All the king’s horses and all the king’s men haven’t been able to put CoreWeave back together again...

CoreWeave’s stock has fallen sharply over the past six months. It briefly rose after people praised it on TV.

ORIGINAL LINK: https://garymarcus.substack.com/p/all-the-kings-horses-and-all-the

Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO...

Modal combines computing capacity from many customers and scales it up or down as needed, rather than selling fixed GPU bundles. It is expanding from serverless functions into sandboxes and other tools that help build AI applications. Its goal is to provide flexible building blocks for new kinds of software.

ORIGINAL LINK: https://latent.space/p/modal-d/

Donating Agent Skills to the Agentic AI Foundation...

Anthropic is donating the Agent Skills standard to the Linux Foundation’s Agentic AI Foundation. The goal is to keep it open, community-led, and vendor-neutral. Simon Willison had predicted this move last December.

ORIGINAL LINK: https://simonwillison.net/2026/Oct/22/donating-agent-skills/

AI #191: The Hackening Begins...

AI tools are spreading quickly and could soon have major effects on work and society. The article weighs their benefits against risks, including job loss, misuse, and loss of human control. It calls for serious safety rules and cooperation while noting uncertainty about how fast AI will advance.

ORIGINAL LINK: https://thezvi.substack.com/p/ai-191-the-hackening-begins

New paper: Emerging trends in AI agent evaluation...

AI agents are harder and costlier to evaluate than ordinary AI models. Good evaluations must study how agents act, work with people, and affect the real world. The authors call for rigorous methods and broader, more independent participation.

ORIGINAL LINK: https://www.normaltech.ai/p/new-paper-emerging-trends-in-ai-agent

Latest open artifacts (#25): DeepSeek V4.1 Flash 1017, American-made models, and new regulatory controls in the US & China...

Western open models strike back

ORIGINAL LINK: https://www.interconnects.ai/p/latest-open-artifacts-25-deepseek

Claude Mods: Flipping the Harness Inside Out...

Claude Mods let users customize how Claude Code communicates and works with them. Users can build tools that surface important information or suggest next steps. Mods offer more control, but users must ensure they’re useful and safe.

ORIGINAL LINK: https://www.latent.space/p/claude-mods