Anthropic 2028 AI Leadership paper: US and allies lead frontier AI today; paper outlines conditions to maintain lead. Geopolitical framing of AI competition made explicit.
OpenAI proposes IAEA-model global AI governance body with US leadership and China as member. First major lab to explicitly call for a multilateral AI oversight structure.
DeepSeek raising $3–4B at $50B valuation via China's national AI fund shifts the open-weights frontier to state-backed capital.
DeepSeek v4 reignites debate on US open-source AI: Berman argues the business model is broken, leaving Nvidia as the only credible US champion.
Anthropic now requires government-issued IDs and selfies to block access from China, Russia, and North Korea, affecting Chinese-founded startups per The Information.
US director Michael Kratzios confirms foreign distillation attack campaigns on US AI labs; Anthropic data shows DeepSeek had far fewer exchanges than suspected.
Cohere and Aleph Alpha announce a ~$20B merger to build sovereign AI independent of US and China, backed by Canadian and German governments.
Curated AI insights — sent when there's something worth your inbox.