Afleveringen
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UK PM Mark Carney and the EU both responded publicly to the Fable 5 shutdown by committing to AI diversification — calling out the risk of depending on US-controlled AI infrastructure. We cover the global sovereignty fallout, Anthropic's invisible competitive guardrails that drew fierce backlash before the shutdown, and what Harvey's immediate deployment tells enterprises about contingency planning in a world where your AI vendor's best model can vanish overnight.
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Anthropic publicly stated it believes the jailbreak that triggered the government's Fable 5 shutdown was produced by engineers at Amazon — its largest investor and a direct competitor through Bedrock. We break down the allegation, Dario Amodei's attack on OpenAI's military deal, and the extraordinary response: Claude shot to number one on the App Store as users staged a "cancel ChatGPT" trend. Plus: Anthropic quietly dropped its founding safety pledge weeks before the launch.
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Zijn er afleveringen die ontbreken?
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Claude Fable 5 launched June 10th, was jailbroken in 24 hours via a multi-agent attack, had its 120,000-character system prompt published on GitHub, and was pulled offline by a government export control order — all while Anthropic's IPO is in the pipeline and a Pentagon lawsuit is ongoing. We cover every layer of the story, OpenAI's newly public S-1 showing $2.22 spent per dollar earned, and Anthropic's global pause proposal that landed eight days before its own model was paused.
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Three stories to start the week: Colorado rewrote and delayed its AI law to January 2027 under industry pressure. The EU AI Act's chatbot transparency rules hit in 48 days and are not delayed — high-risk system rules are in legal limbo. And a leaked GPT-5.6 spec suggests OpenAI is preparing a major coding-benchmark-topping launch for the pre-IPO window.
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MiniMax released M2.7 with a product note that uses the exact phrase AI safety researchers have been warning about for years — "beginning the journey of recursive self-improvement." It's open-weight, at a sixth the cost of Claude Opus 4.8, and ahead of it on coding benchmarks. We unpack what the language means, cover the IMF's sharpest warning yet on AI and entry-level jobs, and close with what SPCX's first week tells us about the Anthropic and OpenAI IPOs.
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In the span of one week: Sanders introduced a 50% AI equity tax bill, Altman walked into his office to negotiate, and Trump said government AI stakes would be "a beautiful thing." Fortune called it the strangest political moment of 2026. We unpack what's real, what's political theater, and what governance rights nobody has asked about yet. Plus: SPCX's 19% first-day pop, MSCI buying starting today, and Anthropic's co-founder saying Claude writes 80% of company code.
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SpaceX begins trading on Nasdaq today — the largest IPO in US history at $1.75 trillion. But with only 4% float, today's price is volatile and thin. What actually matters is MSCI index inclusion starting tomorrow, which creates mechanical passive fund buying regardless of valuation. We break down what you actually need to know about SPCX, cover Project Glasswing's alarming 23,000 vulnerabilities with a 1% patch rate, and close with OpenAI's China-linked influence operation ban.
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SPCX prices tonight and trades tomorrow — the largest IPO in US history. But the bigger story is what comes 30 days later: SpaceX's expected $60 billion acquisition of Cursor would combine orbital compute, Grok AI, and the most developer-beloved coding tool in tech. We break down what that vertical stack means, cover the first confirmed autonomous AI cyberattack documented in the wild, and look at who's actually winning the AI market share race.
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SpaceX begins its first day of Nasdaq trading today — the largest US IPO in history at $1.75 trillion. Morningstar says it's worth $780 billion. ARK says $2.5 trillion by 2030. We break down both cases, explain the index inclusion wildcard, and cover two stories that got less attention than they deserved: Google's Gemini Omni Flash with mandatory SynthID watermarking, and Tempus AI's agentic oncology platform used by 19 of the top 20 pharma companies.
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Apple unveiled Siri AI at WWDC yesterday — a rebuilt standalone app with Gemini under the hood, system-wide personal context, on-screen awareness, and multi-step task execution. It's a genuinely new product, not an update. But it won't be available in the EU at launch, and it ships in fall, not today.
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WWDC is live today — Tim Cook's final keynote as CEO. The centerpiece is a rebuilt Gemini-powered Siri with personal context, on-screen awareness, and multi-step task execution — Apple's answer to two years of falling behind on AI. We set the full context: what's expected, what the device cuts mean for iPhone 11 owners, and why deploying to two billion iPhones makes this the largest AI rollout in history if it works.
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he Great American AI Act dropped Thursday — a bipartisan federal framework that would preempt California, Colorado, and every other state AI law for three years. Labor unions said hard no. Tech said yes. And the timing is deliberate: it lands 23 days before Colorado's AI law goes live. We break down what the bill actually requires, why it's controversial, and why Colorado's law applies June 30th regardless.
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SpaceX officially launched its roadshow yesterday — $135 per share, $1.75 trillion valuation, $75 billion raise, pricing June 11th. Morningstar values it at $780 billion — less than half the target. ARK Invest says $2.5 trillion by 2030. We break down the bull and bear case, cover OpenAI's Codex enterprise expansion this week, and preview Tim Cook's final WWDC keynote tomorrow.
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Microsoft unveiled seven in-house MAI models at Build — including MAI-Thinking-1, its first reasoning model built entirely without OpenAI distillation, matching Claude Opus 4.6 on coding benchmarks at a tenth of GPT-5.5's cost. Mustafa Suleiman called it "long-term self-sufficiency." We break down what the MAI family actually is, cover Anthropic's Monday IPO filing at a $965 billion valuation, and preview Tim Cook's final WWDC keynote Sunday.
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SpaceX begins its investor roadshow today targeting a $1.75 trillion valuation and $75 billion raise — the largest US IPO in history. We break down the four very different businesses inside SpaceX's S-1, the retail investor event on June 11th that's unlike anything ever done at this scale, and why the xAI segment is the question every institutional investor will be asking. Plus: GitHub Copilot's billing switch is generating a developer revolt, and Build Day 2 confirmed Claude in Azure AI Foundry.
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he biggest surprise at Microsoft Build was Project Polaris — Microsoft's own in-house coding model replacing GPT-4 Turbo in GitHub Copilot by August. Microsoft now controls the model, the inference infrastructure, and the developer experience end to end. We break down what Polaris is, what it means for teams building on Copilot SDK, and cover the full Build recap: open-source Windows Agent Framework, Copilot Workspace GA with autopilot mode, and DirectML 2.0.
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Microsoft Build 2026 opens this morning in San Francisco with one goal: move AI agents from announced to production-ready. We break down the confirmed session tracks, what the Agent Framework graduation means for enterprise developers, and why Microsoft needs to win back developer affection after losing the coding tool satisfaction race to Cursor and Claude Code. Plus: Nvidia confirmed inference revenues just overtook training for the first time — a structural shift in the AI chip market.
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Anthropic acquired Stainless for $300M+ — the SDK generator that powered every official Claude API library, but also OpenAI's, Google's, and Cloudflare's. Then immediately wound down the hosted product for everyone else. We break down the competitive strategy, preview Microsoft Build tomorrow where agents go production-ready and Copilot goes multi-model, and close out the most consequential month in AI history.
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Amazon's custom chip business just crossed $20 billion in annual revenue, growing triple digits year over year — with $225 billion in committed Trainium contracts from Anthropic, OpenAI, Meta, and Uber. Andy Jassy says if it sold chips externally like Nvidia, it would be worth $50 billion a year. We break down what this means for the AI infrastructure race, cover Anthropic's six-European-offices-in-twelve-months expansion, and preview Microsoft Build on Monday.
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Anthropic dropped Opus 4.8 yesterday — same price, better coding scores, and a four-fold reduction in silent code bugs. But the real headline is alignment: Opus 4.8 scores at near-Mythos levels on misalignment metrics, quietly bringing the restricted model's safety profile into the general tier. Plus: Figure AI's robots sorted 250,000 packages in 200 hours with zero failures, and California's AI legislation just hit its crossover deadline with thirty bills in play and no federal law in sight.
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