Cursor Growth, Licensing Talks, and Reflection AI

Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big raise for a US Deep Seek competitor? And are we starting to get the first models moving beyond attention based architecture?

• Here is Panther Lake, Intel’s 2026 laptop chip with next-gen graphics (The Verge)
• Intel Debuts New Technology in Make-or-Break Moment for CEO’s Turnaround Bid (Bloomberg)
• Discord says 70,000 users may have had their government IDs leaked in breach (The Verge)
• Cursor-Maker Anysphere Considers Investment Offers at $30 Billion Valuation (The Information)
• Reflection AI, an A.I. Model Start-Up, Raises $2 Billion (NYTimes)
• Samsung AI researcher's new, open reasoning model TRM outperforms models 10,000X larger — on specific problems (VentureBeat)
• Microsoft Tries to Catch Up in AI With Healthcare Push, Harvard Deal (WSJ)

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