Meta's Muse Wonder launches; Full is limited to Muse Code

Meta released two models for personal and professional agents: Wonder is available through the Meta Model API and Muse Code, while Full is limited to Muse Code subscribers. Smol AI reports leaked pricing of $4 per million input tokens and $20 per million output tokens. The leaked figures also include a one-million-token context window.

Zuckerberg and Wang discuss Meta's $100 billion-plus AI commitment

Cheeky Pint via Techmeme

Mark Zuckerberg and Alexandr Wang discuss the Muse launch, rebuilding Meta's AI team, and the risks of committing more than $100 billion to AI.

Maia 300 targets Microsoft's own inference workloads

Axios

Microsoft plans to begin Maia 300 deployments in 2027 and claims 40% more tokens per megawatt than leading GPU systems. The plan applies to Microsoft's own services; custom chips still depend on constrained packaging and high-bandwidth memory.

Nvidia's China AI-chip share falls to 34%

Reuters via Techmeme

IDC puts Nvidia's share of China's data-center AI-chip market at 34% in the first half of 2026. Shipments fell 44% year over year amid export restrictions and domestic competition.

Anthropic warns of self-replication on home devices

Reuters

Anthropic warns that small models may soon be able to copy themselves across home and internet-connected devices without relying on data centers.

Labs seek control over external evaluators' publications

Reuters via Techmeme

Reuters sources say Anthropic and OpenAI have sought substantial control over what outside evaluators can publish, citing concerns that findings could reveal trade secrets.

Bank supervisors question agentic AI deployments

Reuters via Techmeme

US banking regulators are asking banks about agentic AI deployments, Chinese-developed models, and protections around autonomous systems, according to Reuters sources.

Flywire's Orbit pairs deterministic workflows with model steps

AI Engineer · 19-minute talk

Flywire defines Orbit workflows in version-controlled YAML, with targeted large language model steps inside deterministic automation. Each step declares allowed networks and tools; evaluations use historical state to test individual model steps.

Amex introduces purchase authorization for agents

TechCrunch

American Express introduces a framework designed to ensure shopping agents make only purchases their users have authorized, addressing mistakes and disputes as automated shopping expands.

Chip stocks fall after Broadcom's investment warning

Financial Times via Techmeme

Following yesterday's capital-access coverage, the FT reports declines of up to 8.8% for Samsung and 9.2% for SK Hynix. Micron fell 4%; all three figures are intraday snapshots.

IMF flags AI valuations and debt as financial risks

The Guardian

The IMF warns that high AI-company valuations and growing debt could allow a share-price crash to spread across global markets.

Banks limit underwriting on Volta's $5 billion loan sale

Bloomberg via Techmeme

Bloomberg sources say JPMorgan and Goldman underwrote just $1.3 billion of a $5 billion loan sale for Volta to limit their exposure. The reported yield is about 11%.

Character.AI files for Chapter 11

Reuters via Techmeme

Character.AI agreed to sell some assets to Disney for $20 million and filed for US Chapter 11 bankruptcy. It plans to keep operating while completing the sale.