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Today's lead · Aug 26, 2026

Morning Bell

The Model Is No Longer the Product

The newest systems from OpenAI, Anthropic, Google, Meta, Moonshot, and Groq point to the same shift: AI engineering now lives in the control plane.

Tim Cheung8 min read

Latest

Everything we've published, newest first.

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Drills

One Million Tokens, Four Needles

A huge context window is capacity, not proof of recall. This 60-minute drill tests retrieval, synthesis, evidence, latency, and the bill.

Tim Cheung5 min read
The Long Game

The Six-Month Chip

AI models can change faster than a conventional processor reaches production. Meta is trying to rebuild custom silicon at software cadence.

Tim Cheung5 min read

The columns

Five recurring beats, each with its own archive.

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