Full Summary
This Thursday morning, multiple sources confirm that Google's flagship AI model, Gemini 3.5 Pro, has been delayed due to unmet performance benchmarks, particularly in coding capabilities. Both TradingView and Crypto Briefing report GOOGL stock dropped nearly 5% following this news. Meanwhile, a significant development in the AI landscape is the launch of Inkling, the first open-weight foundation model from Thinking Machines Lab, led by Mira Murati. Lapaas Voice and News9live both highlight Inkling as a 975-billion-parameter Mixture-of-Experts model that supports text, image, audio, and video inputs, with its weights publicly available for developers to customize. News9live adds that Inkling scored 97.1% on the AIME 2026 benchmark. In other news, Anthropic, in partnership with Blackstone and Hellman & Friedman, has launched Ode, a new company focused on helping medium-sized enterprises implement AI, as reported by ababnews.com. This expands Anthropic's strategy beyond just model development. Yet, JPMorgan Chase CEO Jamie Dimon warns about the risks of public access to Anthropic's advanced Mythos AI model, comparing it to giving ballistic missiles to individuals, according to qz.com. He notes JPMorgan used Mythos to stress-test internal systems. Across the globe, South Korea plans to launch a sovereign AI model for cybersecurity by the end of this year, a move confirmed by two separate Yonhap News Agency reports. This initiative aims to address growing digital security threats and follows concerns over Washington's export controls on advanced AI models. What nobody expected is the intensifying competition from China. Both TradingView and the Financial Times report that Chinese AI startup Moonshot plans to launch a new model to challenge Anthropic's lead. Crypto Briefing and TechCrunch specify this is the Kimi K3 model, which Moonshot AI expects to be a trillion-parameter open-weight challenger to Anthropic’s Claude Opus 4.8. Finally, Apple has secured approval to launch Apple Intelligence in China, partnering with Alibaba's Qwen AI and Baidu, as reported by The Tech Buzz. This strategic pivot allows Apple to navigate China's strict AI regulations. These developments mean that while AI capabilities are rapidly expanding and becoming more accessible, the regulatory and competitive landscapes are also evolving quickly, potentially impacting the security of your data and the types of AI tools available for daily use.