Anthropic’s models are back

US export controls on Anthropic’s latest models were lifted, highlighting how unpredictable political access to frontier AI has become. source

OpenAI offers a stake to the US?

Evans questions the logic of a proposed government stake in AI labs, framing it more as a lobbying response than a workable public-ownership model. source

Meta cloud

Meta may rent out AI compute if it has overbuilt capacity, but building an enterprise cloud business would be a long, difficult shift from its consumer-focused base. source

Automation is hard

AI vendors, consultancies, and IT services firms are packaging deployment offerings, but turning pilots into business-wide change still requires redesigning real workflows. source

South Korea’s memory surge

AI data-centre demand is tightening memory supply; Samsung and SK Hynix announced a vast long-term chip-hub investment plan. source

The week in AI

Nvidia is reportedly offering neoclouds a backstop for unused GPU capacity—supporting financing now, while potentially increasing exposure if compute demand weakens. source

Bending Spoons IPOs at a $25bn valuation

Bending Spoons’ model is to acquire mature tech brands with committed users, cut costs aggressively, and apply a high-energy turnaround operation. source

News from 2018

Evans argues that the EU’s Android remedy arrived late and misunderstood the market, producing little competitive effect. source

News from 1978

Nicholas Negroponte’s early “convergence” thesis shows how long major technology shifts can take to materialise—and then to reshape industries. source

Ideas

As AI delivery shifts from selling people-hours to delivering outcomes, consultancies must rethink what they sell, whom they hire, and how they price it. source

Outside interests

A lighter set of links, including American subway cost overruns, Venetian bridge brawls, and the continuing retreat from physical PlayStation games. source

Data

Ramp and Revelio data show AI spend correlating with hiring among their tech-heavy customer base, but broader evidence on AI’s jobs effect remains inconclusive. source