Your Lumis briefing — Sunday, May 24, 2026
Every Model Lab Is Now an Agent Lab — and the Industry Is Reorganizing Around It
Greg Brockman declared "the model alone is no longer the product." AI21 shut its model team to go agents-first, DeepSeek stood up a dedicated Harness team, and Codex shipped cross-device remote computer use. For operators, the moat is now model+harness+workflow — your own agent infrastructure choices determine how much you extract from every future model drop, not just the model itself.
→ Latent Space / AINewsDeepSeek Makes 75% Price Cut Permanent — Blended Cost Now ~$0.18/M Tokens
DeepSeek V4-Pro at ~$0.435/M input runs ~12x cheaper than GPT-5.5 and ~19x cheaper than Claude Opus 4.7 at equivalent capability tiers. The phrase circulating is "intelligence too cheap to meter." For inference-heavy workloads and multi-agent pipelines, unit economics just shifted materially — the question is now execution latency and reliability, not cost.
→ DeepSeek + ArtificialAnalysisAI Formally Solved 9 Open Erdős Problems — and Proved 44 OEIS Conjectures
A DeepMind/academic joint paper reports LLM-driven formal proof search resolving 9 of 353 open Erdős problems and 44 of 492 OEIS conjectures, all Lean-verified (machine-checked correctness, not just plausible chains). Math is emerging as the rare frontier benchmark without eval-gaming — objectively falsifiable AI output quality at a cost of a few hundred dollars per problem.
→ arXiv:2605.22763Want this every morning,
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