A central bank did something central banks almost never do — it named a private AI model in a financial-stability warning. That, plus a research lab turning mathematical proofs into a few-hundred-dollar line item, the surveillance state pointed inward, and the physical ceiling under the whole boom. The Tuesday call: The European Central Bank summons eurozone banks to discuss Anthropic's Mythos by name, after nine top researchers tell Politico the cyber capability is real — "a SolarWinds every quarter." The few-hundred-dollar proof: Google DeepMind's agent autonomously resolves 9 of 353 open Erdős problems in Lean, and Will Depue and Nathan Lambert fight over who owns the compute that decides which sciences accelerate. Pointed inward: Palantir's $3.9M contract to surveil federal workers at USDA, the VA, and Social Security — and the OMB director who said he wanted them "in trauma." The physical wall: Hyperscaler capex, the packaging-and-power chokepoint, and an M&A race to control energy, fiber, and compute. Agents in the wild: A billing bot leaking transaction histories, inaudible audio hijacking voice models, and a citizenship agent emailing funeral homes.
