The US government yanked Anthropic’s newest models days after launch, while state attorneys general opened formal process against OpenAI. That turns frontier capability into something investors have to discount: a model can be state-of-the-art on Monday and policy-frozen by Friday. The market still wants the upside, but the asset now has a kill-switch.
Visa just wired ChatGPT to shop and pay on your behalf — an AI agent can now buy at any Visa merchant without you clicking “buy.” It capped a week where the labs pushed autonomy and capital to new highs: Anthropic put Claude Fable 5, its most powerful public model, into everyone’s hands; Jeff Bezos…
Musk takes SpaceX public Friday at $1.75 trillion, the largest IPO ever. Look past the rocket and you find the actual wager: an AI arm that lost $6.4 billion last year, a plan to put a million data-center satellites in orbit, and a valuation that has more than doubled since December. Below: how the pieces…
AI and chip stocks shed roughly $1.3 trillion on Friday, the semiconductor sector’s worst day since 2020, after a hot jobs report spiked interest-rate fears and Broadcom’s outlook rattled the chip trade. The sharpest people in finance flatly disagree on what it means: the bubble finally cracking, or profit-taking after a euphoric run. Here is…
Microsoft used its own developer conference to show it can live without OpenAI, Florida’s attorney general sued OpenAI and went after Sam Altman personally, researchers and a new Workday product made plain that nobody trusts AI agents yet, and Alphabet raised a record $85 billion the same week the Fed flagged AI as a systemic…
Anthropic confidentially filed a draft S-1 with the SEC today for a proposed public offering. The company also shipped Claude Opus 4.8 last week with a 4x code-reliability gain. NVIDIA used GTC Taipei to open Cosmos 3, ramp Vera Rubin into production, and put a 1-petaflop AI box on developer laptops. Google retires Gemini 2.0…
Anthropic raised $65B at a $965B post-money valuation and shipped Claude Opus 4.8. NVIDIA used GTC Taipei to open Cosmos 3, ramp Vera Rubin into production, and put a 1-petaflop AI box on developer desktops. Google shuts Gemini 2.0 Flash down today. California’s SB 867, which would ban AI companion chatbots in children’s toys, cleared…
This was the week the AI-and-work conflict broke into the open simultaneously across four jurisdictions. Wikipedia editors are organizing a strike over Wikimedia layoffs. Amazon employees gamed its internal AI ranking into uselessness. Chinese courts began enforcing a framework that bars AI-justified layoffs. A UK thinktank, with TUC backing, called for employees to get a…
This was the week the frontier labs stopped being vendors. OpenAI now runs inside US biodefense and Japan’s three biggest banks, and it just mapped its own safety rules to EU and California AI law. Meanwhile China unveiled an LLM that automates satellite targeting. Workforce policy is splintering: China bars AI layoffs by court order,…
Anthropic released Mythos to the public, collapsing the wall between cleared-contractor frontier AI and developer-grade frontier AI in a single press release. DeepMind’s Demis Hassabis moved his AGI timeline from “five to ten years” to “a real possibility by 2029” and tied it explicitly to AlphaProof Nexus solving nine open Erdős problems for the cost…
