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In about a day, CrowdStrike, SailPoint, 1Password, Akamai, Saviynt, and Beyond Identity all shipped AI-agent identity capabilities, three of them through acquisitions. The category is consolidating as fast as it is forming.

Andromeda Security, Omada, and P0 Security are moving agent security into the identity governance stack, with controls for ownership, access, runtime authorization, and audit trails.

SpaceX raised $75 billion in the largest IPO in history, at a $1.77 trillion valuation, and the stock jumped past $170 on its first day. Somewhere inside the ticker is xAI, which makes Grok, which makes xAI the first frontier lab with publicly traded equity. Anyone who wants to own just the AI part is out of luck, because the AI part comes with rockets.

Helix Digital Infrastructure launches with more than $10 billion from KKR, the Kuwait Investment Authority, Nvidia, and Vistra, and a former AWS CEO in charge. Its pitch is to be the single phone call for hyperscalers that need data centers, power, and fiber all at once. The companies that invented one-stop infrastructure are now the customers for it.

Anthropic has released Claude Fable 5, its first generally available Mythos-class model. Mythos is now public except for the parts that made Mythos a geopolitical object in the first place.

Broadcom, Apollo, and Blackstone have created a $35 billion financing structure for Anthropic’s next gigawatt of AI compute. The AI buildout now has its own private-credit platform.

Javier Milei published a Financial Times op-ed pitching Argentina as the world's 'fourth AI hub,' with a strategy that amounts to selling the absence of rules: no AI regulation, a low tax rate, and a new legal entity for companies run entirely by software. Peter Thiel has already bought a mansion in Buenos Aires.

A new post from Anthropic reports that the length of tasks its models can do unsupervised is now doubling every four months, up from every seven, and that Claude already writes most of Anthropic's code. It also proposes a way to slow down, which is a verifiable pause that no one yet knows how to verify.

Microsoft released seven in-house models at Build and aimed them at the enterprise, then benchmarked its new flagship against a Claude that is already two versions old. Being best was never the plan. The models are very good, much cheaper, and already inside the software you use, and the bet is that leaving is more trouble than it is worth.

A new executive order sets up a framework for AI developers to give the government up to 30 days with their most powerful models before release. Participation is voluntary, the order says, and it is not preclearance, the order also says. Which models are covered will be decided by the National Security Agency.

Anthropic may soon give ENISA access to Mythos, its restricted vulnerability-finding AI model. Europe is not trying to build Mythos or buy Mythos. It is trying to get access to Anthropic's version of Mythos, which is the whole point.

ByteDance is designing an AI inference chip with an architecture much like Groq's. Five months ago Nvidia paid roughly $20 billion for a non-exclusive license to that same architecture, in a deal analysts said was structured to keep the fiction of competition alive. The fiction is holding up well.