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The Superintelligent Way · Monthly round-up

What is happening in Super Intelligence now? Oct Ed 1

Prices fell hard, one big lab refused to ship its own model, and the skills that pay changed. Here is the month in five parts: the new models, who is really using them, the skills that pay, what changed for builders and what changed for marketers. Each part has the key numbers, what they mean for you, and the sources.

News from 25 Sep to 21 Oct 2026 Updated

Watch on YouTube

  1. 0:00 Intro
  2. 0:27 Models
  3. 2:03 Adoption
  4. 3:17 Skills
  5. 4:33 Development
  6. 5:34 Marketing
  7. 6:49 One thing to do this week

Part 1 · Models

Three big labs moved, and small models got ten times cheaper

  • Google
  • Anthropic
  • OpenAI
  • Meta
  • Mistral AI
  • DeepSeek
  1. Anthropic · Claude Sonnet 5.5
  2. OpenAI · GPT-6.1 Astra withheld for safety
  3. Google · Gemini 4 Argon announced (Ultra)
  4. Mistral · Mistral Large 4 (preview API)
  5. Anthropic · Claude Haiku 5.5
  6. Google · Gemini 4 Argon in Gemini app (Pro + Ultra)
  7. Meta · Muse Spark Open (open weights)
  8. DeepSeek · V4.1-Flash-1017 (open weights)

Google: Gemini 4 Argon

Google's new top model reached the Gemini app and AI Mode in Search for Google AI Pro and Ultra subscribers on 13 October, and developers can use it through the Gemini API. The API costs $2 per million input tokens and $10 per million output tokens until 30 November, then $4 and $20.

Anthropic: the Claude 5.5 family is complete

Sonnet 5.5 arrived on 28 September and Haiku 5.5 on 7 October. The big story is the small model. Claude Haiku 5.5 costs $0.10 per million input tokens and $0.50 per million output tokens, for prompts up to 100,000 tokens. Haiku 4.5 cost $1 and $5.

Ten times cheaper, and better. On OSWorld, a test where the model uses a computer the way a person does, Haiku 4.5 scored 15.7%. Haiku 5.5 scores 72.4%. Anthropic's own numbers

Sonnet 5.5 kept Sonnet 5's price of $2 and $10, and on Terminal-Bench 4.0, a test of coding in a terminal, it scored 70.6% against Sonnet 5's 10.3%. Anthropic's own numbers

Output price, per million tokens

Claude's small model, last generation against this one

Claude Haiku 4.5$5.00
Claude Haiku 5.5$0.50

Anthropic list prices. Input fell the same way: $1 to $0.10 per million tokens, for prompts up to 100,000 tokens.

Using a computer like a person

OSWorld 2.1 score, % of tasks completed

Claude Opus 5.581.8%
Claude Sonnet 5.580.1%
Claude Haiku 5.572.4%
Claude Sonnet 557%
GPT-6 Luna48.9%
Claude Haiku 4.515.7%

Anthropic's own numbers, from its published tables. The Haiku and GPT-6 Luna scores use an offline subset of the test.

OpenAI: GPT-6.1 Astra held back

On 28 September OpenAI said it would not release its next model, GPT-6.1 Astra, because it "didn't quite meet the bar". The concern was safety, not intelligence. Saachi Jain, its head of safety systems, said it fell short on "scope and authorization, and how it communicates back to the user about the type of work it's done". No new release date was given.

Open models: Meta, Mistral and DeepSeek

Three open models you can run yourself came out this month.

  • Meta Muse Spark Open (15 October): an 816-billion-parameter model with its weights released, built for coding and agents. Running it locally needs about 1 TB of memory.
  • Mistral Large 4 (6 October): 1 trillion parameters, 52 billion active at a time. The API costs $1.36 per million input tokens and $4.18 per million output tokens. Mistral has promised the weights by the end of October.
  • DeepSeek V4.1-Flash-1017 (17 October): DeepSeek's new default model, with open weights on Hugging Face.

What it means for you

  • Give the cheap model the high-volume jobs: tagging leads, summarising calls, sorting support tickets. They now cost about a tenth of what they did a month ago.
  • If you pay for Google AI Pro, you already have Gemini 4 Argon in the Gemini app and in AI Mode. If you build on the API, its price doubles on 30 November.
  • OpenAI's problem was trust, not intelligence: does the agent stay inside what it was asked to do, and does it tell you honestly what it did? If you hand real work to an AI agent, check its work the same way.
  • The biggest open models need data-centre hardware, not your laptop.

Part 2 · Adoption

More than half of US businesses pay for AI. Few see big value yet.

  • Ramp
  • Gartner
  • KPMG
  • Barclays
  • Anthropic
55.9%of US businesses paid for AI tools in SeptemberRamp card and bill-pay data
50.0%of US small businesses did the sameRamp, via FRED
13%of CIOs say AI has delivered significant valueGartner, 2,002 tech leaders
84%of US CEOs call AI a top investment priorityKPMG, 400 US CEOs

Who pays for AI

Ramp tracks what companies pay for on their cards. In September, 55.9% of US businesses paid for AI tools, and exactly half of small businesses. Growth is slowing: the share rose by 0.62 points in a month, and Ramp's economist suggests adoption may be near the top.

Share of US businesses paying for AI, by sector

September 2026, % of businesses

Information (tech/media)79.9%
Finance and insurance73.7%
Manufacturing60.9%
All businesses55.9%
Retail trade49.9%
Construction43.2%
Health care42.5%
Accommodation and food33%

Ramp AI Index (card and bill-pay data), published by the St. Louis Fed's FRED.

Is it working?

That's the gap. Gartner surveyed 2,002 CIOs and tech executives. Only 13% said AI had delivered significant or transformational value, and about 1 in 5 AI use cases succeed.

Spending continues because CEOs expect it to pay back. In KPMG's survey of 400 US CEOs, 84% call AI a top investment priority for the next three years, and 68% expect a return in one to three years.

Who is doing it well: Barclays

A bank, with strict rules, that started with email. In its Global Markets division, Claude now handles about 120,000 client emails a day. Its internal knowledge assistant is used by more than 16,000 staff, and the bank aims to have half its developers on Claude Code by the end of 2026.

What it means for you

  • Half your competitors already have AI, so having it is no longer an edge. How well you use it is.
  • Pick a few uses that pay, and measure them. Not more tools.
  • Your inbox and your common questions are the obvious first job, just as they were for Barclays.

Part 3 · Skills

Prompting is falling. Building with AI is rising.

  • Workday
  • Anthropic
−25%demand for basic AI skills and simple promptingWorkday, 550+ employers
+51%demand for hands-on AI: building tools, automating workflowsWorkday, 550+ employers
7,300+US forward deployed engineer job posts, Jan to Sep 2026Lightcast, via CNBC
$195,456median advertised salary for that roleLightcast, via CNBC

From prompting to building

Workday looked at hiring at more than 550 employers. Demand for basic prompting is down 25% from its January peak. Demand for people who build with AI (tools, automations, agents that do a real job inside a business) is up 51%.

Change in demand

% change; the measures differ, see the note

AI security engineer job posts+268.3%
All US cyber security job posts−26.4%
Hands-on AI skills+51%
Management skills−7%
Training skills−13%
Basic prompting−25%

Skills: Workday job requisitions at 550+ employers (prompting since its January 2026 peak; hands-on AI Sep 2025 to Jul 2026). Job posts: CyberSN, US postings January to September 2026 against 2025, via SecurityWeek.

The fastest-rising AI job: forward deployed engineer

That's someone who makes AI work inside a real company. In 2023 there were fewer than 200 US job posts for it. From January to September 2026, more than 7,300, at a median advertised salary of $195,456.

Anthropic is putting $100 million into training 10,000 of them by the end of 2027. Companies nominate their engineers; individuals can't apply.

US job posts for forward deployed engineers

Number of posts

2023<200
2025~1,200
Jan to Sep 20267,300+

Lightcast data, via CNBC, 15 October 2026. Median advertised salary $195,456, up 40% from 2023. The 2023 bar is drawn at its upper bound.

What it means for you: three things to learn next

  • Automate one real workflow.
  • Learn to check what the AI did.
  • Learn to keep it secure. US cyber security job posts are down 26%, but AI security engineer posts are up 268%.

On a CV, "I can prompt" doesn't stand out anymore. "I automated this" does.

Part 4 · Development

Agents got cheaper, and safer to use

  • Anthropic
  • GitHub
  • Microsoft
  • NVIDIA

Claude SDKs: computer and browser use

Anthropic's Python and TypeScript SDKs can now control a computer and a browser (beta). Form filling, data entry, testing a website. The cheap Haiku 5.5 can run them.

7 October

GitHub Copilot: agents in a sandbox

Copilot now runs agents in a local sandbox that blocks them from your files, your network and your credentials, at no extra charge, in Copilot CLI, the app and VS Code.

9 October

Claude Code: Code Review is generally available

Most reviews are about three times faster: 6 to 10 minutes instead of about 20. You pick Quick, Standard or Deep for each repository.

15 October

Cursor: steer agents from your phone

Cursor's iPhone app controls agents running on your own computer.

6 October

The limit is power

Microsoft dropped a planned UK data centre at Loughton, run by Nscale, with 23,040 Nvidia GB300 chips, because the grid can't supply the power until the early-to-mid 2030s.

~3xfaster code reviews in Claude CodeAnthropic
$0extra for Copilot's agent sandboxGitHub
23,040Nvidia GB300 chips in the dropped UK siteData Center Knowledge
2030swhen the grid can supply that site's powerData Center Knowledge

What it means for you

  • Agents that click through websites and apps now cost about a tenth of what they did.
  • Code Review gives every change a second check, without a senior developer.
  • Agents are becoming workers you check on, not a chat you sit in.
  • AI capacity is limited by electricity, which is why the limits and price tiers on AI tools aren't going away soon.

Part 5 · Marketing

The big ad platforms moved ad buying into a chat

Meta

Meta's AI business assistant

It can plan a campaign, make the creative and change targeting and budgets from a chat, and you approve each change. Meta says advertisers who follow its recommendations "typically are seeing 5% more conversions at the same cost per conversion". Meta's own claim

6 October

Google

Google Ads: rank which channels get your budget first

For the first time, you can mark Search, Shopping, YouTube, Display and other channels High or Low priority, and cap how much of your daily budget Low channels get. It rolls out over the coming months. From February 2027, the current setup ends for Search campaigns with the Display Network on.

14 October

OpenAI

ChatGPT image ads

Labelled ads next to generated images start testing in the US this month, for Free and Go users. Ten click-measurement partners, including AppsFlyer and Triple Whale, let you track clicks like any other channel.

5 October

Amazon

Amazon Ads Agent

One chat tool to buy ads, and AI creative tools that turn the product photos you already have into video ads. The Ads Agent chat is in an expanded closed beta.

30 September

What the platforms say their AI tools do

% change, each platform's own claim

Amazon: long-term return on ad spend+67%
Amazon: cost to win a new customer−29%
Google: Demand Gen conversions (Tag Gateway)+20%
Amazon: sales growth from AI creative (up to)+15%
Meta: conversions with the assistant+5%

As claimed by each platform, with no independent check. Amazon's figures are from beta testers with no baseline given. A lower acquisition cost is the improvement Amazon claims.

Global ad spend in 2026, by channel

US$ billions (growth on 2025)

Social media (+21.3%)$394.6bn
Search (+14.2%)$295.7bn
Retail media (+14.3%)$202.1bn
Video on demand (+15.1%)$48.4bn
Digital out-of-home (+13.7%)$21.7bn

WARC forecast, 14 October 2026, via CFOtech. All channels: $1.34 trillion, +11.9% on 2025.

Where the money is going

WARC expects global ad spend to grow 11.9% this year, to $1.34 trillion. Outside China, Alphabet, Amazon and Meta take 59.7% of it: the same three that push these AI tools.

What it means for you

  • Test Meta's assistant with approvals on, and hold its 5% claim against your own cost per result.
  • Check your Display Network spend before February 2027.
  • ChatGPT is now a measurable ad channel. A small test is within reach.
  • If you sell on Amazon, your existing product photos can become video ads without a shoot.

This week

One thing to do this week

Pick one task you repeat every day, and give it to a cheap model. Then measure what it saves you.

How this page is checked

Every item comes from news published between 25 September and 21 October 2026, confirmed at the company's own announcement or a named news outlet. Figures that a company reports about its own product are labelled as its own numbers. Reports we could not confirm are left out.