THE SWELL #3
SAIL Weekly Digest February 2–6 | Issue #3
Agents dominated the conversation this week. Moltbook introduced a social network built for agents, while Exponential View forecasted a shift where coherent agents begin to replace traditional SaaS models. Meanwhile, OpenAI released GPT-5.3-Codex, alongside Nvidia’s open model philosophy and latest open-source releases.
On Thursday Live, Florian Brand (Interconnects) and Hannah Petrovic (Exponential View) discussed Claude ads, enterprise LLM adoption, and the open model landscape. → Watch the replay.
The Week in AI
Anthropic drops Claude Opus 4.6, software stocks crater — New PowerPoint integration and Cowork plugins sparked fears of AI replacing specialized research software; Thomson Reuters fell 15%, Legalzoom nearly 20%
OpenAI and Anthropic race to launch agentic coding models —Anthropic moved its release up 15 minutes to beat OpenAI to the announcement. OpenAI countered with GPT-5.3-Codex. Both models now prioritize "agent teams" and sub-agents to handle long-running, multi-step engineering tasks
MCP adoption hits 97M monthly SDK downloads — Anthropic’s Model Context Protocol, now under the Agentic AI Foundation, becoming the standard for AI agent connectivity; Google standing up its own managed MCP servers
This Week from SAIL Authors
AI Agents & Platforms
Exponential View #559: coherent agents; goodbye SaaS; orchestrator wars — The shift from chatbots to autonomous agents is reshaping enterprise software. Exponential View [→ Read more]
Moltbook is the most important place on the internet right now — A social network for AI agents where humans can observe—and what it means for platform design. Exponential View [→ Read more]
Open Models & Infrastructure
Why Nvidia builds open models with Bryan Catanzaro — The VP of Applied Deep Learning Research explains Nvidia’s open model philosophy and what it means for the ecosystem. Interconnects [→ Read more]
Latest open artifacts (#18): Arcee’s 400B MoE, LiquidAI’s underrated 1B model — Tracking the most significant open-source model releases and what makes them notable. Interconnects [→ Read more]
AI & Society
Mustafa Suleyman – AI is hacking our empathy circuits — Microsoft AI’s CEO on “collective AI psychosis,” the fourth class of being, and what happens when AI starts to seem conscious. Exponential View [→ Read more]
The feds are probing Waymo’s behavior around school children — Federal regulators scrutinizing autonomous vehicle safety protocols near schools. Understanding AI [→ Read more]
Thoughts on the job market in the age of LLMs — The mutual challenge facing both hiring managers and candidates in AI’s tight labor market. Interconnects [→ Read more]
Data & Analysis
Data to start your week — Moltbook; China’s battery dominance; key figures to track. Exponential View [→ Read more]
Full Library
Mustafa Suleyman – AI is hacking our empathy circuits — Azeem Azhar & Chantal Smith | Exponential View
The feds are probing Waymo’s behavior around school children — Timothy B. Lee | Understanding AI
Why Nvidia builds open models with Bryan Catanzaro — Nathan Lambert | Interconnects
Exponential View #559: coherent agents; goodbye SaaS; orchestrator wars — Azeem Azhar | Exponential View
Latest open artifacts (#18): Arcee’s 400B MoE, LiquidAI’s underrated 1B — Nathan Lambert & Florian Brand | Interconnects
Moltbook is the most important place on the internet right now — Azeem Azhar | Exponential View
Thoughts on the job market in the age of LLMs — Nathan Lambert | Interconnects
Data to start your week — Azeem Azhar | Exponential View
Join us next Thursday for our weekly Substack Live!
