What we're reading, in the order we're reading it.
Anthony and Harry's working stream — links, charts, tweets, and short takes. The unprocessed inputs behind the briefings.
Who will pay for AI in health care? 3 trends to watch in 2026
What to watch out for in 2026, as the health care industry gears up for a battle over how clinical AI should get paid for.
Surgical Robotics Market to Reach US$ 15.25 Billion by 2033 at 11.3% CAGR; North America Leads with 42% Share – Key Players: Intuitive Surgical, Stryker Corporation, CMR Surgical
The global surgical robotics market reached US 5 84 billion in 2024 and is projected to grow to US 15 25 billion by 2033 registering a CAGR of 11 3...
Watch China’s ‘Terminator cop’: Humanoid robot walks alongside uniformed men, making Robocop theme a reality
A humanoid robot from Chinese firm EngineAI has gone viral after appearing alongside uniformed men in Shenzhen. The demonstration highlights China’s rapid advances in robotics
Writing a novel in 2026? Here’s why ChatGPT alone won’t get you to the finish line
Chatbots are great for brainstorming — but they struggle with memory, structure and long-form storytelling. I tested Sudowrite and Novelcrafter to see what actually works
US-China tech co-dependence may grow in 2026: Eurasia Group
Eurasia Group’s Xiaomeng Lu explains why China’s tech competition with the U.S. remains intense, but argues that tech co-dependence may expand in 2026, driven by easing export controls, cross-border deals,...
Gulf’s AI push is about cementing US relations – not just driving economic growth: Strategist
Hasnain Malik, Emerging Markets Equity Strategist at Tellimer, discusses the Gulf’s push into AI data centers. He also discusses the demand for IPOs in the Middle East region.
China’s ‘Silicon Valley’ is building robots and fortune-telling AI apps at the same time
Hangzhou’s AI ecosystem now spans everything from cutting-edge robotics to experimental apps built by solo founders.
2025 in AI predictions
Past years: 2023 2024 • Continuing a yearly tradition, I evaluate AI predictions from past years, and collect a convenience sample of AI predictions…
Four AI research trends enterprise teams should watch in 2026
Here is the AI research roadmap for 2026: how agents that learn, self-correct, and simulate the real world will redefine business automation.
Taiwan war timelines might be shorter than AI timelines
TL;DR: Most AI forecasts generally assume that if a conflict over Taiwan occurs, it will largely be about AI. I think there’s a decent chance for a c…
Groq payday is ‘the outcome you dream of’ for Kitchener tech investors
Kitchener-based Garage Capital was an early investor in the AI chip maker Groq, which was just acquired by Nvidia for a reported US$20 billion. It is the biggest deal in...
Current and Future Applications of Artificial Intelligence in Clinical Genetics
Artificial Intelligence (AI) is transforming medicine, and its influence on clinical genetics cannot be ignored. From variant analysis and diagnostic interpretation to predictive and prognostic …
European banks plan to cut 200,000 jobs as AI takes hold
The bloodletting will hit hardest in back-office operations, risk management, and compliance.
Building an internal agent: Code-driven vs LLM-driven workflows
When I started this project, I knew deep in my heart that we could get an LLM plus tool-usage to solve arbitrarily complex workflows. I still believe this is possible,...
Jason + Lenny are Back!! “The Real Future of AI in Sales”
So in early 2024, Lenny Rachitsky invited us on to Lenny’s podcast for what became an iconic deep dive on sales and GTM. How and who to hire, the classic...
Here’s What Will Surely Happen in 2026. Unless It Doesn’t.
From the next Fed chair to the AI trade, here’s what investors should expect this year.
We’re Literally Just Getting Started in AI + B2B. Here’s Why 2026 Is When It Gets Real.
I know, I know. You’ve been hearing about “AI transforming B2B” for two years now. Your LinkedIn feed is drowning in it. Every vendor has slapped “AI-powered” on their…
Bernie Sanders and Ron DeSantis speak out against data center boom. It’s a bad sign for AI industry
Sen. Bernie Sanders has called for a data center moratoriu, while Gov. Ron DeSantis has pushed back on the AI industry in Florida.
The Navan IPO Reminds Us: AI is On Fire. Everything Else in B2B? Still Really, Really Hard.
So Navan finally went public in Q4’25. After years of confidential filings, pushed timelines, and a rebrand from TripActions, they rang the bell on October 30th, 2025. And then the...
AI boom could put pressure on Austin’s power and water systems, report says
A city report recommends regulations for AI-fueled data centers to curb strain on Austin’s power grid, water supply and utility rates
Even the Sky May Not Be the Limit for A.I. Data Centers
Some tech leaders are concerned that the artificial intelligence race will exhaust available land and energy. The solution might lie in orbit.
The Rundown’s 2025 year in review
AI’s wild ride in 2025: A comprehensive review of groundbreaking technological advances, scientific breakthroughs, and dramatic moments that defined the year in artificial intelligence.
The biggest startups raised a record amount in 2025, dominated by AI
AI companies raised a record $150 billion in 2025, raising fears of an AI bubble
🛎️ Deterministic Inference
Plus: Models See Alike, Unprogrammed AI Behaviors
UBTECH robot dances, kicks box as 1,000 Walker S2 milestone marked
UBTech rolls out its 1,000th Walker S2 robot, marking the shift from prototypes to large-scale, real-world humanoid deployment.
The Impending Obsolescence of Traditional Dentistry: A Forecast of Artificial Intelligence Integration and Its Transformative Impacts
The integration of artificial intelligence (AI) into dentistry is revolutionizing oral healthcare and is evolving from narrow, task-specific models to potentially artificial general intelligence…
Meta’s purchase of Manus caps big year for Chinese AI
2026 will see Beijing further push for widespread AI adoption.
China’s neuromorphic e-skin lets humanoid robots sense pain and react
Researchers in China built a neuromorphic robotic skin that lets humanoid robots sense pain and react instantly to harm.
The Plan – 2025 Update
What’s “The Plan”? For several years now, around the end of the year, I (John) write a post on our plan for AI alignment. That plan hasn’t changed to…
AI Futures Timelines and Takeoff Model: Dec 2025 Update
We’ve significantly upgraded our timelines and takeoff models! It predicts when AIs will reach key capability milestones: for example, Automated Code…
You can’t trust your eyes to tell you what’s real anymore, says the head of Instagram
We’re all looking for the guy who did this.
2025: The year in LLMs
This is the third in my annual series reviewing everything that happened in the LLM space over the past 12 months. For previous years see Stuff we figured out about...
Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape
Big Tech is remaking the U.S. map into an AI empire — kingdom-scale data centers, unprecedented debt, power constraints, and a near-religious belief in scaling.
Cleveland Clinic offers tips on ambient AI deployment, from evaluation to scale
Beth Meese, the health system’s executive director of IT, digital health and enterprise EMR, offers a preview of her HIMSS26 session, which will offer an up-close perspective on how to...
Everyone’s Watching Stocks. The Real Bubble Is AI Debt.
Something has changed in the artificial intelligence boom in the past year. Since the arrival of ChatGPT in 2022, America’s biggest tech companies have been leading the charge, aided by...
Alignment Pretraining: AI Discourse Causes Self-Fulfilling (Mis)alignment
TL;DR LLMs pretrained on data about misaligned AIs themselves become less aligned. Luckily, pretraining LLMs with synthetic data about good AIs helps…
App of the Week: OpenRouter — The Universal API for All Your LLMs
One API. 300+ Models. 60+ Providers. And Why Every AI-Native Startup Needs This. We’ve featured a lot of amazing AI tools in our App of the Week series. But OpenRouter...