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Jul 10, 2026 · Updated 28m ago
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The State of AI · Q2 2026

A government switched off an AI model. The chipmakers won the quarter. The whole quarter mapped into six forces — every claim sourced. Free, 12-minute read.

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The State of AI · Q2 2026 — AI Weekly's quarterly report
Robotics Is Moving Fast

IPOs, New Models, and Smarter Robots

Three humanoid companies moved toward the public markets in a single week. Agility filed to go public via SPAC at $2.5 billion, Unitree cleared its Shanghai IPO, and Tesla started turning the line that built its last Model S into an Optimus factory. Mistral shipped a robot brain that finds its way with one cheap camera. And the research this week kept landing on the same catch: locomotion is getting solved, while the models still lose basic world knowledge the moment you train them to act. The m...

2026-07-09 · Issue #512

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Three humanoid companies moved toward the public markets in a single week. Agility filed to go public via SPAC at $2.5 billion, Unitree cleared its Shanghai IPO, and Tesla started turning the line that built its last Model S into an Optimus factory. Mistral shipped a robot brain that finds its way with one cheap camera. And the research this week kept landing on the same catch: locomotion is getting solved, while the models still lose basic world knowledge the moment you train them to act. The m...
2026-07-09
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US Commerce Department Removes UAE From Restrictive Country Groups D:3/D:4, Reclassifies as A:5 — Grants License-Free Advanced AI Chip Exports to G42, Core42 and US Firms Including Amazon, Apple, xAI xAI + Stability AI Class Action Amended: New Plaintiffs Allege Grok Generated 7,000 CSAM Images of an 11-Year-Old From a Single Photo, Stepfather Died by Suicide After Arrest — NCMEC Says 90% of xAI's CyberTipline Reports Not Actionable Tel Aviv University + Technion Disclose 'HalluSquatting' — First Pull-Based Prompt Injection at Scale Turns Cursor, Copilot, Gemini CLI and OpenClaw Family Into Botnet Vectors via 85–100% Hallucinated Package Names China's Ministry of Commerce Slaps Immediate Global Ban on Helium Exports to Shield Domestic Chipmakers as US-Iran War Chokes Qatari Supply All alerts →
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