Version History: Who's Who in AI: The People and Labs Actually Worth Following

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Changelog

DateSummary
26 Mar 202626 Mar 2026 – ARC-AGI-3 launches, AI scores 12.58% vs human 100% on agentic tasks, directly supporting LeCun’s AMI Labs thesis; Cursor’s flagship model revealed as built on Chinese open-source Kimi K2.5 from Moonshot AI.
25 Mar 202625 Mar 2026 – OpenAI shuts down Sora app with no explanation, Disney drops $1B investment; Microsoft poaches Ai2 CEO and OLMo lead researcher for Suleyman’s Superintelligence team.
24 Mar 202624 Mar 2026 – Epoch confirms GPT-5.4 Pro solved a frontier math open problem; Dreamer AI joins Meta Superintelligence Labs with Hugo Barra returning to Meta.
23 Mar 202623 Mar 2026 – Quiet day, thesis holds.
22 Mar 202622 Mar 2026 – Quiet day, thesis holds.
21 Mar 202621 Mar 2026 – Quiet day, thesis holds.
20 Mar 202620 Mar 2026 – FSF threatens Anthropic over LLM copyright, referencing a settlement; adds a third legal front to Anthropic’s 2026 story alongside the RSP rollback and the Pentagon case.
19 Mar 202619 Mar 2026 – Quiet day, thesis holds.
18 Mar 202618 Mar 2026 – Mistral launches Forge, an enterprise custom model training platform with major launch partners including ASML and the European Space Agency.
16 Mar 202616 Mar 2026 – Quiet day, thesis holds.
15 Mar 202615 Mar 2026 – Quiet day, thesis holds.
14 Mar 2026Anthropic 1M context now GA for Opus 4.6 and Sonnet 4.6; Meta planning 15,000+ layoffs with AI costs cited as a driver.
13 Mar 2026Microsoft and rival AI researchers back Anthropic in Pentagon legal battle; xAI poaches two senior Cursor AI leaders.
12 Mar 2026Quiet day, thesis holds.
11 Mar 2026Quiet day, thesis holds.
10 Mar 2026LeCun’s AMI Labs raises $1B+ at $3.5B valuation; Meta AI section updated, AMI Labs added as emerging lab to watch.
9 Mar 2026Quiet day, thesis holds.
8 Mar 2026Karpathy publishes autoresearch: AI agents doing autonomous nanochat training research on a single GPU.
7 Mar 2026A quieter day – nothing today that shifts the thesis.
6 Mar 2026GPT-5.4 released (computer-use, 1M tokens). Anthropic DoW formal letter – court challenge filed.
5 Mar 2026Alibaba Qwen leadership exodus – Justin Lin resigns, task force formed.
4 Mar 2026Meta/LeCun multimodal pretraining paper (arXiv:2603.03276).
3 Mar 2026OpenAI scale numbers updated; Anthropic/OpenAI Pentagon divergence; Willison agentic engineering book
2 Mar 2026Initial publication

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