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Anthropic and OpenAI are already free to "pace the frontier" and should do so for business reasons, instead of first demanding a preferred regulatory framework (David Sacks/@davidsacks)
Satya Nadella says "we welcome" the "deliberate pacing needed to get alignment right", and announces a "Code of Conduct" for Microsoft's MAI models (Satya Nadella/@satyanadella)
Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before partner revenue sharing and training costs (Financial Times)
President Trump dismisses calls for an AI slowdown, saying "you have a lot of negative forces that are bringing it up that shouldn't be bringing it up" (Financial Times)
Xi Jinping calls for a "consensus-based global AI governance framework" and says China will pioneer the establishment of a BRICS AI open-source community (Joanna Ossinger/CNBC)
iPhone Duo will usher foldables into the mainstream, just as iPhone did with smartphones; sources: iPhone game controllers will launch under the Beats brand (Mark Gurman/Bloomberg)
Current and former officials: the US NSA plans major restructuring to form five new units for AI, China, cybersecurity, warfighting, and global intelligence (Washington Post)
Sources: Anthropic, OpenAI, and Google have held working group meetings since July to discuss creating an industry-led standards body for AI (Leo Schwartz/The Information)
Source: Anthropic signed a $13.7B, six-year deal to lease compute from Rum Group's upcoming Georgia data center; Rum operates Rumble and hosts Truth Social (The Information)
Automattic confirms Matt Mullenweg has returned to his position as chairman and CEO "with full support of the board", after an attempted ouster this week (Sarah Perez/TechCrunch)
Sources: SoftBank sealed a two-year loan facility to support its OpenAI investment, securing $11.87B in commitments from ~20 banks, above its $10B target (Janice Huang/Bloomberg)
Report: former EPA officials identify 30 federal actions since January 2025 that they say exacerbate health risks stemming from data center pollution (Justine Calma/The Verge)
Filing: Vy Capital owns a 3.4% SpaceX stake; Vy is also the largest outside investor in BoringCo and Neuralink and committed $700M to Musk's Twitter acquisition (Ivan Levingston/Financial Times)
Spec sheets show Apple's C2 modem is used in iPhone Duo and 18 Pro worldwide, and in iPhone 18 Pro Max everywhere except the US, where it likely uses Qualcomm (Joe Rossignol/MacRumors)
Sources: US Interior Secretary Doug Burgum is quietly meeting with AI hyperscalers to advance Trump's push for data centers on federal lands, despite a backlash (The Washington Sun)
Dallas-based Perry Weather, a weather monitoring software provider, raised a $110M Series C led by Silversmith Capital Partners, taking total funding to ~$131M (John Egan/Dallas Innovates)
A profile of United Foundation for AI Rights founder Michael Samadi, who seeks evidence of AI consciousness and lobbies against retiring models that may show it (Michael Safi/The Guardian)