvW2z3Jqm9gbc5qW8YWJ6j4C21w6W3yKmVc7DC08wW6NrnbK7mHHQSW5LDLrP21b600W8_hFY67kHkgTW2hlv_H4XQczFW8p8L7q1B68yYW5Nx9M37lmv26W84P8N84kczG9N1SjjBkt0wmPW3kK0Gd1W0wvHW6cl4Y-12PBz0W49p9xH5kMGMHW1Q3ZJj8-X-VCf8ps4wT04" target="_blank" style="font-size:13px; font-weight:600; color:#00AFF4; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="P5WLtJr+">Register today →</a>
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                <span style="display:block;font-size:10px;font-weight:700;text-transform:uppercase;letter-spacing:1px;color:rgba(255,255,255,0.85);line-height:1;margin-bottom:3px;">On Demand</span>
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            <div style="font-size:11px;font-weight:700;color:#00AFF4;text-transform:uppercase;letter-spacing:1px;margin-bottom:4px;">Virtual</div>
            <div style="font-size:15px;font-weight:600;color:#1a1a2e;line-height:1.4;margin-bottom:4px;">Your agents are hallucinating. Learn how to fix that.</div>
            <div style="font-size:13px;color:#6b7280;line-height:1.5;margin-bottom:10px;">Logs, metrics, and traces work great until an AI agent starts hallucinating or overconsuming. In this session, Dotan Horovits (CNCF Ambassador) and Rekha Thottan (AWS) walk through how to monitor traditional services and evaluate AI agent behavior in production, using a single open-source stack built on OpenSearch and OpenTelemetry.</div>
            <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz8T5g8t6W6N1X8z6lZ3l0VC7YX35lwK2MW59QxRT6py5m3W6DVLXv3NMzcTN40CFQ4Kr-n9W6yvmSq12l15WW6sQT_65TvhWjN1_0WZg7fX7hN83mW9PnFJm5W5GVfgp8FHhdyW87gCjS8ZkKmlW4dhGXl2YN0VWW9gB6bj2_17NvW3XxKnM3WkQrpW78Qbcl6dL-hvW7Y68Nw3kzLJHN8CZmx2CySgWW7JDn6_1rn-7zN78NZmRqnxYXV4CL932ZH1cLW3xLKvK8JmYM1W95dpv68C5mYBW93P3-Z2TDSc-W7KYck168-rMjVvnd5_95_RXVW1HYCK_8kCHjPVKKGqL6TrRNZW1Py-TC90lqX8W3TXvr26Fs57FN77S34j2Cf61W1XjfJT2QRpQKN5zhR8f1py4NW8Ll6J99jN_9dVz0SPX8xRS50W4cRS602l5QXLW6_fmrc8B1c1kVdxCM94Z5yDNW3n0sMq7knXjlW3xg48q8Mw4ljf26vTcK04" target="_blank" style="font-size:13px; font-weight:600; color:#00AFF4; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="RFPCHj78">Watch on-demand →</a>
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            <div style="font-size:11px;font-weight:700;color:#00AFF4;text-transform:uppercase;letter-spacing:1px;margin-bottom:4px;">Virtual</div>
            <div style="font-size:15px;font-weight:600;color:#1a1a2e;line-height:1.4;margin-bottom:4px;">The #1 mistake SecOps teams make with AI, according to an ex-NSA red teamer.</div>
            <div style="font-size:13px;color:#6b7280;line-height:1.5;margin-bottom:10px;">Chas Clawson ran Red Team assessments at the NSA before architecting the SIEM stack for a federal security operations center. In this insightful webinar, he’s telling us what that taught him about AI, alerts, and where most SecOps teams still get it wrong.</div>
            <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz9M3hCZYW8wLKSR6lZ3mhW7k3pV53pT_3WW3WwjMp7KKHKqVNSt5N5RXY3pW7ltK1c7kKfX8W5sTHkg213tFGW9fT4dC4B384FW2Flcd_3Z-R2QW1j_7RB8Rs0WrW5w967q6gjRpbW65Qmhm42sPKdW2lxVjY5LVbG0VRYVc24NWm19W2ys_dN46hdNcVdj0yq7vpjWGW6dX9xl5vp0p1W6zyRrX5kcmW7W2dF7CB8kZkCTW4948p_2WNB_vN2DcQMLjmrzlW2XtQMy6YLS66W39KkRz1QM6FPW3HTGZV4vqKGdW2RqxrJ3FWB9nW9jSFw91ZK77xW6mmCy715snY5W7_s09l9cVMV5W3BjRT25-D5ytW63C0zV9fYr0ff1BVpQ204" target="_blank" style="font-size:13px; font-weight:600; color:#00AFF4; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="053oB4Vm">Catch the replay →</a>
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                <span style="display:block;font-size:10px;font-weight:700;text-transform:uppercase;letter-spacing:1px;color:rgba(255,255,255,0.85);line-height:1;margin-bottom:3px;">Sep</span>
                <span style="display:block;font-size:24px;font-weight:700;color:#fff;line-height:1;">23</span>
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            <div style="font-size:11px;font-weight:700;color:#00AFF4;text-transform:uppercase;letter-spacing:1px;margin-bottom:4px;">San Jose, CA</div>
            <div style="font-size:15px;font-weight:600;color:#1a1a2e;line-height:1.4;margin-bottom:4px;">WeAreDevelopers World Congress North America</div>
            <div style="font-size:13px;color:#6b7280;line-height:1.5;margin-bottom:10px;">WeAreDevelopers brings the world’s largest developer event to North America, fostering global growth and connection in the tech sector. Join The New Stack in San Jose for all the action as we host a special welcome reception, cover the biggest show moments, and film interviews on the show floor at our booth. We look forward to seeing you there! Use this exclusive code to save 10% on your registration: thenewstack_community</div>
            <a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fzb23hCZYW95jsWP6lZ3mcW6c6XWd1kNv56W68_rLM8rh_s2W6d3ls_6f3HKXW3d_tp_4fj1DXW24b_CG9byW5NW8_Cqvm3z2ksgW2hbrMR2sJd8DW8kPn1q5jpX3DW6XSj8T5KVVVGW2R6hzx7fkSttV6r0My2mH7sPW4J1W_L191YjVW7lRzJ_5B4YfBW9kwJ8s424SSlW7LWNyh8JSmXJW4Bmll26JZcGGW7n55JZ2B0-4fW7k-ldz7Rm3t0W6m_fjy2fcDh3W1qdJJ62jXjzJW2DqRGf6ddvp1W9dGBkZ73g79VW97Hs621ZhvTjN2qGJ5426xC7W8yr17G6mwsKWW58XV9J8pHTR9W63VgJ37BtV8-W3_Nty068kBzTW4TR81T5sHHr3W3BTw9y2GGbZKf6r7jzn04" target="_blank" style="font-size:13px; font-weight:600; color:#00AFF4; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="BBg3kGbN">Register with The New Stack →</a>
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<p style="margin:0 0 16px;font-size:13px;font-weight:700;letter-spacing:2.5px;color:#9ca3af;text-transform:uppercase;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,sans-serif;">From our partner,  Cautious Optimism</p>
<table width="100%" cellpadding="0" cellspacing="0" border="0" style="margin-bottom:20px;"><tbody><tr><td align="center" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz7-5g8t6W50kH_H6lZ3p1W3_-by14yF28NW87lQr47DxWlqW45wZQl88JJBQW6k3FHF39_0JRW7bjRm_4sVyG-W5LY_Dk5r1wVGW1SF9Bf7nnKQlVQC9WR2Q_j3rW6csnmf7ckgnyW4q-J_H2fDWs2W4nxbtz1kfX_3VlwlVR78ncX_W3dBTf98wL8-WW16NmMT9cGlRMW8hwDQ11KmfKZW2Fv51Y3XG77qW2kHv-g6D8d0sVwm3Z22JhRKDW4KP-Mx4TyzDgW54Tcmz6HSR6fW53W70x5V_1yhN1YF84V6kB4qW2dKktR9jqD_fW7nfM0172Vq6lW7H9M6S4k3GGzW67b4dT1gldQvW4chjRl6NMjfWW9g9vpn82-P1LW2hbPSz7gkfVCW9gRwLV4FR35-W748mTh6TJGNKVwxQQv25whMyf8LL0x004" target="_blank" style="color:#00a4bd; display:inline-block; line-height:0" data-hs-link-id="0" data-hs-link-id-v2="BnSywMNd"><img src="https://info.thenewstack.io/hs-fs/hubfs/google-co.jpg?width=1168&amp;upscale=true&amp;name=google-co.jpg" alt="Google’s Rorschach quarter" width="584" style="outline:none; text-decoration:none; border:none; display:block; border-radius:8px; max-width:100%"></a></td></tr></tbody></table>
<h3 style="margin:0 0 12px; font-size:20px; font-weight:700; color:#48607a; font-family:'Merriweather',Georgia,serif; line-height:1.3">Google’s Rorschach quarter</h3>
<div style="font-size:15px;color:#48607a;line-height:1.7;font-family:'Merriweather',Georgia,serif;margin-bottom:8px;"><p>Google shares a single compute base across its fleet of services, including bringing its AI products to bear in search, YouTube, and its enterprise products.</p></div>
<div style="font-size:15px;color:#48607a;line-height:1.7;font-family:'Merriweather',Georgia,serif;margin-bottom:20px;"><ul>
<li>
<p>Google (Alphabet) sells compute and inference to third parties and must apportion compute for both its internal use and the training of new models.</p>
</li>
<li>
<p>I wonder if the company is more constrained internally than we might think?</p>
</li>
<li>Could Google’s recently slow AI progress indicate that it is making painful tradeoffs that may impact its ability to regain the frontier?</li>
</ul></div>
<table width="100%" cellpadding="0" cellspacing="0" border="0"><tbody><tr><td align="center" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz7-5g8t6W50kH_H6lZ3kxN59sklCwYpNZW6pFCnF2wSNnNW76vD_Q16dC7rMPzWcf6FVwzW1ws80N2QHJ8cN4y_w83-fDpDW3n40t02rvWB3W2cJ4gy7WvWdhW3k6wgr1grbBtW1qqGNl7dSTq6W8kCcXH3mvcR1W71xfJ24WWnSTW6VNk6s1Bs812W6WPzyt1TFgQlW4yR0m45vVTmLW8jXzJ86SwXL_W3QpK-33FhlDtW7fhk2q6DwhVlW1sfdY26HJbLxN3Z3hVvyX7bNW7-s0Pv42hjlhN11PBLBq2nBKW8ZB5xL4rNg_5W7NnkNq87gBkbVPcfyz6yMq-rW3fYYGH5gk78nW16cC0z2B0j-TW3TXrCl5PjJMqW4dhqxm8BZlwyW89zfYC7wbfzYW8CZpJj7gtWqPW77_Xb02JtM4jf2MKLC-04" target="_blank" style="display:inline-block; background:#00AFF4; color:#ffffff; font-size:18px; font-weight:700; padding:14px 32px; border-radius:6px; text-decoration:none; font-family:'Merriweather',Georgia,serif" data-hs-link-id="1" data-hs-link-id-v2="G/d/Z4XL">Read more on Cautious Optimism</a></td></tr></tbody></table>
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    <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:10px 18px 5px 20px"><div id="hs_cos_wrapper_module_17781980589041" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17781980589041_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="font-size:20px; line-height:191%"><strong>TNS quote of the week</strong></p></div></div></td></tr></tbody></table>
  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:10px 20px 20px"><div id="hs_cos_wrapper_module-2-0-0" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module-2-0-0_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="text-align:left; font-weight:normal; font-size:16px; line-height:150%" align="left"><span style="font-family: Merriweather, Georgia, sans-serif; color: #ff3287;">"The attack surface an agent creates is both larger and dynamic in nature."</span></p></div></div></td></tr></tbody></table>
  <table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Merriweather, Georgia, sans-serif; font-size:15px; color:#48607a; word-break:break-word; padding:0px 20px"><div id="hs_cos_wrapper_module_17460542166404" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17460542166404_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="text-align:left; font-weight:normal; font-size:16px; line-height:150%" align="left">— Trevor Stuart, SVP and general manager at Harness</p>
<p style="text-align:left; font-weight:normal; font-size:16px; line-height:150%" align="left">&nbsp;</p>
<p style="text-align:left; font-weight:normal; font-size:16px; line-height:150%" align="left"><span style="font-family: Merriweather, Georgia, sans-serif; color: #ff3287;"><span style="color: #00aff4;"><a href="https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983hCZYW7lCdLW6lZ3p8W1Kn3S3243RKTW6l1lf038dFTRW1dKS0L4JF1sNW3NyT6-2LDLf_W3JN9VZ6sZ5RSW68TmfC7Y-x6XW82MCWK2VbdKTN4NnddFVBcJKN5KZkZJ5D1pwW2SHpmy1bjgWPV2xKjF4FwwGlW1n3Y9F6h_6pLW42JNfx1mYGr6W1G0NpZ2rGMN7W4jrY5R5c0wfYW60BKJC7fDd6fV2GpkN39GV4VW6Kbz5w6XzG-5W8Sm1Dl6GxL_zW3rfl8V2t5LdNW74Hc1l1z1kkRW6JBCD73-0qtJW1gQRRV6yq378W2ZGDtV63-C22d5TgJv04" style="font-weight:bold; color:#00aff4" rel="noopener" data-hs-link-id="0" data-hs-link-id-v2="DGosovjg" target="_blank">Read more →</a></span><br></span></p></div></div></td></tr></tbody></table>
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Plain Text

                                    The fight over open-weight AI entered a new round over the last week.

View in browser (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz8z5m_5PW69t95C6lZ3pBW5ZBVyT2HG0LcW4Rskns6J6G88W8ZTTPB3FHkmMW2crJ4W41hmghW4Qth6p7kQdtqW6GK6hh6ZN4wZW1t3yyG4VXPjbW3Tfhy616rWhWW6WVZsm9g72Y8W2B3zrP5g4mWrW8BqHZX41-ByrW1CwCK56DP_kFN6ylqM7y5YYkW6ZnxcQ2ffrC7W426Q0t85S2XlW2xbFPb2r5ysdW7hnc8j5ZYdcsW8PRtvr2w_dhQW7gxnXg3dgY0YW1YGNBT4K3zmBW18SKxy5kPBbrW38CD_Z1x8YPYN5BjzdZs7_kWW3psGy-29swRzW8Tyk697GGss3VcLvlC4kSn3yW930xHp2ghkSYW7gg24m910vW1W6cMMff1_jqztN6yslQk496TTN1wJvklWZq6GW3Bxbt274wzpLVcC4MY5HhqKcW3YdjZj3ykJQDW3B_FY83RP-FGW3yXr5P3F_WPrf6_zpjd04 )

The New Stack (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz8z3gP0xW69sMD-6lZ3nsW8BWc2J3KdjqlN6p5YRrH8LZzW9lh0Wd2X_yHQW8Pmdp35NV-swW92l_pr6Bsv13W8pPW666zwRvwW2q7gzS8YyQBMN1lYjDnS64XJW70QXn05DPgxlW19kgxd3c99v8W26Ck-M6SGyPsW3mCg9z6bpncMVl97C48gmxXTW1J5whC9lhlMlN5Tt0JsyGVjwW6Q7wd17PphdyW1kjLnh94Njx0N4lMFh9XtzxtW7yGftX1PBY3bN4K9qyNZthslf8hrhPW04 )

Weekly Update  |  Issue 530

25 firms defend open weights – Anthropic, OpenAI abstain

The fight over open-weight AI entered a new round over the last week.

On July 22, White House officials accused China’s Moonshot AI (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983gP0xW7lCdLW6lZ3pqVG_gQq7XkwvcW2D6W3r6zV_d7VLX5qD2--RWsW6Kl7pp8LxCJFW7cDdWj1RzLS0W1svMQV4PmbRnVrdKpc150qtjN8KhhtLKycc9VMXVdH1GFPlDW570LTC5l-4r6W3_MNYd5Rd5r1W6HPW9s4Vy19ZVCXLZR4wj7f5W2kgH5J6SMrfxVMypWQ79rWm-W2wSBtr69DGHDW5M0Yll8QS9VdW5t5MvD2r3_SDW91lrtx5DJhPmW4ZqMxQ6QhPRTN3xncWq7MtMlW4RZMln7T3b9NVMyNN4130t71W3L-c2J6rP1B6f7xj9Yj04 ) of stealing American IP through distillation and floated sanctions and repercussions. Anthropic’s policy chief called the alleged operation “industrial espionage.” Then the startups showed up, with nearly 200 co-signing a letter to President Donald Trump urging him not to cut off the open models they rely on. On Friday, a statement signed by 25 major organizations warned Washington against “premature restrictions” on open weights. And Nvidia’s Jensen Huang, asked by Axios whether open labs should be allowed to distill closed models, answered that distillation is “fundamental to intelligence.”

Let me be clear: Running an open-weight Chinese AI model is not a fringe act (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983gP0xW7lCdLW6lZ3nWW4KByMf6xdKg0W6V1mfV4kN1GdW7sgz6718VLtPN3PTZZnx-HzZN3tK64BWpYwZW5BhXzt6FVYP1W6K1qlC7P8zmzW1VmByM5lK0NGW6S_Y9M3rg2TvW6f_gW39gRmznN2yqb1RG4dgwW8cgXzj5cZc2bW934Q2d3S3HRpW7GwJ_S5NB39bVLzb2r1wXdN9W39t7Bw1sbsK8W2NkZkp1jCl34VZr9CQ8DwG54W5qqLlY8wk_L0W6FmNN84TfHwPW8FNyG05Fqs10N84yylKd-pR5W7cJfj25gtwN6N8bKkr_8nfCbdwJbJF04 ) , and it’s not disloyal. It’s how many AI-native startups and developers keep their token bills under control (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983gP0xW7lCdLW6lZ3lFW8MRpxd97VXC8V-Byln6hSJCHW8d6fC67VS94rW50FCDg6XnY-TW3Tp8jf5S4N4sW8F8hqL2_3K-NW8SW4KW2bSDwzW8RycNb3YR1g8N6K1JXc7_36dW6fZNQb8mMB-_N4rgng4fMn_QN9kcpHcPrsbrW6Yrc3S5ZVzkSW4HSXht6jdTMcW3QTXvK8VXCLNV_GL4p34xD3QW1GL-YR8qzPZTW6-9N5f5GbtJYW4y9ps092N9Y_VQ6FKX4scKpBW6xpqfL5VmrlSW5f9r-881R4PGW1W__qF9c78xPN103SPgPzx41f7qrWs804 ) because Anthropic and OpenAI are becoming too expensive to build on at scale.

Washington wants to draw the line between legitimate openness and Chinese theft. Inside the technology industry, the more revealing line is open vs. closed. Microsoft, Nvidia, Meta, and 22 other organizations signed the statement, warning against premature restrictions and defending distillation as a legitimate model-development technique. Anthropic and OpenAI did not sign.

For developers, the stakes are not abstract. The affordable model they can download, adapt, and run themselves is exactly what this fight could make harder to access.

Read the full story → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983gP0xW7lCdLW6lZ3nJW15qQhT2N7WynW5BsQSg5dDVgpN6QxgMv8cx7VN5r6fyv59vCGW2gBwmZ1bV9WRW4sLLLl1x3FGbW7lnS-q3ZY7DfW7WNHXJ3kRZ5hW4TfnrQ9clsYZW68mnLv7hdnX-W73-MHm2-G5q9N2Pk1lkqSmVCW4LSZQL714C6zVqjfNL439--vW8qVlF76hnJ66W84G3jN7Qf3qjN3nd4R0kvYY3W46s3g43jP8VfW85b55G3v222rW8JmQC65MTd-BW8-b9BS1pGlftW4jFz8Y1Xmfj5W2HlMHj3p1Jk1W4JtkGw8N4WSsd5cHdj04 )

— Matt Burns, Chief Content Officer

TNS eBook (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fzb23gP0xW95jsWP6lZ3nSW8V6Pg68crcyjW8gltK9421g-rW1P7H8W1vjM66N1x-yTcxK3GxW8fxY3z7KFV-lW6S_hSZ8dRhfYW5RC03P4mv1SvW9fxjNW4N2L5jW8Tkq__4H55QzW3SJ0249dslCPW7d2R3Y460JBCW1HjSZz5jbgkcW4TMY9K6RSVlQW4PPN-l6vX6nvN3gR4mKg13NKW85J0qF7qY7PJW4Dx0c15wC-YSW5hpzc88G1bVbW3J90Xt4r5nysW97Cm711rPbtHVbQqk38pNpPrW5yvll37-Zhy0W5W7Lsk4vlx-LW1XRZlX8bfNzdW2RNZ6Y44JcPrW1C0fPx2QJ_HGW9kZ5dB3sywrwVjbNxv8qqLGYW7L1zbY6FY0XYVjJyhV3KFyHvf72Yz8M04 )

Your AI agents are only as good as the data behind them

Have you downloaded your copy of our newest eBook yet? Written by Drew Robb and sponsored by Heroku, "The developer's guide to connecting CRM data, AI, and app experience at scale (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fzb23gP0xW95jsWP6lZ3nSW8V6Pg68crcyjW8gltK9421g-rW1P7H8W1vjM66N1x-yTcxK3GxW8fxY3z7KFV-lW6S_hSZ8dRhfYW5RC03P4mv1SvW9fxjNW4N2L5jW8Tkq__4H55QzW3SJ0249dslCPW7d2R3Y460JBCW1HjSZz5jbgkcW4TMY9K6RSVlQW4PPN-l6vX6nvN3gR4mKg13NKW85J0qF7qY7PJW4Dx0c15wC-YSW5hpzc88G1bVbW3J90Xt4r5nysW97Cm711rPbtHVbQqk38pNpPrW5yvll37-Zhy0W5W7Lsk4vlx-LW1XRZlX8bfNzdW2RNZ6Y44JcPrW1C0fPx2QJ_HGW9kZ5dB3sywrwVjbNxv8qqLGYW7L1zbY6FY0XYVjJyhV3KFyHvf72Yz8M04 ) " is designed to help you build AI on a data foundation that actually works in production. Learn:

- Why the data foundation, not the model, is almost always the deciding factor in AI success.
- How to give AI agents access to the unstructured enterprise knowledge that makes up 90% of your organization's information.
- How retrieval-augmented generation resolves the accuracy-versus-latency tradeoff that slows most deployments.

Claim your free copy (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fzb23gP0xW95jsWP6lZ3nSW8V6Pg68crcyjW8gltK9421g-rW1P7H8W1vjM66N1x-yTcxK3GxW8fxY3z7KFV-lW6S_hSZ8dRhfYW5RC03P4mv1SvW9fxjNW4N2L5jW8Tkq__4H55QzW3SJ0249dslCPW7d2R3Y460JBCW1HjSZz5jbgkcW4TMY9K6RSVlQW4PPN-l6vX6nvN3gR4mKg13NKW85J0qF7qY7PJW4Dx0c15wC-YSW5hpzc88G1bVbW3J90Xt4r5nysW97Cm711rPbtHVbQqk38pNpPrW5yvll37-Zhy0W5W7Lsk4vlx-LW1XRZlX8bfNzdW2RNZ6Y44JcPrW1C0fPx2QJ_HGW9kZ5dB3sywrwVjbNxv8qqLGYW7L1zbY6FY0XYVjJyhV3KFyHvf72Yz8M04 )

TNS essential reads

OpenAI and Anthropic both speak at once with dueling voice updates

(https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz8T3gP0xW6N1vHY6lZ3m5N2zZCyZRhM13W88ZrWb4_jrzPW4gWmtX6KQClLW9h4yBY7wTqY5W2DBFx96F_9b8W2djPtB13Pmt-W53q1qS6txdrLW5XPvMb1f5z1cN1yh2gPhGpshW892VTR1yr867W25DZ4y1XhLq6V96thD2vFdVHW7sWNyr3RSSv8W4qgQkZ4k6rzJW7_xhMW7V1s1gW1cKQyw9gJbHhW9fcbr9288QTlW1qC-l06PkGBbW6gvBh1130SDGW3_2Bxl7lQ7VGW5dyy3z7cvB4FN420zVwkxYB0f1CCjnM04 ) OpenAI and Anthropic both launched voice updates, but with different goals — one wants hands-free desktop control, the other deeper technical conversations.

Cursor, Ramp, and Meta are all building model routers — but two have major model ambitions themselves (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983gP0xW7lCdLW6lZ3pyW8R4f1K7BjlQ0N6DPtdHPlX0BN7k1V9J4Pyc3W7w1PNy5wPN7FW5jpxRP72cpPxW7DhJtB1yXph0W5ZSB1Z8G-BW5W36Qcsd1BZLxDW5LMgys3CTf7FW2xwCv67C4H3yN3qhxcm_9r0ZN1vMp4W5d77GW8KPlVX8Dkj_lVP7kSV5MwRv6N5Pbk0Ct6VYGW4g2VVX4MGNvCW7hVgW62F29W6W5mTvK76tynfFW6qsBSD4GqF6KW5KQfpk1KNfzFW12RmCT2N74GHW6J_Qp03b7_qPW5yH7vw5P2sVyW4vrJCF6sbtD6f44fYv404 )

As AI companies move beyond one-model strategies, routing requests to the right model has become a product category of its own.

Arm and Google offer a smarter option to run agentic AI workloads (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz8T3gP0xW6N1vHY6lZ3mpW3yM7hx62rtJ-W6tGGkL5yVgGTW432Bc42ZXf_SW9dxThZ9k8cf9W22NqsW1x-yjqVm-VSZ8t0qJ_VBKvJr7ncK3qN1Brmb6hgw9jW3ndYm32NS6dPW1-Vb4k5YbxbqW193x1Z24LV9dW6gz6wM4xZtJ1N2cnqP8yP4dDW7TL1pj1K6tGdW8scyrX729MMcW4l_kDM6VQcYnW5LH0fy1pQ6cKN46QqXPJwF8_W3Jm8mC8CQHbcW1WhgSR5gBV5fW8VzfDP2JwdtpW4y1St73TfqCff3dF7sH04 )

Here's how Google Axion CPUs and the GKE Agent Sandbox optimize agentic AI costs.

The organizational iceberg: the invisible data breaking your AI agents

(https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz8T3gP0xW6N1vHY6lZ3n2W1n9Ksj4cf5RGW1rJxLw2Hhr2kW8jK67C7rwlm5W7ZncpC13YCZJW8r3TlJ7Nj0fqN9b9n-DNdZvFTXLHY7m7HRbN5d-mhnD4VgvW5CFFgc1ml8P-W5mqSc91YqQBJW5k9DW44v6c3wMPxshq7X_10W7LY5Px5twB1JW5PG_xX9cPdw5W4dG-C82LfBJsN3dBL_6Rc9WDW7PNjlz8nsFrCW158gTT2XNpZ2W4mddrC5w-cdVN18NPHB1w1k-W3TbGkq5kRfg4W34LzWb6yN-s1f9lHlKn04 ) AI agents fail when they miss 'invisible data.' Learn how to capture the institutional reasoning behind decisions before it evaporates.

Screenshot 2026-07-23 at 5.02.57 PM (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983gP0xW7lCdLW6lZ3nLW1Hf0lK6k9LTSW8BHPLc93JLC4VcvQyj1ZNDWzW57Fq5d18RpH2W4YHQXX3tmj_gW4P8mGl6Q69R_W4nDqhF5vpxJtW8bStkM63r8VJW95cLmp2wnZDkW16KsCB68TPHnN3cQkWHLCgynW80ZDt88BwwBGW5h82yh41T7MHW79K32Z44gnctW8lMrMv2vNm08W5zMTwM6f46xKW3Q9q6m4C0h3NW7BGPSb88FpskW1WWNM-76m9Z8W5bN92D6cdL8mVjwjp18PFPxGN1npxZClVqbkVP8z_N4ZN7wCW4sXl5B52LS50f13swkg04 )

“We love the world where we can use both”: How Nvidia thinks about local and frontier models

Joey Conway, Nvidia’s senior director of generative AI software, spoke to The New Stack about how local and open models are increasingly working alongside frontier models, often with a router in between to decide which one to use, and how organizations can adapt these open models to their own needs.

Watch the episode
(https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983gP0xW7lCdLW6lZ3nLW1Hf0lK6k9LTSW8BHPLc93JLC4VcvQyj1ZNDWzW57Fq5d18RpH2W4YHQXX3tmj_gW4P8mGl6Q69R_W4nDqhF5vpxJtW8bStkM63r8VJW95cLmp2wnZDkW16KsCB68TPHnN3cQkWHLCgynW80ZDt88BwwBGW5h82yh41T7MHW79K32Z44gnctW8lMrMv2vNm08W5zMTwM6f46xKW3Q9q6m4C0h3NW7BGPSb88FpskW1WWNM-76m9Z8W5bN92D6cdL8mVjwjp18PFPxGN1npxZClVqbkVP8z_N4ZN7wCW4sXl5B52LS50f13swkg04 )

Featured events & webinars

July
28

Virtual

Your access strategy wasn't built for AI agents

Most access tools were built for humans, not for CI/CD jobs, service accounts, or AI agents making tool calls across your infrastructure. That mismatch is forcing teams to stitch together separate systems for every type of identity. Join us live on July 28 to see what a single, unified access architecture actually looks like today, without adding IT overhead or slowing your engineering teams down.

Register today → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fzb23gP0xW95jsWP6lZ3nzW7K9Jyz83tFKQW573tv76QZ-GgW3mTZ5Y5pbt43W3SQhpJ7f8Cn3W4BRTNC6BPMy6W1LGm1c8dKWQ7W8pWJMK2dC057W7VPYWb61P42TW85rtY76_wNYFW3CY0Z14lCJzvW1K34VJ1bpHXWW4FtDwp2XkKMMW7wsN1S54V3xlW7QG6sT695KBYV5tqHB7BN-_5W77q2nW79TgRzN10kvLKZkMgwW6xnJLg7z6r-HW51vkRt4-RS9pW3RS63Z4gMfQnW8bS-ky6vgYHjW5tfwj_8sr2bnN43F1HTHZMMRW1F_lPH7jcQzMN87P4RTXktRJW8mfVH96L69fkF5mWY8lzpX4W513WHC1KDddRW7sBcYt4JG6d-W4vHGnK3VsvljdsktDT04 )

On Demand

Virtual

Your agents are hallucinating. Learn how to fix that.

Logs, metrics, and traces work great until an AI agent starts hallucinating or overconsuming. In this session, Dotan Horovits (CNCF Ambassador) and Rekha Thottan (AWS) walk through how to monitor traditional services and evaluate AI agent behavior in production, using a single open-source stack built on OpenSearch and OpenTelemetry.

Watch on-demand → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz8z5fkwKW69t95C6lZ3l_N1n7jmf_TpcFW5vhJcB6Dttt3W1GRFZ33Mb_YnW6sKsQ_288cVTW4DfqQG1nbDgGN4STj8h92WZWW14CHhk5QpShlN2z_F-1CC3QNW6pYSyL12wnT4W6FBRrQ5d-_bvW6BxmRD8pJXRsW7WKBDM6dYHN1VbGL3n34s7rdW2NvybB5tWB0LW2MmFpW2YY4FdMdY3FcL49_nW2PwsJj460RgzV161bD3BMw30W5YQFKV5CPVjgW2ZzwL14t8DCbW1W3CVc7BxYpSW32lQYw3ZR1SpW1zF1Sh5Y5vn1W4txfGm5JrYbxN38dtpmSWB67W8mQ_L58lF3j1W1Pd8m06yk2gDN2mb1Lqg664GVlnVhs1bdqNkW7bt9mk3_HWJJW5KCP9Y58tDD9W1YRNJx5BTKzlW2x9y4f5jw0LdW35Bj-r4FSY52VNn55L8J5FFCW4_BBjT7vDNXQf2P44dM04 )

On Demand

Virtual

The #1 mistake SecOps teams make with AI, according to an ex-NSA red teamer.

Chas Clawson ran Red Team assessments at the NSA before architecting the SIEM stack for a federal security operations center. In this insightful webinar, he’s telling us what that taught him about AI, alerts, and where most SecOps teams still get it wrong.

Catch the replay → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz9s3gP0xW7Y8-PT6lZ3lkW1Bx_Cp4MbgcvW2Rb1_n8TtKmfW3-vNp91ty9jtW34kb0s3HVqn1W3cGDYX1_hzFSVGQsZy824XfjVrLlms6cCDlyW4tlH0V2ZbTkrW3Z6pJ-1m98QjV40r8F4wDFBKW1vW7-588-6DVW71v-Lw25X3kLW6b0YHd8QjGWyW1sNZg26l08xyVX-nDn1w7bxMN2pvJKFzY73CW3rhXrH8k4vrbW1WxXVv4_X5P1W7JPJwz5M9VP-W7Tjnb917Pyj4W507VPG5950gBN8mstZHNHq8fW3f0DTy80St7NW52GQYC5FrkXFW2_0CQ23J-qHSW2W1k1h96TfWxf3vjnZT04 )

Sep
23

San Jose, CA

WeAreDevelopers World Congress North America

WeAreDevelopers brings the world’s largest developer event to North America, fostering global growth and connection in the tech sector. Join The New Stack in San Jose for all the action as we host a special welcome reception, cover the biggest show moments, and film interviews on the show floor at our booth. We look forward to seeing you there! Use this exclusive code to save 10% on your registration: thenewstack_community

Register with The New Stack → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz9M3gP0xW8wLKSR6lZ3nqW2sDFSc5JWDl0VwLDL6893233W5P4tW83nNs7pN5qM2qP9fJtZW3pLcQt5z3lF_W7qRJFV7_VSzJW3d_2q36NYtJjW1hSLfN6z6RlNW20M9N36zy6qVW1BK8pF6sBJnGVNgMpB5SSV1xW4HcNw57sWWJ8W3jW0Tj6n0ByjW9bY93r4YtHyWW5kSWDq7Q1G8-W2_dxvZ2tvLBzW3bzCBW7zW6nYW451pBP3vPcC1W63W4kK437kXyW2x57nq7VJ-c6W3mDL157SPY_5W7D51VG8-q1M9W3NVl-j858y0bW1s3Cwh1-wtv9W8Z5wFV8Fljv8W7SzDyQ31Hd3RW4SQckZ4jPgtkW3KfC5b8NtLcrf8Cw0cK04 )

From our partner,  Cautious Optimism

Google’s Rorschach quarter (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz7-5fkwKW50kH_H6lZ3mlW7Fd4C519KYWmN7c_kJQbWyYdW8TpSpY4hBXmzW2qqXkW6NXY04Vld7XL4cWCY8W8ntMTK11Z83rW7VD64P33y_yZW6PGbCv8T4DLQW434sm_5z0R8kW4LQrtG4f_KDvW80mBg_23q_xvW5dQHpc3zw7zFW9jGLRl2QBHPwW4p5sb53xN0_GM13PrkJ_wtRW30gfx_85qLMsW7t8Jy64tXCmZW8Dw6vM7mhsVJW8z79T37cMD1sW76pJgK3jr7jdVQVxdL2nR_glW6S2VRV7NcwDQW67cvnC1T8YT0W1xVFl75j-dmHW4hWzB93dF_47W5m0KxZ2jlzpxW9jG2yW8Q1qdQW2NSbQJ2tBVw3W4ZKPkv2DDWwTN5Jc0Xd5G5lbN97hFSKSF2dbW3w4-gy77xJcPf7Pmzhq04 )

Google’s Rorschach quarter

Google shares a single compute base across its fleet of services, including bringing its AI products to bear in search, YouTube, and its enterprise products.

-

Google (Alphabet) sells compute and inference to third parties and must apportion compute for both its internal use and the training of new models.

-

I wonder if the company is more constrained internally than we might think?

- Could Google’s recently slow AI progress indicate that it is making painful tradeoffs that may impact its ability to regain the frontier?

Read more on Cautious Optimism (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz7-5fkwKW50kH_H6lZ3mlW7Fd4C519KYWmN7c_kJQbWyYdW8TpSpY4hBXmzW2qqXkW6NXY04Vld7XL4cWCY8W8ntMTK11Z83rW7VD64P33y_yZW6PGbCv8T4DLQW434sm_5z0R8kW4LQrtG4f_KDvW80mBg_23q_xvW5dQHpc3zw7zFW9jGLRl2QBHPwW4p5sb53xN0_GM13PrkJ_wtRW30gfx_85qLMsW7t8Jy64tXCmZW8Dw6vM7mhsVJW8z79T37cMD1sW76pJgK3jr7jdVQVxdL2nR_glW6S2VRV7NcwDQW67cvnC1T8YT0W1xVFl75j-dmHW4hWzB93dF_47W5m0KxZ2jlzpxW9jG2yW8Q1qdQW2NSbQJ2tBVw3W4ZKPkv2DDWwTN5Jc0Xd5G5lbN97hFSKSF2dbW3w4-gy77xJcPf7Pmzhq04 )

TNS quote of the week

"The attack surface an agent creates is both larger and dynamic in nature."

— Trevor Stuart, SVP and general manager at Harness

Read more → (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz8T3gP0xW6N1vHY6lZ3lVW3KjJzJ733w9qW41HHYS4wxSG7W1p1c7K14SjCRW2krcCl7ZdrMrW4fXW0j1Jykq1W8YKv8C3_HtQ3W4w-dsM7Dw6lwW389h8C8fcSDLW84xYk96TS_HTW5hjfP64T427zW7QhXcd5b6VMjW27bb_091_k-XW1Vx4975xDRXFW92lVWF10wRB0W6CcvN_3g8pHBN6bq2mmpK7FdW78CJxV93p7pxW8BF9wj4V7GcCW8T00Vc76K30dW9cxh3P117TdrW7-zjt24SfGs_W4K7gMY3RX4R1f7jbMfl04 )

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Facebook (https://info.thenewstack.io/e3t/Ctc/L2+113/d5qLSh04/VX0LNG1KYnr_W4bglTc3S_GyqW5ZD33c5RWKmKN99fz983prCCW7lCdLW6lZ3m8W3ZDClx57yqk1W2GJ1kf7Mm_mBN97QbCrSf4vsVxbJVl6gpSCkMS7vtR6GR2FW2Dw05z4h7TQ-W8ry-478lkwSxW1NT64q1hjzbMW4FwhY-67LGvgW8_z0PW4MJ649W892qyQ2fWlcrW1Nn5NR3Nwg37W2b8WP79kZ8hbVnx9ml7_qlqkN78bpG5-LwLMN2qpSwzNZn11W8tqtj78fN3wVW7kLywJ7Wv8sZW4tK8D_8JCBh5W23-WPJ161XlcW8dDLqx2w3VmYW4YZYPq2DNst1W88C6BB510hy5W7lXKgF7hjk5Yf4XwYzd04 )

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Not loving everything we send? You can update your preferences (https://info.thenewstack.io/hs/preferences-center/en/page?data=W2nXS-N30h-GdW1BmsZX1V9BP_W41KvVZ1_6VZ5W4crFwB38t-KFW1Bm--841Rl3rW4cB9344kHlb_W1S11qC3gvDKmW47wRBD4tfzWRW1BNz1x3M0FG9W3yXW-_349P8yW2HDGdN23jrfvW2p03Fb38dFKGW3XZ6xQ4ppRnwW2qLLj23VRk2WW49yh362vKVx-W2PmNDM2xN8NlW4kzXP32FLKs5W2PvMlV1QyBpHW1_37S_3dnzHJW49sgdP230-K-W4mkTQn24Wz9TW1ZnLkL254-p6W1Zg44341BM0zW4fpTgq2xN9GNW1V3m-Z3QzyX8W47hR8N2TGWTcW2p2z2p3VZhBbW2KTn-b4thG1qW3b23-z2RRWVfW1-VB0K2RV0zKW41tzwn3VPcrHW3d85HL4r8fGmW1Qll344pprMhW3N_c6W1ZmX3VW3djRSN1SBVlcW32yw8K1V3MVGW1L5S2V47BYZGW41QtJ52nBxSHW3LSys44tzyFrW1LCWdC2zGZBjW4rBbXT30DxndW3ggBlW3ZZPfZW3NMMFs1S3VztW2CZ8Ms21j9clW232LQ12vHR62W43zPvn2WKh0yW3DVMKK1ZlkMmW2HGk6r1Z5TzrW1NcnS81Xp2L4W3gtqXC4pnzwpW2CXSMb1Zp9RlW2PM80v1_bzTNW2Yfyfr30GvftW1QksLM4my-C2W3bgXbt2FRfgPW3Vz86f385yCHW36Dj6_2CXv8YW3GHJ-T3jqbKqW4fRjYY4mkRrJW3Y2v2Y47VmM90&_hsenc=p2ANqtz-9wg9v0qmUhf2wi_qkh1xiFkkvuh8qvVUmnr-5_poQomL_3HWV4S3oUoLmCh9QLb0ocMy_wx38su1xTV1T4n0wAeUPwVg&_hsmi=430003561 ) or unsubscribe (https://info.thenewstack.io/hs/preferences-center/en/direct?data=W2nXS-N30h-GdW1BmsZX1V9BP_W41KvVZ1_6VZ5W4crFwB38t-KFW1Bm--841Rl3rW4cB9344kHlb_W1S11qC3gvDKmW47wRBD4tfzWRW1BNz1x3M0FG9W3yXW-_349P8yW2HDGdN23jrfvW2p03Fb38dFKGW3XZ6xQ4ppRnwW2qLLj23VRk2WW49yh362vKVx-W2PmNDM2xN8NlW4kzXP32FLKs5W2PvMlV1QyBpHW1_37S_3dnzHJW49sgdP230-K-W4mkTQn24Wz9TW1ZnLkL254-p6W1Zg44341BM0zW4fpTgq2xN9GNW1V3m-Z3QzyX8W47hR8N2TGWTcW2p2z2p3VZhBbW2KTn-b4thG1qW3b23-z2RRWVfW1-VB0K2RV0zKW41tzwn3VPcrHW3d85HL4r8fGmW1Qll344pprMhW3N_c6W1ZmX3VW3djRSN1SBVlcW32yw8K1V3MVGW1L5S2V47BYZGW41QtJ52nBxSHW3LSys44tzyFrW1LCWdC2zGZBjW4rBbXT30DxndW3ggBlW3ZZPfZW3NMMFs1S3VztW2CZ8Ms21j9clW232LQ12vHR62W43zPvn2WKh0yW3DVMKK1ZlkMmW2HGk6r1Z5TzrW1NcnS81Xp2L4W3gtqXC4pnzwpW2CXSMb1Zp9RlW2PM80v1_bzTNW2Yfyfr30GvftW1QksLM4my-C2W3bgXbt2FRfgPW3Vz86f385yCHW36Dj6_2CXv8YW3GHJ-T3jqbKqW4fRjYY4mkRrJW3Y2v2Y47VmM90&_hsenc=p2ANqtz-9wg9v0qmUhf2wi_qkh1xiFkkvuh8qvVUmnr-5_poQomL_3HWV4S3oUoLmCh9QLb0ocMy_wx38su1xTV1T4n0wAeUPwVg&_hsmi=430003561 ) from all email communications.

Warning

Almost all the messages that arrive here are garbage! Resist the urge to click on any unexpected or questionable links.

It may happen that e-mail will claim to come from liamon.com, perhaps from some administrative role or process. There are no users with liamon.com addresses that should be sending anyone e-mail. There are no accounts to expire. There are no passwords to leak. These are certainly garbage messages. These are certainly phishing attempts in some messages.

Absolutely ignore those links!