Weekly issues

Astra does original mathematics; Jeff Dean leaves Google; the AI trade splits in two.

Four subscribers sued Anthropic, OpenAI, SpaceXAI and Google, arguing the industry's pacing talk was an illegal agreement. The same week, Anthropic delayed its IPO a third time and admitted it was weighing a new model to compete with OpenAI anyway.

Sam Altman told OpenAI staff the company could pace itself with rivals. A day later Dario Amodei made the same case publicly and committed Anthropic to outside evaluators with employee-level access. Anthropic's own week of disclosures explains the urgency.

Three frontier labs converged on the same structure this week: full capability for everyone, the dangerous tier behind a vetting program. Nvidia confirmed its $12.93 billion purchase of Hugging Face and put $3.5 billion into a rival's chips the same week.

Every structure this week separated the user of AI compute from the owner of the risk underneath it, and by Saturday a bond desk was the first to say so out loud.