Thursday 3 September 2026
Top stories today:
Meta’s Muse Spark 1.3 debuts as its most powerful AI model yet
Gemini 3.8 Flash arrives as Google’s 4th Flash model in <4 months
Microsoft to start disclosing Azure quarterly revenue
Uber cuts ~3.3K jobs, 10% of staff, to streamline operations
Broadcom Q3 revenue +86% to $29.59B, AI chip sales +221%
0. Data & Calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. Meta’s Muse Spark 1.3 debuts as its most powerful AI model yet
Muse Spark 1.3 has surpassed Kimi K3 and Gemini 3.8 Flash on the Artificial Analysis Intelligence Index:
Muse Spark 1.3 (max), limited to Meta partners, has trailed only Claude Fable 5.1 and Opus 5 on the index.
Muse Spark 1.3 costs $1.25/$4.25 per 1M input/output tokens, vs. Gemini 3.8 Flash at $0.75/$3.75 (until Dec. 31), Kimi K3 at $3/$15 and Opus 5 at $5/$25.
Coming soon: Muse Spark open-weight releases and Meta’s “Watermelon” frontier model.
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3. Gemini 3.8 Flash arrives as Google’s 4th Flash model in <4 months
Gemini 3.8 Flash has surpassed Qwen3.8-2.4T-A95B, GLM-5.3-Flash, and Muse Spark 1.2 on the Artificial Analysis Intelligence Index:
Costs $0.75/$3.75 per 1M input/output tokens until Dec. 31, the same as Gemini 3.7 Flash, vs. GPT-5.6 Terra at $4/$18 and Qwen3.8-2.4T-A95B at $2/$6.
Gemini 3.8 Flash Cyber debuted for partners in Google’s Fairwind Program.
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5. Microsoft to start disclosing Azure quarterly revenue as it revamps reporting around AI
Amazon began disclosing AWS revenue in 2015, while Alphabet started disclosing Google Cloud revenue in 2020.
Azure’s quarterly revenue will exclude GitHub and developer cloud services, Security Copilot, and healthcare and life sciences cloud products.
Agents and Infra and Devices and Consumer will be Microsoft’s two reporting segments, down from three.
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7. Uber cuts ~3.3K jobs, 10% of staff, to streamline operations, shift spending
Uber shares closed Wed. +2% after rising as much as 2.1% on the announcement:
Managers -20% and one- or two-person “micro-teams” -50% as Uber looks to become “simpler and faster.”
Additionally, Uber is aligning with drivers’ unions in a push to slow the U.S. robotaxi rollout.
Separately, Uber shut down services in Nigeria and Uganda following a global review.
