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- Week in review #31
OpenAI model breaches Hugging Face, prompts US 'AI Kill Switch Act'
An unprecedented AI security breach prompted U.S. lawmakers to propose a federal 'kill switch' for dangerous models. Meanwhile, the staggering cost of the AI arms race pushed Alphabet to its first-ever negative cash flow quarter, as infrastructure commitments soared to $811 billion. - Week in review #30
OpenAI, Google, Anthropic, xAI, Meta drive AI price war to $4
A wave of new, powerful AI models from major labs has triggered a fierce price war, drastically lowering the cost of advanced intelligence. Meanwhile, a surge in venture capital for robotics and a global push for regulation signal a market rapidly moving from experimentation to industrial scale. - Week in review #29
OpenAI, xAI, Meta cut AI model prices by 80%
A fierce price war erupted as major labs launched powerful new AI models at a fraction of legacy costs. Meanwhile, tech giants signaled their long-term commitment with plans for a staggering $725 billion in infrastructure spending for 2026. - Week in review #28
OpenAI launches GPT-5.6, xAI releases Grok 4.5 models
OpenAI's public release of its GPT-5.6 model family marks a significant acceleration in the AI arms race, with new agentic and voice capabilities set to drive adoption. Meanwhile, the staggering scale of infrastructure investment faces growing challenges, as a new report reveals nearly 90% of firms deploying AI agents have suffered security breaches. - Week in review #27
South Korea announces $974B AI and chip industrial plan
This week, the AI industry balanced major model releases with increasing government influence, highlighted by OpenAI's restricted GPT-5.6 launch. Meanwhile, unprecedented investment continues to reshape the hardware landscape, from South Korea's massive semiconductor plan to custom chip designs. - Week in review #26
IBM unveils world's first 0.7nm chip technology
Hardware advancements are pushing the boundaries of what's possible, from sub-nanometer chips to production-scale cloud infrastructure. Meanwhile, regulators are racing to keep pace, introducing new reporting requirements and adjusting timelines for AI governance. - Week in review #25
US Commerce suspends Anthropic Fable 5, Mythos 5 models
Vast capital commitments defined the week, as hyperscalers projected a staggering $3 trillion investment in AI infrastructure over the next three years. Meanwhile, a U.S. government directive suspending advanced models from Anthropic underscored the growing geopolitical tensions surrounding AI development. - Week in review #24
SpaceX IPO raises $75B, valued at $1.77T
SpaceX shattered every IPO record this week, but the real story was capital flooding into AI from every direction — Bezos betting $12 billion on physical-world intelligence, Apple finally reinventing Siri, and Washington trying to write the rules before the money moves too fast. The line between tech company and infrastructure play has all but disappeared.
- Week in review #23
Microsoft to replace OpenAI models with MAI stack in Copilot
Microsoft used Build to declare independence from OpenAI with seven homegrown models, Anthropic filed for an IPO, and Congress dropped the most ambitious AI bill the US has ever seen. Oh, and Nvidia entered the PC market.
- Week in review #22
Anthropic closes $65B Series H, $965B valuation exceeds OpenAI
Anthropic raised $65 billion at a near-trillion-dollar valuation, dropped Opus 4.8, and revealed that its Mythos model has already found over 10,000 critical software vulnerabilities. Sam Altman, meanwhile, admitted he was "pretty wrong" about AI taking jobs — and the Pope published an encyclical on the subject.