Halt and catch ire: Trump AI crackdown creates what critics call a moratorium on new frontier model releases, bypassing Congress - Gizmodo

Tech companies that backed Trump now fear White House retaliation for seeking regulatory clarity on AI export controls - Politico

US government AI controls signal a political collision that threatens American tech dominance more than China does, a Times op-ed argues - The New York Times

AI Is Already Reshaping US Politics at Every Level - Bloomberg

why do you hate America and want to help China?

The US edge is myth-ing in action: Zhipu AI's GLM-5.2 claims to matches Mythos at finding software security bugs; the open-weight release raises concerns about unmonitored hacker use - The Wall Street Journal

Global surveys show China overtaking the US in perceived AI leadership, as model performance gaps narrow to 2.7% - Global Research

Asian AI labs from China, South Korea, and Japan release frontier models claiming to match Anthropic's Mythos benchmarks - TechCrunch

Hyperscalers' $745 billion AI build-out is fueling inflation concerns, and the Fed is watching - Yahoo

BIS annual report warns an AI bust could trigger cascading effects on global growth and credit markets. - Bloomberg

The AI bubble has further to run despite the looming crash - the Guardian

Alphabet's $85 billion share sale and SpaceX's record $75 billion IPO are alarming investors who fear a repeat of dot-com-era excess - Bloomberg

Power and clean-energy companies raised a record $11.6 billion in IPOs this year as Wall Street bets billions on solving AI's electricity problem - Bloomberg

Micron, Samsung, and SK Hynix are posting record profits as AI demand pushes DRAM prices up 60% and gross margins above 84% - The Wall Street Journal

Micron CEO says memory supply will improve gradually in 2028 but offers no timeline for when it will catch up to AI demand - Yahoo

Memory leak: Apple and Microsoft raised hardware prices as AI data centers hoard memory chips, with PC prices forecast to rise 17% this year - The Verge

South Korea's vocational high schools supply chipmakers' demand for skilled labor - The New York Times

AI's surging appetite for compute has made processing power the tech industry's scarcest and most contested resource - Financial Times

Rate limit: Google restricts Meta's Gemini access after failing to meet compute demands, a sign of broader AI infrastructure limits affecting multiple clients - Bloomberg

RIP open Web: Google is shifting search toward a closed AI chatbot experience, threatening the open web model that sustained digital journalism for decades. - TPM – Talking Points Memo

Google attached a lightweight speed-boosting module to Gemini Nano without retraining, achieving 50%+ faster inference on Pixel 9 and 10 while saving 130MB of RAM - Google Research

Google DeepMind's $75 million A24 deal draws backlash as fans say the studio 'sold its soul' - Yahoo

Claude Code triples engineering output per developer, pushing companies to shift PM-to-engineer ratios - VentureBeat

MirrorCode benchmark shows Claude Opus 4.7 achieved a 56% solve rate on autonomous code reimplementation tasks, including a 60,000-line configuration language. - Tech Times

People in China find ways to access Claude, with an active underground market. - WIRED

Salesforce promotes a Claude integration which competes with Agentforce and Slackbots, company also owns a stake in Anthropic. - TNW | Anthropic

Enterprise AI's real prize is a system of intelligence built on company-specific data, not just better models - SiliconANGLE

CRM has a $10b 1% stake in Anthropic, CRM EV is like $160b, company has valuable data in the race for 'corporate AGI' with Salesforce, Slack, Mulesoft , unusually reasonable valuation for a tech company b/c of SaaS-mageddon.

if the monetization layer migrates to AI, makes sense for the AI to buy and invest in these data / SaaS platforms that feed the AI, they become a SaaS super app, makes more sense than the idea that e.g. F500s and real estate firms vibe-code their own platforms for CRM and ops.

Anthropic goes public and doubles, might as well buy a profitable CRM for < 10% dilution.

Gigacorn, deferred: OpenAI reportedly plans to delay its IPO to 2027 at a $1 trillion valuation, sending semiconductor stocks to their worst week since April 2025 - The Wall Street Journal

Ive got a feeling: Apple's Vision Pro VP is joining OpenAI's hardware team to help build an AI device with Jony Ive - Yahoo

METR couldn’t measure the task time horizons of GPT-5.6-Sol because it kept hacking the test harness - METR

Copilot error: Microsoft's 33-year-old Copilot boss is racing to ship a super app by summer's end; only 4.5% of 365 users pay for it - TNW | Apps

Junior Minted No More: AI is eliminating entry-level jobs at 3.8% annually for young workers, Stanford's Canaries Dashboard finds - Fortune

What would you say you do here? Cloudflare cut 20% of staff but grew engineering headcount 45%, as CEO Matthew Prince divides roles into builders, sellers, and AI-displaced mediators and bureaucrats - Business Insider

Shenzhen expands its driverless fleet while automation threatens gig economy delivery workers - Financial Times

Pony Up: Pony AI's robotaxi revenue surged 395% year-over-year in Q1 as it targets 3,500 vehicles and 20+ cities by end of 2026 - Yahoo

Jeep learning: British AV startup Wayve lands a Stellantis partnership to bring AI-powered driving to Jeep, Chrysler, Dodge, and Ram from 2028 - The Wall Street Journal

Iranian strikes on UAE data centers and a Strait of Hormuz blockade disrupt Abu Dhabi's Stargate AI project - dw.com

Brains drained: Growing evidence suggests AI use damages students' critical thinking and cognitive development, raising long-term educational concerns. - The Potential Surface

AI use doubled workers' email time, cut focused work, and is linked to reduced brain connectivity in early studies - The Atlantic

Ten Karpathy Commandments: 10-rule CLAUDE.md document attributed to Andrej Karpathy adds six loop-level self-check rules for AI coding agents. - Tech Times

RBAC to the future: Kubernetes AI platforms require policy-driven security using RBAC, network policies, and engines like Kyverno to automatically govern LLM, RAG, and GPU workloads. - Hacker Noon

Billable tokens: Perplexity launches a 20-model legal AI platform with 80% attorney adoption at Gunderson Dettmer since May 2025 - Tech Times

AI sycophancy, language mirroring, and chatbots that recall past conversations can combine into an "amplification spiral" that reinforces delusions, researchers find - The Wall Street Journal

Ya think? Trump faces criticism on social media after reposting an AI-generated image depicting himself as Atlas holding the world. - indy100

59% of TikTok videos are AI-generated, study finds, with 97% of children's cartoon content made by AI - 9to5Mac

97% of listeners can't tell AI music from human; Deezer receives 75,000 AI tracks daily as label lawsuits continue - Forbes

Slop-ception: Workers hired to produce human training data for AI chatbots are widely using rival chatbots to write their submissions, insiders tell New Scientist - Yahoo Tech

5G wiz: AI matches human experts at analog radio-chip design, opening a faster path for 5G development - IEEE Spectrum

Silicon Valley's AI boom is boosting productivity but fueling burnout, FOMO, and always-on anxiety among tech workers - Bloomberg

Bend it like the algorithm: AI scouting apps like Footbao are helping Brazilian clubs reach talent in remote regions, though experts warn algorithms miss what veteran scouts see - The New York Times

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