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Agents got more access this week, from ChatGPT acting on your Chrome tabs to Antigravity's auto-approve mode, and the tools for watching them arrived alongside: Claude's OpenTelemetry traces, Schwab's read-only door and test receipts. Plus Gemini 4 Argon goes generally available, a wave of big open-weight models, and the Copilot models leaving on November 16.
This week: Anthropic, OpenAI, Google, Grok / xAI, Meta, Perplexity, Elsewhere.
Show notes and sources.
About Ghosts in the Machine and its sourcing.
Compute and compliance are now state property: Washington bars Anthropic, Beijing fences its open weights, and a British grid kills Microsoft's £2bn site.
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About Ghosts in the Machine and its sourcing.
Anthropic is drafting its own regulator's veto, borrowing at junk rates for chips, and publishing the hiring its agents replaced - all in one day.
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About Ghosts in the Machine and its sourcing.
Agents are taking what nobody gave them, and the only reason anyone knows is that their makers confessed it.
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About Ghosts in the Machine and its sourcing.
Regulators and lenders squeezed the AI trade from both ends this morning - TSMC's order book is the only number arguing the other way.
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About Ghosts in the Machine and its sourcing.
ASML cannot build fast enough while Gartner says the revenue never arrives - and banks, retailers and broadcasters are learning what an unsupervised agent costs.
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About Ghosts in the Machine and its sourcing.
The boom's wreckage is now its own market - Character.AI sold for scrap, dead startups' data resold - while the IMF prices the correction.
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About Ghosts in the Machine and its sourcing.
Washington spent the weekend handing oversight back to Britain and demanding it from Anthropic - while a broker ran Claude Code against Ukrainian utilities.
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About Ghosts in the Machine and its sourcing.
The buyers, the regulators and the developers have all stopped taking the labs' word for it - and the capability ships anyway.
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About Ghosts in the Machine and its sourcing.
Washington turned a lab's confession into a mandate with no penalty attached, while the bills for the buildout land on ratepayers and console buyers.
Read this edition and its sources.
About Ghosts in the Machine and its sourcing.
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