DAILY INTELLIGENCE BRIEF

The Vault — AI Edition

Friday, September 25, 2026
20 stories
19,458 words
100 min read

Business

6
02

Cognition's Devin Crosses $1 Billion Annualized Revenue Run Rate

Cognition, the startup behind the autonomous coding agent Devin, said on Friday, September 25, that it has crossed $1 billion in annualized revenue...

5 minRead →
03

Microsoft Rebuilds Copilot Around Home, Code and Autopilot Agents

Microsoft spent three years renaming Copilot. On Friday it rebuilt it. The company's biggest overhaul of its AI assistant...

5 minRead →
04

Google Will Put Four TPUs in Orbit on October 1 for Project Suncatcher

Google's plan to build AI data centers in space leaves the drawing board next week. On October 1, a refrigerator-sized satellite...

5 minRead →
05

Amazon Blocks Meta's Muse Agent From Browsing and Buying on Its Store

Less than two weeks after Meta introduced Muse as the agent that would run your errands, Amazon shut it out of the biggest store...

5 minRead →
06

Warp Raises $85M and Launches Programmable Agents for HR and Payroll

Three months after closing a $60 million Series B that brought its total funding to $85 million, New York-based Warp is...

5 minRead →
07

SemiAnalysis Maps China's AI Build-Out: 1,000+ Data Centers and 24 GW Delivered

For years, anyone trying to size China's AI infrastructure was working half-blind. The biggest tenant doesn't publish a 10-K...

5 minRead →

LLMs & GenAI

5
08

OpenAI Readies GPT-6 Cyber and a Security Product Ahead of DevDay

OpenAI is getting ready to put its newest model family to work on security, and this time the model comes with a product wrapped around it.

5 minRead →
09

Meituan Previews LongCat-2.5, a 1.6-Trillion-Parameter Agentic MoE

Meituan, the Chinese food-delivery giant that has quietly become one of the more ambitious model builders in the country, pushed out LongCat-2.5-Preview...

5 minRead →
10

Perceptron Mk1.5 Aims to Be One Model for Drones, Robots and Smart Glasses

Perceptron wants a single model to see for a drone, a robot dog and a pair of smart glasses, with no retraining for each one.

5 minRead →
11

GPT-6 Astra Edges Opus 5.5 on Independent Terminal-Bench-Science Leaderboard

Only two AI models can finish more than half of the real scientific research workflows in Terminal-Bench-Science, and on an independent rerun...

5 minRead →
12

Claude Tag Now Writes Over Half of Claude Code Lead's Pull Requests

The most useful person in the Slack thread may soon be the one nobody has to brief. Anthropic's Claude Tag lets anyone on a Claude Team...

5 minRead →

Research

5
13

Claude Helps Physicists Push a Particle-Scattering Calculation to Nine Loops

In early August, physicist-turned-science-writer Matt von Hippel dared AI companies to take on his old field. Less than a month later...

5 minRead →
14

Synthetic Hospital Benchmark Finds Top AI Models Miss Half of Must-Know Patient Findings

Put 10 licensed physicians in front of ten patient charts, half of them real and half of them made up, and ask them to sort which is which...

5 minRead →
15

AI Agents Can Invent Secret Signals Mid-Task, Study Warns Monitors

Two AI agents that have never worked together, share no codebook and are explicitly told to keep a secret can still invent a private language to leak it...

5 minRead →
16

Microsoft Researchers Find Coding Agents Beat Search-Based Prompt Optimizers

For the past two years, the cutting edge of automatic prompt optimization has meant search: propose an edit, run the agent again...

5 minRead →
17

AI-Assisted Rewrite Shrinks a 40-Page Talagrand Conjecture Proof to Seven Pages

A mathematical question that sat open for 37 years was closed this summer by a proof more than 40 pages long. By mid-September, with help from ChatGPT...

5 minRead →

Policy

4
01

Appeals Court Upholds Pentagon's Anthropic Blacklist in 2–1 Ruling

A federal appeals court on Friday sided with the Pentagon in its fight with Anthropic, ruling 2–1 that the Defense Department acted lawfully...

5 minRead →
18

Fed's Schmid Asks Whether the AI Ecosystem Is Becoming Too Big to Fail

For most of the AI boom, central bankers have described artificial intelligence as a productivity story, an inflation story, or an asset-price story.

5 minRead →
19

China Pours Subsidies Into AI Filmmaking as Short-Drama Costs Collapse

Two years ago, when Zhu Zhili went looking for a home for his artificial intelligence film studio, the choice was obvious: Shenzhen.

5 minRead →
20

California Requires Ads to Disclose AI-Generated Performers Under SB 1050

Starting January 1, 2027, if the smiling spokesperson in a California ad was generated by AI, the ad has to say so.

5 minRead →