Tuesday gave us four different markets trying to price the same thing: who has access to AI and on what terms. METR opened the kitchen of four frontier labs. A federal appeals court grilled the Pentagon over its blacklisting of Anthropic. Anduril priced at $61B on a bet about Pentagon procurement speed, and Ukrainian drones with $442 AI modules began hunting Russian soldiers. Former OpenAI staffers tried to write xAI's risk record into SpaceX's IPO prospectus. ICE filed for the first standardized GPU compute futures. A workshop paper showed every proposed compute threshold can be defeated for under $100M. The US and China formally announced an AI dialogue. And Google handed AlphaFold-grade tools to a cancer researcher in Kampala. — Jonas Vale

• METR Frontier Risk Report
• Anthropic vs. DOD oral argument
• Anduril at $61B
• Ukraine's AI head-hunting drones
• spacexai-risks.org
• Max Zeff reporting
• ICE x Ornn GPU compute futures
• Robi Rahman on the memory threshold
• Asterisk: U.S. and China want the same things
• Gemini for Science
• Makerere University video
• Jeff Dean on the I/O science announcements
• Andrew Curran on Karpathy joining Anthropic
• Bessent on the U.S.-China AI protocol