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After killer quarter, Palantir CEO Alex Karp calls AI industry ‘Marxist’: Karp on Monday once again warned that AI frontier labs are too untrustworthy for enterprises.

Two research efforts gave AI the same open problem. Their papers were submitted three hours apart ... raising new questions about independent discovery and scientific credit.

Alibaba’s AI model Qwen3.8-Max made widely accessible ahead of open-weights release: Flagship 2.4 trillion parameter model highlights native multimodal capabilities and ... agentic tasks.

We’re reaching a point where the interesting part isn’t just whether an AI found the proof: it’s whether anyone outside the company can reproduce the result. Publishing Lean proofs is great. Keeping the model closed means the process stays a black box.

OpenAI Says Astra Solved 10 Open Math Problems With Lean Proofs: The proof files are public, but the new model is still private.

Subscriptions were supposed to replace cable, then software, then heated seats, now phones. Funny how every innovation somehow ends with paying forever. If your business model needs me renting hardware I already carry everywhere, maybe the product isn’t improving fast enough to justify buying it?

Should you still buy your next smartphone — or subscribe to it instead? Apple, Samsung … are betting that leasing, subscriptions, and guaranteed buyback programs can make upgrading more attractive.

The interesting part is not whether Apple wins the biggest model race, but whether it changes the economics: If enough AI runs locally, every token avoided is cloud capacity nobody has to build. That is a very different business model from selling ever more cloud compute.

Tim Cook sees Apple’s hybrid AI strategy as a ‘competitive weapon’: Apple emphasizes that much of its AI suite — Apple Intelligence — can be run on the devices themselves.

This is exactly how the DSA is supposed to work: Once a platform reaches sufficient scale and societal impact, it faces higher transparency and accountability requirements regardless of whether it’s social media, gaming, or AI. If anything, it would be more surprising if major AI platforms weren’t eventually included.

ChatGPT and Roblox will be subject to tighter rules in the EU. They will be added to the EU’s ‘very large online platform’ VLOP list, subjecting them to stricter rules under the Digital Services Act.

Interesting that Microsoft is effectively running a portfolio strategy instead of betting on a single lab. Anthropic is already paying off on paper while OpenAI looks much more volatile. That alone suggests the AI race is far less settled than the headlines usually imply, even for the company funding both sides. And now the Chinese Open Weight AI models are coming onto the scene too, offering almost the same quality.

Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag

Mark Zuckerberg Says US Should Not Ban Chinese AI Models, Warns of Regulatory Capture. The Trump administration is expected to announce a voluntary testing framework.

Universities drop AI detection tools over fears about accuracy: Some institutions are overhauling assessment and trying to move away from the emphasis on surveillance

»Slow down AI« sounds noble until you ask who actually slows down: Democracies and companies that comply simply hand the advantage to rivals that don’t. History suggests voluntary technological restraint rarely wins against geopolitical competition. The race doesn’t stop: it just changes leaders.

Pacing the Frontier: A statement from 1,132 employees of frontier AI companies

A $250 billion backstop is an extraordinary amount of financial engineering for an industry that’s supposed to be the next industrial revolution: If AI demand is as inevitable as claimed, why does every new data centre seem to require increasingly creative financing and ever larger guarantees?

Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans

Funny how »open is dangerous« only became the dominant narrative once Chinese models caught up: If your competitive moat depends on governments blocking free alternatives instead of building better products, maybe your moat isn’t technology at all.