The Asymmetry Week

Custom Silicon, Ford's Reversal, and Computer Use

OpenAI unveiled its first inference chip with Broadcom, Ford rehired 350 engineers after an AI push fell short, and Google built computer use into Gemini Flash.

Open Weights, Code Review, and Agent Identity

US curbs pushed buyers to open-weight models, two reports argued AI coding's hard part is no longer writing it, and agents got identities of their own.

Model Halts, Agentic Git, and Open Reasoning

A US order halted Anthropic's new models, AI agents rewrote Git in Rust, and Hugging Face open-sourced a DeepSeek-R1 reasoning recipe.

Coding Costs, Apple on Gemini, and Open-Weight Gains

AI coding tools may cost providers 10x what users pay, Apple rebuilt Siri on Google's Gemini, and DeepSeek's V4 reportedly beat GPT-5.5 on precision.

Chips, Code, and the Edge

Memory drives most of your inference bill, a cost-optimisation layer starts forming around developer tools, and agentic models reach consumer silicon.