WEEKLY DIGEST
Week in AI: Jul 06 — Jul 10, 2026
The top stories from our coverage this week.
Four AI giants now sell the same product: engineers at your door. Microsoft put in $2.5B, Amazon $1B — while buyers quietly route to cheaper models. Sunday read if you missed it:
x.com/RXed_EU/status/2073362553850232996
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BMW ordered its second generation of Figure humanoids. AGIBOT shipped robot number 15,000. The humanoid story changed genre this week - from demo reel to procurement. The deep-dive:
rxed.ai/blog/2026-07-05-robots-got-boring.html
Nvidia gave back $1 trillion in equity. The same week: $25B Amazon bonds, Apollo's $35B credit deal trading, SK Hynix's $26.5B IPO. AI just flipped from equity story to debt story. The deep-dive:
rxed.ai/blog/2026-07-10-financed-like-a-utility.html
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@Meituan releases LongCat-2.0, a 1.6T-parameter MoE model with 1M token context and 48B active parameters per token.
marktechpost.com/2026/07/05/meituan-releases-longca…
@Tencent releases Hy3, a 295B parameter open-source model using 21B active parameters to match larger models.
the-decoder.com/tencent-releases-hy3-open-source-mo…
@MistralAI enters robotics with Robostral Navigate, an 8B model steering robots using just one camera.
the-decoder.com/mistral-enters-robotics-with-robost…
CausalDS introduces a benchmark to evaluate causal reasoning in data-science agents using LLMs.
huggingface.co/papers/2607.08093
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@Google Research's WARP recovers training data portfolios from foundation models without accessing raw data.
huggingface.co/papers/2607.01686
@OpenAI cofounder Greg Brockman sees ChatGPT plugins failed as models weren't ready, envisioning an invisible, context-aware agent future.
the-decoder.com/openai-cofounder-envisions-almost-n…
Agility Robotics is going public at $2.5B while Figure AI sits at $39B — the gap is the entire humanoid robotics thesis.
news.google.com/rss/articles/CBMitgJBVV95cUxQdjdfLT…
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