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Privileged Access

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Privileged Access

Tuesday gave us four different markets trying to price the same thing: who has access to AI and on what terms. METR opened the kitchen of four frontier labs. A federal appeals court grilled the Pentagon over its blacklisting of Anthropic. Anduril priced at $61B on a bet about Pentagon procurement speed, and Ukrainian drones with $442 AI modules began hunting Russian soldiers. Former OpenAI staffers tried to write xAI's risk record into SpaceX's IPO prospectus. ICE filed for the first standardized GPU compute futures. A workshop paper showed every proposed compute threshold can be defeated for under $100M. The US and China formally announced an AI dialogue. And Google handed AlphaFold-grade tools to a cancer researcher in Kampala. — Jonas Vale

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