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Source: The Decoder

63 stories in the last 30d

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Top AI spenders cut per-employee costs by nearly 10 percent in August

Ramp's September AI Index shows top AI spenders' per-employee costs fell 9.7% in August as firms migrate from frontier models to cheaper standard models.

Ramp's September 2026 AI Index reports median per-employee AI spending at the top 1% of spenders fell 9.7% in August to $7,205, partly attributed to August vacations, falling token prices, and migration to cheaper models. The effective price per million tokens dropped 41% from its March 2026 peak to $0.68, and frontier models like Opus, Fable, and Sol fell from 53% to 45% of tokens consumed. Anthropic was paid for by 43.8% of US companies (up 0.34 points) versus 39.8% for OpenAI (up 0.09 points), while open-weight models remain marginal at 6.4% of AI-using firms.

The Decoder · 6d agoAI industry 2 sources1

Suno launches v6 music models built with Warner, BMG, and Believe

Suno launches v6, v6-wild, and free v6-mini music models co-developed with Warner Music Group, BMG, and Believe, retiring all older models.

Suno's flagship v6 serves Pro and Premier subscribers, v6-wild targets experimentation, and v6-mini is free; all three understand vocals, instrumentation, structure, mood, and multimodal inputs, with text-based editing of individual song sections. The models were built with Warner Music Group, BMG, and Believe following Warner's November 2025 licensing settlement, while Universal and Sony continue litigating and a Munich court found v3.5 and v4 infringed six works. Suno reports more than 100 million users, over two million paying subscribers, and $300 million ARR after raising $400 million at a $5.4 billion valuation in June.

The Decoderupdated · 6d agofirst · 6d agoModel release 2 sources

Anthropic built an economic model that frames its CEO's bleakest job forecasts as an outlier scenario

Anthropic published an economic model with three US economic scenarios through 2030, framing CEO Dario Amodei's bleakest job-loss forecasts as the outlier outcome.

Anthropic released an economic model outlining three scenarios for AI's impact on the US economy through 2030. The modest scenario resembles the internet's impact with stable wages, the middle scenario doubles growth while knowledge worker wages stagnate, and the extreme scenario projects 17.9% knowledge worker unemployment with labor's GDP share falling from 60% to 45%. CEO Dario Amodei's May 2025 warning of up to half of entry-level office jobs vanishing and 10-20% unemployment aligns with the extreme scenario, which the model treats as the least likely outcome.

The Decoder · 6d agoAI industry1

Deepmind's AlphaGenome Atlas maps every possible DNA change in the human genome

DeepMind's AlphaGenome Atlas precomputes impact predictions for ~9 billion human DNA variants in a 1-petabyte dataset; its AVI score beats CADD in benchmarks

Google DeepMind released the AlphaGenome Atlas, precomputing functional-effect predictions for roughly 9 billion human genome variants (about 27,000 prediction values per variant) in a one-petabyte dataset more than 30 times the size of the AlphaFold database. The accompanying AlphaGenome Variant Impact Score (AVI), a small neural network combining AlphaGenome, AlphaMissense and evolutionary conservation features (18 inputs versus CADD's 150+), outperformed existing tools on clinically classified variants, ranking causal variants in the top 50 candidates for 29.5% of solved GREGoR cases versus 12.5% for CADD. A GREGoR epilepsy case illustrates the impact: AVI elevated a previously unclear DNM1 splice variant that lab experiments confirmed as likely disease-causing. The atlas is available for noncommercial use via web portal, API and a Google Antigravity skill, with a commercial version planned through Google Cloud.

The Decoderupdated · 6d agofirst · 7d agoAI research 2 sources

Anthropic scientist puts the odds of AI destroying humanity above ten percent this decade

Anthropic's Evan Hubinger estimates over ten percent odds AI destroys humanity this decade, following pretraining lead Jacob Coxon's departure.

Jacob Coxon, who led pretraining work at Anthropic after three years at OpenAI, quit, arguing both labs are taking a hubristic gamble with civilization. Anthropic safety researcher Evan Hubinger responded that there is a greater than ten percent chance misaligned superintelligent AI destroys humanity within the decade. More than 1,200 researchers including Dario Amodei and Meta's Shengjia Zhao recently signed an open letter calling for a slowdown, and Coxon floated costly measures such as a temporary capabilities pause.

The Decoder · 7d agoAI safety & security

AWS is using Qualcomm for AI inference while Qualcomm uses AWS Bedrock to design the chips

Qualcomm will design custom AI inference chips for AWS while using Bedrock for chip design, its third major data center win since June.

Qualcomm is designing custom AI inference chips for AWS across multiple product generations and co-developing optical interconnects with up to 1.6 Tbps bandwidth. In return, Qualcomm uses Amazon Bedrock to accelerate its chip design process. The deal is Qualcomm's third major data center win since June, after Meta adopted the Dragonfly C1000 server processor and Microsoft began deploying Qualcomm's HBC memory architecture in Azure; Qualcomm targets $15 billion in data center revenue by 2029.

The Decoder · 7d agoAI industry1

ChatGPT Images 2.5: Faster, more precise, but not the same for everyone

OpenAI released GPT-Image-2.5 (Flare and Sunburst variants), cutting image generation latency up to 50% and improving multi-round edit consistency.

OpenAI launched GPT-Image-2.5 in two API variants: Flare, the faster default with higher quality than GPT-Image-2 at up to 50% lower latency, and Sunburst, built for precise multi-round edits. Both cost $8 per million input and $30 per million output tokens, with new xhigh and max quality tiers; a max-tier 1024x1024 image runs roughly $0.21. Testing found edit consistency strong in ChatGPT Work but inconsistent in Chat, and OpenAI has not documented how ChatGPT routes users between the models.

The Decoder · 7d agoModel release

Hugging Face's new ML Intern lets anyone run machine learning experiments through a simple chat

Hugging Face launched ML Intern, a chat-based agent that autonomously selects models, trains, and ships demos within user-approved compute budgets.

Hugging Face's ML Intern lets users describe a project in chat, then finds models, datasets, and tools on the Hub, GitHub, and the web before estimating compute costs and enforcing an approved budget. It autonomously creates datasets, trains models, monitors jobs, uploads results, writes reports, and builds demos, each with its own tracking dashboard. A demo training run took about six hours and cost under $0.50. The launch comes as Hugging Face is being acquired by Nvidia, whose CEO Jensen Huang has pledged to keep the platform open and hardware-neutral.

The Decoder · 7d agoAI industry1

OpenAI's millennium proof dispute raises the question of whether researchers can trust AI labs

Mathematician Tristan Buckmaster accused OpenAI of pressuring him and possibly training on his drafts amid OpenAI's race to claim a Navier-Stokes millennium proof.

OpenAI published a blog post and Sam Altman defended the team behind its AI-generated proof of the Navier-Stokes Millennium Problem after mathematician Tristan Buckmaster accused the company of academic misconduct. Buckmaster and co-author Levent Alpöge, who works at Anthropic, allege OpenAI pressured Buckmaster, sidelined Alpöge, and may have trained on drafts they entered into OpenAI's systems. OpenAI acknowledges it cannot rule out that de-identified data from their product usage helped improve its models. Mathematician Terence Tao warned the episode could discourage researchers from sharing work, reversing centuries of open science.

The Decoder · 7d agoAI industry1

OpenAI researcher allegedly pressured mathematician to drop Anthropic co-author from math breakthrough paper

OpenAI researcher Sébastien Bubeck allegedly pressured mathematician Tristan Buckmaster to drop his Anthropic co-author from an AI-assisted Navier-Stokes breakthrough paper.

Mathematician Tristan Buckmaster says OpenAI, after learning of his and Levent Alpöge's AI-assisted progress on the Navier-Stokes equations, pressed him to drop his Anthropic-employed co-author and dictated how any results would be announced. He says Sébastien Bubeck claimed an internal OpenAI model had produced a roughly 100-page proof for Navier-Stokes with forcing and allegedly told him 'Why would you ruin your career?' when he threatened to go public. Buckmaster published a public statement detailing the exchanges; OpenAI has not yet responded. The pair had worked with models including Claude and OpenAI Codex running GPT-5.6 Sol on the Clay Millennium Problem, which carries a $1 million prize.

The Decoder · 7d agoAI industry1

Patagonia has what AI data centers want, including no resistance so far

Developers are eyeing Argentina's Patagonia for AI data centers; Pampa Energía plans up to 500 MW in Neuquén, with grid buildout near $900 million.

Reuters reporting highlights Argentina's Patagonia as a candidate region for large AI data centers, drawing on cool climate, hydropower, wind energy, and Vaca Muerta shale gas. Pampa Energía plans a facility of up to 500 MW in Neuquén province, is seeking investors with first contracts expected by end of 2026, and estimates grid infrastructure alone at around $900 million. Green Capital targets an initial 300 MW in Chubut scaling to 3,000 MW, while OpenAI's announced project with Sur Energy remains unsigned. Open questions include grid connections, undersea cables, potential conflicts with Indigenous Mapuche families, and investment stability after the 2027 presidential election.

The Decoder · 7d agoAI industry

ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip

ASML secures TSMC, Samsung, and Intel commitments for twelve-inch photomasks while Huawei funds China's DUV lithography push to bypass export controls.

ASML, the world's only EUV lithography maker, has locked in commitments from TSMC, Samsung, and Intel to move photomasks from six-inch to twelve inches, which ASML CTO Marco Pieters says could raise High-NA throughput by 40 percent; TSMC and ASML plan a test line by 2031 with production on High-NA tools by 2033. Meanwhile Huawei is orchestrating China's push to build DUV lithography equipment and reduce dependence on ASML, centered on Shanghai equipment maker Yuliangsheng, with SMIC testing the machines and Huawei's Habo fund backing Zeiss rivals and light-source developers. Bernstein analysts note the main bottlenecks remain projection lenses and light sources.

The Decoder · 7d agoAI industry

Meta drops AI usage from engineer performance reviews after "tokenmaxxing" backfires

Meta removed AI-tool usage from engineer performance reviews after 'tokenmaxxing' inflated metrics, with internal AI costs heading toward billions in 2026.

Executives Maher Saba and Santosh Janardhan said in an internal memo, seen by The Information, that AI dashboards and token counters will no longer factor into performance reviews; quality, speed, and complexity of work will count instead. The change follows 'tokenmaxxing,' where employees burned AI tokens in bulk to rank on internal leaderboards. Internal AI use is projected to cost billions in 2026, prompting Meta to introduce budgets and a central dashboard starting in 2027. Separately, Meta is testing its AI agent tool Hatch for autonomous computer tasks, though some employees resist linking it to personal accounts over privacy concerns.

The Decoder · 7d agoAI industry

Mistral AI raises 3 billion euros in Europe's largest-ever tech funding round despite lagging behind rivals

Mistral AI closed a €3 billion Series D led by Samsung Electronics, valuing the lab at over €21 billion.

Mistral AI raised €3 billion in what it calls the largest equity round ever by a European tech company, lifting its valuation past €21 billion after ASML valued it near €12 billion in September 2025. Samsung Electronics leads the round with EQT's Scaleup Europe Fund and PSG Equity as co-leads; new investors include Advent, BlackRock-managed funds, and Luxembourg. The company also took an $830 million loan in March to fund its own data centers and serves 125+ enterprise customers including Airbus, ASML, and HSBC. Mistral Medium 3.5 trails open rivals like Qwen and Kimi and doesn't compete with top closed US models.

The Decoder · 8d agoAI industry1

Anthropic reportedly signs $517 billion in compute deals after Dario Amodei warned rivals about reckless risk

Anthropic signed compute contracts worth up to $517 billion in eleven months, adding 14.8 gigawatts amid the AI capacity race.

According to The Information, Anthropic locked in contracts worth up to $517 billion over eleven months, adding at least 14.8 gigawatts of compute since October 2025 on top of 1–2 gigawatts it already had, and is planning its own data centers. Bloomberg reports Anthropic's annualized revenue topped $65 billion, while OpenAI was above $40 billion as of July and targets 30 gigawatts by 2030. The spending follows Dario Amodei's early-2026 warning that rivals underestimated investment risk, while Sam Altman now cautions about 'unsustainable silliness' from neo-cloud providers.

The Decoder · 8d agoAI industry1

GPT-6 Astra beat Portal start to finish without human help in under 24 hours

Developer cozyblaze ran GPT-6 Astra through the full game Portal unaided in 23h43m using MCP-based control tooling.

A developer reported on X that OpenAI's GPT-6 Astra model completed the entire game Portal without human help, reaching the credits in about 23 hours and 43 minutes. The agent controlled the game via MCP and a modified SourcePauseTool that paused gameplay while the model reviewed screenshots and picked inputs. Token costs would total at least $570 at list price, though the run used a $200 Codex subscription. Code and documentation were published on GitHub.

The Decoder · 8d agoAI industry

ChatGPT claws back web traffic share to 55.5 percent as Gemini's brief comeback fades

Similarweb data shows ChatGPT regaining chatbot web traffic share to 55.5% while Gemini slipped to 25.6% and Claude grew to 9.3%.

Similarweb figures show ChatGPT's share of AI chatbot website traffic rising from 52.7% three months ago to 55.5%, though it remains far below its 73.3% share a year ago. Google Gemini declined from 27.8% to 25.6% after a brief comeback, while Anthropic's Claude grew from 1.9% to 9.3% year-over-year. DeepSeek (3.4%), Grok (2.4%), Copilot (1.6%), and Perplexity (0.9%) trail the leaders. The data covers website traffic only and excludes mobile and desktop app usage.

The Decoder · 8d agoAI industry

AI-designed drug appears to turn back the body's biological clock in early trial

Insilico Medicine's AI-designed drug rentosertib showed reduced predicted biological age in IPF trial blood analysis, published in Nature Biotechnology.

Insilico Medicine reported that rentosertib, an AI-designed drug candidate in Phase III trials for idiopathic pulmonary fibrosis, showed reduced predicted biological age in blood protein analysis of 42 trial patients. Six independent aging-clock models built by teams at Harvard, Oxford, Beijing, and Insilico all predicted lower biological age versus placebo, with drops of three to four years by week 4 and up to six years on one clock. The drug targets TNIK and was developed with two generative AI systems in about 18 months; Eli Lilly recently invested in the company. Experts including Eric Topol and Harvard's Vadim Gladyshev called the results encouraging but not definitive, citing small sample size.

The Decoder · 8d agoAI industry

How AI wiped out an entire industry in Nairobi

ChatGPT's rise collapsed Kenya's contract essay-writing industry, which once employed 40,000 people in Nairobi, cutting $40–70-per-paper earnings after 2022.

The New York Times reports that generative AI, primarily ChatGPT, wiped out Kenya's ghostwriting business, which at its peak employed at least 40,000 people in Nairobi writing academic papers for US and UK students. Writers like Teresios Bundi, who produced over 2,500 papers in twelve years, saw prices and orders collapse after ChatGPT's 2022 launch. Related gig work such as transcription, data annotation, and Meta content moderation has also dried up, leaving 'humanizers' who rewrite AI text to evade plagiarism checks. Kenya's government had promoted online gig work since 2016, and roughly 80 percent of the country's jobs are informal.

The Decoder · 9d agoAI industry

At UBS, AI skills are now a condition for landing a job

UBS will require 2027 graduate and intern applicants in Global Banking to demonstrate AI skills, among the first major banks to do so.

Per the Financial Times, UBS will require candidates for 2027 graduate and internship roles in Global Banking and Markets to show how they use AI to improve outcomes and efficiency, with AI questions included in interviews. The requirement supplements, not replaces, traditional criteria, and Santander is similarly seeking advanced AI users for some trainee programs. Morgan Stanley analysts project more than 200,000 European banking jobs could disappear within five years as routine junior work is automated; UBS is also testing analyst avatars for client presentations.

The Decoder · 9d agoAI industry

OpenAI reports AI "research interns" and warns about its own pace at the same time

OpenAI claims its automated research intern milestone is met, with agents now doing 3.1 workdays per human day, while Pachocki warns monitoring is weakening.

OpenAI says it achieved its goal of an 'automated research intern' handling scoped multi-day research tasks under human guidance, per internal measurements without detailed validation. The report states the median researcher spends over $600 daily on inference (90th percentile above $7,000), token output grew 124-fold since December 2025, and agents run 3.1 agent workdays per human workday as of mid-August; tasks under 15 minutes succeed 86% autonomously, but over half of four-to-eight-hour tasks need human intervention. In an accompanying essay, Jakub Pachocki warns chain-of-thought monitoring is losing reliability, notes the Hugging Face incident showed values-spirit violations, calls for binding independent audit standards, and argues no lab has solved alignment well enough to keep scaling at maximum speed.

The Decoder · 9d agoAI industry

New York City bans AI tools from public schools through eighth grade

New York City banned AI tool use for roughly 600,000 public school students through eighth grade starting this school year.

New York City's Department of Education announced that about 600,000 students through eighth grade can no longer use AI tools, with individual screens banned through third grade and companion chatbots banned at all grade levels. Middle schoolers are recommended no more than 45 minutes of daily screen time; teachers may use AI for lesson prep but not grading. Mayor Zohran Mamdani framed the move as resisting industry framing of AI education as inevitable, while parent groups want a full two-year moratorium; a task force will deliver a report by April 2027 to guide future policy.

The Decoder · 9d agoAI policy1

Qwen-Drive 1.0 tells you why it brakes, just don't expect the explanation to match the maneuver

Alibaba's Qwen-Drive 1.0 adds 3D perception and planning modules to Qwen3.5-4B for driving tasks, though explanations often mismatch maneuvers.

Qwen-Drive 1.0, built on Qwen3.5-4B, combines spatial perception, traffic question answering, and route planning in one vision-language model, adding a bird's-eye-view perception module and a Planning Expert trained via staged fine-tuning and reinforcement learning. The paper finds text-image models do not inherently grasp 3D space; spatial accuracy only improved when the base vision-language model itself was trained on spatial tasks, while avoiding catastrophic forgetting of general knowledge. The cut reinforcement learning-trained version halved road-departure rate in simulation from 24% to 12%, and the model beats specialized driving models in most of Qwen's benchmarks, but its explanations sometimes conflate causes like distant red lights and crossing children, and results partly rest on self-designed tests. The work follows prior findings from PaLM-E and a UC Santa Cruz adversarial sign attack on DriveLM showing VLM driving models' reasoning and spatial gaps.

The Decoder · 9d agoAI research