7:40 PM
Today in brief.
Anthropic's wild week: from 'national security threat' to $2T IPO whispers
In days Anthropic went from a Trump-labeled security threat to a softened tone, a $2T IPO rumor, and a $150M fellowship push - the most-talked-about lab of the week.
💼 Business
Nobel laureate John Jumper leaves DeepMind for Anthropic
AlphaFold's lead and Nobel co-winner just walked out of Google DeepMind to join Anthropic - the third senior frontier name to switch labs in days.
🔬 Science
The chip choke point: did ASML's top EUV tool end up in China?
The US says ASML's most advanced chipmaking tool may now be in China; ASML denies it. The whole AI supply chain runs through this one bottleneck.
🎬 Media
One person, one day, one global ad: the solo creator stack levels up
Runway shipped a full global ad campaign made by one person in a day, Pika dropped an influencer MCP kit, and a16z's thesis lands: in new media, the brand is the person.
+15 sources 3:22 AM
🏛️ Policy
AI is eroding our skills - but adding engineering jobs
Two data points that cut opposite ways: early research says AI is degrading our skills, while the job numbers say AI is creating engineering roles, not killing them.
Open models are catching the frontier - and running on your machine
GLM-5.2 now runs locally and is topping open benchmarks next to Claude Fable - the gap between what you can run yourself and the frontier keeps shrinking.
💼 Business
The bill comes due: companies rein in AI spend as CapEx debt mounts
The cost side of the AI boom is showing: companies are cutting AI usage as budgets strain, and a top valuation voice warns the CapEx boom is debt-driven.
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