Evan Albright
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#reimbursement

2 digests

2026

  • Leaked Altman memo reveals OpenAI's early open-model strategy; Kimi K3 and Inkling advance open-weights frontier
    Leaked internal messages reveal Sam Altman strategized in 2023 to release a local GPT-3-class model to suppress competitors and dry up funding; separately, a security researcher found a WordPress RCE using GPT-5.6 for $25, and Kimi K3's 2.8T open-weights release continued pressure on closed frontier labs. In pharma, Eli Lilly's psychedelics acquisition drew further industry analysis, GSK axed its key cough drug candidate, and a state Medicaid audit exposed PBM cost-obscuring tactics. The economy section covers Waymo safety data, the UK as a cautionary macro tale, and Basel III's hidden fragility inside bank holding companies.
    Jul 20, 2026
  • Thinking Machines' 975B Inkling leads a week of open-model momentum and AI security incidents
    Thinking Machines launched Inkling, a 975B open-weights multimodal model that immediately drew comparisons to closed frontier labs. xAI's Grok CLI sparked a data-privacy backlash after users reported it uploading entire home directories. Eli Lilly acquired psychedelics biotech AtaiBeckley for $2.8B, and CMS signaled a structural overhaul of how it pays for clinical AI.
    Jul 16, 2026
© 2026 | Evan Albright