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The Information
22 Sept 2026
The Information

Meta’s Muse passed 500,000 users in a week, but retention remains the real test

Internal data show strong initial curiosity for Meta’s personal agent: more than 500,000 users, over 250,000 daily actives and more than 2 million prompts after roughly a week.

The Information
22 Sept 2026
The Information

CME’s GPU-rental futures stall because compute is not yet a clean financial commodity

A planned October launch of Nvidia GPU rental-price futures will miss its target while awaiting CFTC approval, delaying an attempt to make AI compute hedgeable and investable.

The Information
22 Sept 2026
The Information

Z.ai open-sources ZCode after its coding tool silently uploaded user data

Developer backlash forced Z.ai to expose ZCode’s client code, but transparency about the current software does not by itself resolve what was previously collected or retained.

The Information
22 Sept 2026
The Information

Erebor Bank wants to turn sanctioned-state reconnection into a specialist franchise

After becoming a financial bridge between the US and Venezuela, Palmer Luckey’s bank is discussing a role in reconnecting Syria to the global financial system.

Semafor
22 Sept 2026
Semafor

Scott Bessent emerges as the likely AI czar, concentrating technology policy inside economic diplomacy

Semafor reports that the Treasury secretary is the frontrunner for a still-undefined role, which would combine AI policy with trade, capital markets and the new US–China incident dialogue.

The Information
22 Sept 2026
The Information

China investigates whether DeepSeek and Moonshot routed sensitive user data through Claude

The regulator’s inquiry turns Anthropic’s accusations about illicit Chinese access into a concrete data-governance problem for two of China’s leading model companies.

Financial Times
22 Sept 2026
Financial Times

Planet Labs’ Berlin factory makes European space autonomy a production question

The US satellite company will build up to 60 high-resolution Pelican satellites a year in Berlin as German military demand and distrust of US-controlled intelligence access increase.

Financial Times
22 Sept 2026
Financial Times

Merz’s domestic collapse threatens the EU’s €2tn budget timetable

Germany was supposed to broker the bloc's next seven-year settlement; regional election losses have weakened the chancellor just as national vetoes harden.

The Information
22 Sept 2026
The InformationThe Information briefing

Anthropic’s proposed 1GW direct lease would shift cloud risk onto its own balance sheet

Anthropic is discussing becoming the direct tenant of up to 1GW of Stream Data Centers capacity, a strategic attempt to control compute more closely while accepting more infrastructure risk.

404 Media
22 Sept 2026
404 Media

Contractors training OpenAI models were fired for substituting AI for human judgment

The labor system meant to supply authentic human ratings is vulnerable to the very automation it is supposed to supervise, and unreliable detection makes enforcement largely behavioral.

The Information
22 Sept 2026
The InformationThe InformationThe Information briefing

AI upstarts are taking software budgets while incumbents discount the products meant to stop them

Procurement data and vendor discounting show a two-sided software-market shift: buyers are moving budget to model and agent providers while established vendors sacrifice price to defend their accounts.

Financial Times
22 Sept 2026
Financial Times

AI power demand accelerates China’s nuclear and fusion build-out

China is coupling its data-centre expansion to an energy strategy that spans conventional reactors, small modular designs and state-backed fusion startups.

ProPublica
22 Sept 2026
ProPublica

An FBI pay-to-play inquiry reached Susan Collins—then the public-corruption unit was dismantled

ProPublica reconstructs how a defense contractor converted campaign money into appropriations, how agents prepared a broader bribery inquiry, and why the investigation died before testing the central allegations.

Simon Willison
22 Sept 2026
Simon Willison

Claude Opus 5.5, GPT-6 Sol, GPT-6 Luna, and a new price war

Yesterday was Grok 4.7 ( pelicans ) and MiMo v2.6 Flash/Pro ( more pelicans ). Today Anthropic released Claude Opus 5.5 , and around an hour later OpenAI released GPT-6 Sol and GPT-6 Luna . It's going to take a while to get a good read on a

Zvi Mowshowitz
22 Sept 2026
Zvi Mowshowitz

Politics Gets Interested In Those Trying Not To Die

This was the month the world took notice that AI might kill everyone. Jacob Coxon’s resignation set off a preference cascade . Anthropic CEO Dario Amodei wrote that we must pace the frontier . Sam Altman, Elon Musk and Demis Hassabis agreed

The Information
21 Sept 2026
The InformationBarron's

Oura’s $2.2bn IPO is largely an exit for existing shareholders

The smart-ring maker is profitable and growing, but most of the shares in its proposed offering come from current owners rather than funding the company.

The Information
21 Sept 2026
The InformationThe InformationThe InformationThe Verge

Amazon blocks Meta’s Muse as agents collide with platform power

Meta's personal agent can browse the web for users, but Amazon controls the marketplace, identity system and data that make shopping automation valuable.

Rest of World
21 Sept 2026
Rest of World

Nvidia’s free model tests what sovereign AI means in the UAE

The Emirates owns an enormous Nvidia cluster but still rents much of its intelligence; Nemotron could localize the model layer while deepening dependence on an American stack.

Financial Times
21 Sept 2026
Financial TimesReutersFinancial Times

Berlin’s Linke victory and the CDU’s eastern collapse redraw German politics

Die Linke won Berlin on a housing mandate while the CDU fell below 5% in Mecklenburg-Western Pomerania, leaving Friedrich Merz under pressure from opposite ends of eastern Germany.

The Information
21 Sept 2026
The InformationThe InformationFinancial TimesReuters

OpenAI and Anthropic explored binding mutual stress tests

The rivals nearly created a reciprocal model-inspection regime; OpenAI is now asking governments to build an international version around shared evaluations and incident channels.

Financial Times
21 Sept 2026
Financial Times

Big Tech is quietly guaranteeing up to $300bn of AI infrastructure debt

Residual-value guarantees let data-centre ventures borrow against chips and buildings while much of the associated obligation stays outside technology companies’ headline debt figures.

The Information
21 Sept 2026
The InformationReutersThe Information

DeepSeek makes Huawei training chips a strategic priority

Liang Wenfeng is betting that domestic accelerators can loosen the export-control bottleneck, even as Alibaba builds its own model-and-chip stack.

Simon Willison
21 Sept 2026
Simon Willison

Jev introduces a new shape of LLM - System One, aka Decision Models

Last week TypeSafe AI unveiled Jev , their first example of a new category of model that they are calling "System One models" (I'm with Maggie Appleton, I think "decision models" is a better name for these). Jev is an interesting variant on

The Information
20 Sept 2026
The InformationSteve LeVine

A Pentagon drone contest became a test of whether startups can avoid Chinese parts

Most entrants reportedly failed a strict domestic-supply-chain requirement, leaving Perennial Autonomy and Neros positioned for much of a $300mn contract pool.

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