Tuesday gave us four different markets trying to price the same thing: who has access to AI and on what terms. METR opened the kitchen of four frontier labs. A federal appeals court grilled the Pentagon over its blacklisting of Anthropic. Anduril priced at $61B on a bet about Pentagon procurement speed, and Ukrainian drones with $442 AI modules began hunting Russian soldiers. Former OpenAI staffers tried to write xAI's risk record into SpaceX's IPO prospectus. ICE filed for the first standardized GPU compute futures. A workshop paper showed every proposed compute threshold can be defeated for under $100M. The US and China formally announced an AI dialogue. And Google handed AlphaFold-grade tools to a cancer researcher in Kampala. — Jonas ValeMETR Frontier Risk ReportAnthropic vs. DOD oral argumentAnduril at $61BUkraine's AI head-hunting dronesspacexai-risks.orgMax Zeff reportingICE x Ornn GPU compute futuresRobi Rahman on the memory thresholdAsterisk: U.S. and China want the same thingsGemini for ScienceMakerere University videoJeff Dean on the I/O science announcementsAndrew Curran on Karpathy joining AnthropicBessent on the U.S.-China AI protocol
