Tuesday, August 4: EU AI Act enforcement goes live, Palantir's Karp torches frontier labs as 'Marxist' after $1B profit quarter, and the AI regulatory clock keeps ticking on both sides of the Atlantic. In this hour: EU AI Act Goes Enforceable — Chatbots Must Now Say They're AI · Karp Calls Frontier Labs 'Marxist' — Palantir's $1B Quarter Becomes an Ideology War.

Tuesday, August 4: MiniMax drops an open-source omni-modal video model at one-twelfth the competition's price; OpenAI slashes GPT-5.6 Luna and Terra costs while adding a Fast mode; Palantir's Karp uses the Q2 blowout stage to warn enterprises off frontier AI labs; and the video-generation price war accelerates as Chinese models flood global benchmarks. In this hour: MiniMax H3 Goes Omni-Modal at One-Twelfth the Price of ByteDance's Seedance · OpenAI Cuts GPT-5.6 Luna and Terra Prices, Adds Fast Mode to Sol · Karp Post-Earnings: Frontier Labs Still Too Untrustworthy for Enterprise Core Ops · H3's Western Geo-Block Signals the New Open-Weight Regulatory Pressure Point.

Tuesday, August 4: MiniMax drops an open-source omni-modal video model at one-twelfth the competition's price; OpenAI slashes GPT-5.6 Luna and Terra costs while adding a Fast mode; Palantir's Karp uses the Q2 blowout stage to warn enterprises off frontier AI labs; and the video-generation price war accelerates as Chinese models flood global benchmarks. In this hour: MiniMax H3 Goes Omni-Modal at One-Twelfth the Price of ByteDance's Seedance · OpenAI Cuts GPT-5.6 Luna and Terra Prices, Adds Fast Mode to Sol · Karp Post-Earnings: Frontier Labs Still Too Untrustworthy for Enterprise Core Ops · H3's Western Geo-Block Signals the New Open-Weight Regulatory Pressure Point.

Tuesday, August 4: AMD's Q2 earnings print lands tonight with data-center revenue the key watch; Palantir's AI deal velocity sets a new public benchmark; the White House's $6B distillation figure hardens into policy; and the AI chip earnings season offers a clearer read on where infrastructure spending is actually flowing. In this hour: AMD's Q2 Print Is Live — MI350 Volumes and Helios Guidance Are the Tape · Palantir's AI Deal Velocity Sets a New Public Benchmark — Software Layer Catches Up to Hardware · The $6B Distillation Number Is Now the Policy Anchor — White House Uses It to Frame Export Controls and Compute Investment · Ai4 Day Three: California's Watermarking Law Dominates the Floor as Compliance Deadlines Bite.

Tuesday, August 4: Bloomberg coins a 'death zone' for mid-tier AI model makers as China's launches pile up; Palantir's Karp calls frontier labs 'Marxist' after a $1B profit quarter; AMD drops its Q2 print after the bell; Ai4 in Las Vegas enters day two; and the open-weight policy battle sharpens in Washington. In this hour: Bloomberg: China's AI Blitz Creates a 'Death Zone' for Mid-Tier Model Makers · Karp Calls Frontier Labs 'Marxist' on CNBC After Palantir's $1B Profit Quarter · AMD Q2 Print Drops After the Bell — MI350 Volumes and Helios Orders Are the Numbers to Watch · Ai4 Day Two: Governance Gaps and California's Watermark Law Dominate the Vegas Floor · The $6B Distillation Number Is Now the Policy Anchor in Washington's Open-Weight Fight.

Tuesday, August 4: Palantir's Q2 print lands at $1.94B — 93% growth — stock surges 15% after hours; AMD drops its own Q2 after the bell Tuesday; Ai4's Day One opens in Las Vegas with agentic AI dominating the floor. In this hour: Palantir Q2: $1.94B, +93% — Stock Jumps 15% After Hours as Guidance Hits $8.15B · AMD Q2 Drops After the Bell — MI350 Ships, Helios Ramp and Data Center Margin Are the Story · Ai4 Day One in Las Vegas: Agentic Governance Replaces Agentic Hype on the Main Floor.

Tuesday, August 4: Claude Sonnet 5's intro-pricing clock enters its final 27 days, xAI quietly lists a $1,000-a-year SuperGrok Plus tier, an unnamed government pulls the plug on a deployed AI model, and AMD's Q2 results land after the bell with chipmakers and investors watching every line. In this hour: Claude Sonnet 5's Intro Pricing Ends Aug 31 — Developers Face 50% Rate Jump Plus a Tokenizer Trap · SuperGrok Plus Listed at $1,000/Year — xAI Tests Annual Commitment Pricing · AMD Q2 Drops After the Bell — $11.3B Target, MI350 Shipments in Focus · A Government Pulls the Plug on a Deployed AI Model — Details Emerging.

Tuesday, August 4: Claude Sonnet 5's intro-pricing clock enters its final 27 days, xAI quietly lists a $1,000-a-year SuperGrok Plus tier, an unnamed government pulls the plug on a deployed AI model, and AMD's Q2 results land after the bell with chipmakers and investors watching every line. In this hour: Claude Sonnet 5's Intro Pricing Ends Aug 31 — Developers Face 50% Rate Jump Plus a Tokenizer Trap · SuperGrok Plus Listed at $1,000/Year — xAI Tests Annual Commitment Pricing · AMD Q2 Drops After the Bell — $11.3B Target, MI350 Shipments in Focus · A Government Pulls the Plug on a Deployed AI Model — Details Emerging.

Monday, August 3: Palantir's actual Q2 print obliterates estimates — 93% revenue growth, US commercial up 149%, guidance raised to $8.15B; DeepSeek V4 Flash exits preview at $0.14 per million tokens and beats Palantir's own Pro model on agent benchmarks; AMD's Q2 print lands after tonight's bell with $11.3B expected and Helios rack orders the real test; and Ai4's opening day in Las Vegas puts Hinton, Ng and Li on the same stage. In this hour: Palantir Q2 Actual Results: 93% Revenue Growth, US Commercial +149%, Guidance Raised to $8.15B · DeepSeek V4 Flash Exits Preview at $0.14/M — Beats Its Own Pro Model on Agent Benchmarks · Ai4 Day One: Hinton, Ng and Li Share a Stage as Agentic AI and Alignment Dominate Opening Keynotes · AMD Q2 Prints After Tonight's Bell — $11.3B Expected, But Helios Rack Orders Are the Real Test.

Monday, August 3: Ai4 2026 opens in Las Vegas with Hinton, Ng, and Li sharing one stage for the first time; Palantir's official Q2 press release lands with a 155% Rule of 40 score and $8.15B full-year revenue guide as Karp declares 'AI sovereignty has been unleashed'; AMD reports Q2 after the bell with Helios data-center numbers in focus; and the KAIST constraint-planning paper draws enterprise attention on the conference floor. In this hour: Ai4 2026 Opens in Las Vegas — Hinton, Ng, and Li on One Stage for the First Time · Palantir's Official Q2 Filing: Rule of 40 Hits 155%, FY Guide Raised to $8.15B, Karp Declares 'AI Sovereignty Unleashed' · AMD Q2 Reports After the Bell Tonight — Helios Ramp and 56% Gross Margin Are the Lines to Watch.