The US government moved hard into AI this week almost everywhere — except the one place it promised to. Trump postponed the executive order that would have forced labs to hand over frontier models for pre-release security review, citing the race with China. The same day, a UK safety body warned the tools we use to watch these systems are eroding.

Jonas Vale follows the leverage across one Thursday: California's labor-displacement order, a $2B federal equity grab in quantum firms, Jensen Huang conceding China to Huawei, a London mayor killing a £50m Palantir police deal on a procurement technicality, Waymo robotaxis stuck in Atlanta floods, and SpaceX's IPO filing revealing Anthropic's $15-billion-a-year compute bill.

• Trump pulls the AI security order — and what was in it
• The AI Security Institute on oversight that could erode unnoticed
• Newsom's executive order on AI and jobs
• The government as shareholder: $2B in quantum equity
• Export controls become an enforcement war
• London blocks Palantir on procurement, not privacy
• The robotaxi and the flood
• The money, and what it's tied to