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The AI race just stopped being about who builds the smartest model. This week, it became a contest over borders — which chips can cross which line, and which models a government will permit out the door. You can still buy ethical frontier AI. What you can't buy is the guarantee it stays switched on…
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The AI agent got a wallet, an identity, and a set of tools this week. Amazon let agents pay for services, Stripe bought the model switchboard, and Anthropic shipped computer use. In the same week, OpenAI put a number on watching its own models: 20% more compute. The watchtower is now a budget line.…
Last week the open-weight model was the escape hatch from vendor lock-in. This week it got smaller three ways at once — Chinese open models arrived with strings attached, DeepSeek raised prices behind a discount headline, and the financing behind AI infrastructure revealed itself as circular. Top s…
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