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Tomorrow two AI deadlines hit. Nobody is talking about them.

On June 2, President Trump signed an executive order on AI innovation and security. Most coverage focused on the 30-day pre-brief framework for frontier models. But the EO contains two other 30-day deadlines that expire tomorrow — July 2 — and a 60-day deadline on August 1 that

OpenAI built a chip in 9 months. AI helped design it. Nvidia should be nervous.

On June 24, OpenAI and Broadcom unveiled Jalapeño — OpenAI's first custom AI inference processor. It was designed from scratch in nine months, reportedly the fastest ASIC development cycle in history. OpenAI's own models helped design it. Early samples are already running ChatGPT workloads. Initial deployment targets

SpaceX raised $75B to build rockets. It's now the landlord of frontier AI.

SpaceX Raised $75 Billion to Build Rockets. It’s Now the Infrastructure Backbone of Every Major AI Lab. SpaceX signed a $6.3 billion compute deal with Reflection AI on June 22 — the fourth major outside AI company to pay for time on Colossus, Elon Musk’s supercomputer campus in

Getty sued AI for three years. Then it joined AI. The stock jumped 200%.

Three years ago, Getty Images filed lawsuits in two countries against AI image generators. It became the symbol of rightsholders fighting back. On Sunday, it announced a multi-year partnership to put its 477 million licensed images inside ChatGPT. The stock jumped 200% at Monday's open — from $0.

Noam Shazeer built the architecture every AI runs on. Now he's building the next one.

In 2017, Noam Shazeer co-authored "Attention Is All You Need" — the eight-page paper that introduced the Transformer architecture underlying every major AI system on earth today. GPT. Claude. Gemini. Llama. All of them run on what Shazeer built. He left Google in 2021 to found Character.

Two stories from this weekend that change how you should think about AI investing.

China Just Answered the Fable 5 Ban With $295 Billion. And Amazon Killed a Movie About Sam Altman. The US government spent two weeks debating whether Anthropic's most powerful model is too dangerous to share with foreign nationals. China spent those same two weeks announcing a five-year,

ChatGPT just lost its majority. Here's who's winning what's left.

For three and a half years, ChatGPT owned more than half of every AI conversation on earth. That ended in March 2026. By May, its share had settled at 46.4% — the first sub-50% reading in the platform's history, according to Sensor Tower's State of

The G7 seating chart that tells you everything about the AI power race.

Eight days after the US government shut down Anthropic's flagship models, President Trump told Axios: "Not now, but a week ago, maybe." The threat designation is gone. The export controls are not. Fable 5 remains offline. The refund deadline is today. And the most revealing image

The Real Reason Fable 5 Went Offline. It Starts in Seoul.

For seven days, the US government's shutdown of Anthropic's flagship model looked like a story about a jailbreak. It wasn't. WIRED and The Washington Post together published the full two-step sequence on June 19: a South Korean telecom with alleged ties to China

SpaceX Just Bought Your Coding Tool for $60 Billion. Four Days After Its IPO.

On June 12, SpaceX raised $75 billion in the largest IPO in history. On June 16 — four days later — it spent $60 billion of that on Cursor, the AI code editor sitting inside 64% of the Fortune 500. The deal is the largest acquisition of a venture-backed startup ever

Anthropic is in Washington today. The odds are 67%. Here's the trade.

Five days after the US government pulled Fable 5 offline, Anthropic sent senior engineers to Washington for in-person talks with Commerce Department officials — the first face-to-face meeting since the June 12 directive. Prediction market traders on Polymarket give 67% odds that US customers get access back before

OpenAI Is Filing for a $1 Trillion IPO. It Just Killed a Product That Made $2.1 Million Total.

Sora was the most-hyped AI product of 2024. OpenAI shut it down on March 24, 2026 — six months after launch, three months after a $1 billion Disney deal, and after burning an estimated $15 million per day in compute costs against $2.1 million in total lifetime revenue. That