top story → OpenAI ends its Cursor contract; models leave on 12 November

THE SUNDAY

What the people building AI said this week

Sunday 30 August 2026 · · covers Sat 22 to Sun 30 Aug · ≈ 6 min

Lead story · Agents & tooling

OpenAI ends its Cursor contract. Model supply just became a strategic variable.

Two weeks after SpaceX closed its $60bn purchase of Cursor, OpenAI gave notice: its models leave on 12 November, on trust grounds. Cursor says that is 5% of its traffic. Anthropic says it is staying. If your product routes through a third-party agent or IDE, check which providers reach your workloads and how fast you can swap them.

##Modelsmore → wire

Tencent and Qwen ship two large open-weights models in one week

Hy4 Preview: 770B total, 49B active, 1M context, text only. Qwen3.8-Flash-Next: 125B total, 6B active, multimodal, an early look at the Qwen4 architecture. Both passed Willison's tests, Hy4 at the default setting, Qwen on a DGX Spark via Unsloth quants.

Leaderboard: Opus 5 leads at 63; Kimi K3 and GLM-5.3 lead the open field at 60

Intelligence Index v4.1.1, 177 models, nine evaluations; 98 of the 177 are open weights.

Intelligence Index, selected models

Highest published effort setting. Bars scaled to 70.

ModelWeightsIndex
Claude Opus 5 (max)closed63
Claude Fable 5 (max)closed62
GPT-5.6 Sol (max)closed61
Grok 4.6closed61
Kimi K3 (max)open60
GLM-5.3 (max)open60
Qwen3.8 2.4T A95Bopen58
GPT-5.6 Luna (max)closed52
Qwen 3.8 27Bopen52

closed   open weights  · Artificial Analysis, checked Sun 30 Aug · 52-point scores via Willison, 17 Aug

Also Qwen 3.8 27B overthinks by default; Willison's review recommends capping reasoning effort · a 27B Apache-2 model now matches last year's frontier and runs on a laptop.

##Agents & toolingmore → wire

Also SELF: a SQLite database file that is also an ELF executable · Ronacher in Vienna on Thursday: "How to vibe code to a billion dollars".

##Securitymore → wire

Claude Code's auto mode bypassed with a zip archive, about 80% of the time

Auto mode became the default on 8 August. Rehberger's attack unpacks a zip that plants a local struct.py; in some runs the classifier blocked Claude's own cleanup. Willison's rule stands: unattended agents run in a container or VM, restricted egress, no credentials in reach.

Also OpenAI's next model is called Astra; Zvi's mid-August issue on it was titled "Astra Goes Cyber Critical" · Zvi on the Anthropic Risk Report: coverage to 15 July, cyber oddly excluded.

##Money & computemore → wire

Anthropic's run-rate reaches $65bn; the expensive model is a small share of the bill

$65bn annualised in July, up from $47bn in May; a profitable Q3 expected; 6,000 customers above $100k a year. OpenAI: above $40bn, up 35% in the quarter. Ramp's card data shows the mix: Opus 4.8 at 28% of Anthropic spend, Fable 5 at 8%.

Share of Anthropic model spend on Ramp cards, July 2026

Top ten models. Opus 5 shipped 24 July, so it had one week. Bars scaled to 30%.

ModelShare
Opus 4.828.0%
Sonnet 4.68.3%
Fable 58.0%
Opus 4.66.9%
Sonnet 53.6%
Opus 53.5%
Opus 4.71.7%
Sonnet 4.51.3%
Haiku 4.51.0%
Opus 4.50.7%

earlier generations   released summer 2026  · Ramp AI Index via Willison

Also OpenAI's infrastructure essay "The full stack behind abundant intelligence" · data-centre executive Chris Malone has left OpenAI.

##Opinionmore → wire

Armin Ronacher · Sat 22 and Mon 24 Aug

LLMs changed how people pick languages, and raised the question of who the villain is

LLMs cut the link between knowing a language and choosing one, so Rust and Zig gain ("Fast and Hard Code"). Two days later: who is the AI villain we should be angry at?

Fast and Hard Code · Anger, Anxiety and Agency

Simon Willison · Sat 22 Aug

The skill is confident instruction plus confident verification

Reading every line was never the best check; tests, demos and other verification scale with agents.

Read

Drew Breunig · Sun 23 Aug

Fable ended the free lunch

The next model no longer papers over a weak harness at the same price. So we started to think about what work went where.

Read

Linus Torvalds · Sat 22 Aug

Credit where due, in a kernel commit message

A debug session from hell, an AI that wanted to give up several times and kept going when pushed. He let it write the commit message.

The commit

Dario Amodei · 16 Aug, still circulating

Public distrust is a decades-old trust problem; marketing will not fix it

The distrust is aimed at institutions in general, and the fair criticism is undelivered promises. The thing that will work is actually curing cancer.

Via Willison

##Audio

1h 17mDwarkesh Podcast
Tue 25 Aug

Dylan Patel: Anthropic and OpenAI will hold most of the world's usable FLOPs by 2027-28

Lab economics for the next few years: the shift back toward training as recursive self-improvement nears, why the two leading labs can outbid everyone for compute, and whether $10T of capex by 2030 becomes a sovereign debt problem.

Episode page and transcript

##Back pagesworth re-reading

Armin Ronacher: "The Coming Loop"

Harnesses that keep work alive past the model's "I am done". The pattern behind this week's auto-mode story.

lucumr.pocoo.org · 23 Jun

##And finally

EVE Online begins its move to Python 3

2.4 million lines of spaceship MMO, 16 years on Stackless Python 2.7, about 20,000 places where behaviour differs, and the migration is finally under way. Somewhere a maintainer is very tired and very happy.

Via Willison, Tue 25

##Wire

##Colophon

Compiled by hand inside a Claude chat on Sunday morning, from the sources the automated version would poll. The automated version pulls RSS and Atom feeds plus a few public pages on a schedule, drops anything already seen, groups duplicates into story packages, and fills this template. Summaries are original, quotes are short and at most one per source, everything links out. Regional, education and hiring posts from labs are filtered (four this week). X and Discord are not polled.

Sources polled

11 checked · 2 quiet · 28 wire items. Counts include items relayed through a source.

SourceKindFeedKept
Simon Willison's WeblogblogAtom12
Armin RonacherblogAtom3
Don't Worry About the Vase (Zvi)newsletterRSS1
Dwarkesh PodcastpodcastRSS1
OpenAI Newslab blogRSS4
Anthropic Newslab blogpage1
Artificial Analysistrackerpage1
Bloomberg AI, CNBC, AI WeeklypressRSS6
InterconnectsnewsletterRSSquiet
One Useful ThingnewsletterRSSquiet

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