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Jul 11, 2026 · Updated 4h 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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Apple Sues OpenAI in Northern California Federal Court for Trade Secret Theft — Alleges 400+ Ex-Apple Employees Now at OpenAI, Chief Hardware Officer Tang Tan Directed Recruits to Bring Confidential Documents on Unreleased iPhone and Apple Watch Products to Job Interviews 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 SK Hynix Closes Up 13% at $168.01 in Nasdaq Debut, Hits $1 Trillion Market Cap — Largest US IPO Ever by a Foreign Company Raises $26.5B, Chairman Tells CNBC 'Demand Is Enormous' as AI Memory Boom Powers Third-Largest US Debut on Record 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 All alerts →
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