TLDR

TLDR AI 2026-05-11

Nvidia invests $40B 💰, Anthropic acquires compute 🤝, Mistral’s growth 📈

Documenting research shouldn't take longer than running the experiment (Sponsor)

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Headlines & Launches

Google shipped Gemini 3.1 Flash-Lite in General Availability (2 minute read)

Akamai climbs to highest level since 2000 (1 minute read)

Why MistralAI Grows Faster Than OpenAI/Anthropic (11 minute read)

Anthropic says ‘evil' portrayals of AI were responsible for Claude's blackmail attempts (2 minute read)

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Deep Dives & Analysis

The Anti-Singularity (9 minute read)

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Engineering & Research

Google's SkillOS for Self-Evolving AI Agents (22 minute read)

CyberSecQwen-4B: Why Defensive Cyber Needs Small, Specialized, Locally-Runnable Models (8 minute read)

SFT, RL, and On-Policy Distillation Through a Distributional Lens (19 minute read)

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Miscellaneous

A recent experience with ChatGPT 5.5 Pro (28 minute read)

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Quick Links

The Cost of Overfitting the Harness (2 minute read)

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