01 — 60-SECOND READ
The Skim
01
Anthropic CEO outlines plan to slow AI development. Dario Amodei set out a plan to slow AI development, and Sam Altman appears to agree on pacing the frontier.
02
Trump downplays AI risks after dire expert warnings and calls to slow development down - BBC. Trump dismissed the slowdown calls, arguing America is ahead of China and should stay there.
03
Sam Altman says OpenAI going public in 2026 would be ‘ill-advised’. Altman confirmed there will be no OpenAI IPO in 2026, calling it ill-advised.
04
Perplexity trusts GPT-6 Astra with end-to-end systems. Perplexity has GPT-6 Astra writing communications, changing software and monitoring production systems, with far less human checking.
05
AI Agents Are Thirsty for Power. The shift from chatbot queries to agentic AI is a step change in power draw, not an increment.
06
Goldman Sachs Says AI Is Driving Half of S&P 500 Earnings Growth. That Number Cuts Both Ways. - 24/7 Wall St.. Goldman Sachs attributes half of S&P 500 earnings growth to AI, which cuts both ways.
07
What’s behind the AI industry’s latest warnings of doom?. Equity examines why existential-risk warnings are surfacing from inside the industry right now.
08
The economic puzzle behind AI giants’ doomsday warnings - SMH.com.au. The economic incentives behind AI companies issuing doomsday warnings about their own products.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
The shift from chatbot queries to agentic AI is a step change in power draw, not an increment.
Foresight
Wired AI · Google News
Korean power equipment makers are targeting the US AI buildout as the grid strains.
Money
Google News
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Chips02
Jensen Huang gave a public vote of confidence to CoreWeave and Nebius.
News
Google News
A comparison of Nvidia and Broadcom's upside after their latest earnings.
Money
Google News
→
Data Centers03
— quiet today
→
Models04
Dario Amodei set out a plan to slow AI development, and Sam Altman appears to agree on pacing the frontier.
News
TechCrunch AI · Google News
Equity examines why existential-risk warnings are surfacing from inside the industry right now.
Foresight
TechCrunch AI · Google News
The departed Anthropic researcher likens AI to an alien species.
News
Google News
→
Applications05
Trump dismissed the slowdown calls, arguing America is ahead of China and should stay there.
News
Google News
Altman confirmed there will be no OpenAI IPO in 2026, calling it ill-advised.
Money
TechCrunch AI · The Verge AI · Google News
Perplexity has GPT-6 Astra writing communications, changing software and monitoring production systems, with far less human checking.
News
OpenAI
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Elon Musk welcomes Grok integration into Microsoft Copilot - americanbazaaronline.com Applications — Grok is being integrated into Microsoft Copilot, with Musk welcoming the move.
- Threads Apps Arrived On Quest & Meta Ray-Ban Display - UploadVR Applications — Threads apps have arrived on Quest and the Meta Ray-Ban Display.
On the horizon
- AI Agents Are Thirsty for Power — The shift from chatbot queries to agentic AI is a step change in power draw, not an increment.
- What’s behind the AI industry’s latest warnings of doom? — Equity examines why existential-risk warnings are surfacing from inside the industry right now.
- The economic puzzle behind AI giants’ doomsday warnings - SMH.com.au — The economic incentives behind AI companies issuing doomsday warnings about their own products.
- View / Everyone expects two AI blocs. The Gulf is betting on both - Semafor — Semafor argues the Gulf is positioning across both expected AI blocs rather than choosing one.
- Management - To unlock value, think process, not task - Business Reporter — Value from AI comes from redesigning processes rather than automating individual tasks.
04 — THE WIRE · LATEST FIRST
Headlines
21:31zDocuSign (DOCU) Lifted Guidance And Added AI Updates, Is The Premium Already Priced In? - simplywall.stAI markets — IPO/funding/earnings (Google News)
21:29zWeapons, spyware and AI scams: Anthropic exposes Claude misuse - Japan TodayAnthropic (Google News)
21:03zElon Musk welcomes Grok integration into Microsoft Copilot - The American BazaarxAI / Grok (Google News)
21:00zKorean Power Equipment Makers Eye U.S. AI Boom as Grid Strains - Seoul Economic DailyData centers / Stargate / CoreWeave (Google News)
20:58zIf I Could Only Buy 1 Artificial Intelligence (AI) Stock, This Would Be It - The Motley FoolAI markets — IPO/funding/earnings (Google News)
20:55zWhat smart people are saying about the AI apocalypse and calls to slow everything down - Business InsiderAnthropic (Google News)
20:35zAmazon, Alphabet, and Microsoft: Which 2 to Buy and Which 1 to Avoid - The Motley FoolAI markets — IPO/funding/earnings (Google News)
20:27zWall Street’s AI trade on watch as Altman, Musk join calls for slowing development - Investing.comAI chips / TSMC / AMD (Google News)
20:20zAnthropic CEO calls for slower AI development, stronger safeguards - cbs19.tvAnthropic (Google News)
20:11zLeaked doc suggests Alberta has sprawling plans to pave the way for AI data centres, more oil production - The NarwhalAI energy / power / nuclear (Google News)
20:03zSeoul’s data center vacancy rate is Asia’s second-lowest after Malaysia’s Johor Bahru - Korea JoongAng DailyData centers / Stargate / CoreWeave (Google News)
19:46zHierarchical NeRF with JAX3D for Volumetric Rendering, Novel-View Synthesis, and 3D ReconstructionMarkTechPost
19:41zInfineon's Data-Center Momentum Builds as Berenberg and Morgan Stanley Square Off - ad-hoc-news.deAI energy / power / nuclear (Google News)