Qwen3.8-Max, el primer modelo de clase Max con pesos abiertos
Los pesos abiertos inundaron la frontera esta semana (Qwen3.8-Max se convirtió en el primer modelo de clase Max con pesos abiertos de la historia y Qwen3.8-27B cayó dos días después), mientras la guerra de precios se volvió estructural en ambas direcciones: Anthropic fijó Sonnet 5 en $2/$10 y DeepSeek pasó a GA subiendo los precios hasta 1,100%. La premisa de modelo barato sobre la que hemos dirigido este directorio está muerta; Grok 4.6 a $2/$6 es su reemplazo.
438 announcements scanned · 11 mattered · 3 verdicts changed
Veredictos cambiados
Conditional
Grok 4.6
Launched Aug 12 at $2/$6 with a 61 AA Intelligence Index (ties GPT-5.6 Sol, trails only Fable 5 Max) and leading GDPVal-AA. A day-one launch with a single independent evaluator, so conditional rather than recommended.
Conditional
Qwen3.8-27B
Open weights shipped Aug 14 under Apache 2.0 with 262K native context and single-GPU deployment; vendor-claimed coding/agent gains await independent reproduction.
Acquired
Cursor
SpaceX formally closed its $60B Cursor acquisition on Aug 15; the conditional verdict holds.
Actúa antes del próximo número
Qwen3.8-Max Open Weights Countdown: Announced, Not Shipped
Alibaba confirms the 'next week' delivery window for 2.4T-MoE + 27B companion open weights; repo and license still pending as of Aug 10.
Detalles y pasosGPT-5.6-Cyber: Fewer Refusals, Days After Astra Pause
Purpose-trained cybersecurity model answers 95% of advanced exploit requests; Daybreak Blue/Red program with hardware security keys Sep 1.
Detalles y pasosSpaceXAI Launches Grok Bot: Persistent Agents That Run 24/7
First persistent multi-agent platform from the SpaceX-Cursor merger: agents with their own cloud VMs, from $120/mo.
Detalles y pasosAnthropic Locks Sonnet 5 at $2/$10 as Price War Intensifies
Scraps the $3/$15 September hike, confirms the frontier price war.
Detalles y pasosGemini 3.7 Flash: Google's Coding Workhorse at Half Price
$0.75/$3.75 intro pricing; 43.6% FrontierCode and 65.3% DeepSWE.
Detalles y pasosGLM-5.3: Z.ai's Model Tops CyberGym, Weights in Two Weeks
CyberGym 84.5%, ahead of Mythos 5; open weights staged ~2 weeks behind a safety gate.
Detalles y pasosMAI-Code-1.1-Flash Ships, MAI-Code-1-Flash Retires Sep 10
Hard deprecation date for MAI-Code-1-Flash across Copilot: a concrete migration step.
Detalles y pasosDeepSeek V4 Pro GA: API Prices Reported Up to 1,100%
Peak/off-peak billing breaks the 'cheapest frontier-adjacent' premise; both DeepSeek verdicts under re-review.
Detalles y pasosSpaceX Closes Cursor Acquisition: the Deal Is Final
The $60B deal is closed; cursor directory status moves to acquired.
Detalles y pasosEn nuestro radar
Meta Ships Muse Glimmer: 30B Open-Weight Agent Model
Apache 2.0 30B dense model for always-on local agents on a single consumer GPU.
Anthropic Watermarks All New Claude Output: No Opt-Out
Machine-readable invisible watermarks + C2PA metadata, EU AI Act §50, applied globally.
OpenAI Adds Premium Seats to ChatGPT Business at $125/Month
5x usage capacity, no 5-hour cap: enterprise cost-control tier.
Qwen3.8-Max API Pricing Ships at $2/$6 per 1M Tokens
The flagship's pricing is live; its 2.4T-A95B open weights shipped Aug 12 and the 27B companion Aug 14.
Anthropic August 2026 Risk Report
Misalignment upgraded very-low→low; internal 'Model 2' disclosed (62.8% CoBench); CoBench saturated; 11-month bioweapons-classifier gap.
Stealing Reasoning Traces: Cross-Lab API Flaw
MATS/Max Planck/ELLIS/Snyk paper decodes encrypted reasoning blocks from OpenAI/Anthropic/Google APIs: 182 credentials + 367 PII recovered from public trajectories.
U.S. 'Pick Sides' AI Letter to Allies
State Dept. draft warns 35 signatories they can't join both the US-led and China-led AI coalitions.
SSI Sutskever Model
Still no release; Nvidia $5B stake is context only.
Gemini 4 / Brin-DeepMind Timeline
3.7 Flash is a workhorse, not the flagship; Gemini 4 has no date.
Cognition $40B Valuation Talks
Devin maker reportedly raising at $40B (unconfirmed).
Moonshot AI $50B / HK IPO
Contradictory valuations ($34.9B–$50B) across sources.
Microsoft Maia 300 Chip
Second-gen custom silicon; unveil expected as early as September.
NVIDIA Nemotron 3.5 Lightning + NeMo Switchyard
Smaller specialized model + multi-model router; secondary-only evidence.
Anthropic 'Model 2' (Internal)
Internal, no release plans: procedural, not safety.
Anthropic Q2 Revenue >$11.5B, Profitable
First profit; IPO-track context only.
LiteLLM Malicious PyPI (TeamPCP)
Supply-chain attack; ~2,500 orgs and 434K CI/CD pipelines exposed.
Descartado
- Opinion/commentary: Guardian 'nationalize OpenAI/Anthropic', Hinton/Fei-Fei/Ng debate, 'AI getting cheaper' pieces.
- Anthropic 'Model 2 surpasses Mythos 5' prediction-market rumor, speculative, superseded by the official risk report.
- M&A not AI: SpaceX/Decart $6B talks, VideoVerse $250M fraud.
- Consumer policy/tooling: Twitch training opt-out, MiniMax Music 3, Mistral hosting GLM-5.2, Claude OpenClaw gym anecdote.
- OpenAI exec churn (Brad Lightcap departs, Dali Rajic hired as CRO): personnel moves, no directory entity impact.
- Consumer hardware wave: Google Pixel 11, ChatGPT Linux app, Apple China AI model, Suno Studio 2.0, Mesh Android, Sandbar ring (consumer products, not tool/model directory).
- Funding rounds: River AI $1.1B, Lovable $13.3B, Blacksmith $550M, Thrive $2B, Accel India $550M, Applied Compute $3B (below-threshold or no shipping product).
- Claude watermarks backlash: re-coverage of the Aug 11 published item, no new increment.
- Zuckerberg 6,500-word AI manifesto: op-ed/vision statement, not a product event.
- Nvidia $500B Wall Street financing (Blackstone/BlackRock): infrastructure financing, no model/tool change.
- OpenAI $7B employee tender offer at $852B: internal financial event.
- Simon Willison personal projects + 'GitHub Models retired' + 'Quoting Dario Amodei': personal tooling/opinion, no new facts.
- Google consumer/marketing content: Gemini watermark toggle, Sheets canvas, AMIE medical, Ads AI (non-directory).
- Kiana mystery model on Code Arena: speculative, no confirmed identity.
- Apple Qwen China integration + Siri publisher payments: consumer/market-specific.
- China $28T capital-markets AI push: macro commentary.
- Nvidia $5B SSI investment: funding a lab with no shipping product.
- Grok CSAM / explicit-imagery lawsuit: legal/consumer.
- Microsoft Copilot app consolidation + Mico retirement: consumer Copilot, not the GitHub Copilot entity.
- IBM-OpenAI enterprise partnership: go-to-market, no directory entity.
Nuestra opinión: Dos años de "la IA se abarata cada mes" se invirtieron en una semana. Anthropic fijó Sonnet 5 en $2/$10 para defender cuota, y OpenAI ya había recortado Luna un 80%, pero DeepSeek, el laboratorio que inventó la premisa de la frontera barata, subió los precios de la API hasta 1,100% en su GA con facturación de hora punta/valle. Mientras tanto, los pesos abiertos se volvieron genuinamente competitivos con los modelos cerrados: Qwen3.8-Max lanzó la primera versión abierta de clase Max, y GLM-5.3 retuvo sus pesos detrás de una barrera de seguridad de ~2 semanas. No probamos ninguno de los modelos nuevos de esta semana: Grok 4.6 y Qwen3.8-27B aterrizan en condicional porque sus benchmarks son de primer día y escasos. Lee una tarjeta de tarifas, no un titular.
Recibe el número 22
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