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AI Lately

AI is about people, and what they have been up to lately.

Lately
Karandeep AnandtoDisneyas Chief Technology Officer· Sep 18Bill SteintoCrusoeas Independent Director· Sep 17Thomas SeiferttoCrusoeas Independent Director and Audit Committee Chair· Sep 17JB StraubeltoCrusoeas Independent Director· Sep 17Brian McCarthytoOpenAIas Vice President of Worldwide Sales· Sep 17Adam SadovskytoHarveyas Chief Research Officer· Sep 16Diogo AlmeidatoTypeSafe AIas Chief Executive Officer· Sep 16Fidji SimotoNscaleas Independent Director· Sep 11

The Signal · 2026-W39

Sep 21–27, 2026 · 0 moves · 4 drops · 1 events

Alibaba and StepFun Open Frontier Models as Sora API Ends

Alibaba open sources a transparent image model, StepFun launches a 600 billion parameter agent model, and OpenAI closes the Sora API as Tesla widens FSD's collision safety net.

Moves

A quiet week on the record: the desk verified zero individually sourced moves in this window.

Drops

  1. OpenAI retires the Sora video API on September 24

    OpenAI · Sora API

    Developers using sora-2 and sora-2-pro lose API access this week, leaving migration choices entirely up to each team.

    DatedaiSep 24, 2026OpenAI: Deprecations

  2. Alibaba open sources Qwen-Image-2.1 with native transparent generation

    Alibaba · Qwen-Image-2.1

    Designers get a 7 billion parameter model that generates transparent images and edits up to 10 references at once, free for research.

    WideaiSep 20, 2026TechNode: Alibaba's Qwen open-sources Qwen-Image-2.1 for unified image generation and editing

  3. StepFun launches Step 5 Preview with a million token context

    StepFun · Step 5 Preview

    Agent builders get a 600 billion parameter model at a dollar per million input tokens, with open weights arriving October 15.

    WideaiSep 20, 2026MarkTechPost: StepFun Launches Step 5 Preview: A 600B-Total, 27B-Active MoE Model With 1M Context for Long-Horizon Agentic Work

  4. Tesla rolls out FSD v14.3.10 with automatic collision evasion

    Tesla · FSD v14.3.10

    Cybertruck owners gain Vehicle-to-Home Powerwall backup as Tesla widens its automatic collision evasion safety net across HW4 cars.

    Small ringotaSep 19, 2026TeslaNorth: Tesla FSD v14.3.10 Rolls Out With Collision Evasion Notes Intact

Events

  1. AI adopters add senior staff and shed juniors across 41 countries

    Stanford and King's College researchers find senior headcount up 6.7% and junior down 3% over five years at AI-adopting firms.

    ResearchreportedSep 21, 2026Bloomberg: AI Adoption Is Driving Hiring, but Mostly for Senior Roles

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