Hosts: Lenar Kess, Damra Vol. The three largest American labs spent the weekend agreeing that capability is moving too fast. Monday was the first trading session after, and it put a price on the agreement — then every government that would have to enforce it declined, and Anthropic signed a $13.7 billion compute lease running six years out.The Guardian — SoftBank down 13%, the Kospi off 3%, with the Nasdaq queued to follow. Nothing broke over the weekend except the consensus about pace.Sam Altman — welcomes a federal framework but does “not believe we need to wait” for an antitrust exemption or a law. That clause decides whether this is a commitment or an opening position.The Verge — Microsoft published a 37-page humanist AI code of conduct, the only actual artifact anyone produced out of the weekend.Axios — Trump calls the warnings the work of “negative forces,” Speaker Johnson wants a summit, and the Democratic proposals range from a subpoena-powered select committee to twenty-year prison terms.The Information, via Techmeme — Anthropic signed a $13.7B, six-year compute lease with Rum Group, which operates Rumble and hosts Truth Social, for a Georgia data center that doesn't exist yet.Financial Times, via Techmeme — Anthropic told investors it will be profitable a second straight quarter at 80%+ gross margins, before partner revenue sharing and training costs.Reuters, via Techmeme — Samsung and SK Hynix refused to prepay roughly $18.7 billion of Korean chip-cluster power bills, citing uncertainty about long-term demand.DropVLA (preprint) — poisoning 0.31% of training episodes forces a chosen robot action to fire on command with a 98%+ success rate and no visible degradation on the actual task.
