Model releases and speed claims collide with executive churn at OpenAI and Google's quiet doubts
Frontier labs shipped fast today: OpenAI's Ultrafast mode claims 14x inference speed on GPT-5.6 Sol via Cerebras hardware, and Google pushed Gemini 3.7 Flash out just three weeks after its predecessor. Capital kept moving too, with Databricks settling a contested $5B raise at a $190B valuation and IBM formalizing an enterprise partnership with OpenAI. But the people layer is unsettled: OpenAI lost a second executive this week and a new hire as CRO, while Wired's reporting on an internal safety reckoning suggests the churn is not purely commercial. The Verge's framing of Google as ambivalent about winning the AI race is worth reading against DeepMind's rapid Gemini cadence — the two signals point in different directions. On the research side, agent-harness evolution and long-term memory consolidation remain active fronts, alongside continued inference-efficiency work on KV-cache management and speculative decoding.