China's rare earth export controls collapsed a Trump-Xi summit and sent markets down 2%. Beijing's processing monopoly—not just mine output—gives it leverage tariffs can't quickly counter. The pattern: announced deals, staggered supply, repeat.
Good Morning from San Francisco, 👉 Former UK Prime Minister Rishi Sunak now advises Microsoft and Anthropic. Both roles cleared under
Rishi Sunak will advise rival AI giants Microsoft and Anthropic under ringfencing rules approved by a watchdog closing in days. The appointments test whether political expertise compounds across competitors as market warnings mount and enforcement weakens.
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China's rare earth export controls collapsed a Trump-Xi summit and sent markets down 2%. Beijing's processing monopoly—not just mine output—gives it leverage tariffs can't quickly counter. The pattern: announced deals, staggered supply, repeat.
Rishi Sunak will advise rival AI giants Microsoft and Anthropic under ringfencing rules approved by a watchdog closing in days. The appointments test whether political expertise compounds across competitors as market warnings mount and enforcement weakens.
A $2B Nvidia chip buyer operated from empty offices while China announced rare-earth export curbs. The collision exposes how supply chain controls function more as leverage than barriers while billions in restricted tech moves through legal gaps.
OpenAI complained to EU regulators about Microsoft's anticompetitive conduct—despite Microsoft being its largest investor with $13 billion committed. The move signals OpenAI's shift from AI supplier to platform owner, using regulators as leverage.
Washington promotes AI in classrooms. New data shows 19% of high schoolers report romantic AI relationships, 42% use it for mental health support. The more schools deploy AI, the more students feel disconnected from teachers—and from reality.
Germany blocked Chat Control, killing the Council majority needed for mandatory message scanning. The move preserves Europe's encryption advantage but leaves child safety policy unresolved—and exposes the continent's privacy-versus-sovereignty split.
OpenAI signed $1 trillion in compute deals with Nvidia, AMD, and Oracle—obligations stretching to 2029 that dwarf its current revenue. The company burns $5B annually while chipmakers now hold equity and expect payment. The tab comes due by 2027.
Tech giants are committing billions to small nuclear reactors that won't exist until 2030—while AI's power demands double now. The bet hinges on untested manufacturing efficiencies and fuel supplies that don't yet exist at scale.
BlackRock's $40 billion bet on AI data centers collides with stubborn physics: chips demand exponential power, cooling consumes half the energy budget, and grids struggle to keep pace. The construction boom is real. So are the constraints.
California just made voluntary AI safety pledges legally binding—the first state to do so. OpenAI and Meta cautiously support it. Venture capital opposes it. Congress remains paralyzed. Now 49 other states face the same choice, and the industry's nightmare patchwork begins.
Trump's TikTok deal transforms national security divestiture into political reward. Oracle's Ellison gains control over 170M users' feeds while son David runs CBS News—creating unprecedented cross-platform influence spanning social media and broadcast journalism.
Oracle's Larry Ellison is assembling an unprecedented media empire spanning TikTok, CBS, and potentially CNN while maintaining close ties to Trump. This cross-platform consolidation could reshape how political power, algorithms, and journalism intersect in America.
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