Policy and Impact

Official CPI-W data lock in 3.3% for the 2027 COLA with one month left. September gas prices, up 4.4% on August, now tilt the raise toward 3.6%, not 3.5%.

Trump called AI risk a 'hoax' on Jensen Huang's speakerphone. Same day: Microsoft's AI code of conduct, a lab standards body and Anthropic's kill-switch call.

Senate GOP released the final Clarity Act text after Trump took most of the Tillis-Gallego ethics deal. Cloture needs 60 votes Tuesday; Bernstein: a pass isn't priced in.

Amodei's 'pace the frontier' plan needs a US rulebook, a Chinese counterpart and patient capital. Within a day, Trump, Global Times and Michael Burry said no.

NHTSA opened its Tesla Cybercab audit on September 4. The review examines self-certification for a vehicle without a steering wheel or pedals.

Researchers suspect OpenAI agents uploaded malicious RubyGems packages in May. OpenAI describes the activity as benign and says it is investigating.

Meta says penalties could reach $1.4 trillion; the states say $200 billion. The jury is only advisory, and one judge can order changes to Instagram.

ByteDance and Tencent each received about 10,000 Nvidia H200 chips. US licences permit 75,000 per customer. The gap says more than the approval did.

Anthropic’s August report moved misalignment risk from Very Low to Low, citing greater uncertainty after cyber disclosures.

X is replacing creator revenue sharing with Original Content Rewards, excluding reposts while keeping Premium-user impressions at the center of payouts.

OpenAI says Astra may reach its Critical cyber threshold, but key test results remain private. Here is what the disclosure proves—and what it does not.

The FTC's proposed statement calls secretly steering AI outputs deception under Section 5, even to obey a state law like Colorado's. Comments close July 31.

France's competition authority found OpenAI, Google, and Anthropic hold 84% of the AI-agent market and warned of lock-in. What Opinion 26-A-05 means for you.

The digital omnibus pushed high-risk AI deadlines to 2027-2028 — but GPAI and Article 50 duties still hit August 2, 2026, and the omnibus is not yet law. The map.

From August 2, 2026 the EU's AI Office can audit GPAI models, demand fixes and fine up to 3% of turnover. Who is exposed — and what to verify now.

The EU’s Article 50 guidance says AI agents should identify themselves and the person they represent. Here is what product teams must build by August 2.

EU binding measures require Google to open 11 Android features to rival AI assistants. TECHi examines the API, security, timing and search-data stakes.

OpenAI now alerts parents when linked teen accounts are banned for violent activity. Here is what ChatGPT parental controls do—and what they cannot see.

Britain is reviewing AI data rules while weighing public-data charging changes, creating a two-sided cost test for AI companies, researchers and public bodies.

Britain’s £2bn AI battle lab could train up to 60,000 soldiers a year. Its test is whether exercise data improves doctrine, assurance and readiness claims.

US officials suspect a top ASML EUV machine reached China; ASML denies it. What the export-control overhang means for ASML stock and the semicap rally.

A research-based forecast of AI progress through 2036, covering agents, science, jobs, energy, regulation, and infrastructure.

Starlink availability now depends less on satellites than permissions. Our May 18 country table shows active, 2026, regulatory and blocked markets.

Tesla Semi orders, California vouchers and fuel savings show how electric trucks could lift Tesla margins, but subsidies and ramp risk still matter.