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OpenAI, Google DeepMind, and Anthropic are converging on calls for urgent frontier AI regulation as Washington increases scrutiny of advanced models, though Anthropic is splitting from OpenAI by pushing stricter state-by-state safety laws instead of a national-standard approach.
OpenAI is also preparing its first consumer device, a screen-free smart speaker pitched as an AI-era home computer, while Anthropic accelerates IPO preparations and could aim to list before OpenAI and DeepSeek.
Thinking Machines Lab releases Inkling, its first open-weight AI model, as Mira Murati’s startup tries to offer a more customizable U.S.-built alternative to closed models from OpenAI and Anthropic.
Here’s your daily update.
Markets
The Nasdaq rose 0.62% as cooler wholesale inflation pushed Treasury yields lower, supporting growth stocks despite continued volatility in semiconductors. ASML’s U.S.-listed shares gained 2.2% after an AI-driven earnings beat and upgraded outlook, while Marvell and Micron fell 4.1% and 8.1%, respectively, and Nvidia slipped 0.2%.
Headlines
OpenAI, Google DeepMind and Anthropic converge on calls for urgent frontier AI regulation as Washington increases scrutiny of advanced models. (Axios)
Anthropic pushes a state-by-state lobbying strategy for stricter AI safety laws, splitting from OpenAI’s preferred national-standard approach. (Business Insider)
OpenAI is preparing its first consumer device, a screen-free smart speaker designed as an AI-era home computer. (Axios)
Anthropic accelerates IPO preparations and could aim to list before OpenAI and DeepSeek. (Investor’s Business Daily)
Nvidia is still rationing scarce AI chips internally, with Jensen Huang stepping in to settle allocation fights. (Business Insider)
Nvidia nears a new stock buy point as Vera Rubin production reassurances and limited China chip approvals lift sentiment. (Investor’s Business Daily)
New York faces pressure from Trump to reverse its pause on hyperscale AI data centers, which he called a threat to tech investment. (Business Insider)
Equinix and Digital Realty may benefit from the AI data center backlash as demand shifts toward existing colocation capacity. (Barron’s)
Australia unveils an AI plan with a new federal AI office, data center rules and a rejection of copyright carve-outs for model training. (The Guardian)
Thinking Machines Lab releases Inkling, its first open-weight AI model, as Mira Murati’s startup tries to offer a more customizable U.S.-built alternative. (Axios)
You've seen the AI demos. Viktor does it without you watching.
The AI tool you tried last quarter waited for a prompt, hallucinated a number, then asked if you'd like a summary.
Viktor opened a PR at 2am, rebased it against main, ran your test suite, and posted a note in #eng: "Two flaky tests in payments service, both pre-existing. Recommended merging after fixing them." Then drafted the customer reply for the support ticket the bug created.
That's 619K autonomous actions per day across 20,000+ teams. Not chat replies. Real work shipped to GitHub, Stripe, Linear, Notion, and 3,000+ other tools, from inside Slack and Microsoft Teams.
You don't supervise him any more than you supervise a senior engineer.
SOC 2 certified. Your data never trains models.
"It's what you probably originally thought AI was going to be when you first heard of it in sci-fi movies." Tyler, CEO.