The daily briefing for the agentic age.
🚀 THE BIG STORY: OpenAI GPT-5.3 & Recursive Self-Improvement
OpenAI has officially launched GPT-5.3-Codex, and the headline isn’t just the 25% speed boost. OpenAI revealed that the model was ‘instrumental in creating itself.’ This marks a pivot from coding assistant to ‘general computer agent,’ capable of navigating complex professional workflows autonomously.
🕵️♂️ FRONT FRONTIERS: Anthropic’s Agentic Coordination
Anthropic responded with Claude Opus 4.6, boasting a massive 1M-token context window. More importantly, they’ve introduced ‘Agent Teams,’ allowing multiple instances of Claude to coordinate in parallel. Between this and their new PowerPoint plugin, Anthropic is clearly aiming for the heart of the enterprise productivity stack.
⚡ HARDWARE & INFRASTRUCTURE: The $650B Question
Nvidia stock surged 8% after Jensen Huang successfully defended the industry’s massive capex as sustainable. This comes as Alphabet, Amazon, Meta, and Microsoft forecast a combined $650B in 2026 spending. Meanwhile, a $1.25T SpaceX-xAI merger plan suggests a future of frontier AI powered by orbital data centers.
📈 MARKET SHIFTS & SIGNAL
• DeepMind Genie 3: Waymo is now using DeepMind’s Genie 3 to simulate realistic digital worlds for training edge-case autonomous driving scenarios.
• GitHub Dominance: New analysis shows Claude Code already handles 4% of all public GitHub commits, with 20% expected by year-end.
• Mistral Voxtral: Mistral continues to push open-weights with Voxtral Transcribe 2, offering diarization and ultra-low latency..