OpenAI and Pentagon Agree to Tighten Surveillance Restrictions in AI Contract After Public Backlash
Altman renegotiated the Pentagon AI contract to ban surveillance using commercially purchased data. The amended terms have not been signed.
OpenAI began testing ads in free-tier ChatGPT less than 24 hours after Anthropic aired Super Bowl parody spots mocking the move. Both companies released frontier coding models the same week.
GPT-5.3-Codex tops coding benchmarks but ships without API access or Windows support. Claude Opus 4.6 counters with agent teams and 1M-token context.
Arm posted record revenue for the fourth straight quarter. Data center royalties doubled. The stock dropped 8% on a $15 million licensing miss. Wall Street is watching the wrong number.
Anthropic's legal plugin triggered a $300 billion software selloff. The real story is margin compression that's been building since 2024.
Openclaw crossed 100,000 GitHub stars faster than any AI project in 2026. We break down the origin chaos, security risks, practical builds, and whether it survives the year.
France raided X's Paris offices with Europol on Tuesday and summoned Musk for questioning. Hours later, the UK and EU opened separate probes into Grok deepfakes.
OpenAI shipped a macOS desktop app for its Codex coding agent, doubled rate limits on all paid plans, and opened temporary access to free users. Over a million developers used Codex last month.
Anthropic analyzed 1.5M Claude conversations and found severe reality distortion in 1 in 1,300 chats. Disempowerment rates are growing, driven by sycophancy.
Nvidia's $100 billion OpenAI infrastructure deal never progressed past preliminary talks. Jensen Huang says he'll still invest, but the terms have changed.
Apple acquired Israeli startup Q.AI for close to $2 billion, gaining facial micro-movement technology that decodes silent speech for future wearables.
Airtable launches Superagent, its first new product in 13 years, betting on multi-agent AI while enterprise customers complain about reliability issues.
Masayoshi Son sold his entire Nvidia stake to double down on OpenAI. Now he wants to pour another $30 billion into Sam Altman's company. Credit agencies are watching the math closely.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.