• A look at advanced chip packaging, now more reliant on TSMC and its partners in Taiwan than ever, and the efforts to address this bottleneck in the US (Don Clark/New York Times)
• Sources: Meituan, Baidu, Xiaomi, and other Chinese tech giants have been trimming their workforces, fueling Chinese workers' concerns of being replaced by AI (Wency Chen/South China Morning Post)
• Japanese financial giant SBI agrees to acquire Bitbank, a top 10 Japanese crypto exchange by trading activity, for ~$289M, with the deal set to close in October (Jamie Crawley/CoinDesk)
• Source: Intel has promised to deliver SpaceX and Apple a toolkit this fall to test its 14A node before they make final commitments to produce chips with Intel (Tripp Mickle/New York Times)
• Insurance tech startup Corgi denies accusations that it used Papermark's open source software code to develop its software and present it as its own (Julie Bort/TechCrunch)
• Sources: the CFTC began an extensive investigation of Polymarket earlier this year; the agency's former acting head killed a separate investigation in July 2025 (New York Times)
• Sources: Apple is lobbying the Trump admin for clearance to buy memory chips from US-blacklisted Chinese company CXMT to ease pressure from rising chip prices (Financial Times)
• Sources: SpaceX and Charter have held executive-level talks on a consumer mobile phone offering, which would help SpaceX become a DTC mobile phone provider (Kelcee Griffis/Bloomberg)
• Anthropic says the US government is allowing Mythos 5 to be redeployed to critical infrastructure operators, and is working to restore general access to Fable 5 (@anthropicai)
• Sources: Meta lobbyists are urging California lawmakers to exempt social media platforms from legislation that would increase penalties in child-harm cases (Tyler Katzenberger/Politico)
• Letter: the US lifts its block on Mythos 5, allowing Anthropic to release it to more than 100 US institutions; sources: talks about Fable 5 are ongoing (Semafor)
• Sources: Anthropic and the White House are moving closer to an agreement to lift US restrictions on Fable 5 and Mythos 5 (Bloomberg)
• How AI-native law firms use "management services organization" structures to access capital historically barred from US law firms, including PE and VC funds (Stephen Foley/Financial Times)
• Sources: Zuckerberg urged execs to explore Polymarket and Kalshi partnerships, as the Arena prediction app targets 100M monthly active "predictors" aged 18-34 (Mike Isaac/New York Times)
• AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged (Catherine Perloff/The Information)
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| • Apple executive in charge of Vision Pro is reportedly leaving for OpenAI
• OpenAI launches a limited preview of GPT-5.6 for a 'small group of trusted partners'
• Anthropic gets US government's permission to redeploy its Mythos cybersecurity AI model
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• 'Careless People' author accuses Meta of 'punishing' whistleblower
• California launches tracker for AI-related job losses
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• OpenAI will initially only release ChatGPT 5.6 to government-approved customers
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