1. Onstage at the All-In Summit, Jensen Huang took a live phone call from President Trump and put him on speaker. Both pushed back on Dario Amodei's call to "pace the frontier" — Trump dismissed the slowdown push as "a hoax," and Huang replied that they won't let it happen. Musk and Altman had backed Amodei two days earlier. The split is now public, and political.
2. Microsoft published a draft code of conduct for its own AI systems: don't hack, don't deceive people, don't resist human correction or shutdown. Mustafa Suleyman is framing violations as system failures rather than edge cases.
3. Apple shipped iOS 27 and macOS 27 with a rebuilt Siri that now competes directly with standalone AI productivity apps.
4. OpenAI reportedly bought smartphone camera maker Glass Imaging for around $300M — more evidence the hardware ambition is real.
5. Waymo switched on robotaxi service in Las Vegas.
6. Cornelis raised $205M to attack Nvidia where it gets discussed least: the interconnect between chips.
7. Superhuman acquired YC-backed notetaker Fathom as productivity suites race toward agentic work.
8. Automattic's board is out after its failed attempt to remove Matt Mullenweg. The founder won.
9. ClickFix attacks are getting Mac and Windows users to paste malicious code themselves, using fake login screens for services like HBO Max. No exploit needed — just a convincing page.
10. Larry Ellison called off a planned $7.5B sale of Oracle stock.
One number underneath all of it: Gallup found seven in ten Americans oppose a data centre being built in their area. The capital, the chips and the policy are pointed one way. The neighbours aren't.
What's your read — does the pacing conversation survive contact with this much momentum?
#AI #Technology #Cybersecurity #DataCenters #Leadership
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