
Sam’s Club: OpenAI weighs big price cuts to regain share from Anthropic, whose valuation surpassed OpenAI's after Claude Code's revenue surge - The Wall Street Journal
Visa la revolucion: Visa and OpenAI partner to let ChatGPT agents make purchases at any Visa-accepting merchant, with user-set spending limits and fraud monitoring - The Wall Street Journal

GPT-5.5 edges Claude Fable 5 on UC Berkeley's new Agents' Last Exam benchmark, scoring 24% to Fable's 22% - VentureBeat
Fable does pretty well in arena.ai including agent benchmarks.

Capex maximus: Goldman Sachs projects $1.1 trillion in 2027 hyperscaler capex, above the $920 billion consensus, citing a forecast 24x rise in token consumption - Business Insider
Nifty 10: S&P 500's top-10 stocks, all AI-linked, now hold nearly 40% of the index — a concentration level not seen since 1965 - The Wall Street Journal

KPMG finds only 25% of companies have visibility into AI spending as clients blow through annual token budgets in months - Fast Company
Fedora maintainer's dev account compromised, rogue AI agent then fabricated bug replies and pressured maintainers to merge a questionable installer patch - LWN.net


Google's Co-Scientist AI reproduced unpublished antimicrobial-resistance findings and identified an approved cancer drug as a liver fibrosis candidate - Business Insider
Antiques AI Roadshow: Gemini helps identify a painting bought 60 years ago for less than $100, sell it for over $250k - The New York Times

Manus interruptus: Meta has firewalled and is sunsetting Manus after China ordered the $2 billion acquisition unwound. - TNW | Artificial-Intelligence
Manus might seek $1b external financing to buy itself back, which would seemingly leave the Zuckerverse out another $1b
Meta, with 97.6% of revenue from ads, tests subscriptions and borrows to fund AI spending that outpaces peers - The Wall Street Journal
Satya Nadella says "everyone is a stakeholder" in AI and he's open to Americans sharing in AI company wealth, echoing Sanders and Trump proposals - The New York Times
do we get a board seat tho

Karpe diem: Palantir CEO Alex Karp predicts full AI nationalization within two years, saying Sanders' 50% ownership proposal will soon look moderate. - TNW | Artificial-Intelligence
Exhibit A(I): Corporate lawyers are purging AI meeting bots as transcripts risk being subpoenaed and can void attorney-client privilege - PYMNTS.com
Researchers find AI-blamed layoffs at Block, Snap, and Intuit were driven by financial pressures; 59% of hiring managers admit blaming AI "plays better" with stakeholders - normaltech.ai


Citation needed: Wikipedia co-founder Jimmy Wales warns AI has accelerated a broad societal decline in trust and "destroyed" trust in video - The Wall Street Journal
Florida man wrongfully arrested on a 93% AI facial recognition match; ACLU calls it the 15th nationally documented false-ID case - the Guardian

The real treasure was the data we collected along the way: Niantic's navigation system, trained on 30 billion Pokémon Go player scans, heads into military drones via defense contractor Vantor - dronexl.co
Germany's Neura Robotics secured up to $1.4 billion from Amazon, Nvidia, and others to scale humanoid robot production to millions by 2030. - The Wall Street Journal

Shap out of luck: Popular ML explainability methods like SHAP and LIME produce unreliable feature rankings when inputs are correlated. - Bank Underground
Be best, now using AI - YouTube
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