Vol. I · No. 98SUN, JUL 26, 2026
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Last updated Jul 26, 2026, 12:30 PM

Why Cognition bought Poke: AI personality is becoming a competitive advantage

AI coding startup Cognition has acquired Poke, the AI assistant you text like a friend, in a deal valuing the startup in the low nine figures. The acquisition brings Poke’s conversational style and interaction model to Cognition’s coding agent Devin, reflecting a growing belief that how AI assistants interact with users is as important as the models powering them.

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‘AI communism’, rogue models, and the why Kimi K3 spooked Wall Street

Chinese AI lab Moonshot’s open model Kimi went viral this week for reasons that had less to do with the model itself and more to do with how the U.S. AI industry reacted to it. Meanwhile, an unreleased OpenAI model wandered outside its test environment and ended up connected to a real security breach at Hugging Face — a reminder […]

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Runway launches AI model router as generative media gets crowded

Runway no longer wants to be just another AI model company. It wants to become the infrastructure layer for generative media. On Thursday, the startup launched Runway Media Router through Runway Dev, its developer platform, released earlier this month, that provides API access to a growing roster of third-party image, video and audio models alongside […]

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Yope raises $12.3M to build a private social network without algorithms or ads

Yope, a fast-growing social app focused on private groups of friends and family, has raised $12.3 million in seed funding. Instead of chasing creators and algorithmic feeds, the startup is betting that the future of social networking lies in small, private communities powered by messaging, photo sharing, and AI features designed to strengthen real-world relationships.

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Menlo Ventures’ Matt Murphy explains what AI startups founders must do differently

Anthropic leaped to a $47 billion revenue run rate by May, compared to $9 billion in 2025. It’s the kind of growth that Menlo Ventures’ Matt Murphy says he’s never seen in 25 years of investing, not in the internet wave, not in mobile, not in the first cloud boom. Menlo led Anthropic’s $500M Series D, and Murphy has had a front-row seat as the company went from a pre-revenue, […]

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AI and the rise of the universal entertainment app

Over the past decade, streaming platforms competed by dominating individual formats like music, video, podcasts, or audiobooks. Now, as AI makes it easier to create, organize, and recommend content, those distinctions are fading, pushing companies like Spotify, Netflix, YouTube, and TikTok to become all-purpose entertainment destinations instead.

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AI’s most important protocol is getting a little bit easier to use

The Model Context Protocol (MCP) is one of the basic building blocks of AI interoperability, giving AI models a secure way to access external data sources and services. It’s the plumbing that lets a chatbot reach into your calendar, your database, or your internal tools, instead of engineers building custom pipes for every connection. Next […]

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