Ten days after Washington pulled Anthropic’s top models from foreign hands, the bill came due. This week Beijing blacklisted 56 American firms, Anthropic’s own filing admitted the trigger was a routine coding request rival models can run, and Microsoft’s CEO warned that letting “a few models eat everything” won’t survive politically. The export war just…
This is 100 Years From Now. Once a week we skip a century and try to picture what life actually looks like when the stuff we’re building now has had time to settle in. This week: the war that won’t have a country in it.
Four days after Washington cut foreign access to Anthropic’s top models, the fallout is clear — and it’s flowing to everyone but Anthropic. Cohere says it’s drowning in government inbounds, DeepSeek just closed a record $7.4B round, and China’s labs are slashing token prices up to 99%. The export control meant to protect America’s AI…
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…
