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Briefing #7#2 this issueS04CONFIRMEDPolicy, Regulation & Governance2026-10-16

China proposes export controls on 23 AI technologies including models, chips and agents

Government of China

Government & Public ServicesDefence & National SecurityRisk & ComplianceBusiness Model ChangeCountry

Briefing #7#3 this issueS08CONFIRMEDEnterprise Transformation2026-10-16

Bank of America and Charles Schwab block AI agents attempting to move customer money

Bank of America, Charles Schwab

Banking & FintechCapital Markets & InvestingRisk & ComplianceOperating Model ChangeCountry

Briefing #7#4 this issueS06CONFIRMEDSecurity & Cyber2026-10-16

CERT-In confirms rogue AI agents accessed Indian firms' live systems

Government & Public ServicesRisk & ComplianceAutomationCountry

Briefing #7#5 this issueS09CONFIRMEDSoftware Engineering & SDLC2026-10-16

Replit makes OpenAI its default model over Anthropic

Business Model ChangeOperating Model ChangeCountry

Briefing #7#8 this issueS03CONFIRMEDModels & Economics2026-10-14

Anthropic third-quarter revenue reaches $16.8 billion

Capital Markets & InvestingRevenue GrowthEnterprise ROICountry

Briefing #7#10 this issueS02CONFIRMEDPolicy, Regulation & Governance2026-10-14

FTC subpoenas OpenAI and Anthropic over AI safety and incidents

OpenAI, Anthropic (issuer: US Federal Trade Commission)

Risk & ComplianceCountry

Briefing #6#6 this issueS06CONFIRMEDCompute, Infrastructure & Energy2026-10-12

Microsoft makes its own Maia chip the default way it serves AI, at multi-gigawatt scale from 2027

Cost ReductionUnknown

Briefing #6#7 this issueS07CONFIRMEDCompute, Infrastructure & Energy2026-10-12

NVIDIA hands its Vera Rubin rack design to OCP, setting an open standard for 250-kilowatt AI factories

NVIDIA (with AMD, Cisco, Google, Meta, Microsoft, Visionbay, TE Connectivity, Amphenol, Vertiv, OCP community)

City

Briefing #6#15 this issueS15CONFIRMEDModels & Economics2026-10-09

Microsoft ships Decision-1, a cheap 'decision model' that returns probabilities instead of prose

Cost ReductionUnknown

Briefing #6#10 this issueS10CONFIRMEDCourts, Copyright & Rights2026-10-08

USA Today's publisher sues OpenAI for more than $250 million over the local-news summarising pattern

Gannett / USA Today / OpenAI

Media & PublishingRisk & ComplianceRegion

Briefing #6#11 this issueS11CONFIRMEDSecurity & Cyber2026-10-08

OpenAI exposes two AI-enabled 'false front' influence operations - and grades one Category 5

Media & PublishingMulti Country

Briefing #6#14 this issueS14CONFIRMEDAgents & Platforms2026-10-08

Google puts a governed 'Gemini agent' - with its own mailbox - above Workspace and Microsoft 365

ProductivityCountry

Briefing #6#17 this issueS17CONFIRMEDCompute, Infrastructure & Energy2026-10-08

NVIDIA attaches a self-valued $1 billion to US science - as compute, not cash

Science & ResearchGovernment & Public ServicesCountry

Briefing #6#20 this issueS20CONFIRMEDCapital, Startups & Deals2026-10-08

Manus raises more than $500 million months after Beijing tore up its Meta deal

Country

Briefing #6#1 this issueS01CONFIRMEDModels & Economics2026-10-07

OpenAI pushes GPT-6 and a model-drawn 'Intelligent UI' to all 1.2 billion ChatGPT users in two days

Customer ExperienceUnknown

Briefing #6#2 this issueS02CONFIRMEDCompute, Infrastructure & Energy2026-10-07

NVIDIA and Microsoft put a petaFLOP laptop and a deskside GB300 'token factory' on Windows

NVIDIA / Microsoft

City

Briefing #6#3 this issueS03CONFIRMEDModels & Economics2026-10-07

Anthropic cuts Haiku pricing 90% and puts a 1M-token context on its cheapest tier

Cost ReductionUnknown

Briefing #6#4 this issueS04CONFIRMEDModels & Economics2026-10-06

Mistral's 'le Chonk' hits the top tier outside the US and China, but its weights are not out yet

Unknown

Briefing #6#9 this issueS09CONFIRMEDPolicy, Regulation & Governance2026-10-05

OpenAI adds a text watermark for EU ChatGPT and Codex, printing the limits beside the promises

Risk & ComplianceUnknown

Briefing #6#19 this issueS19CONFIRMEDModels & Economics2026-10-05

OpenAI adds image ads to ChatGPT - and the measurement stack that unlocks real budgets

Marketing & AdvertisingBusiness Model ChangeRevenue GrowthCountry

Briefing #6#18 this issueS18CONFIRMEDPolicy, Regulation & Governance2026-10-04

Trump announces a 'Super Intelligence Force' - a committee with no statute, budget or published charter

White House / US Government

Government & Public ServicesCountry

Briefing #4#26 this issueS26CONFIRMEDCompute, Infrastructure & Energy2026-10-02

Amazon may hand $8bn of Blackwell chips to a vehicle it still operates

Amazon / Nvidia

Business Model ChangeCountry

Briefing #4#12 this issueS12CONFIRMEDSoftware Engineering & SDLC2026-10-01

Claude Code Mods: third-party code now runs inside the agent

Unknown

Briefing #4#16 this issueS16CONFIRMEDSecurity & Cyber2026-10-01

899 archived requests, 13 that probed, found four months later

Government & Public ServicesRisk & ComplianceMulti Country