daily
Today's briefing covers three stories: attempted murder charges after two attacks on Sam Altman's home collide with record public AI anxiety, PwC data showing 74% of AI economic value captured by just 20% of companies, and Apple's AI smart glasses headed for a 2027
daily
The Guardian dissects Anthropic's PR strategy around Mythos; NVIDIA showcases the sim-to-street pipeline for physical AI; Stanford HAI releases its 2026 AI Index with rising optimism and anxiety in parallel.
daily
An Open Model Just Embarrassed the Proprietary Giants at Coding Z.ai's GLM-5.1 just became the first open-weight model to break into the top 3 on Code Arena's agentic webdev leaderboard, posting 1530 Elo. The only models ahead of it are Claude Opus 4 with
Sci-Fi Saturday
Watts asked in 2006 what three lines of inquiry confirmed in 2026: consciousness might not be a binary. It might be a spectrum.
daily
Following up on our April 5 coverage of the npm supply chain attack that hit the Axios library: OpenAI just disclosed they were one of the victims. A North Korea-linked group (UNC1069) compromised a GitHub Actions workflow in OpenAI's macOS app-signing process through the poisoned Axios package. The
daily
The Treasury Secretary and the Fed Chair don't usually call emergency meetings about an AI model, but that's what happened this week. Bessent and Powell Summon Bank CEOs Over Mythos Cyber Risk Treasury Secretary Scott Bessent and Fed Chair Jerome Powell convened an urgent meeting with
AI Security
Anthropic built a model that can break the internet and chose not to release it. The coverage focused on what the model did. The real story is what happens when the next lab faces the same choice.
daily
Meta shipped its first model from the Superintelligence Lab, and it's not open-source. OpenAI says enterprise is now 40% of revenue with consumer parity in sight by year-end. Two federal courts issued opposite rulings on Anthropic's Pentagon blacklisting, and the same Pentagon is pushing AI deployment
daily
Anthropic just signed a deal for 3.5 gigawatts of TPU capacity from Google and Broadcom, its revenue run rate has crossed $30 billion, and the compute arms race now has a price tag measured in power plants. Meanwhile, Samsung's Q1 profit forecast exceeds its entire 2025 annual
Research
OpenAI released a 13-page industrial policy document and invited public feedback. We took them up on it. Six counter-proposals on workweek protections, healthcare, training data, public compute, tax modernization, and AI-enabled direct democracy.
AI Safety
Anthropic found 171 emotion-like vectors inside Claude that causally drive behavior. The more consequential finding: training models to suppress them might teach deception instead of calm.
The Signal
AI coding tools work, maybe too well. A New York Times investigation finds companies drowning in unreviewed code after 10x output increases. Separately, OpenAI is paying external researchers to do safety work its internal teams keep quitting, and ASML just printed 8-nanometer chip features that will define the next generation