A short week-in-review. Six items I keep returning to, with a one-line take on each.
Anthropic’s compute deal with SpaceX is the structural story of the week. 220K+ GPUs at Colossus 1, doubled Claude Code rate limits, and gigawatt-scale orbital data-centre talks. The capex race is now openly the lever pulling everything else. (I wrote about this on Tuesday — see the previous post.)
CAISI’s pre-launch agreements with Google, Microsoft, xAI. Pre-deployment government evaluation moved from voluntary commitment to formal-and-repeated. This is going to start showing up as a procurement-checklist item by Q4. Anthropic has had a separate arrangement; OpenAI’s status is less clear. Watch for the next labs to sign on.
DeepSeek V4-Pro is the #2 open-weights model on Artificial Analysis’s intelligence index. Behind only Kimi K2.6. Open-weights gap on reasoning is single-digit-percent territory now. MIT licence on V4 makes it deployable in places Llama Community Licence isn’t. (Wrote about this last week.)
MCP roadmap update is worth reading. The 2026 priorities are unglamorous but exactly right: audit trails, SSO-integrated auth, gateway patterns, async/long-running tools, configuration portability. The protocol won the integration layer. Now the boring work of enterprise-readiness gets done. The community link is below.
Quiet shift in the agent stack: the move from “frameworks” to “primitives”. The trend through 2024 was full-stack agent frameworks — opinionated, vertically integrated. The trend in 2026 is people composing MCP servers + a stateful orchestrator (LangGraph or similar) + their own evaluation harness, instead of buying a framework. We made that move last quarter and the operability gain was real.
GPT-5.5 (“Spud”) shipping under the GPT-5 brand instead of GPT-6. OpenAI held the line on what counts as a major version. Industry-restraint signal. Worth watching whether competitors follow suit; the model-versioning hype cycle has been a problem for buyers.
What I’m thinking about for next week
- A longer note on agentic evaluation harnesses — what we’ve built, what we’re still missing.
- A field report on moving an enterprise client from Llama 3.3 to a V4-Flash deployment — what changed, what didn’t.
- Possibly a shorter post on Project Glasswing’s ripple effects — security teams I’m talking to are starting to plan around the assumption that Mythos-class capabilities will be more broadly available within 12 months.
Take care of yourselves. See you next week.
— Priyanshu
Sources:
- Higher usage limits for Claude and a compute deal with SpaceX (Anthropic)
- Microsoft, Google and xAI will let the government test their AI models (CNN Business)
- DeepSeek is back among the leading open weights (Artificial Analysis)
- The 2026 MCP Roadmap (Model Context Protocol Blog)
- GPT-5.5 System Card (OpenAI)
- Project Glasswing (Anthropic)