On 16 July a Beijing lab most British executives had never heard of released an open-weight AI model that joined the leading proprietary systems. Eleven days later it published the weights. Within a fortnight the White House had accused the company of stealing American intellectual property and more than 270 technology companies had signed a letter telling Washington to calm down.

In Issue #66, David Richards MBE explains what actually happened, and why it matters far beyond China.

Inside this episode: a plain-English explanation of Mixture-of-Experts, the architecture that let Chinese labs turn a compute constraint into an engineering advantage. What falling model prices do to nearly $2 trillion of American AI valuation, with OpenAI and Anthropic both filed confidentially for public listings. Where Britain really stands, including the two numbers about British AI that nobody puts on the slide. The story of Tommy Flowers, who built the world's first programmable computer and was ordered to burn the drawings. And the Week 31 layoff tracker, where the headline number falls, the tech number rises, and AI is the leading stated reason for the fifth month running.

Every figure is sourced. Anything that could not be verified did not run.

Read the full issue free at https://thesundaysignal.ai

KEYWORDS

artificial intelligence, Kimi K3, Moonshot AI, open weights, open source AI, mixture of experts, export controls, China AI, OpenAI, Anthropic, AI valuations, AI IPO, UK tech, British innovation, Tommy Flowers, Colossus, Bletchley Park, tech layoffs, future of work, venture capital, AI policy, semiconductors, David Richards, The Sunday Signal