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Thought Police
On Friday at 5:21 p.m. ET, Anthropic says it received a U.S. government directive ordering the company to suspend access to Fable 5 and Mythos 5 for any foreign national, inside or outside the United States, including foreign-national Anthropic employees. Anthropic says the practical effect was that it had to disable both models for all customers to ensure compliance. The era of permissioned intelligence has arrived. Continue Reading →
SpaceX went public this morning at $135 a share, raising $75 billion at a $1.77 trillion valuation. It is the largest IPO in history, more than double Saudi Aramco's $29 billion record from 2019. If the market holds the valuation, it puts Musk on a path to becoming the world’s first trillionaire. Continue Reading →
The Munich Regional Court ruled that Google is directly liable for false statements in its AI Overviews. Two German publishers won a preliminary injunction after the feature linked them to scams, subscription traps, and shady business practices. The court set a penalty of up to €250,000 per violation. Google bears 80% of court costs and says it will appeal. Continue Reading →
Apple unveiled a major overhaul of its AI strategy at WWDC 2026, centered on a rebuilt Siri and a broad expansion of Apple Intelligence across its ecosystem. The announcement comes two years after Apple first introduced plans for a more capable Siri that never fully materialized. Continue Reading →
Price per Intelligence Unit
When you buy electricity, you buy kilowatt-hours. When you buy bandwidth, you buy bits-per-second. When you buy storage, you buy gigabytes. When you buy AI intelligence in 2026, you buy tokens, which are easy to meter and easy to price, but hard to value. This sounds like a technical detail. It isn’t. It may become the most important AI procurement question enterprises face over the next 18 months. Continue Reading →

When AI Builds Itself

Anthropic published a remarkable paper this week called "When AI Builds Itself." Their engineers now ship roughly eight times more code per quarter than they did in 2024. More than 80% of the code merged into Anthropic’s codebase is written by Claude, up from low single digits before Claude Code launched in February 2025. Continue Reading →

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