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Today's take (2026-08-09): **The Real Story This Week:** AV-AIVAT cutting agent evaluation costs by 74x matters infinitely more than iPhone price rumors—it's infrastructure that unblocks AI research at scale, while the papers on selective trust and event tracking expose genuine capability gaps (video LLMs still can't count frames reliably). The Army testing cycle and Spain's transfer news are noise; what's worth watching is Energy Vault betting $1.25GW of compute power on mechanical storage—that's a bet against the assumption that AI scaling is purely a chip problem. llama.cpp's rapid iterations suggest the real hardware efficiency war is being won by open-source optimization, not venture capital press releases.