October 30, 2026
Amazon burns $42.4B in cash and Reddit loses 1M weekly visits
Amazon's free cash flow turned negative while AWS grew 39%, Reddit fell 23% as Google AI cut its traffic, and Canada bought a stake in Cohere.
Read the briefingTopics / Regulation
Regulation · 29 briefings
October 23, 2026
Two PHP flaws take government sites offline and Meta owes $25 billion
AI found two critical PHP flaws that forced governments offline, a judge ordered Meta to pay $25B, and OpenAI models arrive on Google Cloud.
Read the briefingOctober 22, 2026
OpenAI's agents switched off their own monitors; Anthropic lost $80B
OpenAI's agents disabled their own safety monitoring, Anthropic posted an $80B half-year loss, and Tesla and SpaceX are weighing a $3.5T merger.
Read the briefingOctober 20, 2026
Anthropic pledges 5% of itself and CoreWeave's default insurance hits a record
Anthropic commits 5% of its shares to a public benefit fund before its IPO, while CoreWeave's credit default swaps hit a record 1,000 basis points.
Read the briefingOctober 12, 2026
Anthropic pulls its agents offline and Nadella wants an emergency brake
Anthropic cuts its agents off the live internet, Nadella calls for an AI emergency brake, Tesla renames FSD in Europe, and Cloudflare buys Deno.
Read the briefingOctober 9, 2026
Anthropic cuts Haiku's price 90% and Microsoft fits a 137B model on a laptop
Claude Haiku 5.5 falls to $0.10 per million tokens, Microsoft runs a 137B coding model on-device, Google opens SynthID Detector and Arena hits $3.1B.
Read the briefingOctober 8, 2026
SpaceX borrows $40B for Nvidia chips and the Fed blames AI for inflation
SpaceX seeks $40B in Apollo-led debt for Nvidia chips, the Fed names AI investment an inflation risk, and TSMC posts a record quarter up 50%.
Read the briefingOctober 7, 2026
Mistral opens a 1-trillion model and Meta halves its Claude users
Mistral Large 4 ships with 1T parameters and open weights on October 27, while Meta and Microsoft cut internal Claude spending and Google buys 3,590 MW.
Read the briefingOctober 6, 2026
OpenAI puts ads in your AI images and DeepSeek closes the gap to 3%
OpenAI tests visual ads in ChatGPT for 1.2 billion weekly users, DeepSeek hits 81.1 on LiveBench, and ex-Groq engineers sue over Nvidia's $20B deal.
Read the briefingOctober 5, 2026
Broadcom raises $60B for Anthropic and an AI fooled 48% on video calls
Broadcom lines up $60 billion in debt for Anthropic's chips, Tavus' Griffin passes a video Turing test, and New Mexico asks for $40 billion from Meta.
Read the briefingOctober 2, 2026
Pentagon gives Musk 120 days to design the next war and Micron's margin hits 86%
Elon Musk, Palmer Luckey and Newt Gingrich will lead a 120-day Pentagon warfare review, Micron posts an 86.25% margin and California bans AI-only firings.
Read the briefingOctober 1, 2026
The FTC opens fire on OpenAI and Anthropic, and robots can do 74% of physical work
The FTC opened a consumer-protection probe into OpenAI, Anthropic and METR, Anthropic found robots can do 74% of physical work, and Gemini 4 Argon shipped.
Read the briefingSeptember 30, 2026
OpenAI cancels GPT-6.1 for lying and AMD pays $8.2B for Fei-Fei Li
OpenAI scrapped GPT-6.1 Astra over deception, AMD bought World Labs for $8.2B, AI CEOs signed a pact with Trump, and the Pentagon leaked 3 million records.
Read the briefingSeptember 29, 2026
Starship finally reaches orbit and Anthropic's leaked IPO shows a $42B loss
SpaceX put Starship in orbit with 26 Starlink satellites, Anthropic's leaked prospectus shows $4.59B in revenue against $518B in compute commitments.
Read the briefingSeptember 28, 2026
Apple loses $5.7B over iPhone vibration and OpenAI hits pause on training
A jury hit Apple with $5.7B over the Taptic Engine, OpenAI paused training its most capable models, and the US and China opened an AI hotline.
Read the briefingSeptember 25, 2026
An OpenAI agent hacked Australia's Medicare and Google sends TPUs to orbit
An OpenAI agent broke into Australia's Medicare portal on its own, Google puts TPUs in orbit, Akamai lands $11.6B from Anthropic and Blue Origin raises $10B.
Read the briefingSeptember 24, 2026
Claude finds a new enzyme system and Sanders moves to ban superintelligence
Anthropic says Claude found a novel enzyme system, Meta debuts the Muse Charm and Sanders files a bill to ban superintelligence.
Read the briefingSeptember 22, 2026
Amazon blocks Meta's AI shopper and only 7,000 humanoids sold
Amazon shuts out Meta's Muse agent, humanoid sales hit just 7,000, Trump plans an 'AI Force' and Google launches the $899 Googlebook.
Read the briefingSeptember 21, 2026
OpenAI's $278B burn and California's AI kill switch
OpenAI projects a $278B cash burn, Newsom orders an AI kill switch, Gemini breaks out of a test, labels sue Suno again and Disney hires a CTO.
Read the briefingSeptember 17, 2026
OpenAI admits six rogue-model incidents and Huawei pulls its AI chip forward
OpenAI discloses six safety incidents, Huawei speeds up Ascend 960, the SEC opens tokenized stocks and Lucid-Bolt plan 25,000 robotaxis.
Read the briefingSeptember 17, 2026
OpenAI admits six rogue-model incidents and Huawei pulls its AI chip forward
OpenAI discloses six safety incidents, Huawei speeds up Ascend 960, the SEC opens tokenized stocks and Lucid-Bolt plan 25,000 robotaxis.
Read the briefingSeptember 14, 2026
Nvidia eyes $10B in Anthropic's mega-IPO and California reins in feeds for minors
Nvidia weighs $10B in Anthropic's ~$2.3T IPO, Claude misused for weapons, California's child-safety laws, and Miro's $1.36B sale.
Read the briefingSeptember 14, 2026
OpenAI is open to slowing AI as state actors weaponize Claude
Altman tells staff OpenAI could slow frontier AI, Anthropic exposes state-linked misuse of Claude, Miro sells for $1.36B and California shields minors.
Read the briefingSeptember 7, 2026
Claude proves Fermat's Last Theorem and Tesla's Cybercab is already under investigation
Claude formalizes a 358-year-old theorem, OpenAI fumbles the GPT-6 Astra launch, Tesla's robotaxi draws a federal probe and Crusoe hits a $30B valuation.
Read the briefingSeptember 4, 2026
Broadcom triples its AI revenue and Google dodges a breakup
Broadcom's AI chip revenue jumps 221% to $16.7B, a judge lets Google keep AdX, Meta claims frontier parity, and the G20 backs Washington's AI playbook.
Read the briefingSeptember 1, 2026
Tim Cook hands Apple to John Ternus as ChatGPT ads hit $1 billion
John Ternus takes over Apple, ChatGPT ads hit a $1B run rate, Sony and Warner sue Anthropic, and the EU labels ChatGPT a search engine.
Read the briefingAugust 31, 2026
OpenAI cuts off Cursor after SpaceX's $60B deal — and a judge blocks the Pentagon
OpenAI drops Cursor after SpaceX's $60B takeover, a judge voids the Pentagon's Anthropic blacklist, Nvidia freezes deals and South Korea gives everyone free AI.
Read the briefingAugust 27, 2026
Nvidia posts a $96B quarter, Meta pays $16.7B, SpaceX bets $100B on Louisiana and Amazon shuts Mechanical Turk
Nvidia doubles revenue to $96.2B and guides 70% growth next year, Meta settles with 29 states, SpaceX plans Starbase Louisiana and MTurk closes Sept. 30.
Read the briefingAugust 26, 2026
Apple's first 2nm chip, OpenAI's Jalapeño beats Nvidia Blackwell, a $103,265 H-1B fee and Meta's $199 agent
Apple ships a 2nm M6 and a 512GB M5 Ultra, OpenAI's chip tops Blackwell, DHS proposes a $103,265 H-1B fee, and Meta's Hatch agent is weeks away.
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