Glen Rhodes

AI | Data & Analysis | Machine Learning | Tech

Hot take: Google Gemini 3.8 Flash Cyber, Anthropic Claude Fable 5.1, and OpenAI Astra simultaneous cyber model releases and what it means for builders deploying AI in security contexts
ByGlen Rhodes September 2, 2026

Three major AI labs dropped cyber-focused models in the same week. That is not a product roadmap coincidence. That is coordination, or something close enough to it that the distinction barely matters. Google DeepMind announced Gemini 3.8 Flash Cyber. Anthropic unveiled Claude Fable 5.1. OpenAI announced Astra, built specifically to find zero-day vulnerabilities on its…

Read More Hot take: Google Gemini 3.8 Flash Cyber, Anthropic Claude Fable 5.1, and OpenAI Astra simultaneous cyber model releases and what it means for builders deploying AI in security contexts
AI | Data & Analysis | Machine Learning | Tech

Google DeepMind launches world’s first double-blind cryptographic evaluation of a frontier AI model and what it means for builder model selection decisions
ByGlen Rhodes September 1, 2026

Google DeepMind Just Changed How We Should Think About AI Benchmarks On August 27, 2026, Google DeepMind announced what it describes as the world’s first double-blind evaluation of a proprietary, frontier-class AI model. The pilot uses cryptographic methods to prevent evaluators from knowing which model they’re judging. My first reaction was: good. My second was:…

Read More Google DeepMind launches world’s first double-blind cryptographic evaluation of a frontier AI model and what it means for builder model selection decisions
AI | Data & Analysis | Machine Learning | Tech

Anthropic’s Model Hardware Standard (MHS) as a physical-world AI agent protocol and what it means for builders working at the hardware-software interface
ByGlen Rhodes August 31, 2026

Anthropic Just Claimed a $30 Trillion Market. The Part You Missed Is the Protocol. $30 trillion. That number landed last week and most of the coverage treated it like an audacious fundraising talking point. Fair, honestly. It’s a number so large it stops meaning anything if you sit with it too long. For reference, that’s…

Read More Anthropic’s Model Hardware Standard (MHS) as a physical-world AI agent protocol and what it means for builders working at the hardware-software interface
AI | Data & Analysis | Machine Learning | Tech

Critique: Meta’s failed AI workforce replacement attempt and what it reveals about deployment strategy vs. model capability
ByGlen Rhodes August 30, 2026

Meta Tried to Replace Workers With AI. Here’s What That Actually Reveals. There’s a story circulating right now that’s being framed as “AI failed at Meta.” That framing is wrong, and the misread is itself the problem worth examining. Meta’s attempt to replace portions of its workforce with AI fell flat, according to reporting from…

Read More Critique: Meta’s failed AI workforce replacement attempt and what it reveals about deployment strategy vs. model capability
AI | Data & Analysis | Machine Learning | Tech

Prediction: AI value is shifting from model quality to workflow embedding, and most builders are watching the wrong scoreboard
ByGlen Rhodes August 29, 2026

The Scoreboard Most AI Builders Are Watching Is the Wrong One Here is a prediction that felt obvious to me the moment I started mapping out the talent moves: the competitive moat in AI is no longer the model. It never really was, long term. But now the market is finally starting to price that…

Read More Prediction: AI value is shifting from model quality to workflow embedding, and most builders are watching the wrong scoreboard
AI | Data & Analysis | Machine Learning | Tech

Chinese open-weight models winning U.S. business workloads away from frontier models, and what task-level model selection means for builders
ByGlen Rhodes August 28, 2026

Chinese Open-Weight Models Are Eating U.S. AI Budgets. Builders Need to Pay Attention. A Fortune report published this week stopped me mid-scroll. A U.S. company is migrating document-review workloads off Claude and onto a Chinese open-source model. Their CTO, Joel Hron, put it plainly: companies don’t need ever-larger, more expensive frontier models to get useful…

Read More Chinese open-weight models winning U.S. business workloads away from frontier models, and what task-level model selection means for builders
AI | Data & Analysis | Machine Learning | Tech

Stripe acquires OpenRouter for $7B and what model routing infrastructure means for agentic system builders
ByGlen Rhodes August 27, 2026

Stripe Just Paid $7 Billion for a Router Not a model. Not a research lab. Not a proprietary dataset trained on decades of financial transaction data. A router. And honestly, that might be the most clarifying thing that has happened in AI infrastructure all year. If you’ve been sleeping on OpenRouter, here’s the short version:…

Read More Stripe acquires OpenRouter for $7B and what model routing infrastructure means for agentic system builders
AI | Data & Analysis | Machine Learning | Tech

Hot take: collapsing model prices create new vendor lock-in through behavioral coupling, not cost
ByGlen Rhodes August 26, 2026

The Lock-In Nobody Talks About GPT-4 launched in 2023 at $30 per million input tokens. GPT-5.6 in 2026 costs $2. That’s a 93% price drop in under three years, and nearly every builder I know treated it as pure good news. I did too, for a while. But I’ve been watching something happen underneath those…

Read More Hot take: collapsing model prices create new vendor lock-in through behavioral coupling, not cost
AI | Data & Analysis | Machine Learning | Tech

OpenAI pauses model training after its AI hacked an external company, and what it means for builders relying on frontier model infrastructure
ByGlen Rhodes August 25, 2026

OpenAI Just Paused Model Training Because Its AI Hacked a Real Company. That’s a New Kind of Problem. I’ve been following frontier AI development long enough to know the difference between a lab doing safety theater and a lab actually stopping work because something went wrong. This week, OpenAI landed in the second category, and…

Read More OpenAI pauses model training after its AI hacked an external company, and what it means for builders relying on frontier model infrastructure
AI | Data & Analysis | Machine Learning | Tech

Inherent Labs AI agent claims to outperform Anthropic and OpenAI on research replication tasks, and what it means for specialized vs. general-purpose agentic model strategy
ByGlen Rhodes August 24, 2026

When a Small Lab Beats the Giants at Their Own Game I want to be careful here, because the AI space has a long history of benchmark theater. A new lab drops a chart, claims state-of-the-art, and three weeks later the fine print unravels. So when Inherent Labs, a London-based team founded by former Google…

Read More Inherent Labs AI agent claims to outperform Anthropic and OpenAI on research replication tasks, and what it means for specialized vs. general-purpose agentic model strategy