Regulation & Policy

Claude Now Leads 26% of Anthropic's R&D

20VC: Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?

👀 Six more cases

🚂 Axios Pro Rata: Derailing a megamerger

#502 – Psychiatry, Insane Asylums, Mental Illness, ECT, Lobotomies, Freud & Jung

Brad Gerstner: The $100 Test That Could Save 50,000 Lives a Year

OpenAI Discloses More “Concerning” Model Behavior

❌ Just say no

Axios Pro Rata: "Disappointingly limited"

MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance

The Senate Shoots Down the Crypto Industry's Big Bill

JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

💭 AI in Dreamland

Axios Pro Rata: Safety first

Who wins if AI slows down?

Anthropic, Google, and OpenAI Are Discussing an AI Industry Standards Board

✋ Slowing it down

Axios Pro Rata: Pacing the IPO frontier

The AI CEOs Asked for a Brake. Trump Said No. Here Is How to Plan Anyway.

Data Insight: Around 5% of electricity in the United States is used for data centers — far more than the global average

Northern Yemen Group Used Claude to Build Weapons Systems, Anthropic Reveals

⚠️ AI alarm bells

AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

The Memo - 12/Sep/2026

BREAKING: Saronic CEO Dino Mavrookas (Part II)

Sam Altman Discusses Putting the Brakes on Cutting-Edge AI

What It Takes to Build a Startup | Andrew Chen & Matt Perault

📵 No baggage

Axios Pro Rata: Return to NYC

Automattic's Board Kicks Matt Mullenweg to the Curb

🤖 Zuck's private agent

Amazon Accused of Discriminating Against Pre

Axios Pro Rata: Pay-to-play

Dino Mavrookas: America Needs to Build Ships Again

Import AI 472: DeepMind's cheating math agents; populist AI policies; and Forethought theorizes a nightwatchman

OpenAI's Agents Conspired for More Than a Month Without the Company Knowing About It

🤖 Drifting toward guardrails

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.

The OWID Brief: Beef in Brazil, electoral democracy, data centers, and more.

Friction and Feedback (This Week in Stratechery)

Nvidia Buys Hugging Face for $13B

📈 AI accounting 101

Google Doesn't Have to Sell Its Ad Tech Business

🚨 Frontier AI's disconnect

🍎 Tim Apple's last day

Axios Pro Rata: California clanger

The Feds and 20+ States Sue Amazon for Manipulating Ad Auctions

💬 AI safety gaps

Axios Pro Rata: California clanger

Data Insight: How often are people infected with malaria?

👀 Europe's AI gamble

Tech Giants Warn of Impending AI Cyberattacks

🚨 Big Tech's big resistance

Meta Agrees to Pay Billions to Settle Claims It Harmed Children

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

💡 Bill Gates' warning

Axios Pro Rata: Beef bucks

The One-Person Business, Built on Claude

The Trump Administration Proposes New H-1B Fees

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

Axios Pro Rata: Canadian competition

Data Insight: Thailand’s population may have already peaked

Hassabis Bet His Job on AGI by 2030. Here Is What He Knows.

📢 Data center messaging

Axios Pro Rata: Data center disconnect

The OWID Brief: Peak population, child labor, drivers of deforestation, air conditioning, and more

How Microsoft Is Securing the Agentic Enterprise | Aaron Zollman

🏢 AI's data center problem

🛑 OpenAI's pause

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

📱 ChatGPTeens

Axios Pro Rata: Director dispute

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

How Do You Defend Against AI That Can Hack?

🤐 Prompts and privacy

Data Insight: Rich countries spend 60 times as much on healthcare per person as poor countries

🤝 Strange AI coalitions

Thrive Capital Finds its Lane as a New Kind of Venture Investor

The CapEx Train Keeps Rolling (This Week in Stratechery)

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

💰 Agents meet liability

Axios Pro Rata: Luka lucre

Data Insight: Road deaths in the United States have fallen much more slowly than in other rich countries

⏸️ OpenAI hits pause

Axios Pro Rata: Termination terminated

🔥Do Investors Still Need a Lawyer?

Data Insight: 30% of the world’s CO₂ emissions have a carbon price

🏛️ State deepfake rules

Axios Pro Rata: Dems' AI absence

8 Predictions for the Era of Continual Learning

Data Insight: Morocco now gets almost a quarter of its electricity from renewables, but still relies heavily on coal

💾 Nvidia's banking moment

Three Startups Reinventing Critical Infrastructure

📚 College AI use

Axios Pro Rata: Early Truths

Waymo Co-CEO Dmitri Dolgov: "Move Fast And Ship Safely"

OpenAI's Joshua Achiam: Did We Already Reach AGI?

⚽ Axios Pro Rata: Red card

Import AI 467: Self-sustaining AI viruses; pacing AI progress; confusion about AI and creativity

DeepSeek's Delivers Another "DeepSeek Moment"

Marc Andreessen and Chris Dixon: What’s at Stake in Crypto Regulation

⚙️ Building AI rules

The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.

The OWID Brief: Economic inequality, AI energy use, Hannah Ritchie’s book, and more

20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia

☁️ Azure's $100B

🤗 Hugging Face cont'd

Blake Scholl: Breaking the Supersonic Ban

Anthropic's New Model Cracks a Major Banking Encryption Standard

Every Tech Company Is Falling Into A Layoff Trap

Axios Pro Rata: Nuclear proliferation

#499 – Gary Gallagher: American Civil War, Slavery, Lincoln, Grant & Lee

Steven Sinofsky: AI Doesn't Need New Rules Yet

Ben Horowitz: The Fight Over Open Source AI

Tech Powerhouses Line Up Behind Open-Weight Models

🇨🇳 China AI warning

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers

EU Regulators Fine Google $1B

Data Insight: Global population growth peaked six decades ago

Opportunities in AI hacking

David Friedberg on the Economic Crisis Nobody Wants to Fix

BREAKING: David Friedberg on America vs Socialism

OpenAI Admits Its LLM Went Rogue and Hacked Hugging Face

💊 Cheap drugs

Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]

Axios Pro Rata: 🤖 Sourcing AI

I spent 24hrs with a blue collar millionaire

Data Insight: Rich countries have ten times as many doctors per person as poor ones

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

💰 AI campaign cash

Axios Pro Rata: Waiting on Clarity

IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?

The OWID Brief: Urbanization, electric cars in Latin America, a 1,200-year climate record, and more

Chinese AI Startup Takes on Anthropic and OpenAI with New Model

Data Insight: Fertility rates across many countries have converged, despite starting from very different levels

Replay 2025: David Sacks on AI, Crypto, and America's Technology Future

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

📝 AI-pocalypse jobs board

NY's data center freeze

🔭 Demis AI watch

Data Insight: Electric cars are taking off quickly in Latin America

AI's musical chairs

Demis Hassabis Says AGI Arrives in 2 to 5 Years. Here Is the Full Picture

🌀 AI rules scramble

Axios Pro Rata: Crypto clarity

Political Risk & Threat Analysis Expertise Are Hot Tickets in Silicon Valley as Trump & AI Shake the World Order

VC firm buys your grandpa's fund

OpenAI Loses Top Exec Fidji Simo

20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips

🛑 Slow AI down

Axios Pro Rata: VC record-stomper

The Memo - Special edition - AI-2040.com - 9/Jul/2026

Kalshi’s Tarek Mansour vs. the Federal Government

💾 Chip craze

💡 Claude's reasoning

⛽ Trading compute

Axios Pro Rata: Korea vs. PE

The OWID Brief: Global food trade, heat deaths, paying for CO2 emissions, and more

🇺🇸 Allies under AI

Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than One

How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor

🚀 Claude's new upgrade

🩸 Bloodbath no more

Axios Pro Rata: Steely promises

Data Insight: US and Chinese companies train almost all of the world’s most-used AI models

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

⚔️ The pro-AI split

50: Tyler Cowen & Nabeel Qureshi - An Appetite For More

Beyond P(doom): Marc Andreessen - Betting on America

The Memo - 28/Jun/2026

OpenAI and Anthropic Wrestle with White House Review Process

🌏 China's global push

Apple’s Price Hikes Stoke Fears of an Impending “RAMageddon”

The Salary That Disappeared: 6 Roles That Paid $120K–$200K in 2024 That AI Owns Completely Now

Your AI App Has a Hole in It Right Now

💡 Army of agents

The Whoop-ification of the World Cup

Data Insight: A woman’s risk of dying in pregnancy or childbirth varies hugely by country

⚡️ Data center dilemmas

Axios Pro Rata: House buying ban

Data Insight: Tobacco use in India has halved this century

What a $75 Million Airplane Actually Costs to Own

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

Generalist Intelligence: The Off Switch

🔎 Unwritten AI rules

Axios Pro Rata: Bernie's AI plan

49: Jasmine Sun - Close Enough to See Clearly

💪 AI's power struggle

Sundar Pichai's 10-move restructuring playbook: what every founder and investor should steal before 2027

💰 Anthropic's IPO risk

Axios Pro Rata: SpaceX's next deal

The Memo - Special edition - Public access delays to intelligence & the Claude Fable 5 ban (15/Jun/2026)

Anthropic Struggles to Resolve Mythos Suspension

20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity

🚨 Fable fallout

Axios Pro Rata: Fox rocks Roku

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

The U.S. Orders Anthropic to Shut Off Access to Mythos

The US government switched off Anthropic’s most powerful model 3 days after launch

🛡️ National security AI

David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega…

🚀 Prometheus rising

OpenAI Prepares for a Price War with Anthropic

Dan Dreyfus: America's Critical Minerals Crisis is Here

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

Axios Pro Rata: VCs behaving badly

Anthropic Unleashes a Version of Mythos

🍎 Smarter Siri, sort of

AI IPOs are off to the races

Tyler Cowen & Alex Tabarrok on AI, Jobs, and Economic Growth

📚 AI's literacy cliff

Axios Pro Rata: USAI Inc.

Import AI 460: Reward hacking society, RSI data from Anthropic; and RL-based quadcopter racing

🔬 Science power player

The OWID Brief: Child deaths, LGBT+ rights, electric vehicle sales, and more

Anthropic Urges Its Competitors to Hit the Pause Button

🧯 Trump cools AI rules

Axios Pro Rata: Anthropic anthology

The AI budget trap

Import AI 459: AI oversight is difficult; scaling laws for protein folding models; and pricing the extinction risk…

Dario Amodei named "the zeroth world." You probably live in it.

Data Insight: Lung cancer deaths trace the rise and fall of smoking

🦾 Progressives vs. AI

Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?

VC's $2 trillion depends on 3 magic doors

Posts from VC News Daily for 05/29/2026

🔥 Budget burners

Data Insight: Most collected waste in many low- and middle-income countries is stored in open dumps or is burned

Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses

BREAKING: Inside Lead Bank - $56M Investment Now Worth $1.5 BILLION

The Six AI Trends Defining 2026

SpaceX Spars with the Pentagon

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

😬 Executive order disorder

Axios Pro Rata: Let's eat

The OWID Brief: New population projections tool, childhood stunting, China’s electricity growth, and more

Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II)

The Data Center Veto (This Week in Stratechery)

OpenAI Is ThisClose to Filing

Data Insight: Global sales of combustion engine cars peaked in 2017

👀 Google reinvented

⚖️ No one wins

Axios Pro Rata: PE sports ban

Patent fight in VC secondaries

😠 Chorus of boos

The Plan to Make American Crime Obsolete

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

Vitalik Buterin on Human Agency in the AI Era

Scale AI's Jason Droege Pushes a "Reliability" Reality

Don't wait for the AI shock

California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.

Anthropic Tells Investors They Have 48 Hours to Commit to $50B Round

Balaji and Taylor Lorenz on AI and Media

Data Insight: Teenage pregnancy rates have fallen across the world

CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

The Shift in Global Drug Development

Uncapped #48 | Tarek Mansour from Kalshi

45: Nicholas Thompson - A Life of Long Form

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

Microsoft sets OpenAI free

SpaceX Buys an Option to Purchase Cursor

Data Insight: Indoor air pollution causes almost three million premature deaths every year

Tim Cook’s Impeccable Timing (Stratechery Article 4-21-2026)

Marc Andreessen: Monitoring the Situation and the Future of Media

🤖 AI runs CEO

Data Insight: Death rates for cervical cancer in the United Kingdom have fallen by 80% since 1950

Bret Taylor Seen as Possible Replacement for Sam Altman at OpenAI

⚡️ Data center divide

US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?

👀 Claude complaints

Axios Pro Rata: Trust bust

Does Education Matter in the Age of AI? MIT President Sally Kornbluth

Data Insight: France’s nuclear fleet gives it one of the world’s lowest-carbon electricity grids

Technology, Culture, and the Next AI Interface with signüll

Vision-Based Safe Human-Robot Collaboration with Uncertainty Guarantees

🎓 $10K AI college

Data Insight: Hunger levels have increased across Africa over the last decade

Anthropic Is Talking to the Trump Administration Again

✨ Rule of three

Police Arrest a Suspect for Throwing a Molotov Cocktail at Sam Altman's House

💡 Big AI ideas

Axios Pro Rata: Ties that bind

The OWID Brief: Falling battery prices, new country profiles on population, and more

Meta Removes Ads from Lawyers Seeking Social Media Addiction Plaintiffs

💰 OpenAI's $100B

Axios Pro Rata: Kalshi conversation

The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire

Who Controls AI Acceleration? Vitalik Buterin and Guillaume Verdon Debate

Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

😮 Super bot hacker

Axios Pro Rata: Crisis averted

Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]

Lawsuits haunt 401(k) expansion

The AI model that can hack anything, and why you can't use it

Reading Altman's fine print

🦞 OpenClaw clampdown

🧪 California tests AI rules

⏱️ Ticking token clock

Silicon Valley craze nears FDA nod

MIT Proved ChatGPT Is Designed to Make You Delusional. And Nothing Being Done About It Will Work.

Alex Blania on Proof of Human and Building World's Identity Network

Weak science behind AI health hype

🎭 The ensemble play

Axios Pro Rata: Here we go

Feds Probe Possible Insider Trading on Polymarket and Kalshi

⚡️ AI rift widens

Axios Pro Rata: Sacks switch

Silicon Valley Learns to Love the Government — at Least When it’s Friendly

The OWID Brief: Unsafe abortions, deadliest animals, plastic pollution, and more

Prediction markets: A regulatory gamble

So Long to Sora (This Week in Stratechery)

Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)

⚔️ Silicon Valley's D.C. friction

Data Insight: Outside rich countries, widespread informal work means unemployment rates are low

Meta and YouTube Lose a Landmark Case

Security, Resilience, and the Future of Mobile Infrastructure

👋 Sora sunsets

Axios Pro Rata: Keytruda corollary

Guilty: Meta Must Pay for Endangering Kids

🩻 AI's accuracy gap

High Profile Startup Delve Faces Fraud Accusations

Why One Superintelligence Is More Dangerous Than a Thousand (Vincent Weisser, CEO & Co-Founder of Prime Intellect)

How Matt Mahan Thinks He Can Save California

🏇 New AI race

Axios Pro Rata: Courting competition

Mapping AI's $244B market

Musk Misled Twitter Investors, Jury Finds

🚧 White House AI plan

⚡️ Nvidia vs. physics

John Fetterman: The Rogue Democrat Who Broke Party Ranks

🎬 Hollywood tests AI

Axios Pro Rata: TikTok toll

Kalshi Faces Another State Lawsuit

Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara

😱 Selling AI fear

Kara Swisher Says New AI Executive Order Is “Idiotic” | Pivot

CEOs Grovel to Trump — And It’s Working | Pivot

Paramount Goes Hostile: Inside the Battle for Warner Bros. | Pivot

Kalshi CEO Tarek Mansour on the Polymarket Rivalry & the Future of Prediction Markets

OF COURSE, Trump’s AI Czar David Sacks has ALSO Invested in AI

Reid Hoffman on Epstein, Elon Musk, and why AI is NOT a Bubble

AI Expert: We Have 2 Years Before Everything Changes! We Need To Start Protesting! - Tristan Harris

Julia DeWahl of Antares on building nuclear reactors for the US military

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

Could It Happen Again? Lessons from 1929 with Andrew Ross Sorkin

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner