This is the free Friday episode of AI Inside Daily. Here are today's top stories in AI:

FERC voted unanimously to issue show-cause orders under Section 206 of the Federal Power Act against all six US regional grid operators, giving them 30 days to detail spare generating capacity and 60 days to defend or revise the rates they charge large data center loads, in a federal push to clear the grid as the bottleneck on AI buildout.

https://techcrunch.com/2026/06/18/ai-data-centers-just-got-a-government-mandated-fast-lane-to-the-grid/

The Wall Street Journal reports Google is putting a $3.2 billion financial guarantee behind the Lake Mariner data center in upstate New York, plus $7 billion for an Anthropic site near Baton Rouge and $1.4 billion in Colorado City, Texas, running Nvidia's circular-financing playbook to grow demand for Google's own TPUs.

https://www.wsj.com/tech/ai/google-is-using-nvidias-playbook-to-build-a-rival-ai-chip-business-1eac86f9

Amazon MGM dropped Luca Guadagnino's nearly finished "Artificial," about Sam Altman and the 2023 OpenAI board ouster, with Variety and the Hollywood Reporter noting the studio's $50 billion February deal to expand OpenAI's use of AWS as the obvious context for the move.

https://variety.com/2026/film/global/luca-guadagnino-sam-altman-movie-artificial-dropped-amazon-1236785830/

The Commerce Department told ASML it is concerned one of the company's export-restricted EUV lithography machines may have ended up in China, with Lutnick reportedly raising the issue in meetings going back to April and ASML firmly denying any system is there.

https://www.bloomberg.com/news/articles/2026-06-19/us-tells-asml-it-s-concerned-china-may-have-top-chip-tool

Nobel laureate John Jumper, who led the AlphaFold team at Google DeepMind, announced he is leaving for Anthropic after nearly nine years, the second top DeepMind departure in 48 hours after Gemini co-lead and Transformer co-author Noam Shazeer left for OpenAI on Wednesday.

https://the-decoder.com/google-deepmind-loses-another-top-ai-researcher-as-nobel-laureate-john-jumper-leaves-for-anthropic/

Snap is spinning its generative AI video team out into a separate company called Dotmo, focused on AI video for gaming and interactive entertainment, in exchange for a large equity stake and a license to its tech, citing the cost of running that work in-house.

https://techcrunch.com/2026/06/18/snap-spins-off-ai-video-team-into-new-company-dotmo-due-to-costs/

Patrons get AI Inside Daily every weekday. Five episodes a week for $5/month: https://www.patreon.com/aiinsideshow

This is the free Friday episode of AI Inside Daily. Here are today's top stories in AI:

Jeff Bezos's industrial AI startup Prometheus raised $12 billion in Series B funding at a $41 billion valuation, with plans to build an "artificial general engineer" that compresses the cycle from product design to manufacturing by 10x.

https://www.axios.com/2026/06/11/prometheus-bezos-industrial-ai

Meta completed an operational split from Manus after China's NDRC ordered the $2 billion acquisition unwound, severing data access and instructing employees to migrate off Manus tools.

https://www.bloomberg.com/news/articles/2026-06-11/meta-severs-manus-data-access-after-china-orders-buyout-unwound

Microsoft blocked its own employees from using Anthropic's Claude Fable 5 over new data retention terms that keep prompts for 30 days, even as external customers can still access the model through GitHub Copilot and Microsoft Foundry.

https://www.theverge.com/report/947575/microsoft-claude-fable-5-restricted-internally

DoorDash launched Ask DoorDash, an AI chatbot that lets users order food and groceries with text prompts and photos, with early data showing carts ran 35% higher in value and completed five times faster than standard orders.

https://techcrunch.com/2026/06/11/doordashs-new-ai-chatbot-lets-you-order-with-prompts-and-photos/

SpaceX began trading on Nasdaq under ticker SPCX at $135 per share, raising roughly $75 billion at a $1.75 trillion valuation in the largest IPO in recorded history, with 30% retail allocation and Musk retaining 42% equity and 85% voting control through dual-class shares.

https://www.cnbc.com/2026/06/12/spacex-ipo-spcx-live-updates.html

Patrons get AI Inside Daily every weekday. Five episodes a week for $5/month: https://www.patreon.com/aiinsideshow

Thank you for being a patron of AI Inside. Here are today's top stories in AI:

Anthropic published "When AI builds itself," revealing that Claude authored over 80% of code merged into Anthropic's codebase in May 2026 and calling for a global multi-lab mechanism to slow or pause frontier AI development if recursive self-improvement becomes uncontrollable.

https://www.anthropic.com/institute/recursive-self-improvement

Wired found code for an unreleased face-recognition system called "NameTag" buried in Meta AI app updates throughout 2026, designed for Meta's smart glasses, with an internal memo showing Meta considered launching it when civil society pushback would be distracted.

https://www.wired.com/story/meta-nametag-facial-recognition-smart-glasses/

The Financial Times reported that Anthropic has embedded around six forward-deployed engineers inside the NSA to help deploy its Mythos model for offensive cyber operations, even as Anthropic remains in litigation with the Pentagon.

https://www.ft.com/content/anthropic-nsa-mythos-offensive-cyber

Mark Gurman's WWDC 2026 preview says Apple will unveil an overhauled Siri with a standalone app, improved image generation, and iOS 27 and macOS 27 reliability improvements when the developer conference opens Monday, June 8.

https://www.bloomberg.com/news/articles/2026-06-05/wwdc-2026-preview-ios-27-siri-ai-features-macos-27-more-apple-will-announce

University of Cambridge researchers and spinout DIOSynVax announced the first human trial of a vaccine with a key component designed entirely by AI, targeting the whole Sarbeco coronavirus family rather than a single strain, with 39 healthy volunteers showing no significant side effects.

https://www.cam.ac.uk/research/news/new-universal-vaccine-technology-could-protect-us-from-future-virus-outbreaks

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Here are today's top stories in AI:

Anthropic closed a $65 billion Series H at a $965 billion valuation, overtaking OpenAI's $852 billion valuation, disclosed a $47 billion monthly revenue run rate, and said Mythos-class models will be available to all customers in the coming weeks.

https://www.anthropic.com/news/anthropic-raises-65b-series-h

Amazon shut down its internal AI usage leaderboard KiroRank after employees began "tokenmaxxing," running meaningless AI tasks to inflate scores, and Meta scrapped its own version Claudeonomics, where 85,000 employees consumed 60 trillion tokens in 30 days at an estimated $9 billion cost.

https://the-decoder.com/amazon-kills-internal-ai-leaderboard-after-employees-gamed-it-with-pointless-tasks/

Fortune published an exclusive today that Microsoft is building a super app to unify GitHub Copilot, Copilot chat, Copilot Cowork, and a new agentic tool called Autopilot into a single product, led by EVP of Copilot Jacob Andreou, targeting a launch by end of summer.

https://fortune.com/2026/05/29/microsoft-working-on-super-app/

OpenAI launched Rosalind Biodefense today, offering its GPT-Rosalind life sciences AI model free to trusted developers for pandemic preparedness work, with partners including Lawrence Livermore National Laboratory, Johns Hopkins Applied Physics Laboratory, and CEPI, after briefing the White House.

https://openai.com/index/strengthening-societal-resilience-with-rosalind-biodefense/

ElevenLabs launched Dubbing v2 today, which it says preserves the original speaker's emotion, tone, and pacing across 90+ languages by working from the original audio rather than a transcript, with voice cloning, automatic speaker separation, and no manual steps required.

https://elevenlabs.io/dubbing-studio

AI startup Shift launched a free home cleaning service in New York City today, where workers wear hat-mounted cameras to collect first-person training data for household robots, with footage anonymized before licensing.

https://www.androidauthority.com/shift-clean-house-free-record-video-ai-training-3672527/

Thank you for being a patron of AI Inside. Here are today's top stories in AI:

Trump pulled the AI executive order at the last minute after Elon Musk, Mark Zuckerberg, and David Sacks all called him between Wednesday night and Thursday morning, with the White House citing the US race against China as the deciding factor.

https://www.washingtonpost.com/politics/2026/05/22/last-minute-lobbying-by-tech-industry-officials-led-trump-cancel-ai-order/

Business Insider details how Satya Nadella is restructuring Microsoft's senior leadership around a startup-style operating model for the AI race, with weekly Copilot stand-ups, an AI Accelerator Meeting, and Nadella himself in the engineering trenches.

https://fortune.com/2026/05/22/inside-microsoft-high-stakes-push-win-back-ai-lead/

DeepSeek founder Liang Wenfeng told investors in the lab's first-ever outside funding round, a 70 billion yuan raise targeting roughly a $10 billion valuation, that the goal is AGI and that DeepSeek will keep releasing open-source models over chasing commercialization.

https://www.bloomberg.com/news/articles/2026-05-22/deepseek-founder-declares-agi-goal-as-10-billion-round-advances

The Information reports OpenAI generated about $5.7 billion in Q1 revenue, roughly $1 billion more than Anthropic, but with a negative 122% adjusted operating income margin and stalled ChatGPT user growth as both companies head toward expected IPOs.

https://www.theinformation.com/articles/openai-held-1-billion-revenue-lead-anthropic-first-quarter

Thank you for being a patron of AI Inside. Here are today's top stories in AI:

Anthropic is in early talks with Microsoft to rent servers powered by Microsoft's custom Maia 200 AI chips, which would be the first major external customer for Microsoft's in-house silicon program.

https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html

Waymo paused service in Atlanta after a robotaxi got stuck in floodwaters, the second city affected, with Waymo telling NHTSA it has yet to develop a permanent fix for the underlying flooding problem.

https://techcrunch.com/2026/05/21/waymo-pauses-atlanta-service-as-its-robotaxis-keep-driving-into-floods/

The co-founders of Chinese AI startup Manus are looking to raise about $1 billion from outside investors to buy Manus back from Meta, after Beijing ordered the $2 billion acquisition unwound.

https://www.bloomberg.com/news/articles/2026-05-21/manus-weighs-raising-1-billion-to-unwind-meta-takeover

The new Anthropic-, Blackstone-, and Goldman-backed AI services venture made its first acquisition, buying San Francisco's Fractional AI, with Fractional reportedly ending its existing OpenAI relationship as part of the deal.

https://www.blackstone.com/news/press/the-ai-native-enterprise-services-firm-backed-by-anthropic-blackstone-and-hellman-friedman-announces-acquisition-of-fractional-ai/

Thank you for being a patron of AI Inside. Here are today's top stories in AI:

Alibaba's T-Head subsidiary unveiled the Zhenwu M890 AI chip in Hangzhou, with 144 GB of GPU memory and 800 GB/s of interchip bandwidth, plus a multi-year roadmap through 2028 and the upcoming Qwen 3.7-Max model.

https://www.bloomberg.com/news/articles/2026-05-20/alibaba-unveils-new-ai-chip-for-training-and-inferencing

Intuit is laying off about 17% of its global workforce, roughly 3,000 employees, to sharpen focus on AI, alongside multi-year deals with Anthropic and OpenAI to integrate their models into Intuit's software.

https://finance.yahoo.com/sectors/technology/articles/exclusive-intuit-cut-17-global-130424207.html

Singapore signed AI deals with both Google and OpenAI, including OpenAI's first applied AI lab outside the United States and a $234 million commitment to Singapore's AI ecosystem.

https://www.cnbc.com/2026/05/20/singapore-google-openai-ai-partnerships-lab-investment-chatgpt-ai-agents-atxsummit-mddi.html

Axios scooped a draft Trump White House executive order that would set up a voluntary framework for AI labs to share frontier models with the federal government 90 days before public release.

https://www.axios.com/2026/05/20/ai-trump-executive-order-white-house-infighting

OpenAI is Preparing to File for an IPO Very Soon

https://www.wsj.com/tech/ai/openai-is-preparing-to-file-for-an-ipo-very-soon-0ec95af5?st=6pJKH3&reflink=article_copyURL_share

Thank you for being a patron of AI Inside. Here are today's top stories in AI:

Google introduces Gemini 3.5 Flash, a new model series combining frontier intelligence with action, four times faster than other frontier models at less than half the cost.

Gemini Omni Flash arrives as Google's first any-input-to-any-output model, starting with video, with OpenAI, Kakao, and ElevenLabs joining SynthID for watermarking.

Google Search gets its biggest upgrade in 25 years with a reimagined AI Search box, information agents, and Antigravity-powered generative UI inside search results.

Gemini Spark launches as Google's 24/7 cloud-based personal agent, with a new $100/month AI Ultra plan and a price drop on the top-tier Ultra plan from $250 to $200.

Google Antigravity 2.0 ships with a desktop app, CLI, SDK, Managed Agents API, and a $2 million Build with Gemini XPRIZE Hackathon, the largest hackathon prize pool ever.

The Universal Cart launches as Google's agentic shopping hub across Search, Gemini, YouTube, and Gmail, riding the UCP standard now backed by Amazon, Meta, Microsoft, Salesforce, and Stripe.

XREAL confirms Project Aura, its wired Android XR glasses built with Google and Qualcomm, will ship globally in 2026, with developer kits opening through the new Android XR Developer Catalyst Program.

Thank you for being a patron of AI Inside. Here are today's top stories in AI:

OpenAI is reportedly weighing legal action against Apple over a stalled Siri partnership that has fallen well short of expected revenue.

https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight

Closing arguments in Musk v. Altman wrapped this week, with the jury set to begin advisory deliberations Monday in a case that could force OpenAI's restructure to unwind.

https://www.cnbc.com/2026/05/14/closing-arguments-jury-openai-musk-altman.html

Microsoft is canceling most of its internal Claude Code licenses and moving developers onto GitHub Copilot CLI by the end of June.

https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad

OpenAI rolled out Codex remote access inside the ChatGPT mobile app for iOS, iPadOS, and Android across all plans, including the free tier.

https://9to5mac.com/2026/05/14/openai-brings-codex-control-to-chatgpt-for-iphone-and-android/

Thank you for being a patron of AI Inside. Here are today's top stories in AI:

Anthropic's Claude Mythos Preview becomes the first AI model to complete both of the UK AI Security Institute's cyber ranges.

https://www.aisi.gov.uk/blog/how-fast-is-autonomous-ai-cyber-capability-advancing

Wired reports a morale collapse inside Meta ahead of next Wednesday's 8,000-person layoff, with 1,000-plus engineers already moved into the Applied AI organization.

https://www.wired.com/story/meta-layoffs-bad-vibes-mark-zuckerberg-ai/

Sources reports Google will unveil a new Gemini model at next Tuesday's I/O, expected to roughly match GPT-5.5 but fall short of Mythos.

https://sources.news/p/google-about-to-release-new-gemini

Anthropic reverses its April crackdown on third-party agent tools, introducing monthly Claude Agent SDK credits of $20 to $200 for Pro and Max subscribers starting June 15.

https://venturebeat.com/technology/anthropic-reinstates-openclaw-and-third-party-agent-usage-on-claude-subscriptions-with-a-catch