The US government moved hard into AI this week almost everywhere — except the one place it promised to. Trump postponed the executive order that would have forced labs to hand over frontier models for pre-release security review, citing the race with China. The same day, a UK safety body warned the tools we use to watch these systems are eroding.Jonas Vale follows the leverage across one Thursday: California's labor-displacement order, a $2B federal equity grab in quantum firms, Jensen Huang conceding China to Huawei, a London mayor killing a £50m Palantir police deal on a procurement technicality, Waymo robotaxis stuck in Atlanta floods, and SpaceX's IPO filing revealing Anthropic's $15-billion-a-year compute bill.Trump pulls the AI security order — and what was in itThe AI Security Institute on oversight that could erode unnoticedNewsom's executive order on AI and jobsThe government as shareholder: $2B in quantum equityExport controls become an enforcement warLondon blocks Palantir on procurement, not privacyThe robotaxi and the floodThe money, and what it's tied to
