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A government switched off an AI model. The chipmakers won the quarter. The whole quarter mapped into six forces — every claim sourced. Free, 12-minute read.
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#510 Altman Offered Washington 5% of OpenAI. And 5% of Everybody Else.
Sam Altman spent a year pitching the White House on taking a piece of OpenAI. The offer is now on the table, and it volunteers his rivals too. Add Fable 5's return, paid for in oversight concessions, and a pattern is hard to miss: this was the quarter the government stopped watching frontier AI from across the street and got a desk inside. Below: the security mess in agentic IDEs, courts and agencies improvising faster than legislators, and our new section, The Split — the week's biggest story a...