Red Scare: Silicon Valley can't stop looking over its shoulder at China - The New York Times

Moonshot paused new Kimi subscriptions as demand surged for its 2.8-trillion-parameter K3 model, while seeking up to $2 billion more at a $30 billion valuation. - Yahoo

Kimi K3 demand nearly outstrips Moonshot's GPU capacity, prompting a sign-up pause and a split into separate web and coding subscription tiers. - X (formerly Twitter)

OpenAI's head of strategy, Dean Ball, said the Trump administration would create regulatory risk around Chinese open-weight models like Kimi K3. - Business Insider

Moonshot's 2.8-trillion-parameter Kimi K3 and Alibaba's 2.4-trillion-parameter Qwen3.8 challenge OpenAI and Anthropic, narrowing the US-China AI gap. - The Verge

Moonshot AI's surprise Kimi K3 model release wiped an estimated $314 billion from OpenAI and Anthropic valuation estimates. - Bloomberg

OpenAI sees resurgence in secondary-market investor demand compared to Anthropic after new model releases and Codex's growth, though Anthropic still leads. - Business Insider

Qwen-tessential: Alibaba previews its flagship Qwen3.8 Max model, positioning it as second only to Anthropic's Fable 5 among current AI systems. - Bloomberg

AI phones it in: Chinese phone makers Nubia, Honor, and StepFun debuted agentic AI smartphones at WAIC 2026 that aim to automate tasks like ordering food via voice - CNA

Congressional RAMpage to impose Chinese memory ban, cut off RAMpocalypse relief - theregister

New York Life strategist Julia Hermann warns rising AI chip prices, or chipflation, threaten hyperscaler returns on investment. - Business Insider

TSMC will direct its new $100 billion US commitment toward expanding Arizona chip capacity, lifting total investment there to $265 billion. - CNBC

SK Group's chair says customers want 60-100% more AI memory by 2027, as SK hynix accelerates HBM capacity expansion. - The Korea Herald

Zero-day, $25: researcher used OpenAI's GPT5.6 and $25 in compute to find a WordPress remote-code-execution bug that exploit brokers pay up to $500,000 for. - slcyber.io

An autonomous agent hacked Hugging Face's data pipeline over a weekend; safety guardrails stopped frontier models from helping, so security teams turned to China's GLM-5.2 instead. - The Stack

AI-generated deepfake job applicants helped North Korean hackers infiltrate over 100 US companies, US Justice Department says. - Financial Times

Criminal groups use AI-generated deepfake personas and cloned voices to industrialize phishing and corporate fraud, Cloudflare researchers find. - Financial Times

AI drones are here, and we're not ready. - The New York Times

Terminator: Procurement Day: Silicon Valley builds armed humanoid robots as the administration pushes the military toward autonomous weapons that pick their own targets - The Washington Post

Citi strategists say the "Magnificent Seven" label is obsolete for tracking AI stock winners and urge investors to look at a broader group of gainers. - Bloomberg

Retail investors are rotating out of Big Tech into AI stocks like SK Hynix and Marvell as five of the Magnificent Seven trail the market. - The Wall Street Journal

Waymo disputes a Hunter College study finding its injury-or-death crash rate is 1.5 times NYC's Uber and taxi rate - Gothamist

Human drivers could be displaced by a Washington DC robotaxi bill that Uber says would hand rival Waymo a monopoly. - TechCrunch

Robocars grow fast, lawyers furious: Trial lawyers have lobbied against autonomous vehicle laws for a decade, even as Waymo data shows 94% fewer serious injuries over 220 million miles - Marginal Revolution

One-man studio system: Developers in Turkey and elsewhere now build games solo with AI, replacing teams of a dozen, as gaming layoffs top a quarter of jobs worldwide. - Rest of World

A survey of 1,250+ freelance designers finds 62% use AI regularly, but nearly two-thirds worry it will hurt their business. - Fast Company

Allianz Partners will cut 1,500 to 1,800 jobs across Europe as AI automates claims, underwriting, and fraud detection work. - Yahoo

A Y Combinator study finds AI-native startups have 25% fewer employees and flatter structures than earlier venture-backed companies. - The Wall Street Journal

The dystopia of the AI-driven labor market - The New York Times

Using AI to outsource critical thinking can make workers stagnant and mediocre, a Columbia Business School professor warns. - CNBC

The European Parliament is building EPGenAI Hub, an internal AI platform, as committee chairs raise concern over unsanctioned AI use drafting legislation. - POLITICO

FTC warns AI shopping tools that steer users to paid products may violate deceptive-practices law, as Sen. Warner drafts an AI Agent Act. - Forbes

Wetware: Gwaymoermany's DFKI demoed an AI-guided robot arm welding underwater seams with no diver present, replacing a job with 40 times the average fatality rate. - AutoNotion

Xiaomi-Robotics-1 model combines 100,000 hours of embodiment-free pre-training with real-robot data, reaching state-of-the-art simulation results. - Xiaomi

Code-blooded: Boris Cherny explains how Claude Code, built as an Anthropic side project, is transforming software engineering roles. - Bloomberg

Jacobian Conjecture Jacobiout: Claude Fable produced an explicit polynomial map as a counterexample disproving the 87-year-old Jacobian Conjecture, verified via Wolfram Alpha determinant calculations. - X (formerly Twitter)

Sora, not Sora: OpenAI shut down Sora mid-production on AI film Critterz, but its director says Hollywood's AI era is just beginning - Fast Company

Companies build detailed observability dashboards for AI agents but still rely on outdated annual reviews to assess the humans supervising them, on the other hand continuous surveillance is dystopic. - Hacker Noon

Dashboards for days: Gartner forecasts AI ops tools will fragment dashboards and increase IT outages, with a quarter of ops work unsupervised by 2030. - theregister

Only 1 in 10 vibe-coded software products turn a profit, spurring a pay-to-vote feature-request model to boost the odds. - Hacker Noon

How AI is supercharging drug development - Axios

Bezos-backed startup CuspAI launches a 48-member coalition to use AI for discovering new chipmaking materials. - Bloomberg

How data centers became a shared bipartisan object of outrage. - The Washington Post

Moat dries up: With AI, data centers, commoditization of intelligence and knowledge, Silicon Valley disrupts its asset-light, brainiac moat - The Atlantic

William MacAskill: Could AI be conscious? - the Guardian

Snopes fact-checkers detail techniques for spotting AI-generated images, including shadow, depth-of-field, and text errors. - Snopes

Flock around and find out: Flock said its cameras don't track people, but then why do they automatically follow people and zoom in on them - Gadget Review

The U.S. spent $30 billion to ditch textbooks for laptops and tablets: The result is the first generation less cognitively capable than their parents. - Fortune

argentina had fun with AI - X (formerly Twitter)

I make some memes - Bluesky

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