Claire and Peter break down a day of stories that all point to one escalating issue: who gets access to AI—and on what terms. They cover the EU pressuring Meta over WhatsApp Business changes that may disadvantage rival AI assistants, Anthropic’s rollout of ID checks for certain Claude features, and Google’s new native Gemini app for macOS that brings AI closer to the desktop (and closer to sensitive data). On the infrastructure side, they look at Musk’s reported “Terafab” chip-manufacturing ambitions, TSMC’s continued dominance in advanced chips and packaging, and the eyebrow-raising pivot of Allbirds toward “NewBird AI” and GPU-as-a-service. They close with enterprise signals on agentic AI and the trust stack, plus a tightly controlled cybersecurity-focused model release—underscoring that capability gains now come with stricter gates, governance, and competition. From AI in Flow.

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