swyx 回顾 2026 年 AI 技术主题月度大事记

Quick lookback on technical AI themes of 2026:

(dataset: daily latent.space ainews title stories)

Jan:

- Ralph Loops

- RLMs

- Filesystems are all you need

- X LLM recsys open sourced

- X Grok Imagine #1 Video model

- Anthropic blocked OpenCode / OpenClaw

- MCP Apps

- Moltbook

- Apple picks Gemini for new Siri

- Notable models: Kimi K2.5

- Fast inference: OAI x Cerebras partnership

- Big raises: xAI @ $230B + SpaceX, OpenEvidence @ $12B

Feb:

- Codex App launch

- Claude Code 1 year anniversary

- Context Graphs

- Fast Inference: Taalas 17k tok/s/user Llama 3 8B

- Anthropic vs Deepseek/Moonshot/Minimax distillation accusation

- Notable models: Opus/Sonnet 4.6, 5.3 Codex and Codex Spark, Qwen-Image 2.0, Seedance 2.0, GLM-5, Gemini 3.1 Pro and Deep Think, Nano Banana 2

- Big raises: OpenAI @ $840B, Anthropic @ $380B, ElevenLabs @ $11B, Cerebras @ $23B

Mar:

- T3 Code

- Autoresearch

- Claude Code source leak

- Claude Cowork Dispatch

- OpenAI buys Astral

- Cloudflare-Next.js "Slop Fork"

- Meta buys Dreamer

- NVIDIA GTC: OpenClaw, Vera CPU, 1T sales backlog, "The Inference Inflection"

- ARC-AGI 3 introduced, SOTA models are 1%

- Notable models: GPT 5.4 unifies chat and codex, Gemini 3.1 Flash-Lite/Live, Nemotron 3 Super, Composer 2, MiniMax 2.7, Arcee’s Trinity-Large-Thinking

- Big Raises: Yann LeCun AMI Labs $1B seed

Apr:

- Claude Design

- OpenAI Symphony & Harness Engineering discourse - @LilianWeng writeup later

- OpenAI and Microsoft break up

- Tokenmaxxing fears

- Codex Superapp

- AIE Europe, AIEi Miami

- Hermes Agent gains traction w/ Manim skill

- Cyber: Anthropic Project Glasswing

- Notable models: Claude Mythos "Capybara", Opus 4.7, Muse Spark, Gemma 4, Kimi K2.6, GPT-Image-2, GPT 5.5 "Spud", DeepSeek v4 Pro/Flash Base/Instruct on Huawei Ascend, Poolside Laguna XS.2, Grok 4.3

- Big Raises: not much but Anthropic $19B->$30B ARR in one month...

May:

- Cyber: OpenAI Daybreak, Tanstack Mini-Shai Hulud

- FDE: OpenAI DeployCo, Ode by Anthropic

- OpenAI solve Erdos planar unit distance problem

- OpenAI deprecates finetuning

- "How to land a job at a frontier lab"

- Anthropic rents Colossus I from SpaceX for $5B/yr

- Thinking Machines Interaction Models (still underrated!!!)

- Notable models: GPT-Realtime-2/Translate/Whisper, Gemini 3.5 Flash, Omni, Antigravity 2.0, Opus 4.8, Cosmos 3, Minimax M3

- Big Raises: Fireworks @ $15B, Baseten @ $11B, Cognition @ $26B, Cerebras $60B IPO, Anthropic @ $965B

Jun:

- Claude Tag

- OpenAI Jalapeno

- "The Untrainable" - @saranormous

- Loopcraft: The Art of Stacking Loops

- Metaharnesses discourse? Flue v Eve

- Zai Prof @jietang predicts Open Fable by Dec

- "SpaceX is a $28B/yr neocloud" - @jaminball

- Anthropic-Fable White House issue (resolved)

- Notable models: GPT 5.6 Sol/Terra/Luna, Fable 5, Sonnet 5, MAI-Thinking-1 and MAI Family, Nemotron 3 Ultra, GLM 5.2, Reve 2/ Ideogram 4

- Big Raises: SpaceXai buys Cursor for $60B, Supabase @ $10B

Jul:

- AIE World's Fair 3

- OpenCode 2.0

- Cyber: OpenAI-HuggingFace incident

- Chinese Model ban discourse

- GPT 5.6 Luna 80% price cut

- Notable models: Grok 4.5, Opus 5, Muse Image, Thinky Inkling, Kimi K3, BFL FLUX 3, DeepSeek-v4-Flash-0731

- Big Raises:

Aug:

- EU AI text watermarking

- Microduck

- Megakernels

- Memory prices up 500% in 12 months

- How to steal a Reasoning Trace

- Grok @bot!

- OpenAI shuts off Cursor

- Fast Inference: AMD buys Taalas

- @andrewng stars AI Engineering series

- Hot Chips: Jalapeno, Cerebrase CS-5, Groq 3, Apple M6

- Demis steps down from CEO, & Dean et al leave

- Notable models: Qwen 3.8 Max, Muse Spark 1.2, Muse Glimmer, Grok 4.6, Gemini 3.7 Flash, GLM 5.3, @Fal H3 Max Live

- Big Raises: Stripe buys OpenRouter $7B, Poolside $12B reverse-execuhire to NVIDIA, NVIDIA buys HuggingFace for $13B

Sep:

- AIEi Paris

- OpenAI Navier-Stokes singularity

- collusion . wiki

- Yegge shuts down Gas Town

- AEF-1 standard for Third Party Evaluators

- Meta Muse App launch. Also new glasses and Charm

- OpenAI blocks Cursor

- OpenAI Dots

- Opus 5.5 explainer videos

- Pi 1.0 & Pi Durable

- Notable Models: Fable 5.1, Mythos 5.1, Opus 5.5, GPT-6 Astra, GPT Image 2.5, DeepSeek v4.1-Flash, @typesafeai Jev, MiMo-v2.6-Pro new Open SOTA, GPT 6.1 Sol & Ultrafast & Decisions API, Gemini 4 Argon

- Big Raises: Cognition @ $48B, Mistral @ $24B, AMD buys World Labs for $8.2B

Oct to date:

- AIE NYC

- @dhh stops using Rails

- ArtCraft clones Adobe suite

- Interpretability vs Polysemanticity

- OpenAI Quasi-Riemann-Hypothesis & 722 Math

- Notable Models: Reflection Beam, Claude Haiku 5.5, Muse Wonder & Wonder Full reach Opus 5.5 tier

- Big Raises: TypeSafe $7.5B 3 weeks after launch, Modal @ $16B

(this was done for research purposes for the aie.codes keynote in Nov, just sharing notes in case helpfuil)