Saturday, July 25: Waymo formally exits Uber in Austin and Atlanta; the Future of Life Institute grades every major AI lab and most are failing; LangGraph 1.0 ships as the MCP final spec countdown hits three days; Uber stock drops 4 percent on the robotaxi rivalry news. In this hour: Waymo Serves Notice on Uber — Own App Launches in Austin & Atlanta by 2028 · Future of Life Institute Grades Every Major AI Lab — Most Are Failing · LangGraph 1.0 Ships — MCP Final Spec Three Days Out.

Saturday, July 25: Nvidia takes a $1B equity stake in Naver as a $10B Korea AI factory deal closes at the SF summit; France's competition authority flags 84% AI-agent market concentration; Amazon's AgentCore adds live session monitoring; and the Korea-US summit produces its most concrete infrastructure commitment yet. In this hour: Naver, Nvidia & Brookfield Sign $10B Korea AI Factory Deal at SF Summit · France Finds Three Companies Hold 84% of the AI Agent Market · AWS Adds Live Session Monitoring to AgentCore — A Signal of Scale Ambitions · Nvidia's Korea Week: The Naver Equity Stake Is the New Detail.

Saturday, July 25: Treasury threatens sanctions over Moonshot's alleged Anthropic IP theft as BIS opens formal probe; Kimi K3 distillation details deepen; Bessent weighs open-source model ban; plus three additional breaking AI developments. In this hour: Bessent Threatens Sanctions — BIS Opens Formal Moonshot Probe · Kimi K3 Tells Users 'I'm Claude' — Distillation Leaves a Behavioral Trace · AI Tops Average Humans on Creativity — 100,000-Person Study Publishes Full Results · Xiaomi Drops MiMo-V2-Pro — Consumer Hardware Giant Enters the Reasoning Race · Washington Weighs Banning Foreign Open-Source AI Models Built Through Distillation.

Saturday, July 25: ChatGPT's fourth outage in four days is now resolved; Jensen Huang makes his X debut backing open-weight AI in a 25-company letter that splits the industry, directly colliding with White House accusations that Moonshot's Kimi K3 was built on stolen U.S. model weights and banned chips. In this hour: ChatGPT Restored — Fourth Outage in Four Days Now Resolved · Huang's First X Post Backs Open-Weight AI — 25 Companies Sign, OpenAI Stays Out · White House Formally Accuses Moonshot of GB300 Chip Smuggling Via Thailand.

Saturday, July 25: Jensen Huang breaks his X silence to lead a 25-company open-weights coalition; Meta's AI-scored layoffs begin separations; Moonshot distillation sanctions threat escalates; and the open-model battle lines harden across Washington. In this hour: Jensen Huang Joins X — First Post Is a 25-Company Ultimatum to Washington · Bessent Threatens Sanctions — Moonshot Accused of Distilling Fable and Running Banned Nvidia Chips via Thailand · Meta's AI Layoff Scorecards Land in Federal Court — Separations Began This Week.

Saturday, July 25: Kimi K3's 48-hour weight countdown collides with a surprise hallucination disclosure; plus fresh moves on AI grid power, China's companion-law fallout, and the Korea summit's first signed outputs. In this hour: Kimi K3's 48-Hour Countdown Collides With a 51% Hallucination Finding · Korea-U.S. Summit Produces Joint Infrastructure Framework and Export-Control Working Group · Grid Operator PJM Publishes AI Data-Center Demand-Response Term Sheet — OpenAI, Google, Microsoft Named · ByteDance Reports 9M Daily-User Drop as China's Companion-AI Law Bites — Qwen Suspends 14 Product Lines · White House Formally Endorses Five Eyes 'Months Not Years' AI Cyber Timeline — September Red-Team Exercise Announced.

Saturday, July 25: OpenAI's fourth outage in four days hits ChatGPT, APIs, and Codex simultaneously; ChatGPT Voice rolls out to enterprise workspaces; Trump officials clash with OpenAI over Chinese open-source model use; OpenAI pledges up to 1 GW of grid demand-response; and SpaceX's S-1 lays bare xAI's $2.4B Q1 loss alongside a billion-dollar compute deal with Anthropic. In this hour: OpenAI's Fourth Outage in Four Days — ChatGPT, API, and Codex Down Together · ChatGPT Voice Goes Agentic in Enterprise — Controls Your Computer, Coordinates Codex · OpenAI Pledges Up to 1 GW of Grid Demand-Response — Data Centers as Grid Assets · Trump Officials Push Back on OpenAI's Use of Chinese Open-Source Models · SpaceX S-1 Exposes xAI's $2.4B Q1 Loss — and a $1.25B/Month Compute Deal With Anthropic.

Saturday, July 25: Chipmakers sweep Q2 earnings as AI infrastructure spend accelerates; Anthropic's Fable 5 and Mythos 5 models pulled globally under Gold Eagle enforcement; China's companion-AI law wipes Doubao and Qwen agent features for hundreds of millions; Five Eyes issues urgent AI-cyber timeline warning; and a Treasury systemic-risk AI report gets publicly disowned. In this hour: Chipmakers Sweep Q2 — AI Infrastructure Spend Keeps Accelerating · Gold Eagle's First Scalp — Anthropic Pulls Fable 5 and Mythos 5 for Every User on Earth · China's Companion-AI Law Shuts Down Doubao and Qwen Features for Hundreds of Millions · Five Eyes Alliance Warns AI Will Transform Cyber Offense and Defense — Timeline Is 'Months, Not Years'.

Saturday, July 25: China's MetaX secretly files for a Hong Kong GPU IPO; the White House accuses Moonshot of stealing Anthropic's Fable to build Kimi K3 — whose open weights drop Sunday; DeepSeek's founder leaks a memo arguing compute, not genius, is America's only edge; and Meta launches a standalone AI listing app. In this hour: MetaX Files Confidentially for a Hong Kong IPO — Targets Year-End Listing to Fund Nvidia Rival · White House Says Moonshot Stole Anthropic's Fable for Kimi K3 — Open Weights Drop Sunday · DeepSeek's Founder Leaks a Memo: America's Edge Is Compute Alone — and That's Shrinking · Meta Launches Seller — A Standalone AI App That Writes Your Marketplace Listings From a Photo.

Saturday, July 25: China's Moonshot AI denies US distillation theft accusations as sanctions loom; a 100,000-person study finds generative AI outperforms average humans on creativity; and the Kimi K3 full weights release scheduled for Sunday. In this hour: China Denies Kimi K3 Theft — Sanctions Clock Is Running · AI Beats the Average Human on Creativity Tests — 100,000-Person Study · Wall Street Asks If the AI Moat Is Narrower Than the CapEx Implies.