• Despite the "DeepMind mafia" pulling billions into London AI startups, none of Demis Hassabis' former lieutenants is building a homegrown UK frontier AI model (Tim Bradshaw/Financial Times)
• Shares of Japanese NAND flash maker Kioxia slid 12% on Friday after a report that OpenAI was considering delaying its IPO sparked a selloff in AI-related shares (Sam Nussey/Reuters)
• Sources: SpaceX COO Gwynne Shotwell told investors during an IPO roadshow SpaceX may launch a Starlink mobile product and build its own terrestrial US network (Financial Times)
• Swiss watchmaker Swatch seeks $170M from Samsung in a London trial over 26 digital watch face apps that allegedly cloned luxury brand designs, including Omega (Alistair Gray/Financial Times)
• OpenAI says 97.9% of its employees are now using Codex, up from ~40% in August 2025; non-developer usage of Codex has risen 137x for individual users (Thomas Claburn/The Register)
• Warp, a startup using AI to automate payroll compliance and employee management, raised a $60M Series B led by Battery, bringing its total funding to $85M (Lucinda Shen/Axios)
• Utah-based ecommerce tech company Redo raised an $81M Series B at a $1.25B valuation led by Smash Capital, with participation from Pelion and Cervin (David Politis/Utah Money Watch)
• SoftBank shares fell 12% after reports that OpenAI may delay its IPO until 2027; expectations of a windfall from OpenAI's debut helped support Softbank's stock (Aya Wagatsuma/Bloomberg)
• California launches a tool to serve as an "early warning system" for widespread AI-driven job loss, linking AI exposure with unemployment insurance claims (Jo Constantz/Bloomberg)
• Upside, which provides social workers with AI-powered housing insights, raised a $20M Series A led by Aquiline with Flare Capital, 645, and others participating (Cailey Gleeson/Fierce Healthcare)
• How the US AI build-out is pushing up prices for electricity, software, and more; in a survey, 81% of economists say it will add to inflation over the next year (Justin Lahart/Wall Street Journal)
• Elastic announces a ~7% reduction in its workforce, and says "advances in AI and automation are letting us operate with leaner teams"; ESTC closed down 8.70% (Richard Speed/The Register)
• YouTube rolls out changes to Shorts, including adding a setting to double playback speed, eliminating the "dislike" button, and more (Lucas Ropek/TechCrunch)
• Doc: the DOD has quietly revised its doctrine on how the US military picks its targets, envisioning "systems where AI initiates actions with human monitoring" (Katrina Manson/Bloomberg)
• NHTSA proposes eliminating the mandate for manual brake pedals in "vehicles designed to be driven exclusively by automated driving systems" (Sean O'Kane/TechCrunch)
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| • OpenAI will initially only release ChatGPT 5.6 to government-approved customers
• The most popular Grok feature is, apparently, exactly what you think
• Commodore has dropped the price of its retro phone by $100 ahead of preorders
• Notion Mail is shutting down
• Spain will require carriers to keep mobile networks live during power outages
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• Retroid's Pocket Nova is a very capable 4:3 handheld that costs $229
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• Samsung's latest budget phone has mild upgrades and a $50 price hike
• Google Finance is now available as a standalone Android app
• Sony A7R VI review: A huge speed boost makes this a nearly perfect high-resolution camera
• IBM says it has created the world's first sub-1 nanometer chip
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